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Support / Plan

Plan

Milestones, activities, and to-dos on a calendar and a gantt timeline — drafted with the Agent, agreed by you.

How 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.Part 1 of Planning your work
MilestonesDated 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.Part 2 of Planning your work
ActivitiesThe 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.Part 3 of Planning your work
Plan: 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.Part 4 of Planning your work
Plan: calendar & timelineThe date-based Plan views — Calendar and Timeline — plus dragging, filtering, and scheduling milestones, activities, and to-dos.Part 5 of Planning your work
Plan 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.Part 6 of Planning your work
Plan people & ownersThe project people directory — teammates, external contacts, and personas — and how owners are assigned to milestones, activities, and to-dos.Part 7 of Planning your work