Project management boards for the whole team

Matrix Planning gives every team a place to organise the work: boards of lists and cards, with checklists, due dates, comments and reminders. It sits beside your books and your CRM, so the work and the business are in one place.

Unlimited boards and cards
Private boards for sensitive work
Import from Trello
Included on every plan

Boards, lists and cards

Lay out any process as a board: a project, a content calendar, a month-end checklist or a hiring pipeline. Drag cards between lists as the work moves.

  • Drag-and-drop lists and cards
  • Card descriptions, labels and members
  • Checklists with progress on the card
A month-end close checklist organised as a Matrix board

Due dates and reminders that arrive

Give a card a due date and the people on it are reminded by email. Ask a colleague to look at a card and they get a note from you, with a link straight to it.

  • Due-date emails
  • 'Please look at this' nudges
  • A notification bell for everything new

Comments and collaboration

Discuss the work on the card itself, so the decision and the task stay together. Everyone on the board sees changes as they happen.

  • Comments on every card
  • Live updates for everyone on the board
  • Board members and private boards
Team members commenting on a card in Matrix Planning

Bring your Trello boards with you

Moving from Trello? Import your boards, lists, cards and checklists and carry on where you left off.

  • Boards, lists, cards and checklists imported
  • Keep working the same day

Frequently asked questions

Is Planning a separate product?

No. Planning is part of Matrix and included with both plans, for every user in your business.

Can I keep some boards private?

Yes. A private board is visible only to its members, and only its members can change who is on it.

Can I import from Trello?

Yes. Matrix imports Trello boards, lists, cards and checklists.

Also in Matrix

Try Matrix free for 30 days

30 days free, no card needed. One price per business, and every user is included.
Charities and not-for-profits get 50% off.

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