Overview
Learn the core workflows that keep your work moving.
Plot brings plans, tasks, documents, files, and conversations into one shared workspace.
Start simple. Create an area for a group of related work, then add the projects and tasks that move it forward.
Explore the guides
- My stuff: Find the tasks, projects, and documents most closely connected to you.
- Tasks: Plan specific work, assign it, and track it to completion.
- Projects: Coordinate larger outcomes and report their health.
- Areas: Organize people, workflows, projects, and shared resources.
- Workflows: Standardize work with templates, labels, and task statuses.
- Member management: Manage roles, guests, and content visibility.
- Documents: Write plans, decisions, and reference material.
- Files: Keep shared files with the area that owns them.
- Posts and updates: Share progress and discuss work in context.
How Plot fits together
An area owns its tasks, projects, documents, files, labels, statuses, and area templates. Workspace templates work across all areas.
A project groups tasks around a larger outcome. A task captures one specific piece of work.
Documents hold long-form context. Posts and updates keep the conversation next to the work.