Planner

Planner is Pisano’s internal task management tool designed to help teams turn insights into action.

Whether it’s a customer feedback item, a chart-based insight, or an AI-generated recommendation from Leo — Planner allows you to:

• Create and assign tasks based on context

• Link existing insights to related tasks

• Track progress across teams using visual dashboards

• Collaborate with assignees, watchers, labels, comments, and file attachments

Each user can work with one or more dashboards — flexible workspaces where tasks are organized by status and easily managed across projects and roles.

Planner is tightly integrated with other Pisano modules like Feedback, Reports, and Leo, allowing seamless task creation and follow-up without losing context.

Creating a New Dashboard:

Dashboards help you organize tasks into separate workspaces. You can create multiple dashboards per account and use them for different projects, teams, or focus areas.

How to Create a Dashboard

1. Go to the Planner section in the menu.

2. Click the “+ Add Board” button at the top-left.
   

3.  In the ‘add a new board’ modal:

• Board Name (required): Enter a name for your new dashboard.

• Board Color (required): Choose a color to visually identify this board.

• Restricted (checkbox):

  • If checked, this board will be private to selected users.

  • If unchecked, all users with access to Planner will see the board.

• Permitted Users (required if restricted): Use the search field to add the users who should have access.

  

4.  Click Save to create the board.

Your new board will open immediately, and you can start adding tasks right away.

Creating a Task

Planner allows you to create tasks from multiple entry points across the platform. No matter where you are — Dashboard, Feedback, Reports, or Leo — the experience is consistent, intuitive, and always contextual.

From Planner Dashboard:

• Navigate to the Planner section via the main menu.

• Choose a dashboard or create a new one if needed.

• Click the “Add Task” button under any status column (e.g., Not Started).

• A drawer will slide in from the right where you can enter:

  • Task title (required)

  • Description

  • Start date (required)

  • Due Date

  • Status

  • Priority

  • Assignee (only one person)

  • Watchers (multiple allowed)

  • Labels

  • Attachments

• Click “Create” to save the task. It will appear under the selected status column in the selected dashboard.

From Feedback:

• In any Feedback Detail Page, click “Relate to a Task”.

  

• You will be redirected to your dashboard, and a modal will appear with two options:

  • Create a New Task

  • Assign to Existing Task

• If you select Create New Task, the task drawer will open.

• The task will automatically be linked to the feedback it originated from.

• If you select Assign to Task, the modal allows you to search and link to an existing task.

  • Search works with both task key and task name.

    

• Once a relation has been made, with using ‘Go to Task’ button you can navigate to the task.

From Reports:

• On any Chart, click “Add Task” button.

  
  
  
   

• A modal will appear with two options:

  • Add Task – opens the drawer directly

  • Relate to Existing Task – allows you to search and link to an existing task

• If you choose to create a task, it will be automatically linked to the report.

  

   

  Linking an Existing Task

  In some cases, you may want to associate an existing task in Planner with a piece of feedback, a report, or another task. Planner allows you to do this easily from multiple modules.

  Where You Can Link a Task From:

  You can link an existing Planner task from the following modules:

  • Feedback: Click “Relate to a Task” inside a feedback item. In the modal that appears, choose “Assign to Existing Task”.

  • Reports: Click “Add Task” from a chart. Select “Relate to Existing Task” in the modal.

  How It Works:

  1. After selecting Assign to a Task, a search field will appear.

  2. You can search for tasks by:

     • Task Title

     • Task ID

  3. Select the task you want to link to.

  4. Confirm your selection — the feedback or report will now be connected to the selected task.

  5. A reference will appear in the task’s details and in the module where it was linked from.

Creating a Task with a Relation

When you create a new task directly from a module like Feedback or Reports, Planner automatically connects that task to the item it came from. This ensures full traceability and context between insights and actions.

When Does This Happen?

You’ll see this behavior when:

• You click “Relate to a Task” inside a Feedback detail page

• You click “Add Task” from a Chart

In each case, Planner either:

• Redirects you to the task creation drawer, or

• Opens the drawer in-place (Reports)

The system automatically includes the related item (feedback/report/suggestion) in the background when the task is created.

Working with Assignees, Watchers, Labels, Comments & Attachments

Planner tasks are more than just titles and dates. To ensure clarity, collaboration, and action, each task supports additional metadata and communication fields.

Assignee

• Every task must have one assignee responsible for its execution. (By default it is the task creator)

• You can assign a user via the Assignee field inside the task drawer.

• Use the searchable dropdown to quickly find teammates.

Watchers

• Watchers are users who want to stay informed but are not directly responsible.

• A task can have multiple watchers.

• Add watchers using the same searchable dropdown as for assignees.

• Watchers are assignee and task creator by default.

Labels

• Labels help categorize tasks across themes, priorities, or teams.

• You can select existing labels or create new ones.

• Labels can be shared across dashboards (global).

• You can filter tasks by label on the dashboard.

Comments

• Use the comments section to discuss task details, provide updates, or ask questions.

• Comments are displayed chronologically under each task.

• You can also add attachments inside comments, enabling file-level discussions.

Attachments

• Attachments can be added both in the task description section and within comments.

• Supported file types include:

  • .pdf, .docx, .xlsx, .csv, .png, .jpeg, and more.

• Uploaded files are accessible from the task panel, and previewable where supported.

Role-Based Access in Planner

Planner supports role-based access to ensure the right people have the right level of control over tasks and dashboards. Each role has specific permissions that define what actions they can take within the system.

Admin

• Can create, edit, and delete any dashboard.

• Can view and manage all tasks across the account.

• Can manage user permissions for restricted dashboards.

• Can create and assign tasks to any user.

• Has full access to all Planner features.

Manager

• Can manage tasks within dashboards they are permitted to access.

• Can create new dashboards (restricted or public).

• Can assign tasks to team members.

• Cannot manage global permissions or view restricted dashboards they are not included in.

• Cannot access dashboards outside their access level.

Employee

• Can view and complete only tasks assigned to them.

• Can add comments and attachments to all tasks.

• Cannot create or edit dashboards.

• Cannot edit tasks assigned to others.

• Cannot assign or reassign tasks.