Plan something big, step by step
Type a goal like “move to a new apartment” and get a timeline of 15 to 35 steps, worked backward from your date.
Included with TrilliOne Business, Pro and TrilliOne Pro
- On Plans, type your goal in the I Need To… card, like “plan a wedding” or “move to Denver”, or pick a suggestion.
- Click Plan it. In a moment you’ll see a draft plan grouped by when each step happens: months before, weeks before, the final week, the day itself and after.
- Set the Target date. Edit any step’s wording or timing, or remove steps you don’t need. Changes save as you go.
- Click Let’s Plan It Out →. The steps become tasks on the right days and events on your calendar.
You can also ask in Chat: “help me plan Thanksgiving for 12 people.”
Following your plan
Open a plan from Your plans to see the target date, progress (“8 of 22 done”) and what the assistant assumed. Each open step has an Invite someone button that starts an invitation in the ask bar.
Drafts and deleting
- Closing the preview keeps the plan as a draft under Your plans. Open it and click Commit plan → when you’re ready.
- To delete a plan, open it and use the trash icon. For a plan you’ve already committed, tick Also remove associated tasks & calendar events to clean those up too.