The whole product, top-down: what each section contains, every setting it actually offers, and how an agent reaches the same thing. If a setting isn’t here, Planra doesn’t have it.
The top of the hierarchy. Everything — projects, boards, agents, forms, keys — belongs to exactly one workspace. Members hold a role in it; API keys are scoped to it.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Team name | Team → Team Settings | Text | — |
| Description | Team → Team Settings | Text | — |
| Member role | Settings → Workspace → Members (invite: Admin · Member · Viewer); Team → Members on team workspaces | owner · admin · member · viewer (viewers cannot write) | — |
| Guest access | Team → Invitations (team workspaces) | Board access (which boards) · Allow commenting | — |
| Default hourly rate | Analyze → Budgets | Number per hour, applied to all logged time | 50 |
| Per-member rate | Project budget card (v2 rates) | Number per hour, overrides the workspace default for that member | — |
| Sidebar | Bottom of the sidebar | Rail (default; flies out on hover) · Keep open (pinned) | Rail |
Agent: workspace_summary · list_workspace_members · search_all · search_workspace_semantic
A project groups boards, goals, notes, whiteboards, forms and budget. Created manually or from an AI blueprint.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Name, idea/description | New Project dialog · project header | Text | — |
| Release | Project → Releases card · task window | Name · version · description · status planned · in progress · released · cancelled · target date; progress rolls up from attached tasks; Changelog drafts Markdown grouped by task type with linked pull requests | — |
| Budget | Project → budget card | Amount in workspace currency; remaining = budget − tracked hours × rate | — |
| Project properties | Project → Properties card | Workspace-level project fields (owner, client, stage…) — text · number · select · multi-select · date · checkbox · URL · person; values per project, validated like board fields | — |
| Health | Project → Health card · project header · projects list | On track · At risk · Off track, posted as dated updates with an optional note; the latest post is the project’s health | — |
| Sections | Project → Sections menu | Show or hide Properties · Health · Epics · Releases · Budget on this project | All shown |
| Initiative | Initiatives page (Analyze) · MCP update_project | A project belongs to at most one initiative; the Initiatives page rolls up projects, task progress, overdue count, due span and project health per initiative — name · colour · status planned · active · done · cancelled · target date | — |
| Star | Projects list | Pins the project to the top of your list | — |
Agent: list_projects · get_project · create_project · update_project · delete_project · list_epics · create_epic · update_epic · delete_epic
Where the work lives. Kanban, list, timeline and calendar views of the same tasks; columns, fields, labels, sprints and share links are board-level.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| View | Board header switcher | Kanban · List · Timeline · Calendar — saved on the board, shared by everyone on it | Kanban (new boards) |
| Filters | Board header → Filters | Status · priority · type · label (multi-select, combined with search and My tasks); part of what a saved view captures | — |
| Saved views | Board header → Views | Name · personal (only you) or shared with the board (writers only) · captures view type, search, My tasks, filters, kanban grouping, list sort/grouping/columns/field filters; "Save changes" when the active view drifts; the last-used view is restored per browser | All tasks |
| Group by | Board header (kanban) | No grouping · assignee swimlanes | — |
| Group by (list) | List view toolbar | None · Epic (with rollup headers) · Type · Label · Release; remembered per browser | — |
| Release markers | Timeline view | Every release with a target date (not cancelled) is drawn as a vertical marker with its name; released ones are greyed — nothing to configure | — |
| Column | Add column / column menu | Name · color · position · WIP limit | — |
| Custom field | Task window → Board fields | Name · type: text · number · select (comma-separated options) · multi-select (several options, stored comma-joined) · date · checkbox · URL (http/https, validated) · person (a workspace member) · required (a task cannot be marked Done while a required field is empty — REST, MCP and drag-to-Done all refuse); values are stored on the task by field name | — |
