What this page is
The master plan is the overarching strategy your campaigns, goals and milestones hang off. Your first plan becomes the master, and with several you choose which is the source of truth.
Open Calendar month in Linxi, then Master plan in the panel list beside it. It has its own address, /my/calendar/master, so it can be bookmarked or sent to somebody directly rather than described as a series of clicks.
A look at it
What is on the screen
- Create a plan prompt when there is none, or a chooser when there are several
- Milestones with + Add
- Timeline with + Event
- Planning chat with Review progress, What's next, Add a milestone, Risks and Expand the plan
What you can do here
- Ask the assistant what to do next on the plan
- Add a milestone to track
- Review risks before a launch
Who uses it
Anyone using the calendar with at least one plan.
Also in Calendar
8 moreCalendar month
See your month at a glance with campaigns, goals, deadlines and check-ins, click a day to add something, and keep a quick todo list beside the calendar.
Schedule list
Read everything on your calendar as a list grouped by week, three months at a time, and step forward or back or jump to today to see what is coming next.
Calendar events
Add and edit the events on your calendar, twelve months at a time, apart from Google events and scheduled campaigns, which show only on Month and List.
Calendar tasks
List the dated tasks on this calendar with open ones first, give a task to anyone in the workspace, and let whoever owns it mark it done when it is finished.
Todos
Keep a list of things still to do with no day yet, tag them, rate their urgency, group them by tag or person, and schedule one when it is ready to be a task.
Converge
Rank every open todo you can see by urgency, ease, time and what it unblocks, then get a plan for the time you have and todos worth doing together.
Meetings
Answer meeting invitations, see the meetings you are running, start a new one, and turn on phone alerts so you are reminded before each meeting begins.
Marketing plans
Create marketing plans that each pair a goal with a timeframe, attach the events and milestones that belong to them, and track progress against them.