Projects and tasks
Keep delivery work organized around projects, accountable owners and the next step.
Planerix Workspace
Connect the plan to the work that moves it forward.
Bring projects, tasks, goals, meetings and business context together, with clear ownership and an AI assistant alongside the work.
Built around your day
From company goals to the next task.
- Company leadership
- Team leads
- Project teams
Inside Planerix Workspace
The details that make
the everyday work easier.
Goals and KPIs
Connect team goals to measurable indicators and review progress in context.
Meetings and follow-up
Keep recurring reviews, action items and linked work visible after the meeting ends.
Business analytics
Bring configured data sources into the workspace for a shared view of performance.
AI alongside the work
Use the assistant and configured insights to explore context and prepare the next action.
Organization structure
Manage people, roles and access within the organization’s workspace.
A connected workflow
Set direction
Define the goals and projects your team is working toward.
Connect the work
Link tasks, meetings and indicators to their owners.
Review progress
Use the shared context to decide what happens next.
Connected to your systems
Keep the source.
Connect the work.
Data sources and workflow connections are scoped during onboarding. Availability depends on the selected connector and the customer’s access.
Explore integration coverageOn the web. Alongside you on iPhone.
Web workspace available. The companion iOS app is included in guided product demonstrations; distribution is arranged with the team.
Meet the mobile appsCompany leadershipTeam leadsProject teams
Make it your workspace
Start with the part of your
business that needs clarity.
We’ll walk through the relevant product, your current systems and a practical first rollout.