| Statuses | Settings → Statuses · task window status select · MCP list_statuses | Name your own states (e.g. Backlog, In QA, Shipped); each maps to a category To Do · In Progress · In Review · Done · Cancelled so rollups, sprints, burndown, imports, automations and agents keep working; colour; one default per category; the first custom status materialises the built-in five as editable rows | The built-in five |
| Realtime multiplayer (lab) | Board · whiteboard · Settings → Labs | Live sync on private per-workspace Realtime channels (ws:<workspace>:board:<id>, …:whiteboard:<id>) that only active members can join — RLS on realtime.messages keyed on the Clerk user id; task edits, moves, deletes and column changes propagate; whiteboard saves push instead of the 20s poll; off until NEXT_PUBLIC_FEATURE_REALTIME=1 and the lab is on | — |
| Column → status | Kanban column menu → Maps to | Pick the workspace status a column represents; moving a card sets that status. Unmapped columns infer the category from the column name (Done/Shipped → Done, QA/Review → In Review, …) | — |
| Intake by email (lab) | Forms → Intake by email · Settings → Labs | One address per board (<token>@intake domain); mail becomes an unassigned To Do task in triage with the message id as external_ref (redeliveries deduped); pause/resume/delete addresses; webhook POST /api/inbound/email?provider=postmark|sendgrid|mailgun|generic guarded by INBOUND_EMAIL_SECRET (+ Mailgun HMAC); off until the deployment is configured and the lab is on | — |
| Labs | Settings → Labs (owners/admins) | Realtime multiplayer · Intake by email — each is built and wired but off; a lab can be switched on only when the deployment has what it needs (env flags), otherwise it reads "Coming soon" with the requirement | Both off |
| Task type | Settings → Task types · task create dialog · task window | Name · emoji icon · colour · default priority · description template · default field values · subtask template (titles created under every new task of the type) · checklist template (items seeded on every new task); starter set Feature / Bug / Chore / Spike; one type can be the default for new tasks | — |
| Label | Task label picker / MCP | Name · color · description | — |
| Sprint | Sprints panel (Manage) | Name · goal · start/end date · status planned · active · completed; complete moves unfinished work forward | — |
| Share link | Share dialog | Permission view · comment · edit; advanced: expiry date, max views, enabled/disabled; revoke any time | — |
| Board template | Templates gallery / MCP | Name · description · category · icon · public · columns · default labels | — |
Agent: list_boards · create_board · update_board · delete_board · list_columns · create_column · update_column · delete_column · list_board_fields · list_labels · create_label · list_sprints · create_sprint · complete_sprint · list_share_links · create_share_link · list_templates · apply_template
One tap opens a task as a floating window anywhere in the app (My Tasks, search, the task bar). Windows move, resize from every edge, snap left/right/center/max, and stack in the bottom bar.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Status | Task window | To Do · In Progress · In Review · Done · Cancelled | — |
| Priority | Task window | None · Low · Medium · High · Urgent | — |
| Assignee, start date, due date, epic | Task window | Workspace member · dates · epic of the project | — |
| Repeat | Task window → Repeat | None · recurrence rule (re-creates the task on completion) | — |
| Dependency | Linked tasks | blocks · blocked by · relates to | — |
| Approval request | Task window → Approvals | Approver (member) · message; decisions: approve · reject · cancel | — |
| Custom field values | Task window (board fields) | Per the board’s field definitions | — |
| Window layout | Window header | Snap left · center · right · maximize; minimize to bar; recent list in the bar | Center, 620×680 |
Agent: list_tasks · list_available_work · get_task · create_task · update_task · delete_task · create_subtask · set_task_field · add_task_comment · request_human_review · create_checklist · add_checklist_item · add_task_dependency · add_task_attachment · start_timer · stop_timer · list_time_entries · request_task_approval · decide_task_approval · delegate_task_to_agent
Outcomes a project is driving toward, with a target date and a done/archived lifecycle.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Goal | Goals page | Title · description · project · target date · status active · done · archived | — |
Agent: list_goals · create_goal · update_goal
Public intake forms that create tasks on a board, with optional legal statements and click-to-sign signatures; personal signing links track sent → viewed → signed.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Form | Forms page | Title · description · project · board (submissions land here) · active/inactive | — |
