26 scenarios · launching 2026

What can you do with PlanMagnet?

Scenario-driven use cases grounded in the product — from a head of product shaping a roadmap to an engineer working the board. Pick a persona and follow the story. These are illustrative pre-launch scenarios, not real customers.

Showing 26 use cases

Head of Product

Planning & Roadmaps

Build a roadmap your whole org can see

Turn a wall of ideas into a living roadmap — initiatives grouped by quarter, theme, or objective, each tied to the work that delivers it, so leadership and delivery teams share one view of what is coming and why.

Roadmap viewsInitiatives & themesNow / Next / Later+1
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Team Lead

Planning & Roadmaps

Connect goals to the work that delivers them

Define objectives and measurable key results, link them to the initiatives and epics that move the needle, and watch progress roll up automatically — so goals are not a quarterly ritual disconnected from delivery.

Objectives & key resultsGoal linkingProgress rollup+1
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Program Manager

Planning & Roadmaps

Plan timelines against real capacity

Sequence epics on a timeline, map dependencies, and weigh the plan against your team’s actual capacity — so you spot an over-committed quarter before it becomes a missed deadline.

Timeline planningDependenciesCapacity view+1
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Portfolio Lead

Planning & Roadmaps

Organize work by product and portfolio

Structure work as a portfolio — products at the top, the projects that deliver them grouped beneath, and cross-project dependencies made visible — so multi-team planning stays organized as the org grows.

Products & portfolioPrograms & projectsCross-project dependencies+1
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Scrum Master

Delivery & Execution

Run sprints on a board the team actually uses

Pull from the backlog into a sprint, work it on a configurable Kanban or Scrum board with WIP limits and swimlanes, and close the sprint with a burndown and a clean carry-over — the daily heartbeat of a delivery team.

Sprint planningKanban & Scrum boardsWIP limits+1
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Product Owner

Delivery & Execution

Keep a backlog that is ready, not a graveyard

Triage incoming work, estimate and rank it, split epics into right-sized stories, and keep the top of the backlog refined — so every sprint starts from a list that is genuinely ready to build.

Backlog triageEstimationRanking+1
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Engineer

Delivery & Execution

Track every issue from report to resolved

Capture bugs, tasks, and custom work types with the fields and workflow states your team needs, route them to the right person, and follow each to resolution — with a full history of who changed what and when.

Custom issue typesCustom fieldsWorkflow states+1
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Delivery Lead

Delivery & Execution

Spin up a project that fits how your team works

Create a project configured for the methodology your team actually runs — Agile, Scrum, Kanban, or your own — then add the epics, tasks, and first sprint that turn it into real delivery.

Project setupMethodology configWorkflows & statuses+1
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Engineering Manager

Delivery & Execution

Start every day from one command center

Open the dashboard to a live, at-a-glance view of your active projects, sprints, and assigned work — so you know what needs you first and can jump straight into it, every morning.

Work dashboardAssigned to meAt-risk surfacing+1
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Product Manager

Product Management

Turn scattered feedback into a ranked signal

Bring customer requests, support tickets, and internal ideas into one inbox, merge duplicates, weight them by impact, and link them to the initiatives that address them — so the roadmap is grounded in real demand.

Feedback inboxDedupe & mergeImpact weighting+1
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Product Manager

Product Management

Write the spec where the work already lives

Draft product requirements and design docs in a rich editor, link them directly to the epics and tasks that implement them, and keep the spec and the work in sync — no copy-paste between a doc tool and a tracker.

Rich doc editorSpec ↔ work linksTemplates+1
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Release Manager

Product Management

Plan a release and tell everyone it shipped

Bundle epics and fixes into a versioned release, track its readiness against a checklist, and generate release notes from the work itself — so launching is a coordinated event, not a scramble.

Versioned releasesReadiness checklistRelease notes+1
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Designer

Collaboration & Docs

Comment, mention, and decide without a meeting

Discuss work where it lives — threaded comments, @mentions that notify the right people, and decisions recorded on the item — so context stays with the task instead of vanishing into chat and inboxes.

