Action Plans

Action Plans help you organize work into checkable steps, track progress, and jump to relevant screens.

Open Plans

Open the Plans slideout from your website sidebar to view active plans and manage steps.

Create a plan

1. Open Manage Plans.
2. Select Add Plan.
3. Enter a name in Plan name....
4. Select Create.

Plan status and filters

Use the tabs to filter plans:

• Active for current work
• Done for completed plans
• Archived for plans you want to hide

Use Search plans... to quickly find a plan by name.

Plan actions

Open the plan menu (ellipsis) to manage a plan:

• Pin plan or Unpin plan (pinned plans stay on top in Active)
• Edit to open Plan Settings
• Mark complete or Mark active
• Archive or Unarchive
• Delete

If a plan uses the onboarding template, you can also choose Reset onboarding plan and pick a template such as:

• Go Live (Fast Track)
• Go Live (Bookings)
• Go Live (Ecommerce)

Resetting recreates that onboarding plan from the latest checklist template in Hiveality, so newer launch steps and order changes are applied automatically.

Edit plan details

1. Open a plan menu and select Edit.
2. Update the Title or Description in Plan Settings.
3. Select Save.

Add, reorder, and complete steps

Each plan shows a progress indicator (done/total). Inside a plan you can:

• Check a step to mark it done
• Drag steps using the handle to reorder
• Add a new step with Add a step... and the plus button

Step settings and references

Click any step to open Step Settings:

• Title
• Go to action with Suggest or Search actions...
• References (optional) with Add reference
• Notes (optional)

References are saved separately so the UI stays clean and Bee can use them deterministically.

Go to action

If a step has a suggested action, you will see a quick Go to action button on the step row that jumps you to the right screen.

Use Bee to create plans

Bee can create plans and steps for you. Use Actions mode so Bee can apply changes after you approve them.

Examples you can ask:

• "Create a plan to launch my new course with a checklist."
• "Make a plan for onboarding a new client and add the steps."
• "Add steps to my plan called Launch Checklist."

Bee will propose steps, ask for approval, then create the plan and open the Plans slideout so you can review and edit.