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Plans

Big jobs — importing a folder, building out a Canvas over several sessions, a project with steps for you and for Lino AI — don't run blindly. A Plan Card keeps the goal and the steps in front of you, and questions come to you when a decision is yours. Long work runs in the background; see Background Tasks.

Plan Cards

There is no plan switch. Lino AI makes a Plan Card when the work needs one:

  • it won't be finished in this reply;
  • a decision only you can make stands in the way;
  • some of the steps are yours; or
  • you ask for one ("make a plan").

Work that finishes in the reply you asked for gets no Plan Card, however many steps it has — the review card already records what changed. You can steer it in words: "make a plan first", "ask before you start", "just do it".

What a Plan Card looks like

A Plan Card is an ordinary Card (a Plain Card), titled with the name of the work. It lands in your Inbox like any new Card. It has up to four parts, written in your language; parts with nothing in them are left out:

PartWhat's in it
GoalTwo or three sentences: what is being made and what "done" looks like.
Your callA checklist of questions that are yours to decide, each with Lino AI's recommendation and one reason.
StepsA checklist. Each step says what concretely changes and who does it — Lino AI or you (a person chip). Real deadlines get a date.
DecidedOne line per decision, saying who made it: you, you by taking the recommendation, or Lino AI.

Working through a plan

  • Lino AI ticks its own steps as it finishes them. Those ticks land right away, even in Manual mode — unless something earlier in the same reply is still waiting for your Apply, in which case the tick waits with it.
  • It ticks your steps only when you tell it they are done.
  • Ticking an item under Your call means you take the recommendation. To choose something else, say so in the chat or write it on the Card. Lino AI then moves it to Decided.
  • When the next step is yours, Lino AI stops and tells you what it needs.
  • It continues a plan when you ask it to ("carry on"), starting at the first unfinished step.
  • It is a normal Card: edit it, move steps around, add your own. The headings can change; what counts are the checklist items and who they are assigned to.

Plans in the Schedule

Open the Schedule in the Right Panel (⌘⇧D). While a chat with a plan is open in the AI panel, a This chat section at the top shows that plan's checklist in order — your steps and Lino AI's, with avatars and dates. Items shown there aren't repeated below. With another chat open, the plan's items sit in the Schedule's regular groups (Overdue, Today, No Date and so on) like any other checklist.

To continue a plan in another chat, attach the Plan Card to your message; once Lino AI ticks something on it there, it counts as that chat's plan too.

When it needs you mid-reply

If Lino AI hits a decision only you can make — which of two approaches, which folder — it asks with a question card instead of guessing. Questions come in one round at the start at most, and later only when one blocks the next step.

  • Pick a choice; the one it recommends is marked (Recommended).
  • Type your own answer under Other....
  • Chat about this to discuss before answering.
  • Skip — it takes the most careful option and writes that down (on the Plan Card, under Decided, if there is one).

Say "grill me" if you want it to keep asking round after round until nothing is open.

Related: Background Tasks · Changes, review & undo · Start page