> ## Documentation Index
> Fetch the complete documentation index at: https://kasava.dev/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Plan Editor
> Create rich technical plans with embedded references to code, issues, and project data
The Kasava Plan Editor is a powerful rich text editor with slash commands for inserting content and embedding references to your project data. This page documents the editor features and slash commands available when editing Plans.
For information on creating Plans with AI, managing Plans, and publishing, see [Plans (PRDs)](/docs/features/prds).
## Accessing the Editor
To edit a Plan in the rich text editor:
Click **Plans** in the sidebar and select a Plan from the list.
Click the view toggle in the Plan header and select **Document** view.
The Plan opens in the rich text editor. Click anywhere to start typing or use slash commands.
## Editor Features
The Plan editor includes:
* **Rich Text Formatting** - Headings, paragraphs, lists, bold, italic, and more
* **Code Blocks** - Syntax-highlighted code snippets
* **Media Embeds** - Images and YouTube videos
* **Project References** - Embed links to code, issues, PRs, and other project data
* **Auto-Save** - Changes save automatically as you type
* **Visual/Markdown Toggle** - Switch between visual editor and markdown editing
* **Widgets Sidebar** - Drag and drop widgets into your document
* **Source Attribution** - View AI generation sources for generated Plans
## Slash Commands
Type `/` anywhere in the editor to open the command menu. Start typing to filter commands by name or keywords.
### Basic Blocks
| Command | Keywords | Description |
| ----------- | ------------------------- | ---------------------------------- |
| `/text` | p, paragraph | Insert plain text paragraph |
| `/h1` | heading, title, big | Large section heading |
| `/h2` | heading, subtitle | Medium section heading |
| `/h3` | heading | Small section heading |
| `/h4` | heading | Sub-section heading |
| `/h5` | heading | Minor heading |
| `/h6` | heading | Smallest heading |
| `/bullet` | ul, list, unordered | Create a bullet list |
| `/numbered` | ol, list, ordered | Create a numbered list |
| `/task` | todo, checklist, checkbox | Create a task list with checkboxes |
| `/quote` | blockquote, citation | Add a blockquote |
| `/code` | snippet, programming | Add a code block |
### Media
| Command | Keywords | Description |
| ---------- | ------------------------------- | ------------------------ |
| `/image` | photo, picture, img, media | Upload or embed an image |
| `/youtube` | video, embed | Embed a YouTube video |
| `/gif` | giphy, animated, meme, reaction | Search and insert a GIF |
### Project References (Widgets)
These commands embed references to your project data. When you use a widget command, a selector dialog opens to search and select the item to embed.
**Issue Trackers & Dev Tools:**
| Command | Keywords | Description |
| --------------- | ----------------------------- | ------------------------------------------- |
| `/bug` | issue, error, problem, report | Insert a bug report from Kasava bug tracker |
| `/github-issue` | issue, github, ticket | Insert a GitHub issue |
| `/pr` | pull, request, merge, review | Insert a GitHub pull request |
| `/commit` | git, change, sha, revision | Insert a Git commit reference |
| `/linear` | issue, ticket, task, project | Insert a Linear issue |
| `/jira` | issue, ticket, atlassian | Insert a Jira ticket |
| `/asana` | task, project, todo, work | Insert an Asana task |
| `/trello` | card, board, list, kanban | Insert a Trello card |
**Code & Design:**
| Command | Keywords | Description |
| -------------- | ------------------------------------------- | ----------------------------------------------- |
| `/code-sample` | code, file, snippet, repository, source | Insert code from a repository |
| `/prototype` | design, figma, v0, mockup, builder, preview | Insert a prototype link (Figma, v0, AI Builder) |
**Communication:**
| Command | Keywords | Description |
| ----------- | ------------------------------------------------ | -------------------------------- |
| `/gong` | call, recording, sales, conversation, transcript | Insert a Gong call recording |
| `/intercom` | ticket, support, conversation, customer, chat | Insert an Intercom conversation |
| `/slack` | message, thread, channel, discussion | Insert a Slack message |
| `/teams` | microsoft, message, thread, channel | Insert a Microsoft Teams message |
**Documentation:**
| Command | Keywords | Description |
| ------------- | ----------------------------------------------------- | ------------------------ |
| `/plan` | link, document, reference, spec, prd, cross-reference | Link to another Plan |
| `/notion` | page, document, wiki, doc | Insert a Notion page |
| `/confluence` | page, atlassian, wiki, document, space | Insert a Confluence page |
**Product Intelligence:**
| Command | Keywords | Description |
| ----------- | --------------------------------------------------------- | ------------------------------ |
| `/goal` | objective, target, milestone, okr, kpi, metric | Insert a product goal |
| `/decision` | choice, outcome, adr, architecture, technology, rationale | Insert a product decision |
| `/update` | status, digest, progress, weekly, summary, report | Insert a product status update |
| `/insight` | ai, observation, recommendation, analysis, pattern, risk | Insert an AI-generated insight |
| `/mixpanel` | analytics, board, report, metrics, data, chart | Insert a Mixpanel board |
### Formatting
| Command | Keywords | Description |
| -------------- | -------------------- | --------------------- |
| `/bold` | strong, b | Make text bold |
| `/italic` | emphasis, i | Make text italic |
| `/underline` | u | Underline text |
| `/strike` | strikethrough, cross | Cross out text |
| `/inline-code` | monospace | Format as inline code |
| `/highlight` | marker, yellow | Highlight text |
| `/superscript` | sup, power | Make text superscript |
| `/subscript` | sub | Make text subscript |
### Alignment
| Command | Keywords | Description |
| --------------- | -------------- | ----------------------- |
| `/align-left` | left | Align text to the left |
| `/align-center` | center, middle | Center align text |
| `/align-right` | right | Align text to the right |
| `/justify` | justify | Justify text |
### Structure
| Command | Keywords | Description |
| ---------- | ------------------------------------ | --------------------------- |
| `/divider` | hr, line, separator, horizontal rule | Insert a horizontal divider |
## Using Project Reference Widgets
Project reference widgets create rich embeds that display live information from your connected services. Here's how to use the most common widgets:
### GitHub Issues and PRs
Use `/github-issue` or `/pr` to embed GitHub references:
* **Issues** display title, state, labels, and assignees
* **Pull Requests** display title, state, reviewers, and merge status
* Both include repository context and direct links
### Code Samples
Use `/code-sample` to embed code snippets with full context:
The code file selector opens.
