Work Plans
Plan a period of work, get it approved, then track it to completion.
A work plan groups the goals and tasks that belong to one period of work into a single document you can put in front of someone. Draft it, submit it for review, and it moves through approved or rejected to completed, so a plan is a commitment with a decision attached rather than a wish list in a spreadsheet. Progress is calculated from the tasks and goals underneath it, so the plan stays honest without anyone updating a status column by hand. Plans work for your own week and for a whole workspace, and you can filter them by time frame to see what is live now versus what is coming.
Key Features
- Group goals and tasks into one plan for a period of work
- Submit for review, then approve or reject with a decision on record
- Progress rolls up automatically from the tasks and goals inside
- Draft, pending review, approved, rejected and completed states
- Personal plans and shared workspace plans side by side
- Filter by time frame to separate what is live from what is next
Use Cases
- A quarterly plan submitted to a manager and tracked to completion
- A team lead approving each plan before the period starts
- Personal planning for a month of focused work
- Reporting on what was delivered against what was planned
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