Plans become tasks

March 2026. The separate plan record was folded into tasks, content-writing agents could be launched across many campaigns at once, and every partner got an agent of its own inside Workbench.

March was a month of structure more than surface. The plan item, a separate record since Workbench began, stopped existing. And the agents stopped being ours alone.

For our partners

1. The Portal gained an active conversations list, with actions available from it, so an agency with several threads open can work them from one place.
2. When requesting a discovery you are asked which of your team should be involved.
3. Discoveries no longer clutter the campaign list unless you ask for them.
4. Meetings can be recorded against a partner.
5. Files attached to a campaign are stored properly and open where you expect.

Behind the scenes

1. The largest change of the month was partner-scoped agents. On the 21st each partner got an agent of its own inside Workbench, reading only that partner’s campaigns.
2. On March 9 plan items became tasks. A task carries a planned status and a planned month, and the plan is a view of tasks.
3. The content-writing agent could now be launched in bulk: pick a partner, a planned month and a content type, and the agent drafts for every matching campaign.
4. Link planning got sharper instructions that only mention the months that need planning, delivery filtering, automatic planning, and a delivery rollup showing what was delivered against what was planned. Content planning and Business Profile planning got the same treatment on the 25th and 26th, and a content writing pass on the 27th.
5. Content tasks were consolidated into three views, Active, Publishing and Completed, and “due this week” started meaning the calendar week, which is what people meant when they said it.
6. Delegation arrived: a task can be handed to someone else with the context intact. An all-tasks view with custom saved views, a specialist tab, and clearer overdue indication rounded out the task work.
7. In the Portal’s shared inbox, conversations now suggest which partner they belong to by matching the email addresses, so linking a thread became a confirmation rather than a search.
8. The campaign links page gained a draft status and a comparison against scope, and page speed results can be pulled into the audit from a button.

1. Partner-scoped agents

Each has its own instructions, its own tools, its own memory and history. By the 24th they were in the sidebar on the partner pages and the team could prompt several at once. The earlier agents had known everything about every client; these know one agency well.

2. Plan items become tasks

A plan item had been a row a partner approved, and a task had been the work that followed; keeping them in sync had been a job of its own. The Portal’s plan pages were rewired underneath to read from tasks rather than plan items, deliberately so that a partner would not notice. The edit dialogs in the plan views became slide-out sheets: instructions, planning notes, content details, link pairs. On the 20th the old plans route was removed. An unplanned task, we decided, is not a task at all.

3. Bulk content writing

Each campaign row shows whether its last draft is under way, done or failed. Two more content agents joined on the 16th. Business Profile posts moved onto the same task model as content and links, with hover previews of the post, the offer dates and the call to action, and by the 22nd they no longer needed a planning step of their own.