Planovik AI Documentation

Planovik AI is an intelligent productivity hub: personal and team tasks, Kanban boards, habit tracking, personal and family finance, knowledge base, collaborative workspaces, and an AI assistant.

Documentation Navigation

Getting Started

• Quick Start — registration, creating your first workspace, tasks, and documents.
• Web Application — interface overview, side ribbon modules, local storage, and sync.

Platform Modules

• Tasks — task creation, priorities, subtasks, trash, and keyboard shortcuts.
• Calendar — time-based scheduling, calendar views, and sync with Yandex Calendar and Google Calendar.
• Email Tasks — personal email gateway, creating tasks from emails, tag parsing, and attachments.
• Kanban — visual boards, drag-and-drop cards, timer, and archive.
• Workflow Rules — Kanban transition policies: checklists, reviewers, completion evidence, and watchers.
• Automations — no-code trigger-condition-action rules and scenarios for tasks and boards.
• Habits — tracking regular routines, streaks, and analytics.
• Finance — income and expense tracking, categories, budgets, and insights.
• Knowledge Base (Documents) — hierarchical notes, Markdown editor, search, and task linking.
• Shopping List — easy shopping lists and quick checklists.
• Team and Workspaces — member invites, roles, access permissions, and workload tracking.
• AI Assistant — Command Center, contextual window shifting, smart prompts, and action confirmation.
• Backups — JSON export, Yandex.Disk & Google Drive connections, scheduled automated backups.

For Developers

• External API — managing tasks and projects via API keys.
• Authentication — sign-in rules, access tokens, and security.

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Platform Services

Resource	Purpose
planovik.pro	Main website & Planovik AI documentation
app.planovik.pro	Web Application

Launch app: app.planovik.pro/register