Automatically prioritize your Planpoint tasks with AI
Swiftask analyzes your Planpoint backlog and filters priorities instantly. Stop wasting time manually sorting your task lists.
Result:
Gain strategic clarity and ensure every team member works on the most impactful task in real time.
AI Agents
planpoint
Connector planpoint · Secure OAuth 2.0
The chaos of unprioritized backlogs
In Planpoint, projects pile up. Without a rigorous filtering method, teams waste precious time identifying urgent items among a mass of secondary tasks.
Main negative impacts:
Loss of strategic focus
Critical tasks are often drowned in a high volume of requests, delaying high-value projects.
Cognitive overload
The constant effort required to manually evaluate and sort priorities drains project managers and operational teams.
Team misalignment
Without automated filtering criteria, different team members can interpret priorities in divergent ways.
Swiftask embeds an AI layer over your Planpoint instance. The agent sorts, filters, and highlights priorities according to your configurable business rules.
BEFORE / AFTER
What changes with Swiftask
Manual priority management
The project manager spends 1 hour every morning going through Planpoint, moving labels, and sending emails to clarify priorities. Last-minute changes create confusion.
Smart filtering with Swiftask
As soon as a task is added or changed in Planpoint, Swiftask analyzes it, adjusts its priority based on context, and updates team views automatically.
Implementing smart filtering in 4 steps
1
STEP 1 : Connect your Planpoint instance
Link Swiftask to Planpoint in a few clicks via our secure connector to access your task data.
2
STEP 2 : Define your priority criteria
Teach the Swiftask agent your rules: deadlines, client impact, dependencies, or technical complexity.
3
STEP 3 : Activate the AI filtering engine
The agent starts analyzing every movement in your Planpoint projects in real time.
4
STEP 4 : Visualize updated priorities
Your Planpoint boards now automatically reflect the actual hierarchy of tasks.
AI agent analysis capabilities
The agent evaluates criticality by cross-referencing Planpoint data with your business goals. It detects bottlenecks before they become critical.
- Target connector: The agent performs the right actions in planpoint based on event context.
- Automated actions: Automatic list reordering. Creation of filtered views based on urgency. Alerts on blocked tasks. Workload analysis by priority.
- Native governance: All changes are logged, allowing for immediate rollback if necessary.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-planpoint@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Operational benefits of AI filtering
Increased efficiency
Drastic reduction in time spent on administrative task management.
Total alignment
The entire team works on the same priorities, defined by AI based on your rules.
Responsiveness to changes
A new emergency? The agent instantly recalculates priorities for everyone.
Decision transparency
Understand why a task is prioritized thanks to Swiftask agent logs.
Scalability
Manage thousands of tasks without increasing the mental load on your managers.
Compliance and data security
Swiftask applies enterprise-grade security standards for your planpoint automations.
- Restricted access: Swiftask only accesses data necessary for filtering via secure APIs.
- Local governance: You maintain total control over the priority rules applied in Planpoint.
- Change traceability: Every AI action is logged for full transparency with teams.
- Environment isolation: Your Planpoint data remains isolated and secure within your Swiftask workspace.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Daily sorting time | 60+ minutes | 0 minutes (automated) |
| Deadline compliance | Variable | Optimized (+25%) |
| Filtering accuracy | Subjective/Manual | Objective/Data-driven |
Take action with planpoint
Gain strategic clarity and ensure every team member works on the most impactful task in real time.