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Onplana Docs

July 2026

A run of new guides this month, focused on the features customers ask us about most: custom dashboards, cross-project reports, OKRs, billing lifecycle, and the external-agent push trigger that hosted agents have been waiting for.

New in the help center

Section titled “New in the help center”
  • Build a custom dashboard — the 18-widget builder explained, including which widgets are manager-only and how Enterprise dashboard templates seed a curated starting point for new users.
  • Run cross-project reports — the four entity types (projects, tasks, timesheets, cross-project), table + chart views, calculated columns, conditional formatting, the natural-language bar, and saving / scheduling / sharing reports.
  • Track goals and OKRs — Goals, Key Results, and Updates explained with the actual rollup methods (manual, task count, task percentage) and the bidirectional goal-to-project link.
  • Manage notification preferences — the four event toggles, the lifecycle-emails opt-out, and the honest list of notifications that stay on regardless (invitations, approvals, workflow failures, timesheet reviews, form submissions, AI quota warnings).
  • Change your plan or billing cycle and Cancel or pause your subscription — the billing lifecycle pair: when changes take effect, AI credit preservation on plan change, the Marketplace exception, the Stripe Customer Portal cancel flow, what is kept and what is removed after cancellation.
  • Request an external agent run — the Run with <agent> button on tasks, which fires a task.run_requested webhook to a hosted external agent for low-latency re-engagement. Push for hosted agents, poll for local CLI agents.

Existing guides updated

Section titled “Existing guides updated”
  • Run and complete a sprint gained a Reading sprint velocity section. Onplana doesn’t render a separate velocity widget; the section explains the actual get_project_velocity signal (4-week rolling average, drift percent, 5-bucket breakdown) and the two practical access paths.
  • Understand your AI token budget now cross-links the new plan-change article so the upgrade-or-buy decision is one click away when your balance runs out.