> For the complete documentation index, see [llms.txt](https://guides.tability.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.tability.io/docs/become-a-tability-power-user/features/plans/creating-and-editing-plans-and-sub-plans.md).

# 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](broken://pages/ABynKFdAGCLPPudJM7c1).

## Creating a top-level plan

<figure><img src="https://318707989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMULqjSmZyGczPy2I6FGH%2Fuploads%2FOITgIxDTMtiCGr7IW10K%2Fgoal-setting-plans%20(1).png?alt=media&amp;token=6229f3ba-26af-44cb-ba39-f9eb116dc395" alt=""><figcaption><p>Plan Dashboard in Tability</p></figcaption></figure>

To create a top-level plan:

1. Open **Plans** from the workspace navigation.
2. Select **Create a new plan**.
3. Give the plan a name.
4. Choose the check-in reminder frequency, time period, and initial permissions.
5. 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](/docs/become-a-tability-power-user/features/plans/plan-permissions.md) 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](/docs/tutorials/recommended-structure-for-your-workspace.md) 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.

1. Open **Plans**.
2. Select the plan in the list.
3. Select **Archive** from the bulk-action bar.

### How to view your archived plan

To view or restore an archived plan:

1. Open **Plans**.
2. Open the `...` menu next to **Create a new plan**.
3. Select **Show archived plans**.
4. 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.