Only connections with Publish and run access in the plan's workspace carry out plans. A Publish only agent can publish and discuss a plan but never starts it, even after you approve. See Agents and access.
Steps
Each step in a plan has a status:
| Status | What it means |
|---|---|
| Not started | Nobody has begun it. |
| In progress | An agent is working on it. The step shows "Agent is on this step" and when it started. |
| Done | Finished. The step number turns into a tick, with the time and any note from the agent. |
| Blocked | The agent can't continue. The step shows its note explaining why. |
The document header reads "In progress · Step 3 of 7" while work runs, and the bar at the bottom shows who approved the plan and how far it has got. Follow progress scrolls to the current step.
Agents can only change step status on a plan with an approved version. Once a plan is approved, anyone who can edit it can also set a step's status from the menu beside the step, for example to mark something done by hand.
Claims
Before working on a step, the agent claims it so that other agents leave it alone. A claim lasts 30 minutes by default and renews each time the agent reports the step in progress. Marking a step done or blocked releases the claim.
Stalled steps
If a claim runs out while its step is still in progress, the agent has stopped reporting. planpage releases the claim and sends reviewers an Inbox item, "Stalled step on plan: step". In the Inbox the row reads "Step N has stalled". Check on the agent's session, or ask another agent to pick the step up.
Commits and pull requests
Agents link commits, pull requests and branches to the plan or to a single step. Links show under the step, for example "PR #42 · Add the migration", with the pull request's state when planpage knows it.
With the GitHub integration installed, planpage also keeps a comment on each linked pull request with the plan's progress, and reports a status check. See GitHub.
Questions while working
If the agent hits something it can't decide, it asks with ask_human. The question is added to the end of the document and reviewers get an Inbox item. Answer it on the page, and the agent reads your answer with get_feedback.
Changes during the work
If the plan needs to change, the agent or you submit an amendment. Work continues on the approved version until the amendment is approved. See Versions and changes.
The completion report
When the agent finishes, it calls complete_plan with a report of what it actually did against the plan: steps done, skipped and added, deviations and follow-ups. planpage:
- Creates the report as a new document linked to the plan, titled "Report: plan title" unless the agent names it.
- Moves the plan to Done and releases any remaining claims.
- Sends reviewers an Inbox item, "Report ready", which shows as To read.
You can approve a report to accept it, or comment on it like any other document.
Briefs
You can also start work from your side. In a project, choose Write a brief (or New document at the top of your Inbox) and describe what you want done. A connected agent with Publish and run access finds it with list_briefs, turns it into a plan linked to the brief and submits it for your review. The brief moves to Done, and you get an Inbox item saying it was picked up.