# Creating and editing Plans and sub-plans

Plans are the main organisational component in Tability — it's where all your objectives, outcomes, and initiatives live.

Using plans and sub-plans in Tability allows you to create and easily manage plans and organize your efforts in a hierarchy.

## Creating a top-level plan

<figure><img src="/files/tbarDBVE1XCYKVhO87tb" alt=""><figcaption><p>Plan Dashboard in Tability</p></figcaption></figure>

Here's how to create a top-level plan:

* Go to the **Plans** section of your workspace using the workspace nav
* Click on **Create a new plan**

## Plan options

<figure><img src="/files/0K9gpho6Vy0V7L7iBpQn" alt=""><figcaption></figcaption></figure>

After clicking **Create a new plan**, you'll be asked to set your plan's settings. This includes:

* **Name:** We recommend naming your plan after the team and time period that it's for. In other words, naming it something like **Sales OKRs 2024 Q4**
* **Check-in reminders:** This is how frequently your team is asked to update their progress. We recommend weekly for most teams for a quarterly OKR.
* **Time period**: We use calendar quarters (Jan/Feb/Mar, Apr/May/Jun, Jul/Aug/Sep, Oct/Nov/Dec), where this quarter refers to the current date (so if you build your plan on December 10th, it'd be for Q4- Oct/Nov/Dec). You can use **Custom** if you're looking for longer time periods or if your quarters are offset.
* **Permissions:** Who can edit the plan? This affects changing goals, not performing check-ins (unless you make the plan private).

## Creating a sub-plan

<figure><img src="/files/yUfodYj1VwWcaom7imMA" alt=""><figcaption></figcaption></figure>

Sub-plans allow you to organise your workspace in hierarchies. See our [Recommended structure for your workspace](/docs/tutorials/recommended-structure-for-your-workspace.md) to learn more.

Here's how to create a sub-plan:

1. Go the the **Plans** section of your workspace
2. Locate the plan that needs to be a parent
3. Click on the **Add sub-plan** button that hovers at the end of the row
4. Fill in the form and save
5. Tability will redirect you to the **plan editor** for the newly created sub-plan

{% hint style="info" %}
See [creating your first plan](broken://pages/1BWlBbICZO7OYJ7zP4Bl) to learn more about what to do once you're in the Plan Editor.
{% endhint %}

## Plan states

Plans can have 5 states:

* **Draft:** This state indicates that a plan has been created but it is not yet published. To change this state, edit your plan and publish.
* **Published:** This state indicates that the plan has been published but it has not reached the specified start date yet. No reminders will be sent. This state is set automatically by the current date.
* **In Progress:** This state indicates that you are now past the start date and the plan is active and in progress. You and your team will get reminders to update goals based on the specified **check-in reminder frequency**. This state is set automatically by the current date.
* **Done:** This state indicates that the plan is now past it's due date. You and your team will no longer receive reminders to update goals. This state is set automatically by the current date.
* **Archived:** You can archive plans to remove them from your workspace without having to delete data. You will not receive check-in reminders for this plan.

## Moving your plans and sub-plans

To move your plans and sub-plans, simply click and drag your plans. You can move a sub-plan out from under a parent plan, or move it to another plan to make that it's new parent plan.

## Archiving Plans

### How to archive a plan

To archive a plan:

1. Go to your **plan dashboard**
2. Click on the `⋯` menu in the plan nav
3. Select **Archive plan**

<figure><img src="/files/p2Tnu9dg0RET8rwDbmxd" alt=""><figcaption></figcaption></figure>

### How to view your archived plan

To see your archived plans:

1. Go to the **Plans** section of your workspace
2. Click on the `⋯` menu next to the **Create a new plan** button
3. Select **Show archived plans**

You will see a pop up with a listing of all your archived plans. From here you can choose to unarchive a plan.

<figure><img src="/files/iIXOvvwc7hNOFM2Zu42W" alt=""><figcaption><p>Archived plans in Tability</p></figcaption></figure>


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