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Getting started, capacity, calendars: everything you need to read your team's workload at a glance.

Getting started

Five steps to go from creating your account to seeing your team's workload at a glance.

Create your workspace

Create your account, then your workspace. A guided project with example tasks is ready for you to explore the interface at your own pace.

Workspace name Create workspace Demo project included

Set each member's capacity

Every member specifies their hours per day and per week, including part-time and 4/5 schedules. This is the baseline that makes overload detectable.

My capacity Hours per day 7h Hours per week 35h

Connect Google Calendar or Outlook

Sync is two-way: your meetings appear in the schedule and count towards each member's workload.

Google Connected Outlook Connect

Schedule your tasks with an estimate

Tasks without dates wait in the "Unscheduled tasks" panel. Add an hour estimate, then drag them onto the schedule.

Planiflow Tasks view, Week scale: estimated tasks distributed by member and week, with synced meetings

Read the Capacity view

Switch the schedule to "Capacity" mode: each member-by-day cell is coloured by workload. A badge shows the overload as soon as a day exceeds capacity.

Planiflow Capacity view, Day scale: member-by-day cells with planned hours and capacity percentage

Capacity & overload

Understand how Planiflow calculates workload and what you can do when a day overflows.

Accept or resolve overload

Move tasks to a day with available hours, or explicitly accept the overload.

Read the Capacity view

Four cell states: available, optimal, busy, overloaded, across five time horizons from day to year.

Individual capacity and project allocation

Hours per weekday for each member, and hours allocated per project, aggregated in the dashboard.

Calendars

Connect Google Calendar and Outlook, and understand two-way sync.

Connect Google Calendar

Authorise access, choose the project to sync, and your events appear in the schedule.

Connect Outlook

Same principle as Google: OAuth connection then pick the calendar and linked project.

Are the details of my events stored?

Planiflow syncs only the information required for planning in order to preserve your privacy.

Export tasks to your calendar

Scheduled tasks in Planiflow can be pushed to Google Calendar or Outlook.

Imports

Bring your existing tasks into Planiflow from a CSV file. You match your columns, you confirm who is who, and Planiflow creates the tasks.

Export a CSV from your current tool

Asana, ClickUp and Notion export to CSV; Monday exports to Excel, which you can simply save as CSV. A spreadsheet saved as CSV works just as well. Asana and ClickUp exports are recognised automatically; for the other tools, the wizard has you pick the columns one by one.

What gets imported

Titles, descriptions, statuses, priorities, dates, estimates, tags and subtasks come along. Assignees are suggested for matching with the members of the project, so add the people concerned to the project before importing. Tasks missing an estimate, dates or an assignee land in the Unscheduled tasks panel, ready to be placed.

Limits and permissions

Each import feeds a single project, with up to 500 rows per file: beyond that the file is refused, so split it before uploading and import the files one after another, up to 5 imports per hour. Only workspace owners and admins can run an import.

Where your file goes

The file is read directly in your browser. Only the selected rows are sent to our servers, for the preview and then the import. Nothing is stored until you confirm.

Frequently asked questions

Short answers below link to the full responses: no duplicated content from the homepage.

How is overload detected?
Planiflow compares planned hours (tasks + meetings) to the capacity set by each member. Above 100%, the person appears overloaded with a numbered badge. Read the full answer on the homepage
Which calendar integrations are available?
Google Calendar and Outlook, with two-way sync. Configuration details are in the Calendars section. Read the full answer on the homepage
How do I create my account and how much does it cost?
Planiflow is in open beta: create your account from the site and start a 14-day free trial, no credit card required. Launch price: €9.90 per user per month for the first 100 subscriptions. See pricing details
Can I import my tasks from another tool?
Yes. Export your tasks to a CSV file from Asana, ClickUp, Notion, Monday or a simple spreadsheet, then import them into a Planiflow project: a wizard guides you step by step through matching the columns. A file is limited to 500 rows, and beyond that it is refused, so split it before uploading. Importing is reserved for workspace owners and admins. Details are in the Imports section.
Is my data secure?
Data is hosted in Europe and can be exported from your account settings. Read the privacy policy

Contact us

Still have a question? Write to us: a real person on the team will reply, and we read every message.

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