Lite and Premium

Lite

Every project done properly, for a team running plans they already have.

  • The full board: every task field, for as many projects as you run
  • Tick a task off: it is written back with who did it and when
  • My day: your tasks across every project, overdue first, with what you can start now, who is waiting on you and what you are waiting on, and Assign to me on each task
  • Board view: switch a project between Board and Phases, and drag a task between Not started, In progress, Blocked and Done
  • Filters and status summary: phase, owner, disruption and status filters, and a copyable status summary
  • New project: business templates, Add task and quick task editing
  • The project template: fill in a form or an Excel template to start a project or add tasks to one
  • Editor and Viewer roles: every project stays in your own SharePoint
Most complete

Premium

Leverage across projects, and less friction getting work in.

  • Everything in Lite
  • Cross-project rollup: every project's open, blocked and high-disruption work on one screen
  • Generated status reporting: a written status from your findings and what is blocked
  • In-app AI import: paste a runbook and the project template is filled in for you
  • Board swimlanes by owner: group the board into one row per person, with Unassigned last
  • One board across all projects: every project's open tasks by status, on the Projects page
  • ✨ Plan my day: an AI-suggested order for your My day tasks, with one reason each, when you ask

Planned means designed and not yet built — it is not part of what Premium delivers today, and nothing here is charged for until it ships. Nothing on this card is Planned. Only the in-app AI import and Plan my day send anything to an AI service: what you paste, or your own My day list, and only when you use them. This deployment is on the Lite plan. The in-app AI import and Plan my day are not included in this deployment, by agreement; nothing here goes to an AI service.

Status copied

Evidence

Saved as this task's Result, with the move to Done.