Plan: calendar & timeline

Plan shows the same three levels — milestones, activities, and to-dos — through five tabs. Nothing new has to be entered to fill them: anything in the project with a date on it is already here, and anything without one waits in the unscheduled tray until you place it.

This article covers the two date-based views. Overview is described in How the plan fits together, the status lanes in Plan: the Board, and the directory in Plan people & owners. Overview and Board read the whole plan top-down, so neither carries period or filter controls — those only make sense on the date-windowed views below.

Calendar

A month grid. Milestones, activities, and to-dos appear as chips on their day.

• Move an item — drag its chip onto another day.
• Add an activity — double-click a day, or use the + that appears when you hover one.
• Schedule something — drag it out of the unscheduled tray at the bottom onto a day.
• Open an item — click its chip. To-do chips are the exception: edit those in the To Dos panel.
• Right-click for Open, Add activity on a milestone, Milestone to re-parent an activity, and Clear date to send something back to the tray.

Timeline

A gantt view. Each milestone is a band, the activities under it are lanes, and their to-dos nest beneath, so an outcome and everything delivering it read as one block.

• Move a bar — drag it.
• Change a duration — drag either edge. To-dos are single-day markers on their due date, so they move rather than stretch.
• Open an item — double-click its bar.
• Change the span — switch between 2 weeks, Month, and Quarter in the header.

Durations are counted in work days, so dragging a bar across a weekend does not inflate the estimate.

Move through time and filter

Calendar and Timeline share a header:

• Previous period, Today, Next period to move the window.
• All types to show only Milestones, only Activities, or only To-dos.
• All activities to focus on one or more activities and the to-dos under them.
• New to add a Milestone or an Activity in the period on screen.
• Refresh plan to re-read the project.

Every edit writes straight back to the item it came from, so the five Plan views, the Research list, and the To Dos panel never disagree.

Scheduling a to-do

To-dos gain three planning fields. Open a to-do to set them on its detail pane, or hover a row in the To Dos panel or the Plan outline and click the calendar icon in the actions bubble to open Schedule & assign:

• Due date — puts the to-do on the calendar and timeline. Overdue dates are flagged on the row.
• Activities — attach the to-do to one or more activities, so it nests under them on the timeline and shows up under the All activities filter.
• Owners — who is doing it.

Due date, activity, and owner all show as chips on the to-do row, so the list stays readable without opening anything. Only open to-dos appear on the schedule; completing one takes it off the calendar without deleting it.

People

The last tab is the project's people directory — your organisation's members, external contacts, and research personas — kept next to the schedule they appear on.

Plan from Claude, ChatGPT, Grok, or your IDE

Any AI assistant connected over MCP can read and write the same plan, using three tools:

The assistant is instructed to propose the plan in the chat first and only write it once you have agreed it. Because upsert_activity matches on the activity title, running a revised plan again updates it in place. Writing requires the connection's Write permission, which is on by default.

Next

Continue the guide with Plan with the Agent.