> ## Documentation Index
> Fetch the complete documentation index at: https://docs.open-hive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan: tasks, blockers, and history

> Understand the colony's task list, update its direction, and reuse a successful workflow.

Choose **Plan** to see the colony's task list. Use it to answer: what has been done, what remains, and what is preventing the next step?

The plan is maintained through the agent's work. It is not a separate conversation or a guarantee that every task is already running.

<Note>
  Screenshots show the desktop interface with fictional example data. Names, messages, counts, and connection states are illustrative, not account defaults or evidence of live activity.
</Note>

## Read the task list

Review each task's description, status, and any blockers. A blocker can refer to another task; select the reference to jump to that task and understand the dependency.

**No tasks yet** means the agent has not recorded a plan. Ask for one when a goal has multiple stages:

```text theme={null}
Before continuing, create a plan for researching the prospects,
checking the sources, and saving the final table. Identify any step
that needs my input. Do not send outreach.
```

Check **Automation → Workers** when you need execution detail. Plan items describe intended work; workers show delegated execution.

<img src="https://mintcdn.com/open-hive/RqsIhMPJ33zTGRJA/images/colony-plan.png?fit=max&auto=format&n=RqsIhMPJ33zTGRJA&q=85&s=1c2a724ccb118c0661832871fcee3770" alt="Colony Plan" width="1435" height="954" data-path="images/colony-plan.png" />

## Update a plan

**Update plan** asks the queen to review progress, mark finished work, archive done or stale items, and list next steps. It initiates agent work; it is not merely a refresh button.

When the scope changes, explain the change in chat:

```text theme={null}
Keep the completed research. Remove the outreach step from the plan.
The remaining goal is a verified shortlist of ten companies.
```

Then inspect the revised list to confirm the agent understood.

<Frame caption="The Plan toolbar separates history, clearing completed tasks, updating the plan, and distilling a prompt.">
  <img src="https://mintcdn.com/open-hive/pgmm5ty3-3Z8tA3I/images/colony-plan-controls.jpg?fit=max&auto=format&n=pgmm5ty3-3Z8tA3I&q=85&s=3eecbb4b59893e5fef64fb508bdd712b" alt="The Plan toolbar separates history, clearing completed tasks, updating the plan, and distilling a prompt." width="1000" height="45" data-path="images/colony-plan-controls.jpg" />
</Frame>

## Clear completed work without losing the history

**Clear done** appears when there are completed tasks. It archives completed items directly so the active plan is easier to read; it does not ask the agent to run a new planning task.

Open **History** to inspect archived batches, their goal, date, and tasks. Expand a batch to read its contents.

<Note>
  The history control labeled **Remove from history (restores these tasks to the plan)** restores a batch to the active plan. It does not permanently delete those tasks.
</Note>

A **Previous sessions** section, when available, lets you inspect earlier session plans. Treat these as historical context, not the current to-do list.

<Frame caption="Expand an archived batch to review its tasks and restore it if needed.">
  <img src="https://mintcdn.com/open-hive/pgmm5ty3-3Z8tA3I/images/colony-plan-history.jpg?fit=max&auto=format&n=pgmm5ty3-3Z8tA3I&q=85&s=20e7570f0c8c523265be01c29f31ac51" alt="Expand an archived batch to review its tasks and restore it if needed." width="1280" height="720" data-path="images/colony-plan-history.jpg" />
</Frame>

## Distill a reusable prompt

**Distill prompt** asks the queen to turn the workflow and your feedback into a reusable prompt. Review the generated text in chat; it is not automatically saved to the prompt library.

Remove private customer details, replace one-off inputs with clear placeholders, and preserve the successful acceptance criteria. Then save the reviewed version in the [prompt library](/guides/prompt-library).

## If the plan looks wrong

Ask the agent to reconcile the plan with the actual [Data](/colony/data), files, and worker outcomes. Do not mark a business outcome as successful solely because its task is completed.
