Plans

Plans organize your content at the highest level. Think of them as content calendars, campaigns, or themed series.

What is a plan?

A plan groups related briefs. Examples:

• "Q3 2026 Content Calendar"
• "Product Launch: Feature X"
• "SEO Improvement Series"
• "Customer Success Stories"

Creating a plan

1. Go to Create → Plans in the sidebar
2. Click Create plan or the + button
3. Enter:
   • Name: What you'll call this plan
   • Description: Goals or context (optional)
4. Click Create

Plan structure

A plan contains:

• Name: Display title
• Description: Context and goals
• Briefs: Individual content pieces
• Status: Active, completed, archived

Adding briefs to a plan

1. Open the plan
2. Click Add brief
3. Create the brief with topic details
4. The brief is automatically linked to the plan

Or create a brief separately and assign it to a plan.

Managing plans

View plans

The Plans page shows:

• All plans in your workspace
• Brief count per plan
• Plan status

Edit a plan

1. Open the plan
2. Click Edit or the pencil icon
3. Update name or description
4. Save changes

Archive a plan

Completed plans can be archived:

1. Open the plan
2. Click the menu (three dots)
3. Select Archive

Archived plans are hidden from the main view but not deleted.

Delete a plan

1. Open the plan
2. Click the menu (three dots)
3. Select Delete

Warning: Deleting a plan removes it permanently. Briefs in the plan become unassigned but are not deleted.

Best practices

Name clearly: "Q3 Content" is better than "Content Plan 1."

Add descriptions: Explain the goal so future-you remembers.

One theme per plan: Don't mix unrelated content in one plan.

Archive when done: Keep your active view clean.

Related

• Briefs — Create briefs within plans
• Articles — Write articles from briefs
• Create overview — The full workflow