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

From the header Create menu

1. Open the Create menu in the workspace header
2. Select Plans
3. Enter:
   • Name: What you'll call this plan
   • Description: Goals or context (optional)
4. Click Create

From the sidebar

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

Inline table editing

Edit key fields directly from the plans table without opening each item:

Your edit shows immediately while Boki saves it in the background.

Edit a plan

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

Editing unrelated fields (like name or description) does not change the plan's visibility setting.

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.

Inline comments

Leave comments directly on plan content:

1. Highlight text in the plan name or description
2. Click the comment icon
3. Type your note
4. Click Post

Comments can anchor to specific quoted text, keeping feedback tied to the exact words it references. This works the same way across plans, briefs, and articles — see Editor comments for details.

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