How It Works

Follow each step in Cards.

  • A useful Plan describes consequences, not just a list of tasks.
  • When live commitments change, preserve the reason and approval.
  1. 01

    Open Plan and choose the Project you want to draft or revise.

    Cards screen demonstrating step 1: Open Plan and choose the Project you want to draft or revise.Open Plan and select the Project
    Step 1 screen focusOpen Plan and choose the Project you want to draft or revise.
  2. 02

    Define the outcome and add the Cards required to produce and review it.

    Cards screen demonstrating step 2: Define the outcome and add the Cards required to produce and review it.Add Cards, assignments, dependencies, and review rules
    Step 2 screen focusDefine the outcome and add the Cards required to produce and review it.
  3. 03

    Connect dependencies and place review or client decisions where they actually occur.

    Cards screen demonstrating step 3: Connect dependencies and place review or client decisions where they actually occur.Inspect dependencies and review handoffs
    Step 3 screen focusConnect dependencies and place review or client decisions where they actually occur.
  4. 04

    Add assignments, estimates, dates, and completion criteria.

    Cards screen demonstrating step 4: Add assignments, estimates, dates, and completion criteria.Confirm owners, dates, and Card readiness
    Step 4 screen focusAdd assignments, estimates, dates, and completion criteria.
  5. 05

    Review the effect of changes before approving them.

    Cards screen demonstrating step 5: Review the effect of changes before approving them.Review schedule consequences before approving changes
    Step 5 screen focusReview the effect of changes before approving them.
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