| Field | Form builder | Label · type: text · textarea · email · phone · number · date · time · url · select · radio · checkbox · rating (max) · section · statement (≤10k chars) · signature; required; options; show-if condition | — |
| Signature | Field type “signature” | Typed name + consent, always required when present; content hash, signer IP/UA and a signed PDF are recorded | — |
| Signing link | Form viewer → Signing links | Recipient name · email; single-use; revoke | — |
Agent: list_forms
Rich-text notes and a freeform whiteboard, both linkable to a project or task. Whiteboard items can be sent to a board as tasks.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Doc | Docs page | Title · emoji icon · named cover · folder · project · task; editor: headings, bold/italic/underline/strike, highlight, inline code, links, bullet/numbered/to-do lists, quotes, callouts, dividers, tables, images (URL), emoji picker, / slash menu for blocks; Publish creates a read-only link at /docs/p/<token>, Unpublish revokes it; Download as .md, .txt or standalone .html | — |
| Folder | Docs page → folder tree | Name · parent folder (nested) · project link; deleting a folder keeps its docs and files at the root | — |
| Download… | Docs page header | Pick a file type (Markdown · plain text · HTML) and tick docs and drive files, grouped by folder, Select all / Clear; one item downloads directly in that type, more come as a ZIP mirroring the folders with every doc in that type and files as they are (API: GET docs-export by folder with format=md · txt · html · both · all, or POST with note_ids / file_ids / format) | — |
| Drive file | Docs page → folder → Upload | Any file up to the plan's per-file limit, counted against workspace storage; download via a short-lived signed link; move between folders; delete frees the quota | — |
| Whiteboard | Whiteboard page | Name · project · task · elements; templates: brainstorm · kanban · retro · customer journey | — |
| Whiteboard share | Share dialog | Same options as board share links; public viewer at /shared/<token> | — |
Agent: list_notes · create_note · update_note · delete_note · list_whiteboards · create_whiteboard · update_whiteboard · delete_whiteboard
Bring your own model. Each agent has a role, a provider, an optional schedule, a budget and a trust level. High-stakes actions queue for human approval; everything is metered and logged.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Agent type, name, description | Agent config | Text | — |
| Schedule | Agent config | Cron / schedule text, or manual only | — |
| AI provider | Agents → AI Providers · agent config | Planra AI (default, uses credits) · OpenAI-compatible · Anthropic-compatible · custom base URL; API key · model. BYO providers use no Planra credits | — |
| Budget caps | Agent config → budget | max tokens per day / month · max actions per day / month · unlimited | 500k tokens and 300 actions per day when unset |
| Trust level | Agent config → budget | supervised (every high-stakes action queues) · trusted (destructive + oversight queue) · autonomous (nothing queues) | supervised |
| Risk tiers | Fixed by action | destructive · outbound · costly · oversight | — |
| Approval | Tasks → Approvals · Agents → agent → Approvals · notifications | Approve or reject; executes on approve; expires after 7 days | — |
| Budget alerts | Notifications | Warning at 50% and 80%; a cap hit pauses the agent visibly with a resume path | — |
| Memory index | Agents → Memory | Rebuild index on demand; auto-reindex daily for active workspaces | — |
Agent: list_agents · run_agent · list_agent_runs · get_agent_run · get_my_agent_status · get_approval_status · search_workspace_semantic · REST: GET /api/v1/agents · POST /api/v1/agents/:id/run · GET …/runs · GET …/deliverables
When X happens on a task, do Y — server-side, no agent needed. The pipeline editor wires triggers to actions by drag.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Trigger | Automation form | task status changed · task created · task assigned · due date approaching · task overdue · checklist completed · label added · column changed | — |
| Action | Automation form | change status · change priority · assign member · add label · remove label · move to column · send notification · create subtask · set due date | — |
| Scope | Automation form | Board filter · label filter · project · enabled/disabled | — |
Agent: list_automations · create_automation · update_automation · toggle_automation · delete_automation
