Undergroundact Project Planner

by btolman

0.0

(0 ratings)

Undergroundact Project Planner is built for teams that want clarity without ceremony:

Capture work quickly (bulk import / add task)
Focus the list (filters + sorting)
Execute (project view + ordering)
Communicate (Project Status Report)
Export CSV whenever you need portability

This plugin includes a Project Status Report designed to be copied/forwarded into email or docs.

Core Features

Dashboard view with filters and sortable columns
Project view with drag/drop ordering + Save Order
To‑Do view (filtered task list)
Project Status Report (forwardable executive summary)
Bulk import (paste one task per line)
CSV export for Dashboard, Project view, and Project Status Report
Admin project Import / Export for moving a project and its tasks between Undergroundact Project Planner sites
Admin management for recurring-task frequencies
Simple access control (project + category View/Edit)
Optional AI suggestions (off by default)

What this plugin is NOT

Undergroundact Project Planner intentionally does NOT include:

Notifications/digests
Slack/Teams/Calendar integrations
Enterprise resource-loaded scheduling / critical-path planning
Approvals/workflow engine
Heavy audit/compliance logging

Those belong in optional add-ons so the open source core stays fast and calm.

Developer integration: lifecycle action hooks for optional add-ons are documented in docs/worker-b-lifecycle-hooks.md. The core does not send emails or run premium add-on jobs.

External Services

Undergroundact Project Planner has optional AI features, disabled by default. On WordPress 7.0+, it uses the native WordPress AI Client and the text-generation provider configured by the site owner in Settings > Connectors. The plugin does not connect directly to OpenAI or store new provider credentials.

AI Suggestions: generates proposed improvements, missed steps and follow-up questions about an existing project.
Statement of Work: generates a draft document from project goals and task details.
What external service is used: Whichever compatible AI provider the site owner connects in WordPress Settings > Connectors (such as OpenAI, Anthropic or Google); providers and terms vary.
What is sent: Project name, description and goals (when available), and the relevant task/step text including categories/subcategories, dependencies and notes. Only tasks the user can view are included.
When information is sent: Only when the plugin’s optional AI feature is enabled and a logged-in user explicitly requests an AI result. WordPress handles the provider API request using the site owner’s configured credentials.
Credentials: Configure the provider via Settings > Connectors. Old OpenAI keys in legacy Planner settings are not transferred to WordPress; they are removed from the legacy option on upgrade. No AI call is made merely by enabling AI or viewing an ordinary project page.
Data retention: The plugin temporarily caches generated suggestions and Statements of Work for up to 12 hours; provider processing and retention depend on the provider’s terms. The plugin does not promise a provider-independent equivalent of the old OpenAI store: false option.
Provider terms/privacy: Review the policies of the provider you choose before activating AI. Examples: https://openai.com/policies/privacy-policy/ ; https://www.anthropic.com/legal/privacy ; https://policies.google.com/privacy .
Costs: Any AI API charges are billed under the credentials configured in WordPress; Undergroundact Project Planner does not pay those charges. Administrators can view recent successful requests and provider-reported tokens in Planner AI Settings. The adjustable prompt-size guard measures bytes, not tokens or dollars; the existing 12-hour response cache avoids repeat requests, while refreshing makes another provider call. Recent usage metadata (not prompts or generated content) is stored in a bounded WordPress option, with entries older than 30 days pruned on the next successful request.