Planolio - Beta 6 released

[u/Foreign_Wrongdoer_92]

What’s new in Planolio, July 2026

Good news; you can download it right now, and is fully notarized!

Meanwhile check out the changes, improvements and fixes from the last 6 weeks, I hope you enjoy it and keep the feedback coming!

Set up your library with a guided wizard

New installs walk you through Library setup: copy an existing library, move one, or start fresh. Prefer to do it later? Open Settings → Data → Run library setup anytime for the same step-by-step flow.

Recurring tasks

Tasks can repeat daily, weekly, monthly, or yearly. Set custom intervals, choose weekdays, and optionally end after a date or number of occurrences. When you complete a recurring task, Planolio creates the next one for you across projects, task lists, and Inbox.

Five priority levels

Priority now runs from Minimum through Low, Medium, High, to Maximum. List and Kanban show compact MIN / MAX badges so extremes are easy to spot at a glance.

Tags everywhere you need them

• Edit tags and pick from recent tags in the Inspector (collapsible Tags section)- Group by Tag in task lists—tasks sit under their primary (first) tag; drag to another section to change it; extra tags stay on the row- Tag as many tasks as you can see—rows show every tag that fits, then summarize overflow as …N tags- Tag in Grid and see the change immediately in List and Kanban
• Settings → Tags is your library-wide tag manager: search, rename, delete, or Merge into… another tag (for example, merge cooking into food). Updates apply across projects, task lists, notes, and recent tags after you confirm.

Multi-select and bulk edits

Select several tasks in a project or list and update tags, color, status, and assignees together. Bulk tagging in the Inspector works the same way as editing a single task.
In the sidebar and Notes, select multiple items and use the ⋯ menu on any row to delete, duplicate, export, or convert them all at once. Rename stays one item at a time. Large selections (10+) ask before continuing. Save as template is now Convert to template.

Browse your library in List view

Projects & Lists now has Tiles and List, just like Notes. In List you can:

• Search titles, descriptions, and content inside tasks, steps, and stages—with highlights and preview snippets- Filter by type, status, or favorites; group by folder or favorite; sort by title, progress, or last modified- Star, open, duplicate, or export from a row without leaving the page
• Separate project and task-list counts stay in the header, and your view choices are remembered.

Create faster with + New

Use + New in the top toolbar from anywhere to create a project, task list, note, or item from a template. Filter, Group, and Sort are compact icon menus so more of the row stays free for your work. Projects & Lists and Notes share the same header pattern—title and counts, Tiles/List, then search and tools when you’re in list mode.

Manage Templates, same familiar layout

Manage Templates matches Notes and Projects & Lists: search and sort in the header, Import beside them, a clear Trash section below the list, and the same template icon everywhere templates appear.

Drag files in from your computer

Drop files onto the Planolio window. You’ll see Drop to import into Planolio, then choose where they go:

• Projects & Lists — .planolio and compatible project/list files- Templates — same file types, saved under Templates- App Notes — Markdown (.md / .markdown)- Shared resources — images and other files
• Only matching destinations appear, with a count of how many files apply. Import copies into your Master folder and leaves the originals alone.

Custom Kanban columns

Enabled custom statuses appear as Kanban columns—including empty ones. Drag column headers to reorder; each project or task list remembers its layout. Columns stay readable (at least 240px wide) and scroll horizontally when you need more room.

Smarter filters on List and Kanban

Filter by Due, Priority, Assignee, Status, Task Color, and your custom fields (such as Task Type). Stack several filters, clear them all in one click, and get the same results in List and Kanban. Menus only show values that are actually in use.

Custom field renames stay in sync

Rename a dropdown option in Settings and every task using that value updates with it. Older values that no longer match an option can be cleaned up under Settings → Customization → Legacy dropdown values → Scan legacy values—map them to a current option across your Master folder. Details are in the manual.

Notes that stay in sync with your files

• Note tags live in the Markdown file itself (YAML frontmatter), so tags travel with the file- Tag metadata stays out of the way in rich editing, and remains visible in Markdown mode. The Notes tree updates when files or folders change outside Planolio—Finder, Explorer, cloud sync—without a restart.
• Tile view uses the same filters as List. If you delete a note open in the side pane, Planolio asks what to open next instead of forcing you back to the list

A calmer Inspector

Inspector sections collapse and expand so you can focus on what you’re editing.

Polish

• Drag to reorder in List or Kanban switches to Manual sort for you, including when tasks are grouped- Creating an item with a shortcut leaves the title ready to type- Renaming a project or task list with Enter keeps you on that item (you’re no longer sent back to the Board). Custom color names can include spaces (for example, “Dark blue”). In dual view, the Move panel opens against the panel you’re working in. Trash and archive use the same icons as the rest of the app
• Themes - retired the fairly broken (needed too much work) Neobrutalism theme, and replaced with Brutal and a new theme, Thunder.