Everything you need to get the most out of Flo, boards, calendar, notes, and memory. Skim the sections you care about.
planFlo is a productivity tool built around an AI assistant named Flo. You type or paste whatever is on your mind and Flo sorts it into the right place: a task on your board, an event on your calendar, a draft in your notes, or a summary in memory.
After you sign up you land on your first board with a handful of sample columns. A one-time tutorial walks you through the main surfaces in about two minutes. You can replay it anytime from Account Settings → View Guide.
First things to try:
Flo is the chat input at the top of every view. It reads what you type or paste, figures out what you mean, and routes it to the right surface. Under the hood it calls Anthropic's Claude models.
What Flo sees on every message:
What Flo can do today: create/edit/move cards, add subtasks, schedule events, rename boards and columns, save notes, save context to Memory, duplicate cards across boards, answer questions about what's on your board, and generate short summaries.
What Flo can't do yet: author long-form content (blog posts, emails), learn your preferences automatically, or act on reminders asynchronously without you asking.
Models and pricing: Pro uses Claude Sonnet. Max uses Sonnet for simple requests and automatically upgrades to Claude Opus for complex tasks and file uploads. You don't need to pick a model.
A board is a kanban workspace: columns across the top, cards in each column. Every card has a title, a category tag, a priority, an optional due date, an optional time window, and optional subtasks.
Moving cards: drag a card between columns to change its status. Hold cmd or ctrl while clicking the grip handle to reorder a card within its column.
Customizing columns: click the three-dot menu on a column to rename it, pick a color, or insert a new column before or after. The first column (usually "Ideas") is where new cards land by default. The last column (usually "Done") triggers a completed state when cards move there.
Pinning a board: from the Projects dashboard, hover a board and click the pin icon. Pinned boards stay first in all board lists.
Plan limits: Free plan gets 1 board. Pro gets 5 boards. Max is unlimited. If you downgrade and exceed the limit, excess boards are locked (read-only) instead of deleted.
The calendar shows every card with a date plus any personal events you've created directly. Switch between month, week, and day views with the controls at the top.
Personal events vs. board events: personal events are not tied to any board. They show up account-wide on your calendar. Board events are cards on a specific board that happen to have a date; they stay scoped to that board.
Google Calendar integration (Coming Soon): bidirectional sync with your primary Google Calendar is built and works, but the Connect button is disabled while Google reviews our OAuth verification. We'll re-enable it once the review clears. Users who connected before verification was required keep their connection.
Recurring events: cards and events support weekly, monthly, and custom recurrence. Completed recurring cards auto-advance to the next occurrence.
Notes are standalone documents. Each note has a title, a category (Note, Email, Script, Social, Template, or Brief), and a rich-text body. Write anything: meeting notes, drafts, summaries, longer-form ideas.
Format Text: in the note editor, click Format Text to have Flo clean up the structure (add line breaks, paragraph spacing, basic formatting). Pro gets 15 free formats/day, Max gets 25, beyond that it costs 1 AI request each. Free plan doesn't have access.
Draft Generator: when you add a content-type card (blog, email, social copy) to a board, planFlo auto-generates a draft shell in Notes with a rough outline. This is a template, not finished content; fill it in or rewrite from scratch.
Memory is how you feed long-term context to Flo. A Memory Pad is a topic (e.g. "Client Project X", "Product Roadmap", "My Writing Style"). Inside each pad you add entries: meeting notes, research, decisions, preferences, whatever matters.
Flo summarizes each pad in the background and the summary is injected into Flo's context on every chat. That means Flo can reference things you wrote weeks ago without you re-explaining them.
How to add to Memory:
Memory Pads are Pro/Max only. Free plan users see the view but can't create pads.
Focus Mode is a single-screen view that pulls everything urgent across all your boards into one list, grouped by priority level. Use it first thing in the morning to see what's actually due, what's overdue, and what's high-priority without hopping between boards.
Archive stores any card you've archived. Archived cards are read-only but recoverable. Click a card to view its full details or restore it to its original board. Use Delete to permanently remove an archived card.
Your Account Settings live under the profile icon in the left nav. From there you can edit your name, manage your subscription (opens the Stripe billing portal), see your AI usage, connect Google Calendar (once verification clears), send feedback, and sign out.
Managing billing: the Manage Billing button opens the Stripe customer portal where you can change plans, update your card, cancel, or download invoices. Changes you make there sync back to planFlo automatically within seconds.
Plan mechanics (trial, upgrade/downgrade, cancel, price changes, team plan): all on the pricing page.