Guides
Task-oriented guides for everyday work. Each one assumes you have a project set up and know the basics from the Tutorials.
The core loop
Planning structure
| Guide | What it covers |
|---|
| Goals and milestones | Structure outcomes, set priorities and target dates, group work into milestones |
| Goal health | How ETAs and target dates drive On Track / At Risk / Off Track, and how to recover |
| Dependencies | Finish-to-start sequencing, cycles, cascades, and the critical path |
Your team
| Guide | What it covers |
|---|
| Team management | Add members, assign them to projects, use the team page |
| Availability | Time off, daily overrides, org holidays, partial capacity, calendar sync |
| Skills and assignment | Tag skills, set requirements, and tune auto-assignment |
Working with your plan
| Guide | What it covers |
|---|
| Search and filters | Find tasks, goals, and milestones across the project |
| Bulk operations | Complete, sequence, or update many tasks through one preview |
| Project poster | Capture problem, solution, risks, stakeholders, and decisions |
| Reports | Share a read-only Plan of Record with stakeholders |
| Insights | Delivery, quality, and cadence metrics for the project |
| Knowledge base | Document cross-cutting concepts with specs, design docs, and diagrams |
| Capture and refine ideas | Turn raw ideas into specified, scheduled work |
Connecting Plenar
| Guide | What it covers |
|---|
| Integrations | Google Calendar, Google Docs, Jira, and SCIM |
| CI with org keys | Wire CI/CD and automation to Plenar with pko_* keys |