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Support / Guides / Planning your work

Planning your work

Turn what you have learned into a plan: milestones and the activities under them, to-dos, owners, and a schedule the Agent can draft for you to approve.

01How the plan fits togetherMilestones, activities, and to-dos — the three levels of a Crux plan, the five views over them, and how research gets attached to the work it belongs to.
02MilestonesDated outcomes with an owner, a priority, and a status — the top level of a Crux plan, holding the activities and to-dos that deliver them.
03ActivitiesThe unit of work in a Crux plan — a meeting, workshop, deliverable, or audit, holding its own to-dos and grouping the research and experience items it produced.
04Plan: the BoardA kanban of every to-do in the project, in status lanes you drag between — with mirrored items writing their status back to the milestone or activity behind them.
05Plan: calendar & timelineThe date-based Plan views — Calendar and Timeline — plus dragging, filtering, and scheduling milestones, activities, and to-dos.
06Plan with the AgentGive the Agent a goal and it breaks it into milestones, activities, and to-dos from your own research — proposed in two stages, previewed, and only saved when you click.
07Plan people & ownersThe project people directory — teammates, external contacts, and personas — and how owners are assigned to milestones, activities, and to-dos.

Start with How the plan fits together — each article links to the next in the series.