Guides · Plans — the work behind the documents
Plans — the work behind the documents
Tracking work so the record and the documents are one object.
What is a plan?
Plans is Profusia's work-tracking module, alongside Docs, Live and Audience in the switcher at the top of every page.
A plan breaks a piece of work into cards — and each plan picks its own word for them: steps, features, phases, whatever your team says. A card carries a status from your workspace's own vocabulary (rename them in the workspace settings), can hold documents, a checklist, comments, and fields like Owner, Due, and Priority. The status shows on the documents themselves, everywhere they appear, so a reader knows a page is still exploratory before treating it as decided.
One plan opens as a live canvas with five views — List, Board, Timeline, Map, and Flow (which draws what waits on what) — and nothing reloads as you work. The Plans front page (Overview) answers two questions: how all the work is going, and what is on you — "My work" gathers every card across the workspace whose Owner names you.
A card can repeat on a rhythm (weekly, monthly, quarterly…), a plan can be drafted from a plain-language brief and accepted card by card, and any card can be handed to your AI assistant with its documents attached. A plan can leave as Markdown or a spreadsheet, and a read-only link can show an outsider the work's state without the documents.
Ask your assistant to "create a plan" to start one, or use the New plan button on the Plans page.
How do I see it my way?
One plan opens as a live canvas with five views — List, Board, Timeline, Map and Flow, which draws what waits on what. Group by status, type or owner; drag a card between Board columns to move its status; nothing reloads. How you set it up is remembered for you, per site — a link somebody sends you never changes how you work.
What's on me right now?
The Plans front page has a "My work" switch: every card across the whole workspace whose Owner field names you, grouped by plan, with past-due and blocked lanes. It reads the words in the Owner field — it is a filter, not an assignment system, and the page names the exact strings it matches.
Can work repeat on a rhythm?
Yes — daily to annually. Each period becomes an ordinary child card under the series card, so the series is its own archive and the open period shows up in My work like any other card. A week of downtime creates the current period and reports the gap — it never backfills invented history.
Can my AI pick a card up?
Every card has "Take to AI" in its panel: one click hands your assistant the card, its documents, its checklist and where the plan's files live, along with a working guide telling it to publish the results back, attach them, and move the status honestly.