Plan
The Plan is the single place to manage the opportunities your team has decided to work on, whether they came from content gaps, page refreshes, site fixes, discussions, or outreach targets. It keeps everything you are acting on in one view, from idea to done.
Accessing the Plan
Go to Opportunities in the sidebar and click View plan. The Plan lives at /actions/plan.
Adding Items
Across Opportunities, use the Track or Add to plan button on any item to send it here. Each item keeps a link back to the opportunity it came from, so the context travels with it.
Two Ways to Work
Switch between two views depending on how your team likes to work:
- Board gives you a Kanban layout with a column for each status, ideal for moving work along. It is the default
- List gives you a sortable list, ideal for scanning and bulk triage
Statuses and Owners
Move each item through a simple flow and assign it to the right person.
| Status | Meaning |
|---|---|
| To do | Captured, not started |
| In progress | Being worked on |
| Done | Completed. The board shows what was done in the last 30 days |
Assign an owner to any item so everyone knows who has it. The header shows how many items are open, in progress, and done this month.
Filtering
Filter the Plan by topic, sub-topic, type, priority, and owner to focus on what is relevant.
Next Steps
- Find new work in Opportunities, Citation Gaps and Technical
- Turn a content item into a draft with Creating Content