Create your own project
Now that you’ve seen how a plan works in the sample project (Atlas SaaS), create one for what you’re shipping. Two paths — pick whichever fits.
Path A: From Claude Code (recommended)
If you’ve already connected Claude Code, describe what you’re building and the agent creates the plan:
The agent calls plenar_provision_project to create the project, team, and timezone in one step, then uses plenar_create_plan to add goals, milestones, and tasks. You’ll see a preview of the full plan — review it and say “apply” to commit.
This is the fastest path. The agent structures your intent into a plan with dependencies, estimates, and assignments. You review and refine.
Path B: From the dashboard
- Click New Project from your dashboard
- Set a name and start date (the earliest date work can begin)
- Add yourself as a team member in Settings > Team
- Open the Scope tab and click Add Goal to start adding goals and tasks
Building the structure
Every task needs an estimate — this is what Plenar uses to compute the plan. Use half-day granularity (0.5, 1.5, 3). If you’re unsure, give your best guess — you can revise later and Plenar will recompute.
Tips
- Start with goals and tasks. Milestones are optional — skip them for small projects.
- Set a target date and priority on each goal. Higher-priority goals are weighted more heavily when Plenar plans toward your target dates; lower-priority goals are scheduled for efficiency when their target date is flexible.
- Mark scope. Must tasks are always scheduled; Nice tasks drop when there isn’t enough team capacity.
- Add dependencies sparingly. Only when work genuinely can’t start without the predecessor. Unnecessary dependencies over-constrain the plan.
- Leave assignees blank for tasks you want Plenar to auto-assign based on skills and capacity.
See your plan
Once you have tasks with estimates and team members assigned to the project, Plenar computes a plan automatically. Open the Timeline to see it, or check the Plan of Record panel in the sidebar for a summary.
Common questions
Do I have to use Claude Code to create a project? No. The dashboard path covers everything — describing the project to your agent is just faster for larger plans. Both end with the same project structure.
What if I don’t know my estimates yet? Give your best guess. Estimates are working days, and you can revise any of them later — Plenar recomputes the plan each time. Over time it calibrates estimates from how long similar tasks actually took.
Do I have to assign every task myself? No. Leave assignees blank and Plenar picks the best person for each task based on skills and capacity. You can lock an assignment when you want a specific person to stay on a task.
Why isn’t my plan computing? Plenar needs at least one task with an estimate and at least one team member with capacity. Add yourself in Settings > Team, then give your tasks estimates.
What to do next
- Invite your team — add your team members, their skills, and availability
- Manage your plan — the edit → preview → apply workflow in detail