Planner.day Chat is team chat built into the project workspace, where any message can become a task with an owner and a date in one click. Conversations sit in the same place as the lists, boards and tasks they are about, so a decision made in chat and the work it creates stay linked. This guide walks through every part of it and what each one is for.

Chat is included on the Basic plan (₹500 per user per month) and the Pro plan (₹1,000), and the first month on either is free. You can read the shorter overview on the Chat feature page.

Every feature at a glance

Feature	What it does	Why it helps
Space chats	A conversation for every space	Project talk lives with the project
Topic channels	Public or private channels across spaces	A home for #release or #support talk
Direct messages and groups	One-to-one and groups of up to eight	Quick questions without a channel
Message to task	Turns a message into a task in one click	The ask becomes owned work
Live task cards	Mentioned tasks show their current status	Nobody posts “is this done?”
Decisions log	Marks and collects decisions, with what they replace	The reason behind the work stays findable
AI catch-up	A summary when you missed more than six messages	Back up to speed in one read
Scheduled send	Sends a message later, up to 30 days ahead	The message lands when it is useful
Workflow posts	Rules post into chat when work changes	Updates arrive without anyone typing them
AI assistants	Read, search and post over MCP	Your assistant works inside the conversation
Data controls	Export, retention and erasure	Chat history you can manage

What Planner.day Chat is

Planner.day Chat is a messaging layer inside the same workspace as your tasks, with the same members and the same permissions. It is designed around one idea: most work starts as a sentence in a conversation, and the step from that sentence to an owned task should take one click.

That is why chat is part of the product rather than a separate app. A chat message can point at a task, a task can point back at the message it came from, and both carry the same people and access rules.

Where conversations live

Planner.day gives a conversation four homes, each for a different kind of talk.

Space chats. Every space has its own conversation. The people working on a project talk where that project lives, so a new teammate finds the history next to the work.

Topic channels. A topic channel is a conversation about a subject that cuts across spaces, such as #release or #support. A public channel can be read by anyone in the workspace before they join, and they join when they want to post. A private channel is visible only to its members. Anyone in the workspace can create one; the creator and workspace admins look after it.

Direct messages and groups. One-to-one messages and groups of up to eight cover the quick questions that do not need a channel.

New channels notify you only when someone mentions you or uses @all, until you choose to hear about every message. Joining a busy channel never floods your notifications.

From message to task in one click

Message to task is the feature the rest of chat is built around. Hover any message and choose Create task. The task takes its title from the message, keeps a link back to it, and is filed into the list you used last in that conversation, or the space’s first list in a space chat.

The conversation records that a task was created, and the task shows where it came from. Weeks later, anyone looking at the task can open the exact conversation that started it, and anyone reading the conversation can see the work it led to.

Live task cards and task mentions

A live task card is a task mentioned in chat that shows its current status. Mention a task and it renders as a card with its status, owner and dates. When someone moves the task to In progress or closes it, the card changes in the conversation too, without anyone posting an update.

Tasks can also be mentioned inline with #, and the mention shows as a pill that stays current in the same way. The answer to “is this done yet?” is already on the screen.

Decisions you can find again

The decisions log is the list of messages a team has marked as decided. Mark a message as a decision and it joins the conversation’s log, with the date and the person who made the call.

When a later decision changes an earlier one, you can record what it replaces. The old decision is struck through with a pointer to the new one, so the log shows how a choice evolved instead of two contradicting answers. Pin the messages people keep asking about and they stay one click away.

The AI catch-up summary

The catch-up summary is a short recap that appears when you open a conversation with more than six unread messages from other people. It covers what happened, what was decided and the tasks the conversation suggests, with a button to create those tasks in the list you choose.

It appears on its own, with nothing to press, in space chats, channels, groups and direct messages. Summaries use AI credits from your plan, and a summary someone already generated for the same messages is reused rather than charged again.

Everyday chat, done properly

The basics are all there, built to keep a busy conversation readable.

Threads and quote replies. Reply in a thread to keep a side discussion out of the main feed, or quote one message inline when the context matters.
Reactions. Answer the messages that only need a nod.
Files and images. Share them in the conversation; they open in a viewer, not a new tab.
Forward, edit and delete. Forward a message to another conversation, fix what you sent, or remove it.
Search. Search inside any conversation and jump straight to the message, even inside a thread.
Read receipts and presence. See who has read what, and who is active now.
Drafts. A half-written message is still there when you come back.

Send a message later

Scheduled send holds a message and posts it at the time you choose, from two minutes to thirty days ahead. Write the release note tonight and have it land at 9 in the morning, or remind a channel the day before a deadline. Scheduled messages wait in a strip above the composer, where you can move, reword or cancel them before they go.

Notifications that respect attention

Planner.day Chat is built to reach the right people and leave everyone else alone.

Mentions and direct messages reach your Planner.day Inbox, and opening the conversation clears them.
Desktop notifications reach you while the app is open in another tab, turned on per browser.
Email follows only if a message is still unread after an hour, and sends one email per conversation listing what is still unread.
@all in a space reaches the people actually working in it: those with an open task in the space or who posted there recently. Before reaching more than fifty people, it asks you to confirm.
Mute any conversation, or set it to mentions only.

Workflows, webhooks and AI assistants

Chat connects to the rest of Planner.day and to your own systems.

Workflow posts. A workflow rule can post into a space chat or a public channel when work changes, for example telling #release every time a task ships. Each post is labelled with the rule that sent it. Workflow automation is on the Pro plan.

Webhooks. A webhook can send each new message in a public conversation to your own systems.

AI assistants. Through the MCP server, Claude, ChatGPT or any MCP client can list conversations, read and search messages, read the decisions log, post a message and turn a message into a task. It works within the same permissions as the person who connected it, and its posts are labelled as coming from an AI agent.

Your chat data, under your control

Chat history is data a workspace should be able to manage, so Planner.day gives you three controls.

Export. Download a conversation as JSON or CSV, or every message you wrote.

Retention. Set how long the workspace keeps chat messages. Decisions and pinned messages are kept regardless, so the record that matters survives.

Erasure. When someone leaves, an admin can erase that person’s chat messages and files.

How to start

Chat is on the Basic and Pro plans. Basic is ₹500 per user per month and Pro is ₹1,000, billed in rupees with a GST invoice, and the first month on either is free. Pro adds workflow automation, so rules can post into your channels.

Start with the space chat of the project you are working on today, turn the next request someone sends you into a task, and watch the card update as the work moves. The full list of what chat does is on the Chat feature page.