Choose from your indexed repositories.
Browse the file tree or search to find the code.
Optionally select specific line ranges to embed.
The code snippet is embedded with file path, line numbers, and syntax highlighting.
### Product Goals and Decisions
Use `/goal` and `/decision` to embed product intelligence:
* **Goals** show progress percentage, status, and target dates
* **Decisions** show outcome, rationale, and decision maker
* Both link to the full record for more details
### Status Updates
Use `/update` to embed product status digests:
* Shows period covered and executive summary
* Displays accomplishment counts and risk indicators
* Links back to the full status update
### AI Insights
Use `/insight` to embed AI-generated observations:
* Shows severity level (info, warning, critical)
* Displays category and confidence score
* Includes suggested actions when available
## Editor Controls
### Visual vs Markdown Mode
Toggle between visual and markdown editing:
Click the **Visual Editor** / **Markdown** toggle above the editor.
* **Visual Editor** - WYSIWYG editing with formatting toolbar
* **Markdown** - Edit raw markdown with preview
## Agent-spec export
Any plan can be exported as an AI-agent-ready spec:
* **Full spec** — markdown document with dependency-ordered work, acceptance criteria, and code references. Ready for a coding agent to execute.
* **Agent prompt** — a condensed clipboard-ready version for dropping into Cursor, Claude Code, or Copilot.
This closes the loop from product thinking to agent execution without a human rewriting the plan in prompt form.
## Closing the plan-to-code loop
Most product tools forget plans once they're handed off. Kasava keeps watching:
* When exported code files change, the plan's status updates.
* When referenced code sits untouched for weeks, staleness escalates (fresh → recent → aging → stale → abandoned).
* When a plan is marked stale, you get a prompt to either archive it, refresh it, or generate an updated breakdown.
This is only possible because the [product graph](/docs/concepts/product-graph) already knows which files each document references. The loop is built in.
### Widgets Sidebar
Access additional widgets and an AI chat assistant via the sidebar:
Click **Show Widgets** button above the editor.
The sidebar has two main tabs:
* **Chat** - AI assistant to help write and refine content
* **Insert** - Browse and insert widgets by category
In the Insert tab, widgets are organized into categories:
* **Bugs** - Bug reports from your tracker
* **Issues** - GitHub issues from connected repositories
* **Code** - Code samples and snippets
* **Proto** - Figma designs, V0 prototypes, and AI Builder prototypes
* **Design** - Import Figma files (requires Figma integration)
Click a widget to insert it at your cursor position, or drag and drop it into the document.
### Chat Assistant
The Chat tab in the widget sidebar provides an AI assistant:
* Ask questions about your Plan content
* Get help writing sections
* Request revisions or improvements
* Generate content suggestions
The chat maintains context about your Plan and can help you refine your document.
### Source Attribution
For AI-generated Plans, view the sources used during generation:
Click **Show Sources** button (appears for AI-generated Plans).
The sidebar displays:
* Bug reports analyzed
* Issues and PRs referenced
* Code files examined
* Other context used in generation
### Saving Changes
Changes save automatically as you type. You can also:
* The editor shows "Saving..." when syncing changes
* A confirmation appears when save completes
* Switch back to Structured view to see your changes reflected
## Best Practices
**Use headings for structure** - Break your plan into clear sections with H1, H2, and H3 headings. The Structured view uses these to create section navigation.
**Embed references liberally** - Link to relevant issues, PRs, and code to provide context. Widgets create rich, clickable embeds.
**Include goals and decisions** - Document the "why" alongside the "what" for future reference. Use `/goal` and `/decision` widgets.
**Add task lists** - Use `/task` to create checkbox lists for tracking implementation progress.
**Use keyboard shortcuts** - Type `/` at the start of a line to quickly access commands. Filter by typing the command name.
## Keyboard Shortcuts
| Shortcut | Action |
| ---------------------- | --------------------------- |
| `/` | Open slash command menu |
| `Cmd/Ctrl + B` | Bold text |
| `Cmd/Ctrl + I` | Italic text |
| `Cmd/Ctrl + U` | Underline text |
| `Cmd/Ctrl + Shift + S` | Strikethrough |
| `Cmd/Ctrl + S` | Save (auto-save is enabled) |
| `Tab` | Indent list item |
| `Shift + Tab` | Outdent list item |
## Related
Create, manage, and publish Plans
Convert Plans to actionable work items
Link Plans to Products
Connect GitHub, Linear, Jira, and more