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Updates & Fixes

A smoother, smarter Plannerly - this update focuses on clarity, better exports, and fewer tiny frustrations that slow teams down.

We have improved how information requirements behave, cleaned up visuals in timelines and how they are seen in Bluebeam, and added more control to SmartFields and Cover Pages. Below is a simple summary of what has changed and how it helps day-to-day work.

Better exports and data structure

Excel exports now include Group Name and Milestone Name
so downloads are easier to filter and report
New Regex String column added
after Info Tags to support advanced validation workflows
Element Tasks now export correctly
on the Details page even when the parent group status is toggled off

Information Requirements made simpler

No value is requested when the rule is any number
- fewer unnecessary clicks
Number between rule fixed
by restoring the missing second input
Checking behavior corrected
for empty-value rules
Verify optimization error message resolved
when opening Information Requirements

Cleaner visuals and usability

Blue date icon removed
on group timeline tasks when tracking at element level
Layout issue fixed
so Information Requirement values fit neatly in the field width
Page Marker text in Bluebeam is now invisible
for cleaner PDFs
Tooltips added
to tracking fields to explain options in context
New empty-state message added
to guide users in SmartFields

SmartFields and Cover Pages

System SmartFields can be created instantly
without needing the old create-then-link step
Code view added to Cover Pages
for more flexible formatting
Cover Page code view access fixed

Document mode fixes

Section Comment panel now opens correctly
when sections are created using the PDF option
Toolbar overflow resolved
in Doc mode
Email comment links now scroll
to the correct section

Thanks for all the feedback that shaped this release.

Many of these improvements came directly from real project frustrations you shared with us. Keep the ideas coming - they help make Plannerly feel a little more like common sense and a little less like software.

The Plannerly Team