Plannex
Add clients, launch projects, let the assistant build task boards, collect RSVPs, and share invoices—all from one calm workspace.
Planner view · Live board
Backlog
Doing
Review
Guests see their own portal—RSVPs and invoices only.
What's inside
AI agent desk
Draft tasks, schedules, and vendor emails with one prompt.
Kanban + timeline
Boards that stay in sync with due dates and owners.
Client portal
Share live progress, invoices, and RSVP links instantly.
Invoices & docs
Branded HTML templates ready to send or print.
Guest RSVPs
Unique links per guest with attendance, notes, and plus-ones.
Plannex keeps planners, clients, and guests aligned with AI support.