> ## 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.

# Plans (PRDs)

> Create and manage Product Requirements Documents with AI assistance

Kasava's Plans feature (also known as PRDs - Product Requirements Documents) helps you create, manage, and share structured requirements documents with AI-powered generation and enhancement.

## What are Plans?

Plans are structured documents that define what you're building and why. In Kasava, Plans are:

* **AI-Generated** - Create comprehensive documents from a simple description
* **Structured** - Organized into sections with headings, requirements, and specifications
* **Connected** - Embed references to code, issues, prototypes, and project management tools
* **Shareable** - Publish as public PDFs with optional password protection
* **Actionable** - Convert Plans into implementation issues with AI

## Navigating to Plans

<Steps>
  <Step title="Access Plans">
    Click **Plans** in the left sidebar navigation to open the Plans view.
  </Step>

  <Step title="View Plans List">
    The Plans page displays a collapsible sidebar with all your Plans grouped by date or status, and a detail panel showing the selected Plan.
  </Step>
</Steps>

## Plans Interface Overview

The Plans interface consists of two main areas:

### Sidebar

The left sidebar shows your Plans list with:

* **New Plan** split button for creating blank Plans or from templates
* **Generate with AI** button (sparkle icon) for AI-powered Plan creation
* **Grouping toggle** to organize Plans by Date or Status
* **Collapsible plan groups** showing plan titles and status

You can collapse the sidebar using the panel icon to maximize the detail view.

### Detail Panel

The main content area displays the selected Plan with:

* **Header** showing title, status, and metadata
* **View toggle** to switch between Structured and Document views
* **Action buttons** for Build App, Publish, and Generate Issues
* **Section navigation** for quick access to Plan sections
* **Content area** with the Plan's structured content
* **Side panels** for References, Metrics, Prototypes, and Related Documents

## Creating a Plan

You can create Plans in several ways:

### Generate with AI

The fastest way to create a comprehensive Plan:

<Steps>
  <Step title="Click Generate with AI">
    In the Plans sidebar, click the **sparkle icon** button or use the split button dropdown to select "Generate with AI".
  </Step>

  <Step title="Describe Your Feature">
    Enter a description of the feature or product you want to document. Be as detailed as you like - more context helps generate better Plans.

    Example: "A new feature that allows users to change appointment colors and add custom labels to organize their calendar"
  </Step>

  <Step title="Select a Template (Optional)">
    Click "Template options" to expand template selection. Choose a template to guide the AI generation structure, or leave blank for a standard format.
  </Step>

  <Step title="Generate">
    Click **Generate Plan**. The AI will create a comprehensive document with structured sections based on your description.
  </Step>
</Steps>

### Create Blank Plan

Start with an empty document:

<Steps>
  <Step title="Click New Plan">
    Click the **New Plan** button in the Plans sidebar.
  </Step>

  <Step title="Start Writing">
    A blank Plan opens in the editor. Add your content using the rich text editor with slash commands.
  </Step>
</Steps>

### Create from Template

Use a predefined structure:

<Steps>
  <Step title="Open Template Selection">
    Click the dropdown arrow on the New Plan button and select **From Template**.
  </Step>

  <Step title="Choose a Template">
    Browse available templates and select one that matches your needs.
  </Step>

  <Step title="Customize">
    The template creates a new Plan with pre-defined sections. Fill in the content for each section.
  </Step>
</Steps>

### Create from Bug Report

Generate a Plan addressing a reported issue:

<Steps>
  <Step title="Navigate to Bug Report">
    Open the bug report you want to address in the Bug Reports section.
  </Step>

  <Step title="Generate Plan">
    Click **Create Plan** from the bug report actions. The AI generates a Plan focused on solving the reported problem.
  </Step>

  <Step title="Enhance with AI">
    Toggle AI Enhancement to automatically improve the generated content with additional details and suggestions.
  </Step>
</Steps>

## Viewing Plans

### Structured View

The default view displays your Plan as structured sections:

* **Section Navigation** - Horizontal tabs to jump between sections or view all
* **Content Cards** - Each section displayed in a clean, readable format
* **Side Panels** - Quick access to References, Metrics, Prototypes, and Documents

### Document View

Switch to Document view for full editing capabilities:

* **Visual Editor** - Rich text editing with formatting toolbar
* **Markdown View** - Toggle to see or edit raw Markdown
* **Widget Sidebar** - Drag and drop widgets or use the AI chat assistant

## Editing Plans

### Plan Editor

The Plan editor provides a powerful editing experience:

<Steps>
  <Step title="Switch to Document View">
    Click the view toggle in the header and select **Document**.
  </Step>

  <Step title="Edit Title">
    Click the title at the top to edit it directly.
  </Step>

  <Step title="Edit Content">
    Use the visual editor to format text, add headings, lists, and more.
  </Step>

  <Step title="Save Changes">
    Click the save button in the toolbar or press **Cmd/Ctrl + S**.
  </Step>
</Steps>

### Editor Features

* **Rich Text** - Headings, paragraphs, bold, italic, underline, strikethrough
* **Lists** - Bullet lists, numbered lists, and task lists with checkboxes
* **Code Blocks** - Syntax-highlighted code snippets
* **Media** - Images and YouTube videos
* **Blockquotes** - Highlighted quotations
* **Horizontal Rules** - Section dividers

### Widget Sidebar

Open the widget sidebar to access additional content:

* **Chat Tab** - AI assistant to help write and refine content
* **Insert Tab** - Browse and insert widgets:
  * **Bugs** - Bug reports from your tracker
  * **Issues** - GitHub issues from connected repositories
  * **Code** - Code samples and snippets
  * **Prototypes** - Figma designs and V0 prototypes
  * **Design** - Import Figma files (requires Figma integration)

## Slash Commands

Type `/` anywhere in the editor to open the command menu. Start typing to filter commands.

