How-To Guides
Read the Intent Map
The Intent Map answers a different question than the Board. The Board answers which objectives are in flight right now. The Intent Map answers what is the project trying to accomplish, and is it on track. Open it when you want a health read on an initiative — not to move work forward, but to see whether the work is moving on its own.
The Map has two tabs: Initiatives (the default) and Roadmap. Filter chips at the top control which initiatives appear in both. The view auto-refreshes every five seconds while the tab is open.
Initiatives tab
A two-panel view: initiative list on the left, initiative detail on the right.
The initiative list
Initiatives with at least one agent run active appear in a pinned Active now section at the top. Everything else follows, sorted by due date by default. Use the sort dropdown to reorder by start date, name, or completion percentage. The search field filters by initiative name.
Shipped initiatives are collapsed into a Show shipped toggle at the bottom of the list.
What each row shows
Color swatch + name
The initiative color assigned when it was created. Color has no semantic meaning — it's a visual anchor for quick scanning.
Animated pulse dot
Appears when at least one agent run is currently executing against an objective in this initiative. The number next to the dot is the active run count.
Warning badges
Overdue, At risk, Stale, and Needs rework. See the warning signals section below for what triggers each and what to do.
Objective micro-grid
One small square per objective, colored by lane — darkest green for done, lighter shades for acceptance and in-progress, transparent for backlog. Lets you read the distribution across all objectives at a glance without counting.
Last activity
How long ago the most recent lane change happened across any objective in this initiative. Green means recent; amber means a week or more.
Done ratio tile
"3/7 done" with a progress bar. The bar turns red when the initiative is overdue, amber when at risk.
Due date
Red if overdue, amber if at risk, muted otherwise. Shows "Shipped" with the release date once the initiative is released.
The initiative detail panel
Click any initiative in the list to open its detail panel. On mobile, this replaces the list — tap the back arrow to return.
What the detail panel shows
Intent summary
If an agent has enriched the initiative, its AI-generated intent statement appears here — one or two sentences describing the outcome and why it matters. Falls back to the description you wrote if enrichment hasn't run yet.
Team strip
Who created the initiative, which humans wrote objectives under it, and which agent kinds have run against those objectives. Gives a quick read on who and what has touched this initiative.
Dates
Start date, due date (with at-risk or overdue coloring), and the date the first objective under this initiative was scheduled — a useful proxy for when execution actually began.
Objective list
All objectives assigned to this initiative, sorted by lane (backlog → done). Each row shows lane, age in lane, active agent pulse, PR link, and clarity flag. Click any objective to navigate to its detail page.
Release button
Appears when all objectives are in the Done lane. Click to record a signed release to the audit chain and mark the initiative as shipped.
Warning signals
Four conditions trigger visual warnings. Each one has a specific cause and a specific response.
Overdue
redTrigger
The initiative's due date has passed and at least one objective is not yet done.
What to do
Decide whether to push the due date or triage which objectives are still worth finishing. Objectives already in acceptance are close — prioritize those. Consider splitting the initiative: release what's done, move the rest into a new initiative.
At risk
amberTrigger
Due within 14 days and more than half the objectives are not yet in acceptance or done.
What to do
Increase concurrency — run multiple objectives in parallel. Descope anything that isn't on the critical path. "At risk" is recoverable; "Overdue" is not.
Stale
amberTrigger
All active objectives have been in the same lane for 7 or more days with no agent runs active.
What to do
Something is blocking the initiative without surfacing in the board. Open the detail panel and inspect each objective. The most common causes: an objective is too vague to schedule, a dependency was never captured, or the work was quietly abandoned.
Needs rework
amberTrigger
An agent flagged the initiative's intent as unclear during enrichment.
What to do
Edit the initiative — add a description that states the outcome and why it matters. Once the description is clear, agents will clear the flag automatically on their next enrichment pass.
Roadmap tab
A time-axis view of your initiatives — useful for spotting date conflicts, planning milestone spacing, and setting or adjusting start and end dates.
What you see
Each initiative with a start date or due date appears as a horizontal bar spanning its date range. If no start date is set, the bar starts from the earliest scheduled objective. Initiatives without any dates appear at the bottom with a flag marker. A vertical dashed line marks today. Warning triangles appear on bars for overdue and at-risk initiatives.
Objective overlay
Toggle Objectives in the toolbar to show objective dots on the timeline, colored by lane. This reveals how objectives distribute across the initiative span — useful for spotting a late cluster of backlog work that hasn't started.
Dragging to reschedule
Drag the start or end handle of any initiative bar to adjust its dates. The date persists immediately on drop — no save button. Use this to compress or extend timelines, resolve date conflicts, or set dates on initiatives that don't have them yet.
Shipped initiatives
Shipped initiatives are visible by default in the Roadmap tab. Toggle Shipped in the toolbar to hide them and focus on active work. Click any initiative bar or dot to open its detail panel on the right.
Initiative filter chips
Applies to both tabs simultaneously.
The pills above the tab bar control which initiatives appear in the Initiatives list and the Roadmap timeline. Click a pill to hide or show an initiative. Use Hide all and Show all to toggle everything at once. Planwright remembers which initiatives you've recently interacted with and shows those first in the pill row — the rest overflow into a dropdown. Filter state is saved per project in browser storage.
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