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Planello Views

Coming soon

Ask for a dashboard. Get a live one.

Describe the screen you need and Planello AI builds it from your boards, epics, documents and agents. Stats, charts and tables that update the moment a card moves, arranged exactly how you like. Coming soon to Planello, in the browser and on desktop.

The ShopFlow release dashboard: open cards, epics with their progress, a pipeline chart and open work by priority The ShopFlow release dashboard: open cards, epics with their progress, a pipeline chart and open work by priority

Preview of a feature in development. Details may change.

How it works

One sentence in, a whole screen out.

Views adds a new space to the sidebar, next to your boards and documents. Ask the assistant for a view, or start from a template, and keep as many as you need, sorted into folders.

  1. 1. Ask for it

    "Show me what's blocking the checkout release." Plain language is enough, and the assistant asks when it needs more.

  2. 2. Watch it appear

    The view opens right away and fills in block by block, built from Planello's own components and wired to your real data.

  3. 3. Make it yours

    Drag and resize blocks, add more from the component library, or ask for changes like "make the chart weekly".

Live, not a snapshot

Move a card. Every view knows.

Views read your workspace directly, so there's nothing to refresh and nothing to sync. Finish a card on the board and the stats, charts and tables that show it change the same moment. Click any card in a view to open it.

  • Cards and lists
  • Epics and progress
  • Labels and priorities
  • Documents and files
  • Canvases
  • Agents at work
  • Data from the web

Your layout

The AI builds it. You arrange it.

Every view is a grid of blocks. Press Edit layout to drag them around, resize them and drop in new ones, then press Done. On a narrow screen the blocks stack into one column.

  • Drag components in from the library, or drop images and files straight onto the view
  • Fine-tune any block in the inspector without writing a prompt
  • Undo anything, and go back to any earlier version in the history

Component library

Over 40 components, all in Planello's style.

Views are made from the same building blocks as Planello itself, so every view looks at home in light and dark mode. No stray colors, no broken layouts.

Data

  • Stat tiles
  • Bar, line and area charts
  • Donut charts
  • Data tables
  • Tables
  • Progress bars

Planning

  • Card lists
  • Cards
  • Mini boards
  • Epic progress
  • Agent activity

Layout

  • Rows and columns
  • Grids
  • Tabs
  • Accordions
  • Dialogs
  • Dividers

Content

  • Text and Markdown
  • Badges
  • Alerts
  • Avatars
  • Icons
  • Empty states

Media

  • Images
  • Video and audio
  • PDFs
  • 3D models
  • Embeds from YouTube, Loom and more

Inputs and actions

  • Buttons
  • Text fields
  • Checkboxes
  • Choice pickers
  • Sliders
  • Date pickers

Beyond the board

Charts and tables for anything you track.

A view isn't limited to cards. The ShopFlow demo will come with a store performance view: revenue, orders by region and channel, a checkout funnel and the best-selling products, with charts grouped into tabs.

The ShopFlow store performance view: revenue, orders, conversion and average order, weekly revenue and orders by region The ShopFlow store performance view: revenue, orders, conversion and average order, weekly revenue and orders by region
Traffic charts in tabs, orders by hour as a heatmap, and the top products table Traffic charts in tabs, orders by hour as a heatmap, and the top products table
All open work as a data table with search, filters per column and sorting, above this week's due cards and epic progress rings All open work as a data table with search, filters per column and sorting, above this week's due cards and epic progress rings

Data from outside Planello

Your numbers, kept up to date.

Point a view at your shop's sales API, a metrics endpoint or a published spreadsheet. Planello fetches the data and keeps it fresh while the view is open, as often as you choose.

  • JSON, CSV or plain text, refreshed on a schedule or with one click
  • API keys stay in your system keychain and only go to the address you saved them for
  • A view only fetches from the web after you allow it

Powerful and safe

You decide what a view can do.

A view can look at your workspace from the start. Anything more, like changing cards, running agents or fetching from the web, waits until you say yes.

Ask first

A button that adds or moves cards asks for your permission once, with a reason, and you can say no.

Code when it's needed

For something no component can draw, the AI writes a small component of its own. It runs in a sealed sandbox with no internet access.

Every change kept

Each change, yours or the AI's, is saved as a version. Look back through the history and restore any of them.

Stays on your device

Views are saved with the rest of your workspace, on your device, like your boards and documents.

Works with your AI

Build views with the assistant you already use.

Planello AI builds views in the browser with nothing to set up. In the desktop app, your Claude or Codex subscription can build them too, and so can coding agents connected over MCP, for instance to leave a report behind when they finish a job.

  • The assistant comes with a guide to views, so it gets them right the first time
  • Built on A2UI, the open standard for interfaces made by AI agents
  • Ask AI on any view to change it, or on one block to change just that
  • Planello AIBuilt in, in the browser and on desktop
  • ClaudeYour subscription, in the desktop app
  • CodexYour subscription, in the desktop app
  • Any MCP clientThrough Planello's MCP server

Questions

Good to know

Do I need to know how to code?

No. You describe what you want and the assistant builds it. You can change the layout with your mouse and the details in the inspector, without touching any code.

Does it work in the browser?

Yes. Views will work in the browser and in the desktop app. Saved API keys for web data need the desktop app, because they're kept in your computer's keychain. In the browser, web data comes from addresses that allow it.

How many views can I have?

As many as you like. Sort them into folders in the Views panel, and open several side by side.

Can a view change my board?

Only if you allow it. A view can show anything in your workspace, but adding, moving or editing cards needs your permission first, and so do running agents and fetching web data.

When can I use it?

Views is in development and coming soon. Planello is free, so you can start planning today: when Views arrives, your boards are ready for it, and the ShopFlow demo board will come with two finished views to explore.

Coming soon

Your next dashboard will be one sentence away.

Views is on its way. Start with Planello today, free, and your boards will be ready when it arrives.