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Delegate tasks and document progress

Single tasks can be assigned to individuals and connected to milestones. This way, phases are clearly defined and the project status can be easily tracked against the roadmap.

Task assignment

Fig. 1: Assign tasks and keep track

Well defined roles and accordingly assigned tasks are critical to ensure a smooth work flow. Planio's sophisticated role-based access control allows you to assign permissions to an individual user based on their function within the team. The task assignment system allows tasks to be defined, prioritized and assigned to the appropriate team member. Task assignments are communicated by e-mail and this new assignment will be allocated to their personal online list of open tasks.

Estimated time allocations can be applied to tasks and later compared to the actual time tracked utilizing the available time tracking feature. The current status of a work package can be indicated by providing a progress percentage or a text comment. Once the task is finished, it can be handed over to another participant if the work flow prescribes it.

All tasks can be assigned with delivery dates and milestones. Gantt charts can be automatically generated providing the visualization of dependencies and schedules for the project. Important dates also appear in the integrated calendar. On the roadmap, the status of all tasks is accumulated enabling the overall status of a project to be captured at a glance.


Testimonials

"Large research projects are often a great challenge. Using Planio's knowledge management, findings can be easily structured."

Jan Schaffner
Senior Researcher
Strategic Projects, SAP

"We manage construction projects for the Berlin transportation authority (BVG). For communication with clients and external partners, Planio is of indispensable help."

Jörg-Andreas Sausel
Dipl.-Ing. Architect
JAS Architekturbüro

"Our product team at xscio loves Planio. Also, the coordination with our external employees runs smoothly."

Stephan Meinl
Managing Board
xscio AG

"With Planio, I have an overview of the status of all work packages in the team and therefore can reduce the time need for meetings to a minimum."

Volker Gersabeck
Head of Development
pidoco GmbH