Install Onplana Tasks for iPhone
Onplana Tasks for iPhone puts the work assigned to you in your pocket, and runs on iPad too. See what is due across every project, add a task in the words you’d say it, tick things off with a swipe, and keep going with no signal, the app syncs your changes when you’re back online.
It’s a companion, not a replacement: the heavy planning (Gantt, dependencies, governance) stays in the web app, one tap away.
Install
Section titled “Install”-
Open Onplana Tasks on the App Store on your iPhone or iPad and tap Get. It’s free.
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Open the app and tap Sign in with Onplana. Or tap Use without an account to start with a list kept on your device.
The app needs iOS 17.4 or later, or iPadOS 17.4 or later on an iPad. If you were testing through TestFlight before the App Store release, install the App Store version; it replaces the beta and keeps your sign-in.
Sign in
Section titled “Sign in”Tap Sign in with Onplana. A secure Apple sign-in sheet opens on onplana.com for you to approve access, then the app switches to your task list. Your password is only ever typed on onplana.com; the app receives a scoped access token that can read and update your tasks and projects, nothing else.
The sign-in appears as Onplana Tasks on your phone under Settings → Connections → Your Onplana apps in the web app, where Sign out ends it at any time. Access expires after 90 days; just sign in again.
Use it without an account
Section titled “Use it without an account”You can use the app before you have an Onplana account. On the first screen, tap Use without an account. The app remembers the choice and opens on a task list kept on this iPhone. Add tasks in plain language, complete and snooze them with a swipe, change their priority and due date, pin them to My Day, and get the daily reminder.
Your tasks are saved on this iPhone, not in Onplana, and are included in its backup when backup is on. Deleting the app deletes them from the iPhone. Settings shows them under On this device, with Copy all, which puts every task on the clipboard, one per line, and Clear local tasks.
Projects, agents, issues, ideas and the inbox need an account, so they appear once you sign in. When you do, the app offers to move your tasks into Onplana: choose the tasks and a project, or let it create a project called My tasks for you. If you already own an open project called My tasks, they go there. The moved tasks are assigned to you, and anyone who can see that project can see them. They leave this iPhone once they are in Onplana, and you can undo the move for 10 minutes. Completed tasks stay on this iPhone. Choose Keep on this device to leave them where they are; Move to Onplana in Settings brings the offer back.
Open a schedule file
Section titled “Open a schedule file”In Settings, under Open a schedule file, tap Choose a file and
pick a Microsoft Project file (.mpp, .mpx or Project XML), a Primavera
.xer, or a task list in CSV or Excel (.xlsx) from Files, iCloud Drive or another storage app. Onplana Tasks
lists its tasks with their dates and durations, and marks the milestones.
- Without an account, Add tasks to my list (the button says how many) puts the plan’s tasks, not its summary rows, in your list on this iPhone. Opening the same file again updates the tasks already there instead of adding them twice.
- Signed in, Create a project from this file opens the import in Onplana. Choose the file there and it becomes a project with the same tasks, dates and progress.
- The file is sent to Onplana only to be read. The uploaded copy is deleted within 3 days, and removed from backups 7 days after that.
The picker shows every file, because the iPhone’s file picker does not know the .mpp
type; a file Onplana Tasks cannot read says so after you pick it. Files up to
50 MB open. A large file can take up to a minute; Cancel stops it. If you
do not see Open a schedule file, update the app. To see the whole plan as
a Gantt chart and change it, open it in the free Onplana Schedule app;
Get Onplana Schedule in the section opens it in the App Store.
See and complete your work
Section titled “See and complete your work”My tasks groups everything assigned to you into Overdue, Today, and This week, and its tab badge counts what’s overdue. Search the list, or use the project filter to look at one project’s tasks.
- Swipe right on a task to complete it (or reopen a finished one).
- Swipe left to snooze it to tomorrow.
- Long-press for more: snooze until tomorrow, in 3 days, or next week, change the priority, or delete the task.
Every gesture has a tap equivalent, the circle completes, the ⋯ button opens the same menu, so nothing depends on knowing the swipes.
Quick-add in plain language
Section titled “Quick-add in plain language”Tap + and type the task the way you’d say it, for example
file the tax return friday !!. The app reads the due date and priority off
your wording, on your phone, no AI call, and shows what it understood as chips
before you save. Pick the target project once from the row under the input, or
set a default in Settings → Quick add so new tasks always land in the
right place.
