Swiftask analyzes your Planview Leankit boards to create intelligent summaries. Get an instant overview without manually digging through every card.
Result:
Turn raw data into actionable insights in seconds. Eliminate tedious reporting meetings.
The struggle of manual reporting in Planview Leankit
Tracking complex projects on Planview Leankit generates a massive volume of data. Preparing a summary for leadership or the team often takes hours of manual extraction and synthesis, making information obsolete by the time it's published.
Main negative impacts:
Swiftask connects your Planview Leankit boards to an AI capable of synthesizing changes, risks, and progress in real time, delivering ready-to-use reports.
BEFORE / AFTER
What changes with Swiftask
Manual reporting
A PM opens every column of their Leankit board, notes completed tickets, identifies bottlenecks, then writes an email or a slide deck. This task is repeated every week.
Reporting with Swiftask
The Swiftask AI agent analyzes the Leankit board on a defined schedule. It automatically generates a structured summary of achievements, identified risks, and next steps, sent directly to your communication channel.
Automate your Leankit summaries in 4 steps
STEP 1 : Link your Leankit account
Securely connect your Planview Leankit instance to Swiftask via API.
STEP 2 : Set up KPIs
Define the columns and card types to monitor for the summary (e.g., 'In Progress', 'Blocked').
STEP 3 : Define frequency
Choose the reporting pace: daily, weekly, or based on a trigger event.
STEP 4 : Intelligent distribution
Configure the receiving channel (Email, Teams, Slack) to receive your summaries automatically.
AI summary capabilities for Leankit
The AI analyzes card titles, descriptions, due dates, and status changes to detect trends and anomalies.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-planview-leankit@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.
Immediate productivity gains
1. Decision clarity
Access a concise summary of blockers without digging through columns.
2. Reduced admin time
Automate 100% of your weekly status reporting.
3. Increased reactivity
Identify delay risks as soon as they appear on the board.
4. Report consistency
All projects use the same summary structure for better readability.
5. Focus on value
Free your employees from reporting tasks to focus on delivery.
Planview data security
Swiftask applies enterprise-grade security standards for your planview leankit automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Report preparation time | 2-4 hours per week | 0 minutes (automated) |
| Bottleneck detection delay | Several days | Real time |
| Reporting adoption | Low (inconsistent) | High (automated) |
Take action with planview leankit
Turn raw data into actionable insights in seconds. Eliminate tedious reporting meetings.