# Plan concepts

> The objects and ideas of Dailybot Plan (Beta): projects, goals, boards, columns, tasks, milestones, labels, owners and executors, participants, relations, attachments, updates, saved views and the inbox.

Language: en
Canonical: https://www.dailybot.com/developers/plan/concepts
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Last Updated: 2026-09-29

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> **Beta** — Plan is in beta. Everything under `/plan` in the web app, the CLI and agent skill commands for projects, goals, boards and tasks, and the `/v1/plan/` public API may change before general availability. Want to try it with your team? Write to **support@dailybot.com**.

This page is a glossary with pointers. The [overview](/developers/plan) explains the model once (organization, project, board, task); here each object gets a paragraph and a link to the endpoints that manage it.

<h2 id="containers">Projects, goals and boards</h2>

- **Project**: what a body of work is. It carries a lead, health, dates, status notes ([updates](#updates)) and [milestones](#milestones). Endpoints: [Plan · Projects](/developers/api/plan-projects).
- **Goal**: what the work is *for*, with a period and a declared `status`. Goals point at projects; nothing lives inside a goal. Progress counts only what you can see, and `is_partial: true` flags hidden work. Endpoints: [Plan · Goals](/developers/api/plan-goals).
- **Board**: where work is tracked, inside one project. A board has a key (`ENG`), a `visibility` and an `effective_visibility`: a board inside a `members` project reads `members` there, while `visibility` stays the board's own stored setting. Endpoints: [Plan · Boards](/developers/api/plan-boards).

Privacy is membership, not org role: a `members` project, board or task is `404` to anyone without a grant. See [Authentication for Plan](/developers/plan/authentication).

<h2 id="columns">Columns: workflow states and categories</h2>

A board's columns are its **workflow states**. Each has one of five fixed **categories** (`backlog`, `todo`, `in_progress`, `done`, `canceled`), and the category is what says whether work is open or done on any board. A board must keep at least one live `done` column. Retiring a column archives it; it can be restored. You change a task's state only by moving it, relative to its neighbours.

<h2 id="tasks">Tasks</h2>

A **task** is one unit of work, addressed by uuid or by key (`ENG-142`). It has a title, a Markdown description, a priority, an estimate, dates, [labels](#labels), a `version` for concurrent edits, and a state. Archive is the delete, and it is reversible. Endpoints: [Plan · Tasks](/developers/api/plan-tasks).

<h3 id="people">Owner, executor and executors</h3>

| Field | Meaning |
|---|---|
| `owner` | The accountable person |
| `executor` | The actor doing the work right now, when different from the owner: the current ball-holder |
| `executors` | Every agent that has executed a write on the card on someone's behalf, newest first, with `first_at` and `last_at`. On task detail and single-task write responses, not on list rows |
| `created_by` | Who created the task |

`executors` is separate from the singular `executor`. See [Agents on Plan](/developers/plan/agents).

<h3 id="participants">Participants and watchers</h3>

**Participants** are the people notified about a task; they must be able to see the board. A **watcher** follows a task's notifications without being on it (`subscription`). A person can also mute a task they are on. Managing participants is a person-only action.

<h3 id="relations">Relations and sub-tasks</h3>

Tasks can be linked with relations (`blocks`, `relates_to`, `duplicates`; more can appear, so ignore values you do not know). "Blocked" is derived from relations. **Sub-tasks** nest one level, live on the same board as their parent, and are listed by the task's children endpoint.

<h3 id="attachments">Attachments</h3>

Tasks, comments, goals and projects take attachments. On a task you can presign, upload the bytes and confirm; a single multipart request also works. Download through the attachment's `content/` endpoint rather than storing its `url`. Limits and accepted types are in [Errors for Plan](/developers/plan/errors).

<h3 id="comments">Comments</h3>

Comments are Markdown, mention people with `<@DB@{uuid}>`, thread one level deep, and carry reactions. Each has a `provenance` and, when an agent executed it, `executed_by_agent`. Endpoints: [Plan · Comments & files](/developers/api/plan-collaboration).

<h2 id="milestones">Milestones</h2>

A **milestone** is a dated commitment inside a project. Tasks can point at a milestone of their board's project. Completing, reopening and retiring are separate operations; retiring archives it and tasks keep pointing at it. The org-wide milestones list shows every one you may see. A retired milestone can be restored. Milestones take attachments (up to 5 MiB each): reference one from the milestone `description` with an `attachment:{uuid}` marker, and read `attachment_count` on the milestone.

