new

improved

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Live Dashboards in Docs - No More Export-Import-Update-Repeat

Your model checking data already lives in Plannerly. Now your dashboards do too.
We have added dashboards directly inside the Docs module - charts that pull straight from your Verify tasks and update themselves automatically. No exporting to Excel. No copying numbers into a slide deck. No "let me just update this before the meeting" panic.
Creating a new dashboard document in the Plannerly Docs module with two charts side by side
How it works
Create a new document in Docs, add a chart block, and you are done. Seriously - that is it. Choose side-by-side or stacked layouts, pick your chart types, and the data flows in from your existing tasks.
Stacked chart layout with a bar chart at the bottom showing task status
Filter for the right audience
Not everyone needs the same view. Filter your dashboards by milestone, status, team member, or team - then save. Create one dashboard for the project lead showing overall progress, another for the mechanical team showing just their workload. Each one tells a different story from the same data.
Dashboard filter options showing milestone, status, team member, and team filters
Always up to date - zero effort
This is the bit that kills the old workflow dead. When your team drags tasks across the Kanban board, changes a status, or completes a deliverable - the dashboard updates automatically. Go back to your dashboard and it already reflects what just happened. No refresh button. No re-run. Just current data, all the time.
Kanban board showing tasks being moved between status columns, with the dashboard updating automatically
Automated weekly reports
Set up auto-versioning and schedule a weekly PDF export - say Monday mornings at 9 AM. Pick your recipients, write a brief message, save. That is it. Every Monday your team gets a fresh dashboard report in their inbox and you did not have to do a single thing.
No more exporting to Excel, updating a separate dashboard, converting to PDF, uploading to Teams, and hoping nobody asks for the latest version. It is all one workflow now.
Export settings showing auto-versioning and scheduled weekly delivery on Monday mornings
The old way:
Export data → open Excel → build charts → format → PDF → email → repeat next week → cry a little
The new way:
Add a chart block → done. It updates itself. Forever.