Creating and editing Plans and sub-plans
How plans and sub-plans work in Tability
Plans are the main organisational component in Tability. Each plan contains your objectives, key results, initiatives, notes, and reporting for a goal cycle.
Use a top-level plan for a company or shared goal cycle, then add sub-plans for departments, teams, or other groups that contribute to it. This hierarchy also powers the Strategy Map.
Creating a top-level plan
To create a top-level plan:
Open Plans from the workspace navigation.
Select Create a new plan.
Give the plan a name.
Choose the check-in reminder frequency, time period, and initial permissions.
Select Create to continue to the Plan Editor.
Plan options
The creation form includes:
Plan name: Use a name that identifies both the team and goal cycle, such as Sales OKRs — Q4 2026.
Get check-in reminders: Choose weekly, fortnightly, monthly, or quarterly reminders. Weekly is a useful default for quarterly goals.
This plan is for: Choose this quarter, next quarter, or a custom date range.
Permissions: Start with everyone able to edit, restrict editing to yourself, or keep the plan private. You can add more collaborators later. See Plan permissions for the complete access model.
Creating a sub-plan
Sub-plans let you organise related goal cycles in a hierarchy. For example, a company plan can contain department sub-plans, which can contain team sub-plans. See Recommended structure for your workspace for examples.
You can create a sub-plan in either of these places:
From Plans, locate the parent plan and select + sub-plan on its row.
From inside the parent plan, open the
...menu and select Create sub-plan.
Complete the setup form, then add the sub-plan's objectives and key results in the Plan Editor.
Plan states
Plans move through five states:
Draft: The plan has been created but has not been published.
Published: The plan is published but its start date has not arrived. Check-in reminders are not sent yet.
In Progress: The plan is within its date range. Tability sends reminders using the plan's check-in schedule.
Done: The plan is past its end date. Tability stops its check-in reminders.
Archived: The plan is hidden from the active list without deleting its data.
Moving your plans and sub-plans
On the Plans page, drag a plan row to change its position in the hierarchy. You can move a sub-plan to another parent or move it to the top level.
Archiving plans
How to archive a plan
Archive a plan when you want to remove it from active views but retain its goals, check-ins, and activity.
Open Plans.
Select the plan in the list.
Select Archive from the bulk-action bar.
How to view your archived plan
To view or restore an archived plan:
Open Plans.
Open the
...menu next to Create a new plan.Select Show archived plans.
Choose the archived plan you want to inspect or restore.
Archiving is reversible. Deleting a plan is a separate action and should only be used when you no longer need its history.
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