WorkPlan

Plan, schedule, and optimize work and staffing with forecasts, automation, and clear dashboards
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Open WorkPlan, drop your milestones on the calendar, and watch a workable schedule take shape. Create task cards for design, copy, QA, or vendor handoffs; assign owners, time blocks, and dependencies so handovers are automatic. Use capacity heatmaps to see who’s overloaded, then drag tasks across days or teammates to balance work. Add due dates and SLA windows, attach briefs, and set reminders that ping people only when their step is ready. Scenario-plan multiple schedules, compare impact on staffing and costs, and commit to the plan that fits your deadline.

For operations teams, start with demand. Import sales, tickets, or footfall and let Workforce Forecasting map expected volumes by hour and site. The AI staffing engine converts that demand into suggested headcount, skills, and shifts. Build rosters by location, enforce split-break rules and local laws, and publish with one click. Employees receive push alerts; no manual texts. Geofenced clock-ins confirm presence at the right branch, while location-based scheduling honors commute constraints and certifications. Leave requests flow through approval paths, and auto backfill offers open slots to qualified staff in priority order.

Execution stays tight through the Employee Dashboard. People see today’s tasks, shifts, KPIs, and relevant docs in one place, on web or mobile. They can update availability, swap shifts within policy, and log time against assignments. Performance scorecards turn raw activity into clear goals, while benchmarking shows how teams compare. Managers schedule quick coaching check-ins, attach notes to tasks, and escalate blockers with @mentions that notify only involved parties.

Leaders get clarity without spreadsheets. Analytics track throughput, utilization, and labor cost by branch, role, or project. Reporting packages compliance attestations, audit trails, and variance summaries for weekly ops reviews. Approved hours feed Billing and Invoicing, and payroll exports respect local tax and holiday rules across countries. Workflow automation routes changes, approvals, and policy checks so processes run in the background. To get started: import your teams, connect calendars and data sources, define roles and access levels, and build your first schedule. Within a week, you’ll ship work on time with fewer meetings and fewer surprises.

Review summary

Features

  • Workforce Forecasting
  • Performance Scorecards
  • AI Powered Labor Optimization
  • Geofence
  • Employee Dashboard
  • Analytics (Workforce)
  • Reporting (Analytics)
  • Multi-branch / Location Management
  • Location-based Scheduling
  • International Usability
  • Leave Management
  • Shift Scheduling
  • Process Automation
  • Regulations Enforcement
  • Staff Notification
  • Mobile App
  • Compliance Management
  • Workflow Management
  • Time & Attendance Management
  • Benchmarking
  • Billing and Invoicing
  • Access Control

How It’s Used

  • Plan a cross-functional product launch with dependencies and capacity balancing
  • Run sprint planning for engineering with task handoffs and SLA reminders
  • Forecast call-center staffing by 30-minute intervals and auto-build shifts
  • Create rosters for multi-site retail while enforcing local labor rules
  • Manage field technicians with geofenced clock-ins and location-based assignments
  • Process leave requests and auto backfill open coverage to qualified staff
  • Track time and attendance and export approved hours to payroll and invoicing
  • Coach teams using performance scorecards and benchmark comparisons
  • Publish weekly operational reports with compliance attestations and audit trails
  • Coordinate an international rollout with localized schedules and policies

Plans & Pricing

Free

Free

5 Boards
5 Editors Per Board
20 Items Per Board
20 Subtasks Per Item
E-mail Support

Basic

$20.83 per user / month

Unlimited Boards
10 Editors Per Board
Unlimited Items
Unlimited Subtasks
Priority E-mail Support

Pro

$41.66 per user / month

Unlimited Boards
25 Editors Per Board
Unlimited Items
Unlimited Subtasks
Priority E-mail Support

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