Mobile view optimized for tasks. Complex features work best on desktop.

planHQ

A lightweight tool that keeps your projects, decisions, and documents in one place; without the enterprise bloat.

Built by someone who was tired of unproductive meetings, lost emails, and "we'll just plan it in Excel".

No credit card required • Full access for 14 days • Cancel anytime

Dashboard overview showing initiatives, action items, and team activity

Built for the real world

Not another tool with a million features you'll never use. Just what you actually need.

Tasks

Excel rows get lost. Outlook flags get ignored.

How it works:

  • Click "+ New Action Item" → type → assign → done
  • Due dates auto-highlight
  • No learning curve. Just works.
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Simple task management interface
Initiative with milestones and tasks
Initiatives

Bigger than a task. Smaller than a project that needs Gantt charts.

How it works:

  • Name the initiative (e.g., "Remove Citrix")
  • Add milestones with dates
  • Add tasks under each. Everyone sees what's next.
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Meeting Minutes

"Wait, who said they'd do X?"

How it works:

  • Open initiative → "Add Minutes"
  • @mention people → auto-tasks created
  • No more "check the email thread from 3 weeks ago"
Meeting minutes with action items
Approval workflow with audit trail
Approvals

Verbal OKs disappear. Decisions get forgotten.

How it works:

  • "Request Approval" → add context → route it
  • 1-click / with optional comments
  • Audit trail included. No "I never agreed to that"
Documents

"Where's the latest deck?"

How it works:

  • Paste link (SharePoint, Google Drive, whatever)
  • Or upload the document directly
  • Everything lives with the initiative. No hunting.
Document linking and management
Knowledgebase articles and documentation
Knowledgebase

Tribal knowledge walks out the door.

How it works:

  • Write markdown → link to any initiative
  • Public or private. Your call.
Cross-Organization Collaboration

Work with anyone. Not just your domain.

How it works:

  • Invite your IT vendor, consultants, clinical staff—anyone
  • No "must have @yourcompany.com email" nonsense
  • Everyone sees the same plan. Finally.
  • On project completion, the knowledge remains in your organization.
Cross-organization collaboration with guest users
Risk management and mitigation tracking
Risk Management

Track what could go wrong before it does.

How it works:

  • Record risks directly against each initiative
  • Add mitigation steps and assign owners
  • No separate spreadsheet to maintain
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Team Reporting

See the big picture. No status meeting required.

How it works:

  • See who's overloaded and who has capacity
  • Track completion rates across the team
  • Spot blockers before they become problems
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Team reporting dashboard showing workload and completion rates
Project overview with status and progress tracking
Project Overview

One page. Every initiative. Current status.

How it works:

  • All your initiatives in one consolidated view
  • Filter by status, owner, or timeline
  • Perfect for leadership updates and steering committees
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Why not just use Asana?

"We can just plan it in Excel." Sound familiar? And when you want to bring in your IT vendor, consultants, or contractors, suddenly you're looking at licensing costs that don't make sense—or they can't access your tool at all.

Solo freelancer? Just $5/month total—unlimited read-only accounts, invite anyone, no domain restrictions.

Growing team? $5 per seat per month. Everyone gets full edit and contribute access to all features.