Skip to main content

Planner

Overview​

The Codebolt Planner is an intelligent project management and task organization tool that helps you plan, track, and execute your development projects. With AI-powered insights and intuitive workflow management, stay organized and productive throughout your development lifecycle.

Project Planning​

Project Structure​

  • Project Hierarchy: Organize projects with nested sub-projects
  • Milestone Tracking: Define and track major project milestones
  • Phase Management: Break projects into manageable phases
  • Timeline Visualization: Gantt charts and timeline views
  • Dependency Management: Track task dependencies and blockers

Task Organization​

  • Task Creation: Create detailed tasks with descriptions and requirements
  • Task Categories: Organize tasks by feature, bug fix, or enhancement
  • Priority Levels: Set task priorities (Critical, High, Medium, Low)
  • Status Tracking: Track progress through customizable status workflows
  • Assignment Management: Assign tasks to team members

AI-Powered Planning​

AI Planning Examples:
"Create a plan for implementing user authentication"
→ Generates tasks for database setup, API endpoints, UI components, testing

"Break down the e-commerce checkout feature"
→ Creates subtasks for cart management, payment integration, order processing

"Plan a migration from React 16 to React 18"
→ Outlines assessment, dependency updates, code changes, testing phases

Task Management​

Task Details​

  • Descriptions: Rich text descriptions with formatting
  • Acceptance Criteria: Define what constitutes task completion
  • Time Estimates: Estimate effort required for each task
  • Labels and Tags: Categorize tasks with custom labels
  • Attachments: Attach files, screenshots, and documents

Task Workflows​

  • Custom Statuses: Define custom workflow statuses
  • Status Automation: Automatically update status based on triggers
  • Workflow Templates: Reusable workflow templates for different project types
  • Approval Processes: Multi-step approval workflows
  • Progress Tracking: Visual progress indicators

Task Relationships​

Task Dependency Types:
- Finish-to-Start: Task B starts after Task A finishes
- Start-to-Start: Task B starts when Task A starts
- Finish-to-Finish: Task B finishes when Task A finishes
- Start-to-Finish: Task B finishes when Task A starts

Sprint Planning​

Agile Methodology​

  • Sprint Creation: Create time-boxed sprints
  • Sprint Goals: Define clear objectives for each sprint
  • Capacity Planning: Plan based on team capacity and velocity
  • Backlog Management: Prioritize and manage product backlog
  • Sprint Retrospectives: Conduct post-sprint reviews

Scrum Integration​

  • User Stories: Create and manage user stories with acceptance criteria
  • Story Points: Estimate relative effort using story points
  • Burndown Charts: Track sprint progress with burndown visualization
  • Daily Standups: Track daily progress and blockers
  • Sprint Reviews: Review completed work and get feedback

Kanban Boards​

  • Board Customization: Create custom Kanban boards for different workflows
  • Column Configuration: Define custom columns and work-in-progress limits
  • Card Management: Move cards through workflow stages
  • Swimlanes: Organize work by team, priority, or category
  • Flow Metrics: Track cycle time and throughput

Time Tracking​

Time Management​

  • Time Logging: Track time spent on tasks and projects
  • Timer Integration: Built-in timer for active time tracking
  • Manual Entries: Add time entries manually for completed work
  • Time Estimates vs Actual: Compare estimated vs actual time
  • Billable Hours: Track billable vs non-billable time

Productivity Analytics​

  • Time Reports: Generate detailed time tracking reports
  • Productivity Insights: Analyze productivity patterns and trends
  • Focus Time: Track periods of focused, uninterrupted work
  • Context Switching: Monitor task switching frequency
  • Velocity Tracking: Track team and individual velocity over time

Time Optimization​

  • Time Blocking: Schedule dedicated time blocks for specific tasks
  • Focus Sessions: Pomodoro technique integration
  • Distraction Management: Tools to minimize distractions
  • Goal Setting: Set daily and weekly productivity goals
  • Habit Tracking: Track development-related habits

Resource Management​

Team Management​

  • Team Member Profiles: Manage team member information and skills
  • Workload Balancing: Distribute work evenly across team members
  • Skill Matrix: Track team member skills and expertise
  • Availability Calendar: Manage team member availability and time off
  • Role-Based Permissions: Control access based on team roles

Resource Allocation​

  • Resource Planning: Plan resource allocation across projects
  • Capacity Management: Track and manage team capacity
  • Resource Conflicts: Identify and resolve resource conflicts
  • Budget Tracking: Track project budgets and resource costs
  • Utilization Reports: Analyze resource utilization rates

