Undergroundact Project Planner

Undergroundact Project Planner is built for teams that want clarity without ceremony:

• Capture work quickly (bulk import / add task)
• Focus the list (filters + sorting)
• Execute (project view + ordering)
• Communicate (Project Status Report)
• Export CSV whenever you need portability

This plugin includes a Project Status Report designed to be copied/forwarded into email or docs.

Core Features

• Dashboard view with filters and sortable columns
• Project view with drag/drop ordering + Save Order
• To‑Do view (filtered task list)
• Project Status Report (forwardable executive summary)
• Bulk import (paste one task per line)
• CSV export for Dashboard, Project view, and Project Status Report
• Admin project Import / Export for moving a project and its tasks between Undergroundact Project Planner sites
• Admin management for recurring-task frequencies
• Simple access control (project + category View/Edit)
• Optional AI suggestions (off by default)

What this plugin is NOT

Undergroundact Project Planner intentionally does NOT include:

• Notifications/digests
• Slack/Teams/Calendar integrations
• Enterprise resource-loaded scheduling / critical-path planning
• Approvals/workflow engine
• Heavy audit/compliance logging

Those belong in optional add-ons so the open source core stays fast and calm.

Developer integration: lifecycle action hooks for optional add-ons are documented in docs/worker-b-lifecycle-hooks.md. The core does not send emails or run premium add-on jobs.

External Services

Undergroundact Project Planner has optional AI features, disabled by default. On WordPress 7.0+, it uses the native WordPress AI Client and the text-generation provider configured by the site owner in Settings > Connectors. The plugin does not connect directly to OpenAI or store new provider credentials.

• AI Suggestions: generates proposed improvements, missed steps and follow-up questions about an existing project.

• Statement of Work: generates a draft document from project goals and task details.

• What external service is used: Whichever compatible AI provider the site owner connects in WordPress Settings > Connectors (such as OpenAI, Anthropic or Google); providers and terms vary.

• What is sent: Project name, description and goals (when available), and the relevant task/step text including categories/subcategories, dependencies and notes. Only tasks the user can view are included.
• When information is sent: Only when the plugin’s optional AI feature is enabled and a logged-in user explicitly requests an AI result. WordPress handles the provider API request using the site owner’s configured credentials.
• Credentials: Configure the provider via Settings > Connectors. Old OpenAI keys in legacy Planner settings are not transferred to WordPress; they are removed from the legacy option on upgrade. No AI call is made merely by enabling AI or viewing an ordinary project page.
• Data retention: The plugin temporarily caches generated suggestions and Statements of Work for up to 12 hours; provider processing and retention depend on the provider’s terms. The plugin does not promise a provider-independent equivalent of the old OpenAI store: false option.
• Provider terms/privacy: Review the policies of the provider you choose before activating AI. Examples: https://openai.com/policies/privacy-policy/ ; https://www.anthropic.com/legal/privacy ; https://policies.google.com/privacy .
• Costs: Any AI API charges are billed under the credentials configured in WordPress; Undergroundact Project Planner does not pay those charges. Administrators can view recent successful requests and provider-reported tokens in Planner AI Settings. The adjustable prompt-size guard measures bytes, not tokens or dollars; the existing 12-hour response cache avoids repeat requests, while refreshing makes another provider call. Recent usage metadata (not prompts or generated content) is stored in a bounded WordPress option, with entries older than 30 days pruned on the next successful request.