Tasks, boards, and contacts in one place
Plan2Done gives your organization boards with items and columns, a contacts area with notes and reminders, and workspace or board reports — without juggling multiple tools.
From your data
Updated
live
Open tasks
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Members
—
Today
This week
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Table · Kanban · Calendar · Chart
Assigned in Person column
Board & reports
Groups
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Automations
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Per board (Pro+)
Illustration — simplified UI.
Organize work in boards, manage contacts, and review progress in reports.
AUTOMATIONS (PRO AND HIGHER)
Create rules on a board: when a task reaches a given status, Plan2Done can move it to another group or set another status. No separate deadline-based escalation engine — keep it simple and predictable.
Triggers and actions you configure per board
Board rule
STRUCTURE
Rename groups, add columns, choose views, and reorder — your workspace stays flexible within the limits of your subscription.
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Table · Kanban · Calendar · Chart
Assigned in Person column
Groups
—
Automations
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Per board (Pro+)
REPORTS
Open Reports from the sidebar for a workspace or board: charts and tables reflect tasks and assignments already in Plan2Done — not a separate BI tool.
Illustration
Example chart styling
Numbers in illustrations are examples only.
OVERVIEW
Use one product for task boards, contact follow-ups, and basic reporting instead of stitching spreadsheets and chat together.
Status-based automations
Create an automation for a status change
Projects via boards
Example board
Board in your workspace
Assignments and ownership
Reporting in the app
PRICING
Starter, Pro, Business, and Enterprise reflect workspace, board, contact, and feature limits enforced in Plan2Done.