IDs that mean something
Every task is numbered by project. Rename a project's code and old IDs still find the task.
Your team's bullet journal.
Nothing carries over by itself.
The spreadsheet your team already knows, with one habit built in: every morning, each unfinished task gets a decision. Lists stay short, honest and owned.
Free for everyone · open source · self-host it if you like
MigrateMonday · 4 left
››Fix Stripe webhook retriesmoved 2×
›››Pricing copy for the Pro tiermoved 4×
›Benchmark shred latency
›››Write the onboarding emailsmoved 3×
Shutdown Mon 2 Nov
SamPayment Element live behind a flag. 10% tomorrow.
DiegoLane 2 caught up. Alerting is next.
Brings your team in from the tools you already use
- Microsoft 365
- Excel
- Google Sheets
- CSV
- Any email
- Your domain
How it worksA system that closes every day.
A system that closes every day.
So nothing quietly rots.
Five moves your team already half-does in spreadsheets and notebooks, made into one place everyone shares.
01 / Capture
Write it down like a spreadsheet.
Click the empty row, type, press Enter. Shorthand fills the columns as you go, so a task with an owner, project, priority and points is one line.
- Arrow keys, Tab, Enter, paste from Excel
- Every task gets an ID like SWQ-000031
- Events and notes sit beside tasks, BuJo style
NLN-000039 New row Today
Renew the wildcard TLS cert @sam^rahul#nln!!~2
Enter fills the row
Champion Sam
Manager Rahul
Project nolimitnodes
Priority High
Points2
@ Champion^ Manager# Project! Priority~ Points
Built inEverything a team needs.
Everything a team needs.
Nothing it has to learn.
Small, considered details that make a shared list something people actually keep up to date.
Points, not hours
Size work with 1, 2, 3, 5, 8 or 13. Plan and Insights add it up per person and project.
⌘K to anywhere
Jump to any task, page, person or day. Old IDs, comments and page titles are all searchable.
Pages that belong to the work
Specs, notes and minutes as Notion-style pages, organised in folders and linked to every task they explain.
Bring the spreadsheet with you
Paste from Excel or upload a CSV. Columns map themselves, and you see a preview before anything is created.
Team and accessEveryone in.
Everyone in.
The right doors shut.
Four roles, per-project access, and four ways to join. Admins stay in control without becoming a help desk.
Owner, Admin, Member, ViewerClear roles. Only the Manager of a task can delete it.
Restricted projectsHidden everywhere for people without access, even in search.
An audit log for everythingRoles, invites, access and billing, with who and when.
Small numbers.
On purpose.
0tasks that carry over by themselves
1key to decide each leftover in the morning
2owners on every task: Manager and Champion
$1per person per month, billed yearly, everything included
Why Planbook
Every task tool we used became a backlog nobody read. The bullet journal had the answer decades ago: if a task is worth keeping, you rewrite it by hand tomorrow. If it isn't, you let it go. Planbook does that for a whole team, in a sheet that feels like Excel on the first day.
CBuilt by clr3for our own team first
Changelog
Better every week.
We ship small and often, and write down what changed.
Free and open sourceFree for everyone.
Free for everyone.
Everything included.
No plans, no seats, no limits on tasks, projects, pages or people. Planbook is open source, so you can also run your own copy.
- Unlimited tasks, projects, pages and teammates
- Microsoft 365, domains and invite links
- Plan, Insights, Journal, import and export
Questions
Something else? Ask a person.
What does “nothing carries over by itself” mean?
Most tools keep every unfinished task forever, so lists rot. In Planbook, yesterday's open tasks don't move to today on their own. Each morning you decide each one: today, tomorrow, later, done, or let go. It takes about a minute and keeps the list honest.
Do we need Microsoft 365?
No. Sign in with Microsoft (work, school or personal) or with any email address and a one-time code. A team can mix both.
Is it really free?
Yes. Planbook is free for everyone, with every feature included and no limits on tasks, projects, pages or people. It's also open source (AGPL-3.0), so you can run your own copy.
Can we bring our spreadsheet?
Yes. Paste rows straight from Excel or Google Sheets, or upload a CSV. Planbook maps the columns and shows a preview before anything is created.
Who can see what?
Owners and Admins see everything. Projects can be Open or Restricted, with No access, View or Edit per person. A task can be edited by its Manager, its Champion or whoever created it.
Can we leave?
Any time. Export tasks as CSV, pages as Markdown, or everything as JSON, and delete the team whenever you like.