Board Chat and Claude: what the AI can do

You run dozens of threads and cannot always stop to click through boards. Plankwork’s AI means you can ask in plain words and have the work done: find what needs you, answer a question about a project, or change many tasks in one sentence. It reads what you can read and changes only what you could change by hand.

The AI comes through two doors. One is a chat panel inside Plankwork that proposes changes for you to approve. The other is Claude, connected from outside, which works on your boards after you approve its request. Between them they cover:

• Questions about any board you can open: what is overdue, what is blocked, what a task says, what was agreed in a note.
• Creating and changing tasks, groups and threads, singly or in bulk, including dates, dependencies and repeating work.
• Delegating work, commenting, keeping checklists and links, and adding notes.
• Logging time and running your timer.
• Keeping the risk register and your goals.
• Staffing, booking, contracts and rates, for people with the right access.
• Copying work between boards and starting a new board.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.