New features and updates
We’ve made another round of Planpage upgrades to help you move faster, stay organized, and share cleaner information. The July update includes Comments Inbox, bulk task updates, flexible vendor list PDF exports, improved vendor categories, workflow removal, first-name-only contacts, and PDF exporting from timeline direct links.
Keep client and team conversations from slipping through the cracks. The new Comments Inbox gives you one place to review and reply to comment threads across Tasks, Vendors, Documents, Mood Boards, and more, so you don’t have to open each individual item to stay caught up.
Save time when updating groups of tasks. Select multiple tasks and apply changes all at once, like updating statuses, adding or removing assignments, or deleting tasks you no longer need.
Choose which vendor statuses to include, what contact details should appear, and whether the PDF should show all vendor contacts or only the main points of contact for the event.
Make your main vendor list easier to organize and search. Account-wide vendors can now belong to multiple categories, so one company can be saved once and still appear under every service they provide, like venue, catering, rentals, or photography.
Add vendor contacts with less friction, even when you don’t have every detail yet. If you only know someone’s first name, you can save the contact without adding a placeholder last name.
Clean up project tasks faster when a workflow no longer applies. Instead of deleting workflow tasks one by one or contacting support, you can now remove the workflow directly from the project.
Make shared timelines more useful for vendors, clients, and team members. Anyone viewing a timeline through a direct link can now export a PDF themselves, so you can share one link instead of sending separate PDF attachments.
We’ve made some big upgrades to Timelines in Planpage, giving you more flexibility for detailed schedules, better ways to visually organize important moments, and a more formal way to manage songs throughout the planning process.
The June 2026 update includes new tools for Timeline Item Breakdowns, color-coded Highlights, formatted notes, built-in song selections, project music planning, client song collection, and cleaner timeline PDF exports.
Add a mini schedule inside a timeline item for moments that need more detail, like hair and makeup, ceremony processionals, transportation, or photo timing. Breakdowns help you keep the main timeline easy to scan while still giving your team and vendors the details they need.
Learn more about Timeline Breakdowns
Create custom labels and colors for important timeline items, making it easier to call attention to VIP moments, vendor arrivals, photo priorities, or anything your team needs to spot quickly.
Learn more about Timeline Highlights
Timeline item notes now support formatting like bold, italic, text color, bullet lists, numbered lists, and checklists, making it easier to organize important details directly inside each timeline item.
Add songs directly to timeline items like the processional, grand entrance, first dance, parent dances, or last song. Music stays connected to the exact moment it belongs to, and you can link songs from Spotify or YouTube to keep everyone aligned on the right version.
Learn more about Timeline Songs
Each project now has a dedicated Music page for timeline songs and standalone song lists, making it easy to organize selections like Must Play Songs, Do Not Play Songs, etc. Share with clients so they can add song selections, and set an optional deadline for song submissions.
Learn more about the Music Page
Timeline PDFs now have a cleaner layout with your logo and branding included, helping you share a more polished timeline with clients, vendors, and your team. Your timeline display settings also carry through to PDF exports and shareable views, so the right details stay visible.
Planpage now has budget and payment tracking 🎉
Track estimates vs. actuals, link items to vendors, attach real invoices, and monitor payment due dates.
Want to learn more? Check out our Budget Help Center Articles.
Contracts and Invoices can now be exported as a downloadable PDF. Learn more in the following help center articles:
You can now export your guest lists as a downloadable CSV. Open any event’s guest list to download guests or guest parties.
You can now make copies of quote, invoice, contract, and document templates. No more starting from scratch any time you need a template variation 😀