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The Plan view: six tabs holding an old project's planning
Last updated September 9, 2026 · 5 min read
In one line: every piece of planning in an old project sits in these six tabs. This page says what each one holds, and what it turns into once the project is copied across.
What each tab holds
| Tab | What is in it |
|---|---|
| Planning | The fields describing the whole work, plus Seasons & Episodes underneath |
| Characters | The character bible: a list on the left, one character's sheet on the right, and an Appearance Matrix view showing who turns up in which episode |
| Storylines | Your A-story, B-story and the rest, in two tiers: season and episode |
| Locations | Interiors and exteriors, linkable to scenes |
| Worldview | A small file tree that takes Markdown, images and PDFs, with a preview and editor on the right |
| Notes | A wall of notes. Each one remembers which season, episode, and even which scene it belongs to |
Between them, these six tabs hold everything in an old project that is not the screenplay text itself.
What is on the Planning tab
The top block is Series Info: seven fields, all edited in place, saved a moment after you stop typing.
- Title and Author
- Type: Film, TV Series, Short Film or Micro Drama
- Logline: the story in a sentence or two
- Concept: a longer narrative summary
- Target Audience: who you are writing for
- Synopsis: where the whole thing goes
Scroll further and you reach Seasons & Episodes, which is where the four-level structure is edited.
The older version of this page said these fields were fed to the AI coach as standing context. That is no longer true. The old studio's coach has been removed outright, and the Plan tab has no right-hand panel at all any more. These fields are now purely for you, and for whoever reads the plan after you.
Storylines come in two tiers
Season storylines are created on the season card and carry the long threads across episodes. Episode storylines are created on the Storylines tab, and only those can be tagged onto an individual scene. If a storyline is missing from a scene card's picker, it is almost always because it was made a season storyline.
Worldview does not work like the other tabs
It is not a form. It is a small file tree: right-click to add files and folders, upload, rename, export. Markdown files open in the same editor the Writing Studio uses, and dropped images and PDFs render.
It is not wired to any AI, and its right-click menu carries none of the Writing Studio's AI items.
What the six tabs become after a copy
Press Copy as new Writing Studio book and these six tabs flatten into files you can see in the tree:
| This tab | Becomes |
|---|---|
| Planning | One Series Bible .md; if you used seasons, a Season Bible .md inside each season folder |
| Characters | A Characters folder, one .md per character, with gender, abilities and relationships written into the text |
| Storylines | A Storylines folder, one .md per thread. The season/episode tiers stop existing |
| Locations | A Locations folder, one .md per location |
| Worldview | A World Building folder holding the same files, images and PDFs included |
| Notes | They travel, but all as book-level notes. The new book has no season or episode to pin them to |
Characters, locations, storylines and notes that were hidden when you deleted a season do not travel. They sit in a deleted state in the old book, and copying does not turn them back into ordinary files.
Related
- The four levels inside an old project
- The scene board
- The ⋯ menu on an old screenplay — where the copy lives
- Characters: the cast list your dialogue builds — how it works in 4.0
- Multi-thread planning — how it works in 4.0
Open the app and do this with your own book. Free to start, no credit card.