# Plans: timelines for your rooms > Turn a room into a plan to schedule its desks on a timeline. See every plan's progress, finish date and warnings on the Plans page, and open one to plan it. Source: https://plexiidesk.com/help/plans-overview Section: Focus and flow > Tasks and plans Plans: All plans Updated: 2026-10-15 A plan is a room with a schedule. Make any room a plan and its desks, and the tasks filed on them, become the plan's tasks: you can lay them out on a timeline, link the ones that depend on each other, mark milestones and see what is running late. The **Plans** page lists every plan with its progress and finish date, so you can see at a glance which ones need you. Nothing in a plan is a copy. A task in a plan is the same task you see on its desk and in All Tasks, and the schedule is worked out from the real dates, lengths and links you give it. > **Note:** > The **Plans** page is not the same as the plans you can buy (Free, Pro and Team). For those, see [Plans and pricing: Free, Pro and Team](https://plexiidesk.com/help/plans-and-pricing). ## Before you start - Plans are available on every plan. - **What counts as a plan's tasks:** every desk inside the plan's room, including desks in rooms inside it, and every task filed on those desks. Archived desks and desks in Trash are left out. - **A plan shows on the Plans page once it has at least one task.** A plan you have just created opens straight away so you can add its first task. ## Open the Plans page Any of these opens it: - Press `⌘` `K` on a Mac (`Ctrl` `K` on Windows) and choose **Plans**. See [The command palette](https://plexiidesk.com/help/command-palette). - Click **Plan** in the Home dashboard's **Quick actions** widget. See [Quick actions widget](https://plexiidesk.com/help/home-widget-quick-actions). - Open the PlexiDesk app menu and choose **Plans**. See [Desk, Office, People and Brain: the four areas](https://plexiidesk.com/help/plexii-areas). - Click a **Plans** shortcut in the **Shortcuts** widget. See [Shortcuts widget](https://plexiidesk.com/help/home-widget-shortcuts). ## Make a plan ### Turn an existing room into a plan 1. Open **All rooms**. 2. Point at the room's card and click **Make this a plan**, or right-click the card and choose **Make this a plan**. 3. The card now says **Plan**, and the room joins the Plans page (once it has a desk in it). See [Create and organise rooms](https://plexiidesk.com/help/room-create). ### Start a new plan 1. On the Plans page, click **New plan** at the top right. You can also press `⌘` `K` (`Ctrl` `K` on Windows) and choose **New plan** from anywhere. 2. PlexiDesk creates a plan called **New plan** and opens it. 3. Click **Add task**, type the first task's title and press `Enter`. Each task you add here is created as a desk in the plan's room. To rename the plan, go to **All rooms**, right-click its card and choose **Rename room**. ## What the Plans page shows The page is titled **Plans**. Along the top, four totals cover all your plans: | Total | What it counts | | --- | --- | | **Plans** | How many plans you have. | | **Tasks done** | Finished tasks out of all the tasks in all your plans, such as **14/40**. | | **Avg complete** | The average of each plan's percentage complete. | | **At risk** | How many plans carry a **Drift** or **Cycle** warning. | Under the totals is a card for each plan, in alphabetical order. Each card shows: - **The plan's name.** - **Drift**, in amber, when a task finished later than planned and is now pushing later work back. See [Baselines, working days, levelling and export](https://plexiidesk.com/help/plans-schedule-tools). - **Cycle**, in red, when tasks depend on each other in a loop, so the plan cannot be scheduled properly. See [Edit a plan task and its dependencies](https://plexiidesk.com/help/plans-task-details). - **How many tasks are done** out of the total, with the percentage and a progress bar. - **Finishes** and the date the plan's last task is scheduled to end. A plan's percentage is the share of its tasks that are finished. The **Progress** you set on a task's details does not change it. If you have no plans yet, the page says **No plans yet.** ## Open a plan 1. Click the plan's card. 2. The plan opens on its **Overview**. The buttons at the top switch between **Overview**, **Timeline**, **Board**, **Grid**, **Calendar**, **Workload** and **Files**. See [Plan views: Overview, Board, Grid, Calendar, Workload and Files](https://plexiidesk.com/help/plans-views). 3. To go back to all your plans, click **Plans** at the top left. ## Make a plan an ordinary room again 1. Open **All rooms**. 2. Point at the plan's card and click **Remove from Plans**, or right-click the card and choose it. The room leaves the Plans page. Its desks and their tasks stay where they are, with their due dates and other details. ## Good ways to use plans - **A client project.** Keep one room per client project, make it a plan, and give each desk a planned finish. The timeline shows the order of work, and the critical path shows what cannot slip. - **A launch.** Mark the launch day and key reviews as milestones, link the work that leads up to them, and check **Running late** on the Overview each morning. - **A weekly check.** Look at the **At risk** total on the Plans page and open any plan with a **Drift** or **Cycle** warning. ## Common questions ### My plan is not on the Plans page A plan appears once it has at least one task that is not archived or in Trash. Open the room, add a desk, and the plan appears. A plan that is archived, or in Trash, is not listed either. ### I opened the plan from All rooms and did not see a timeline Opening a plan from **All rooms** opens its dashboard page. The timeline and the other planning views are on the Plans page: open **Plans** and click the plan's card. ### Does making a room a plan change its desks? No. The desks stay in the room and work as before. The plan adds a schedule on top of them. ### How do I delete a plan? A plan is a room, so delete it the way you delete a room: in **All rooms**, right-click its card and choose **Move to Trash**. Its desks go with it. See [Archive, trash and restore rooms and desks](https://plexiidesk.com/help/desk-archive-trash). ## Related tasks - [Use the plan timeline](https://plexiidesk.com/help/plans-timeline) - [Plan views: Overview, Board, Grid, Calendar, Workload and Files](https://plexiidesk.com/help/plans-views) - [Edit a plan task and its dependencies](https://plexiidesk.com/help/plans-task-details) - [Baselines, working days, levelling and export](https://plexiidesk.com/help/plans-schedule-tools) - [Create and organise rooms](https://plexiidesk.com/help/room-create) - [Tasks, desks and subtasks](https://plexiidesk.com/help/tasks-overview)