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Find answers, get support, and learn how to make the most of PlanIT with our comprehensive help resources.

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Explore our organized help categories to quickly find the information you're looking for.

Popular

Getting Started

Learn the basics and set up your account

12 articles
Popular

Task Management

Master task creation, organization, and tracking

18 articles

Team Collaboration

Work effectively with your team members

15 articles

Integrations

Connect PlanIT with your favorite tools

25 articles

Analytics & Reports

Understand your team's productivity metrics

10 articles

Account & Security

Manage your account settings and security

8 articles
Most Popular

Popular Articles

The most helpful articles based on user feedback and views.

How to Create Your First Project

Getting Started

Step-by-step guide to setting up your first project in PlanIT

3 min read15.2K views245 found helpful

Setting Up Team Permissions

Team Collaboration

Learn how to manage team access and permissions effectively

5 min read12.8K views189 found helpful

Connecting Slack to PlanIT

Integrations

Complete guide to integrating Slack with your workspace

4 min read11.5K views167 found helpful

Understanding Task Dependencies

Task Management

Master task relationships and project workflows

6 min read9.7K views134 found helpful

Creating Custom Reports

Analytics & Reports

Build personalized reports for your team's needs

7 min read8.3K views112 found helpful
FAQ

Frequently Asked Questions

Quick answers to the most common questions about PlanIT.

How do I invite team members to my workspace?

You can invite team members by going to Settings > Team Management and clicking 'Invite Members'. Enter their email addresses and select their permission level.

Can I use PlanIT offline?

PlanIT requires an internet connection for real-time collaboration features. However, our mobile apps support limited offline functionality for viewing and editing tasks.

How do I backup my data?

Your data is automatically backed up in real-time. You can also export your data anytime from Settings > Data Export. Enterprise plans include additional backup options.

What integrations are available?

PlanIT integrates with 150+ tools including Slack, Google Workspace, GitHub, Figma, Zoom, and many more. Check our Integrations page for the complete list.

How do I upgrade my plan?

You can upgrade your plan anytime from Settings > Billing. Changes take effect immediately, and you'll only pay the prorated difference.

Still Need Help?

Can't find what you're looking for? Our support team is here to help you succeed with PlanIT.