Recurring Tasks

Pleased to get this one in your hands! We have now built in the functionality within your Plannr sites to make a task recurring, at intervals such as daily (make coffee), weekdays (drink coffee), fortnightly (buy coffee), monthly (book a medical) etc.

This can be setup ad hoc, e.g. if you’re creating a standalone task you wish to repeat, or as part of a workflow that is triggered at regular events (think: disinvestments for an ongoing withdrawal).

Your recurring task will be labelled as such with the recurrence tag, as per the below, to make it clear whether it’s a one off or repeatable task:

When you’re filtering your taskboard, you can now also filter to view all the recurring tasks, or only the standalone ones, or all.

Finally, our importers and exporters can also be used to create recurring tasks in bulk or for easy task management offline. There’s a few things to note which you’ll see in our support article, to ensure when setting any recurring tasks up you’ll get the outcome you want.

Time to spam your favourite employee with a daily repeating task every 5am. 🤌🏼

A Settings Area update

We’re busy behind the scenes rebuilding the entire Plannr codebase in Nuxt 4, the gold standard of development in the industry. This has been happening for some time now and the only impact on you guys is that Plannr will be slicker, faster, and more robust technology. Awful, right?

Well, we’re taking the opportunity whilst cleaning everything up, to standardise the look and feel of Plannr across every area of the site. This is important so that no matter where you are in the system, everything feels familiar and accessible - like a warm hug.

Enter the Settings Dashboard, which has been added to many times over the years as functionality has expanded in Plannr. It’s undergoing a bit of a UI refresh to fit the style of our other menus in Plannr, which we’re rolling out section by section as we work through the Nuxt 4 upgrade for each area.

The first thing that’s gone live today, which will look a bit different (but hopefully more familiar), is the Account Details menu sidebar. We’ve taken the old Account Details looong page and split it into the individual items in the sub navigation menu so you have a much easier way of finding what you need and managing your site settings.

Any employee with Member level access will get a shiny new Settings menu too, with the items they have permissions to access as determined by you.

Until all the new tabs are released, you’ll be redirected to the original layout when you click on the new menu items - but where the upgrade has been made you’ll see the new layout look and feel, as well as experiencing the super speedy reliable Nuxt 4 engineering under the hood.

Inflows/Outflows

You may have noticed this one already in your travels as it’s been live for a week, but now when you’re looking at a plan’s inflows and outflows, you’re able to apply sticky filters for premiums, contributions, withdrawals and all transaction types. There’s further work to be done on transaction handling in Plannr but we hope this helps with returning the data you need, as easily as possible, when working in a client’s plan.