For a complete reference of all slash commands, see the [Plan Editor documentation](/docs/features/plans).

## Adding References

The References panel on the right side of the Plan detail view lets you link related items:

<Steps>
  <Step title="Open Add Menu">
    Click the **Add** button next to the References section header.
  </Step>

  <Step title="Select Reference Type">
    Choose from:

    * GitHub Issue
    * GitHub PR
    * Linear Issue
    * Jira Issue
    * Asana Task
    * External Link
  </Step>

  <Step title="Enter Details">
    Provide the URL or identifier for the reference.
  </Step>
</Steps>

## Adding Metrics

Link product metrics to track Plan success:

<Steps>
  <Step title="Click Add Metric">
    Click the **Add** button next to the Metrics section.
  </Step>

  <Step title="Select or Create Metric">
    Choose an existing metric or create a new one with name, target value, and current value.
  </Step>
</Steps>

## Adding Documents

Attach related documents to your Plan:

<Steps>
  <Step title="Click Add Document">
    Click the **Add** button next to Related Documents.
  </Step>

  <Step title="Select Document Type">
    Choose from Document, Spreadsheet, Presentation, PDF, Code File, or Other.
  </Step>

  <Step title="Enter Details">
    Provide the document URL and description.
  </Step>
</Steps>

## Building Apps from Plans

Transform your Plan into a working prototype:

<Steps>
  <Step title="Click Build App">
    Click the **Build App** button in the Plan header.
  </Step>

  <Step title="Choose Mode">
    Select your preferred app building mode:

    * **V0** - Generate UI components using Vercel's V0 (requires V0 integration)
    * **Freestyle** - Create a custom prototype with the built-in builder
  </Step>

  <Step title="Generate">
    The AI analyzes your Plan and generates UI components based on the requirements.
  </Step>
</Steps>

## Generating Implementation Issues

Convert your Plan into actionable work items:

<Steps>
  <Step title="Click Generate Issues">
    Click the **Generate Issues** button in the Plan header.
  </Step>

  <Step title="Select Repository">
    Choose the target repository for code analysis context.
  </Step>

  <Step title="Review Generated Issues">
    AI analyzes the Plan and generates structured issues organized into logical groups.
  </Step>

  <Step title="Export Issues">
    Export the generated issues to GitHub, Linear, Jira, or Asana.
  </Step>
</Steps>

See [Implementations](/docs/features/implementations) for full details on the conversion workflow.

## Publishing Plans

Share your Plan as a public PDF:

<Steps>
  <Step title="Click Publish">
    Click the **Publish** button in the Plan header.
  </Step>

  <Step title="Configure URL">
    Choose to auto-generate a URL slug from the title or enter a custom slug.
  </Step>

  <Step title="Set Link Behavior">
    Choose whether the link opens the PDF in the browser or downloads it.
  </Step>

  <Step title="Add Password (Optional)">
    Enable password protection and enter a password for secure sharing.
  </Step>

  <Step title="Publish">
    Click **Publish** to generate the public PDF link.
  </Step>

  <Step title="Share the Link">
    Copy the generated URL to share with stakeholders.
  </Step>
</Steps>

### Republishing

If you've already published a Plan:

* The dialog shows when it was last published
* Click **Republish** to update the public PDF with your latest changes
* The URL remains the same

## Linking Plans to Products

Connect Plans to your Kasava Products:

<Steps>
  <Step title="Click Link to Product">
    In the Plan metadata strip, click **Link to Product**.
  </Step>

  <Step title="Select Product">
    Choose the Product to link from the dropdown.
  </Step>

  <Step title="Save">
    The Plan now appears in the Product's Plans tab.
  </Step>
</Steps>

## Managing Templates

Create and manage Plan templates:

<Steps>
  <Step title="Open Template Manager">
    Click the dropdown on the New Plan button and select **Manage Templates**.
  </Step>

  <Step title="Create Template">
    Click **Create Template** and define the template structure with sections and placeholder content.
  </Step>

  <Step title="Use Template">
    Templates appear in both the template selection dialog and the AI generation template options.
  </Step>
</Steps>

## Exporting Plans

Export your Plan in multiple formats from the editor toolbar:

* **Copy as Markdown** - Copy to clipboard for use in other tools
* **Export Markdown** - Download as a .md file
* **Export PDF** - Download as a formatted PDF document
* **Export DOCX** - Download as a Microsoft Word document
* **Export to Google Docs** - Create a Google Doc (requires Google integration)

## Best Practices

<Tip>
  **Start with AI** - Let AI create a draft, then refine it with your expertise.
</Tip>

<Tip>
  **Use headings for structure** - Break your Plan into clear sections with H1, H2, and H3 headings.
</Tip>

<Tip>
  **Embed references liberally** - Link to relevant issues, PRs, and code to provide context.
</Tip>

<Tip>
  **Include goals and decisions** - Document the "why" alongside the "what" for future reference.
</Tip>

<Tip>
  **Add task lists** - Use checkboxes to track implementation progress.
</Tip>

<Tip>
  **Keep stakeholders informed** - Publish your Plan and share the link for easy review.
</Tip>

## Related

<CardGroup cols={2}>
  <Card title="Plan Editor" icon="edit" href="/docs/features/plans">
    Full editor documentation with slash commands
  </Card>

  <Card title="Products" icon="layer-group" href="/docs/features/products">
    Link Plans to Products
  </Card>

  <Card title="Implementations" icon="list-check" href="/docs/features/implementations">
    Convert Plans to actionable work items
  </Card>

  <Card title="Bug Tracking" icon="bug" href="/docs/bug-tracking/overview">
    Generate Plans from bug reports
  </Card>
</CardGroup>