Create a Plan

A Plan is the primary structured layout in Hoylu for scheduling and tracking work — a timeline element placed on a Workspace that organizes Task Cards into one or more Swimlanes. It's connected directly to the Project's Task database, so it stays live, and a Workspace can hold more than one Plan at a time, each covering a different time range, Team, or level of detail while drawing from the same underlying data.

If you want to create an entirely new Plan from scratch, follow these steps:

1. Click on the plus button on the Toolbar
    
2. Click on Add Plan…
    
3. Click and drag a Plan of your choosing from the options into an empty area of the Workspace
   1. Plan - creates a single Swimlane plan
   2. Plan by Team - creates a Swimlane for each Team
   3. Plan by Category - creates a Swimlane for each Label associated to existing Categories (check out this article to see how to set this up beforehand)
       
4. Adjust its placement by grabbing the top edge and clicking and dragging it to your desired location

Plan Settings

1. Click on the three-dot icon to open the Plan Menu
    
2. Click on Settings
    
3. Type in a new Plan name
    
4. Set the start and end date of your Plan
    
5. Set your Clean up strategy to your preferred duration
    
6. Add, edit, or reorder Swimlanes in the Plan

To import a Plan from Project Tasks, click on this article: Import a Plan

To learn how to navigate your new Plan, click on this article: Navigate the Plan

To manage your Swimlanes, click on this article: Manage Swimlanes