Read-outs over the same data: period digests, velocity and charts, who is carrying what, and what the hours cost.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Report period | Analyze → Reports | Week · Month · Quarter | — |
| Saved report | Reports → Saved & scheduled | Name · type weekly_progress · workload · velocity · portfolio · budget; schedule manual · daily · weekly · monthly; recipients; enabled | — |
Agent: list_reports · run_report · create_saved_report · update_saved_report · delete_saved_report
The content-marketing layer: campaigns with KPIs, the assets inside them, the channels they publish to, and audience segments. Reached through ⌘K.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Campaign | Campaigns | Name · goal · status planning · in progress · live · completed · archived · dates · KPI type views · clicks · signups · sales · subscribers · engagement · impressions · reach · custom · KPI target/actual · project · audience | — |
| Asset | Campaign | Type · title · status idea · drafting · review · approved · scheduled · published · archived · channel · publish date · assignee | — |
| Channel | Channels | Kind · name · handle · URL · notes · active | — |
| Audience | Audiences | Name · description · size estimate · attributes | — |
Agent: list_campaigns · create_campaign · list_assets · create_asset · list_channels · create_channel · list_audiences · create_audience · record_performance · get_performance
A read-only window for a client into selected projects, on its own link. One portal per workspace.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Portal | Settings → Workspace → Client Portal | Enabled · projects shown · accent color · welcome message · logo · expiry date | — |
| Allow client comments | Settings → Workspace → Client Portal | On / off | Off |
| Share AI deliverables | Settings → Workspace → Client Portal | On / off | — |
| Share budget burn | Settings → Workspace → Client Portal | On / off — shows per-project cost, hours and budget | Off |
Agent: get_portal · create_portal · update_portal · delete_portal
Ways in and out: import from other tools, sync with Google, notify Slack, link GitHub, export to build platforms and documents, or push events to a webhook.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Import | Workspace → Import | Source file (Jira · Linear · ClickUp · Plane · Trello · Asana · Notion · any CSV — tool detected from the file) · target project name; dry-run preview shows tasks, columns, labels | — |
| Settings → Preferences → Connected services | Connect / disconnect; per-board calendar sync and Sheets export from the board toolbar | — | |
| Slack | Integration guide (/docs) | Authorize the bot · default channel for agent notifications | — |
| GitHub | Integrations → GitHub | Repository ↔ board links; PR and workflow events referencing plan-12 or #12 update the linked board; optional read-only token (owner/admin) unlocks Import open issues (one-to-one, deduped by issue number) and Scan repo → propose tasks (README, issues, merges, TODOs → up to 12 proposals into triage, tagged "repo scan") | — |
| Webhook | Settings → Preferences · AI & Export | Name · URL (HTTPS) | — |
| Exports | Workspace → AI & Export | Lovable · Bolt.new · Replit · v0 hand-off packages; document exports; quick actions | — |
Agent: list_github_links · send_notification
Keys are workspace-scoped Bearer tokens. A key bound to an agent acts as that agent — metered and trust-gated; an unbound key acts as its creator.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| API key | Settings → Developer | Name · optional “acts as agent” binding; shown once; revoke any time (show revoked toggle) | — |
| Scopes | Key | agents:read · agents:run | — |
| MCP access | Plan | Pro or Team plan; free keys can initialize/ping and learn to upgrade | — |
Agent: tools/list exposes every tool with a description · get_my_agent_status first, then work
Everything personal, in one Settings hub with five tabs.
Contains
| Setting | Where | Values | Default |
|---|---|---|---|
| Profile | Settings → Account | Avatar (uploaded in Planra) · display name | — |
| Plan | Settings → Billing | Free · Pro · Team; upgrade, downgrade, invoices | — |
| Browser notifications | Settings → Preferences | Ask permission · enabled · blocked (browser-controlled) | — |
| Email notifications | Settings → Preferences | Master switch · task assigned · mention · comment added · task updated · weekly digest | All on except “task updated” |
| Data export | Settings → Workspace → Data & Privacy | Download all projects and settings as JSON | — |
| Delete account | Settings → Account / Workspace | Type DELETE to confirm; lists what will be removed | — |
Kept in step with the code — this page is generated from the same definition the product ships with.