We're an ops team, not developers — will the conversation be full of technical jargon?

No. Projan talks in plain language about what needs to happen, who it's for, and what 'done' looks like. There's no sprint-speak or engineering vocabulary unless your work actually involves it.

What ends up on our board after a session?

monday.com items, written from what you agreed — each with a clear description and the acceptance you settled on. Alongside them, Projan creates a workdoc that holds the fuller spec, so the detail has a home without cluttering the board.

Can we feed an existing item or doc into the conversation?

Yes. Paste the URL of a monday.com item or workdoc into a session and Projan reads it in as context, so the planning builds on what you've already got rather than starting cold.

Will it overwrite or rearrange the board we already use?

No. Projan only creates new items and a new workdoc for you to look over first. Your existing board, its groups and its columns are left untouched.

We coordinate in Slack and Teams — do we have to do the planning somewhere else?

No. Projan can run the whole conversation right in your Slack or Microsoft Teams channel through its bots. When you've agreed, the items and the workdoc land in monday.com from there.

Is Projan trying to replace monday.com?

No. monday.com stays the board your team runs the week from. Projan just handles the planning conversation that comes before the items exist, then hands the result over.

Our team runs on monday.com boards and not much code — can Projan turn a planning chat into items we'll actually action?

Q: If one task has to happen before another, does Projan link them on the board for us?

Not as native monday.com dependencies — Projan doesn't create those automatically. The ordering is written plainly into the spec and the item descriptions, so it's recorded and clear, but you set any native dependency links on the board yourself if you use them.

Plenty of monday.com teams aren't engineers — they're ops, marketing, client services — and the planning advice aimed at software teams just doesn't fit. Projan meets them where they are. It runs a plain, facilitated conversation about what needs to happen and why, presses gently on the gaps, and turns the agreement into monday.com items on your board, plus a workdoc capturing the spec. Dependencies between items are captured in the plan itself. It's planning rigour without the engineering vocabulary — and the output lands on the board your team already runs the week from.

It’s the Monday kick-off and someone drops a line into the channel: “We’re taking on the new client next month — can we get onboarding sorted?” Everyone nods. Three people picture three different processes. By the time it reaches the board it’s one item called “Client onboarding” with a due date and not much else, and a fortnight later half the steps are missing because nobody wrote down what onboarding actually involved. The intent was all there in that first message. The board just isn’t where the thinking gets done.

Planning advice that wasn’t written for you

Most “how to plan properly” advice assumes you’re a software team. It talks about sprints, story points, acceptance criteria, epics — a whole vocabulary that doesn’t map onto running client onboarding, booking a campaign or coordinating a launch. So non-technical teams quite reasonably skip it, and plan by feel: a chat, a few items, a due date, and hope. That mostly holds until the work has moving parts that depend on each other, and then the gaps show up as scramble.

Projan strips the jargon out and keeps the rigour. It runs the kind of structured conversation a good planner would, in plain language, and turns it into something your board can hold.

A chat that becomes a board

Take that onboarding request. Instead of one vague item, the operations team opens a Projan session — in the channel they already talk in, or in the Projan workspace.

Projan facilitates, in plain words. It asks what a successful onboarding actually looks like from the client’s side. It asks who owns each part — does the welcome pack come from marketing or from client services? It notices that “send the contract” and “set up their account” are being treated as one step when the account can’t be set up until the contract’s signed, and it asks about the order. Someone mentions the kick-off call and Projan asks what has to be ready before it can happen. None of it is technical. All of it is the detail that usually goes missing.

When the team’s agreed, Projan exports it:

What the team agreed	What lands in monday.com
”Get a new client live in two weeks”	A workdoc holding the full agreed spec
Each step — contract, account setup, welcome pack, kick-off call	An item on the board, with a clear description
”Account setup can’t start until the contract’s signed”	Written into the spec and the item descriptions, so the order is recorded
”Bespoke reporting is out for this client”	Noted explicitly in the workdoc

A board the team can run the fortnight from, plus a doc holding the why — built from one conversation rather than reconstructed after the fact.

Items and a workdoc — what actually lands

Being straight about it: Projan exports items to your monday.com board, and a workdoc holding the agreed spec — the goal, the reasoning, what’s in and what’s out. Each item gets a description drawn from what was actually said.

One honest caveat, because it matters: Projan does not create native monday.com dependencies. Where one task has to happen before another, that ordering is written plainly into the spec and the item descriptions — it’s recorded and easy to read — but Projan won’t wire it up as a native dependency link on the board. If your team uses those, you add them yourself. And it works the other way too: paste a monday.com item or workdoc URL into a session and Projan reads it in as context.

Plan in Slack or Teams, run it on the board

You don’t have to gather everyone into a new tool to do this. Projan’s Slack and Microsoft Teams bots run the whole facilitated session right in your channel — the questions, the gentle pushback, the point where the team agrees the onboarding steps and their order. Once it’s settled, the items and the workdoc land in monday.com from there. The conversation stays where your team already coordinates; only the structure is new.

Setting it up

Connect monday.com once under Integrations → monday.com with your account, choose the board to export items into, run a session, and hit Export to monday.com — you review every item and the workdoc before anything is created. And if you ever work with a team that lives in Jira, Linear or Notion instead, the same agreed plan can export there too.

monday.com runs the work; Projan shapes it

Projan isn’t here to replace the board your team relies on. monday.com stays exactly where you track who’s doing what and by when — the place you run the week from. Projan only owns the bit just before: the plain conversation that works out what the items should be and why, so what lands on the board is something the team actually agreed, not a single line everyone interpreted differently.