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
  • Board view: switch a project between Phases and Board, 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
  • Rules on move: nothing reaches Done while a task blocking it is open, and a hard gate asks for its evidence

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 sends anything to an AI service, and only what you paste, when you use it. This deployment is on the Lite plan. The in-app AI import is not included in this deployment, by agreement; nothing you paste here goes to an AI service.

Status copied

Evidence

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