<h2 id="updates">Project updates</h2>

A **project update** is a status note on a project, newest first, with a `health` value and mentions. There is a digest of the newest updates across every project you can see. An update can be read, edited and deleted one at a time: only its author edits it (`update_not_author`), and the author or an organization admin deletes it. It carries `edited_at`, `provenance`, `executed_by_agent` and its `attachments`, and an agent can co-author an update by sending `agent_name` (see [Agents on Plan](/developers/plan/agents)).

<h2 id="labels">Labels</h2>

Labels are organization-wide. Attach, detach or replace a task's labels in one batch call. Managing organization labels is a person-only action. Filters accept up to 50 label uuids.

<h2 id="views">Saved views and favorites</h2>

A **saved view** stores how you look at a board or project: filters, sort, grouping and view mode. Personal views are yours; a board manager can share one or make it the board default. Saving replaces your whole list and requires `If-Match` with the `ETag` from your last read. **Favorites** pin boards and saved views to your list and can be reordered.

<h2 id="inbox">Inbox and the activity cursor</h2>

The **inbox** lists the events worth a notification for you (filter `mentioned=true` for mentions), with read, read-all and unread-count operations. The **activity cursor** is your read-mark on the organization activity feed: move it forward to say "I have caught up". For live boards use the delta feed instead; see the [live board recipe](/developers/plan/recipes/board-live-updates).

<h2 id="next">Where to go next</h2>

- [Agents on Plan](/developers/plan/agents) to let an agent work a card as a person.
- [Conventions for Plan](/developers/plan/conventions) for filters, pagination and concurrency.

---

## Developer portal navigation

**Getting Started**

- [Overview](/developers)
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**API Reference**

- [API Overview](/developers/api)
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- [Plan · Projects](/developers/api/plan-projects)
- [Plan · Goals](/developers/api/plan-goals)
- [Plan · Boards](/developers/api/plan-boards)
- [Plan · Tasks](/developers/api/plan-tasks)
- [Plan · Comments & files](/developers/api/plan-collaboration)
- [Plan · Home & search](/developers/api/plan-home)
- [Plan · Notifications & reports](/developers/api/plan-notifications)

**Dailybot Plan**

- [Overview](/developers/plan)
- [Concepts](/developers/plan/concepts) (this page)
- [Quickstart](/developers/plan/quickstart)
- [Authentication & scopes](/developers/plan/authentication)
- [Agents on Plan](/developers/plan/agents)
- [Conventions](/developers/plan/conventions)
- [Errors](/developers/plan/errors)
- [CLI for Plan](/developers/plan/cli)
- [Agent skill](/developers/plan/agent-skill)
- [Recipe: live board](/developers/plan/recipes/board-live-updates)
- [Recipe: home in one request](/developers/plan/recipes/home-in-one-request)
- [Recipe: bulk create](/developers/plan/recipes/bulk-create)
- [Recipe: move on PR merge](/developers/plan/recipes/move-on-pr-merge)
- [Recipe: goal progress](/developers/plan/recipes/goal-progress)
- [Recipe: webhooks](/developers/plan/recipes/webhooks)

**API guides**

- [Errors & Status Codes](/developers/errors)
- [Rate Limits](/developers/rate-limits)
- [Conventions](/developers/conventions)
- [API Changelog](/developers/api-changelog)
- [Recipes](/developers/recipes)

**Developer Features**

- [Custom commands](/developers/custom-commands)
- [Serverless commands](/developers/serverless)
- [Webhooks & events](/developers/webhooks)
- [Automation API trigger](/developers/workflow-trigger)
- [Activity API](/developers/activity-api)

**CLI**

- [Overview](/developers/cli)
- [Authentication](/developers/cli-authentication)
- [Command reference](/developers/cli-reference)
- [CI/CD recipes](/developers/cli-ci-cd)
- [Configuration](/developers/cli-configuration)
- [Troubleshooting](/developers/cli-troubleshooting)

**Agent Skill**

- [Overview](/developers/agent-skill)
- [Skills catalog](/skills)

---

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