Help Center
4 min read

Create Your First Project

Projects are the top-level containers in Planelo. A clean project setup makes everything else easier: browsing, filtering, and keeping your focused mind calm.

What a Project is

A Project is a context — a dedicated space where related ideas live. It's not just a task list; it's a bucket for your thinking.

Good project names

  • Planelo iOS App
  • Marketing Q1
  • Side Project: Indie Journal
  • Life Admin & Goals

What it isn't

Avoid creating a project for every tiny feature. If a project has only 2 ideas forever, it's likely too granular.

Avoid

Don't treat projects like status tags (e.g., "Active", "Later"). Use the built-in status field for that!

Project Brain Starter

Every project needs a core. Copy this template into your Project Brain to set the foundation.

# Goal
What outcome do I want to achieve?

# Scope
What is in-scope vs out-of-scope for this project?

# Next 3 Actions
1.
2.
3.

Last updated: February 2026

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Frequently Asked Questions

Where can I find Planelo documentation?

The Planelo Help Center at https://planelo.app/help/ covers getting started, API keys, security, billing, and automation.

Does Planelo encrypt my ideas?

Yes. Idea titles and bodies are encrypted at rest. See the encryption overview in the Help Center for details.

How do I upgrade to Pro?

Upgrade from the Planelo app settings. If billing does not sync, see the upgrade troubleshooting guide in Help.