create_plan
Create a new draft plan and resolve its primary board automatically when omitted, enabling board sync for every task; use activate_plan to activate it.
Instructions
Admin: create a new plan (in draft status). When primary_board_id is omitted the plan inherits the project's board automatically if the project has exactly one registered board — this is what makes board sync fire for every task on the plan, including create_tasks bulk inserts. Pass primary_board_id explicitly only when the project has more than one board. The response echoes the resolved primary_board_id; a null value means the plan is NOT board-bound and no cards will appear. Use activate_plan to move the plan to active and enqueue the board items for existing tasks.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Name | No | ||
| PlanType | No | ||
| as_agent | No | ||
| Objective | No | ||
| ProjectId | Yes | ||
| PrimaryBoardId | No | ||
| PrimarySlackChannelId | No |