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Metis AI
Docs/Workspace

Workspace

Plans

A plan records the goal, steps, and criteria before implementation. You can edit it and then start implementation from it.

1 min readUpdated: October 2026
Review a plan beside the chat. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Review a plan beside the chat

Review a plan beside the chat. Captured in an isolated Metis test instance with fictional sample data (October 2026).

More screenshots (1)
Edit a plan in Markdown. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Edit a plan in Markdown

Edit a plan in Markdown. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Step by step

  1. 01

    Ask Metis for a plan for your task.

  2. 02

    Open the plan card and review its goal and steps.

  3. 03

    Edit the content or choose another saved plan.

  4. 04

    Start Build or Build in parallel when you want the plan implemented.

From chat to an editable plan

16s · Screenshot walkthrough

A four-step screenshot walkthrough captured in the isolated test instance. No audio.

Download the screenshot walkthrough
  1. Open the workspace beside your chat.
  2. Choose Plans and review the checklist.
  3. Switch to Edit Markdown to change the plan.
  4. Choose Canvas to work on a separate document.

Plans

  • Choose a plan
  • Edit title and content
  • Rename
  • Duplicate
  • Delete
  • Build and Build in parallel

Good to know

  • Build in parallel can distribute independent parts to subagents.
  • A checked-off plan task does not replace verifying the result.
  • The Tasks card shows current progress; Plans stores a separate document.

Troubleshooting

If a surface is empty, select an existing document or ask Metis to create a plan or canvas.

Troubleshooting guide

Related articles

Agent overviewCanvasMemoryFiles
PreviousCanvasNextMemory
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Documentation
Overview
Getting started
QuickstartChoose an installationWhat is Metis?Accounts and initial setupConnect your first providerYour first taskSign inInstall on LinuxInstall on macOSInstall on Windows
Chat & context
Navigation & chatsCompose messagesResponses & tool callsAnswer questionsApprove actionsSearch & quick actions
Workspace
Agent overviewCanvasPlansMemoryFilesTerminalBrowserDesktopsServer monitorArrange the workspaceExport workspaces
Projects & teams
Create a projectProject overviewChat visibilityProject picture, color, and iconProject instructionsProject memoryProject skillsProject filesProject notesAgent model defaultLet agents manage the teamMembers & invitationsAgent teamsTeam presetsTeam overview
Notes
Notes & scratchpad
Agent Hub
SkillsConnections / MCPsCustom modes & rulesGlobal agent rules
Settings
GeneralModels — ConnectionsAgent — Runtime & memoryDevices — Remote clientsAdmin / ChatsUpdatesSearch settingsAttachments and file sizeSubagent modelToken compressionPreview compressionSounds and notificationsNotification deliverySet up voice inputChoose a microphoneRecording and streamingDictionaryConfigure the browser previewManage website dataWebsite and source code
Models & providers
AgentDeep ResearchPlanAskGauntletCursorOpenAIAnthropicGoogle GeminixAI / GrokOpenRouterOllama / LocalOpenAI-compatibleOpenAI CodexClaude CodeGoogle AntigravityGrok BuildOpenCodeModel options
Account & sharing
ProfileNotificationsUsage & costsShare chatsPublic shares
Guides & operations
Charts, graphs & mediaAutomationsOperate your installationTroubleshootingSet up a complete projectWork on a connected PCResearch and produce a reportGlossary and scopes

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