Use templates, notes, links, files, and embeds in a Plan
Build a useful working document inside the content piece.
Updated 30 August 2026
Build a useful working document inside the content piece.
Step by step
Choose a saved template when its structure matches the goal, or start blank for unique work.
Use headings, paragraphs, lists, and other supported blocks to keep the brief scannable.
Add links, files, embeds, references, and notes close to the instruction they support.
Use Publish for final platform captions and target settings rather than hiding them in planning notes.
The Plan is a readable source of context for collaborators and AI assistance.
If something goes wrong
- Replace outdated template content before the piece enters review.
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