Plans - Cortex Docs

A plan turns a long answer into steps you can tick off. Start one from a thread with Start a plan, or from the Planning page with New plan. Plans are kept up to date as the work moves, and a plan started from a chat outlives that chat if you delete it.

Planning — No plans yet. A plan turns a long answer into steps you can tick off. — Planning, with the All / Draft / In progress / Done filters.

Start a plan from a chat

Open the thread and choose Start a plan in the header. The title is prefilled from the conversation; add steps if you already know them — one per line, and a pasted numbered list works as is.

Start a plan from this chat dialog with Title and optional Steps — Start a plan from this chat. The plan stays linked to the conversation.

Start a plan from Planning

Choose New plan. Give it a title and, optionally, steps. Bullets and numbers are stripped, so a list can be pasted straight in.

New plan dialog with Title and optional Steps, one step per line — New plan: a title and one step per line.

States

Filter	Meaning
Draft	Created, not started
In progress	Steps are being worked through
Done	Every step is ticked

How plans relate to other things

Object	What it is
Plan	A task list, linked to the chat it came from
Project	Instructions plus chats and files
Canvas	A document beside one conversation
Deep Research plan	The set of questions a research run will answer — a research block on the thread, not a task list
Code Plan mode	A read-only mode of a Code session that proposes changes before making them
CLI `/goal`	A long-horizon objective the terminal agent keeps working toward

Guests and members

Plans persist on a signed-in account. A guest can open the dialog, but a plan needs somewhere to live once the tab closes — sign in first. See Accounts.

Projects — instructions that apply to every chat in them.
Canvases — a document beside one conversation.
Deep Research — the research plan, which is not a task list.
CLI goals — a long-horizon objective in the terminal.

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