Creating and editing Plans and sub-plans
How plans and sub-plans work in Tability
Last updated
How plans and sub-plans work in Tability
Last updated
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.
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
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).
Sub-plans allow you to organise your workspace in hierarchies. See our Recommended structure for your workspace to learn more.
Here's how to create a sub-plan:
Go the the Plans section of your workspace
Locate the plan that needs to be a parent
Click on the Add sub-plan button that hovers at the end of the row
Fill in the form and save
Tability will redirect you to the plan editor for the newly created sub-plan
See creating your first plan to learn more about what to do once you're in the Plan Editor.
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.
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.
To archive a plan:
Go to your plan dashboard
Click on the ⋯ menu in the plan nav
Select Archive plan
To see your archived plans:
Go to the Plans section of your workspace
Click on the ⋯ menu next to the Create a new plan button
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.
