Planera

Critical Path Tracing in Canvas

Customizing Connector Shape

Copy and paste activity names and durations from a tabular format into Planera as new activities

Copying Activities from Excel and other apps

Apply automatic layout algorithm to elements on the canvas to make the canvas look better

Auto Layout on Canvas

How to trace logic path of an activity or milestone.

Inspecting the Path of an Activity or Milestone

keyboard shortcut to add activities rapidly

Creating a Chain of Activities

How to Undo Actions in Planera's Canvas

Coloring multiple connectors simultaneously

How to insert and dissolve elements in an existing network

Inserting and Dissolving Elements

Quickly identify which relationships are driving and which are on the critical path

Identify Driving Relationships

Advance Canvas Uses

Planera App

Planera Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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