> ## Documentation Index
> Fetch the complete documentation index at: https://cortex-foundation-add13747-droid-1a2462c9-cor-444-sanitize.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Plans

> A plan is a task list the model can build and keep up to date while you work. Start one from any chat, or from Planning.

A plan turns a long answer into steps you can tick off. Start one from a thread with **Start a plan**, or from the **Planning** page with **New plan**. Plans are kept up to date as the work moves, and a plan started from a chat outlives that chat if you delete it.

<Frame caption="Planning, with the All / Draft / In progress / Done filters.">
  <img src="https://mintcdn.com/cortex-foundation-add13747-droid-1a2462c9-cor-444-sanitize/_zkvI1h_JpZuQFg3/images/product/chat-planning.png?fit=max&auto=format&n=_zkvI1h_JpZuQFg3&q=85&s=06659fb20e28e234e537f68e3d9a9301" alt="Planning — No plans yet. A plan turns a long answer into steps you can tick off." width="1280" height="800" data-path="images/product/chat-planning.png" />
</Frame>

## Start a plan from a chat

Open the thread and choose **Start a plan** in the header. The title is prefilled from the conversation; add steps if you already know them — one per line, and a pasted numbered list works as is.

<Frame caption="Start a plan from this chat. The plan stays linked to the conversation.">
  <img src="https://mintcdn.com/cortex-foundation-add13747-droid-1a2462c9-cor-444-sanitize/_zkvI1h_JpZuQFg3/images/product/chat-start-plan.png?fit=max&auto=format&n=_zkvI1h_JpZuQFg3&q=85&s=f702a0df8bafe22882d94effd68f3c92" alt="Start a plan from this chat dialog with Title and optional Steps" width="1280" height="800" data-path="images/product/chat-start-plan.png" />
</Frame>

## Start a plan from Planning

Choose **New plan**. Give it a title and, optionally, steps. Bullets and numbers are stripped, so a list can be pasted straight in.

<Frame caption="New plan: a title and one step per line.">
  <img src="https://mintcdn.com/cortex-foundation-add13747-droid-1a2462c9-cor-444-sanitize/_zkvI1h_JpZuQFg3/images/product/chat-new-plan.png?fit=max&auto=format&n=_zkvI1h_JpZuQFg3&q=85&s=fcf4d28c1fc25dbe9323ee43d7bc456a" alt="New plan dialog with Title and optional Steps, one step per line" width="1280" height="800" data-path="images/product/chat-new-plan.png" />
</Frame>

## States

| Filter          | Meaning                        |
| --------------- | ------------------------------ |
| **Draft**       | Created, not started           |
| **In progress** | Steps are being worked through |
| **Done**        | Every step is ticked           |

## How plans relate to other things

| Object                                    | What it is                                                                                        |
| ----------------------------------------- | ------------------------------------------------------------------------------------------------- |
| **Plan**                                  | A task list, linked to the chat it came from                                                      |
| [Project](/chat/projects)                 | Instructions plus chats and files                                                                 |
| [Canvas](/chat/canvases)                  | A document beside one conversation                                                                |
| [Deep Research plan](/chat/deep-research) | The set of questions a research run will answer — a research block on the thread, not a task list |
| [Code Plan mode](/code/interactions)      | A read-only mode of a Code session that proposes changes before making them                       |
| [CLI `/goal`](/cli/goal)                  | A long-horizon objective the terminal agent keeps working toward                                  |

## Guests and members

Plans persist on a signed-in account. A guest can open the dialog, but a plan needs somewhere to live once the tab closes — sign in first. See [Accounts](/getting-started/accounts).