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Features

Your process, enforced automatically

A process that lives in people’s heads isn’t a process. Put it in the tool: custom workflows with rules, and automations that do the chores.
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Neutral automation rule builder with trigger, condition and action columnsNeutral automation rule builder with trigger, condition and action columns

Rule builder

Automations without code

Build rules from triggers — issue created, status changed, assigned, commented — plus AND/OR conditions, and actions: transition, assign, label, notify, log time, create a subtask. If a human doesn’t need to decide it, a human shouldn’t have to do it.

  • No-code builder
  • AND/OR conditions
Neutral Planora automation builder with trigger, condition and actionNeutral Planora automation builder with trigger, condition and action

Templates & history

Trust, but verify

Every automation keeps a run history — what fired, when, on which issue. Start from pre-built templates and adjust, instead of staring at an empty rule builder.

  • Starter templates
  • Run history
Neutral automation run history with recent rule executionsNeutral automation run history with recent rule executions

Workflow engine

Workflows that match how you work

Start with the sensible default — To Do → In Progress → For Approval → Done — or build your own per project, with status categories keeping reports meaningful. Restrict transitions by role, require fields before a status change, and fire automatic actions on transition.

  • Per-project workflows
  • Transition guards
Neutral workflow state diagram with role-gated transitionsNeutral workflow state diagram with role-gated transitions

Secondary capabilities

Workflow automation sits beside the notification system teams already use every day.

  • Notification types

    Assigned, mentioned, updated, commented, status, sprint and due-date events.

  • Notification preferences

    Per-type controls keep noisy projects quiet.

  • Email digests

    Instant, daily or weekly email digests via the background job stack.

  • Watchers

    Follow important issues without owning the work.

Related features

Rules work best when boards, integrations and permissions all share one model.

  • Boards & sprints

    Kanban and Scrum boards with sub-500 ms real-time sync, WIP limits and swimlanes.

  • Integrations & AI

    Slack, Jira import, webhooks, scoped API tokens — and a built-in MCP server for AI.

  • Self-hosting & security

    One docker-compose file, 40+ permissions, full audit log, backups you control.

Frequently asked questions

What can trigger an automation?

Issue created, status changed, assignee changed, or a new comment — combined with AND/OR conditions before any action runs.

What can an automation do?

Transition the issue, assign it, add labels, send notifications, log time or create a subtask. Chain conditions to keep it precise.

Can we stop people from skipping workflow steps?

Yes. Transitions can be restricted by role and can require fields, so issues can’t jump to “Done” half-filled.

Can I see what an automation actually did?

Yes — each rule has a run history, and every field change lands in the issue’s full audit log with actor and timestamp.

Do we have to build workflows from scratch?

No. Every project starts with the default four-status workflow, and automations offer pre-built templates you can adapt.

Plan, track, ship — without the bloat

Every feature, one fair license, your own servers. Prefer to see it running first? Book a demo on a real instance.

Get Planora Book a demo

30-day money-back guarantee · runs on your server in minutes · no per-user fees