Equipment and Tools​

  • Asset Management: Track development tools and equipment
  • License Management: Manage software licenses and renewals
  • Environment Management: Track development environments
  • Infrastructure Planning: Plan infrastructure requirements
  • Cost Optimization: Optimize resource costs and usage

Reporting and Analytics​

Project Reports​

  • Progress Reports: Detailed project progress reporting
  • Status Dashboards: Real-time project status dashboards
  • Milestone Reports: Track milestone completion and delays
  • Budget Reports: Monitor project budgets and spending
  • Quality Metrics: Track code quality and defect rates

Performance Analytics​

  • Velocity Charts: Track team velocity over time
  • Burn Rate Analysis: Monitor project burn rate and forecasting
  • Productivity Trends: Analyze productivity trends and patterns
  • Bottleneck Analysis: Identify and address workflow bottlenecks
  • Predictive Analytics: AI-powered project completion predictions

Custom Reports​

  • Report Builder: Create custom reports with drag-and-drop interface
  • Data Visualization: Charts, graphs, and visual data representation
  • Export Options: Export reports to PDF, Excel, and other formats
  • Scheduled Reports: Automatically generate and send reports
  • Real-Time Updates: Live data updates in reports and dashboards

Integration Features​

Code Integration​

  • Git Integration: Link tasks to commits, branches, and pull requests
  • Code Review: Integrate code review workflows with task management
  • Branch Management: Create branches directly from tasks
  • Deployment Tracking: Track deployments and releases
  • Issue Tracking: Link bugs and issues to development tasks

Third-Party Integrations​

  • Jira Integration: Sync with Atlassian Jira projects
  • GitHub/GitLab: Integrate with Git hosting platforms
  • Slack/Teams: Team communication integration
  • Calendar Integration: Sync with Google Calendar, Outlook
  • Time Tracking Tools: Integrate with external time tracking services

API and Automation​

  • REST API: Full API access for custom integrations
  • Webhooks: Real-time notifications for external systems
  • Automation Rules: Create custom automation workflows
  • Zapier Integration: Connect with thousands of apps via Zapier
  • Custom Scripts: Run custom scripts based on project events

AI-Powered Features​

Intelligent Planning​

  • Project Templates: AI-generated project templates based on requirements
  • Task Estimation: AI-powered task effort estimation
  • Risk Assessment: Identify potential project risks and mitigation strategies
  • Resource Optimization: AI recommendations for resource allocation
  • Timeline Optimization: Optimize project timelines based on constraints

Smart Insights​

  • Pattern Recognition: Identify patterns in project data
  • Predictive Analytics: Predict project outcomes and potential issues
  • Performance Recommendations: AI suggestions for improving performance
  • Workflow Optimization: Recommendations for workflow improvements
  • Learning from History: Learn from past projects to improve future planning

Natural Language Processing​

  • Voice Commands: Control planner with voice commands
  • Smart Search: Intelligent search across projects and tasks
  • Meeting Notes: AI-powered meeting transcription and task extraction
  • Requirement Analysis: Extract tasks from requirement documents
  • Status Updates: Generate status updates from project data

Collaboration Features​

Team Collaboration​

  • Real-Time Collaboration: Live collaboration on project planning
  • Comment Threads: Threaded discussions on tasks and projects
  • @Mentions: Mention team members for notifications
  • Activity Feeds: Track all project activity in real-time
  • Notification System: Customizable notification preferences

Stakeholder Management​

  • Client Dashboards: Simplified dashboards for client access
  • Stakeholder Reports: Executive summaries for stakeholders
  • Approval Workflows: Multi-level approval processes
  • External Sharing: Share project status with external stakeholders
  • Feedback Collection: Collect and manage stakeholder feedback

Document Management​

  • Project Documentation: Centralized project documentation
  • Version Control: Track document versions and changes
  • Template Library: Reusable document templates
  • Collaborative Editing: Real-time collaborative document editing
  • Knowledge Base: Searchable project knowledge base

Mobile and Offline Access​

Mobile Application​

  • Cross-Platform: iOS and Android mobile apps
  • Task Management: Full task management on mobile devices
  • Time Tracking: Mobile time tracking and timer functionality
  • Notifications: Push notifications for important updates
  • Quick Actions: Quick task creation and status updates

Offline Functionality​

  • Offline Access: Work on projects without internet connection
  • Data Synchronization: Automatic sync when connection is restored
  • Conflict Resolution: Handle conflicts from offline changes
  • Local Storage: Secure local data storage
  • Backup and Recovery: Automatic backup and recovery features