Open a task
Section titled “Open a task”Tap a task to open it: edit the description, add subtasks and tick them off, attach a file, and read or write comments with @mentions. Adding a subtask needs a connection, so the field is hidden while you are offline.
Log your time
Section titled “Log your time”If your workspace uses time tracking, tap a task and choose Log time. Enter the hours (1.5, 1,5 and 1:30 all work), pick the day, which starts on today and cannot be a future day, and add a note if you like. Your week shows the week grouped by day, each day’s total, and the week’s total last.
- One entry per task per day. Log time on a task you already logged that day and the app shows the entry that is already there, with Edit that entry, so you change it rather than add a second.
- Drafts can be edited or deleted. If your workspace approves timesheets, Submit sends the week’s drafts for review, and Take back returns anything still waiting for review. An approved entry cannot be changed here.
- Returned entries show why your approver sent them back. Edit one and it becomes a draft again, ready to resend.
- You log your own time only. Logging time needs a connection, so the Time row is hidden while you are offline.
No Time row? It only appears when your workspace includes time tracking and your copy of the app is up to date. If it asks you to reconnect, this device was connected before time entry was available, so sign out and sign in again. See Log and submit timesheets for plans and approvals.
On iPad
Section titled “On iPad”On an iPad your list stays on one side and the task, issue or idea you open shows beside it, so you can work down the list without going back and forth. Drag the line between them to give either side more room; double-tap it to put it back.
In Slide Over, in a narrow Split View window, and at the largest text sizes, the app uses one column, as it does on an iPhone.
Works offline
Section titled “Works offline”Completing, reopening, snoozing, and reprioritising all work with no signal. The app shows Offline, last synced N min ago, marks pending rows with a Queued badge, and replays your changes automatically the moment you’re back online. Creating new tasks, issues, and ideas needs a connection, the app tells you rather than losing your input.
Check on your agents
Section titled “Check on your agents”The Agents tab shows the work you’ve delegated to AI agents, filtered by Needs you, Running, or Done. When something changed since you last looked, a While you were away brief opens the tab with what finished and what’s waiting on you. Tap any row to open the task without leaving the app.
Log issues and capture ideas
Section titled “Log issues and capture ideas”- Issues: tap + on the Issues tab to log a problem the moment you hit it, then triage severity and status later from the issue’s detail view.
- Ideas: type into the capture box at the top of the Ideas tab and press the 💡. Ideas are private to you and need no project, so a passing thought costs two seconds. Ideas never mix into your task list.
Your Inbox
Section titled “Your Inbox”The Inbox tab collects mentions, comments, and assignments on your work. Tap a row to jump straight to the task or issue it’s about.
Get a daily reminder
Section titled “Get a daily reminder”Turn on Reminders in Settings for a single notification at 5 PM on days you have something due. It’s a local notification, so it works with the app closed and with no signal. The app only asks for notification permission when you’ve added a task with a due date, never at first launch.
Open in Onplana
Section titled “Open in Onplana”Task, issue and idea detail views carry an Open in Onplana link that opens the full web app for anything deeper: dependencies, custom fields, boards and everything else the iPhone leaves to the big screen. When the Tasks tab shows one project, the ⋯ beside its name opens the project’s actions, and Open in Onplana there opens that project, where its Gantt chart is one of the project’s tabs. Links open in the workspace the app is signed in to.
Invite people to a project
Section titled “Invite people to a project”If you own a project or are one of its project managers, Invite people is in the project’s ⋯ actions when the Tasks tab shows that project. Type one or more email addresses; the app never reads your contacts. Someone new joins your workspace as a guest and the project as a member; guests can be given tasks, complete them and log time. Someone already in your workspace is added to the project straight away. To make someone a full member of the workspace, invite them from the web app.
Inviting someone new can use a seat on your plan. If it would add a paid seat, people who can invite members to the workspace (Owners, Admins and Portfolio Managers by default) add it straight away; for anyone else, a workspace Owner or Admin is asked first. People who can see every project but aren’t on this one get Invite from the web there instead.
In a task assigned to you, Invite someone new in the assign control gives the task to someone who isn’t in the project yet. It stays with you until they accept, then moves to them. When you can’t use it, it is greyed out and shows why.
How it connects
Section titled “How it connects”The app talks to Onplana over the same secure surface as the browser extension and the desktop app, with a token scoped to your tasks, your projects and your own time entries. Sign out from Settings to remove this device’s copy of your tasks, or sign it out from Settings → Connections → Your Onplana apps in the web app.
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