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Help · Plans — tracking the work behind the documents

Plans — tracking the work behind the documents

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.

This answer is part of a walk: Plans — the work behind the documents