Threaded comments@mentionsDecision log+1
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Tech Lead

Collaboration & Docs

Keep a wiki the team actually trusts

Build a connected knowledge base — architecture docs, runbooks, onboarding guides, and decision records — that links to the work it describes, so the answer to "how does this work?" is findable, not folklore.

Knowledge baseDoc-to-work linksDecision records+1
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Scrum Master

Collaboration & Docs

Schedule the meetings that move work forward

Schedule standups, planning, and review sessions tied to the project or sprint they are about, see them on the shared calendar alongside milestones, and let everyone be notified automatically.

Meeting schedulingCalendar viewRecurring ceremonies+1
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Engineering Manager

Insights & Reporting

Run delivery on data, not gut feel

Build dashboards from real work data — velocity, cycle time, throughput, cumulative flow — so an engineering manager can spot a bottleneck, defend a timeline, and improve the process with evidence.

Custom dashboardsVelocity & cycle timeThroughput+1
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Product Manager

Insights & Reporting

Let AI do the busywork of planning

The target experience: turn a rough idea into a structured ticket, summarise a long comment thread, forecast a realistic delivery date, and flag at-risk work — described honestly as the vision, with current status kept clear.

AI ticket draftingThread summariesDelivery forecasts+1
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Operations Lead

Platform & Governance

Automate the rules your team keeps forgetting

Build no-code automation rules — when this happens, do that — to route new work, keep statuses in sync, escalate stale items, and post updates, so the team’s process runs itself instead of relying on memory.

No-code rulesTriggers & actionsAuto-routing+1
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Workspace Admin

Platform & Governance

One workspace, many teams — governed by RBAC

Run PlanMagnet as a governed multi-team workspace where projects are isolated, every action is scoped by role, and access is controlled by RBAC — inherited from the Burdenoff platform rather than re-invented.

Multi-team workspacesProject isolationRBAC roles+1
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Team Lead

Platform & Governance

Bring your team in and give each the right access

Invite your team into the workspace, organize them into groups for bulk assignment, and use role-based access so each person and group gets exactly the access they need — no more, no less.

Team managementMember invitesGroups+1
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Platform Engineer

Platform & Governance

Wire planning into the rest of your stack

Connect PlanMagnet to source control, CI/CD, chat, and your own tools through integrations, webhooks, and a GraphQL API — so commits update tickets, deploys close releases, and nothing is re-keyed by hand.

Git & CI/CDChat integrationsWebhooks+1
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Program Manager

Delivery & Execution

Log time and approve it without spreadsheets

Log effort against the tasks people actually worked on, roll a period into a timesheet, and route it through a submit → approve cycle — so real hours live next to the work instead of in a spreadsheet, and approval is a recorded step, not an email.

Time loggingTimesheetsSubmit & approve+1
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Operations Lead

Delivery & Execution

Spin up new projects from proven templates

Save a well-run project as a reusable template — its boards, statuses, and starter work — then apply it to spin up a fully configured new project in one click, so every engagement starts from your best practice instead of a blank slate.

Project templatesSave as templateOne-click apply+1
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Portfolio Lead

Planning & Roadmaps

Keep every project on budget

Give a project a budget, log expenses against it, and see planned vs. actual on the same record you manage delivery on — so overspend surfaces early instead of arriving at invoice time.

Project budgetsExpense loggingBudget approval+1
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Product Manager

Product Management

Bring competitive context into product decisions

Keep a record of the competitors that matter and link them to the feature requests and roadmap items they influence — so prioritisation weighs market context alongside customer demand, on the same items you already manage.

Competitor trackingLink to featuresCompetitive context+1
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Delivery Lead

Platform & Governance

Catch risks and gate quality before you ship

Log delivery risks scored by likelihood and impact on a matrix, and define quality gates a release must pass with a recorded review verdict — so risk is managed on purpose and "is this ready to ship?" has an auditable answer.

Risk registerLikelihood × impactQuality gates+1
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See your scenario here?

PlanMagnet launches in 2026. Join the waitlist and be among the first product and engineering teams on the platform.