Capture a draft or idea and develop the same record into a plan. Connect owners, SWOT responses, canonical tasks and permitted supporting files. Changes to a task appear in both Business and Tasks.

Submit an exact snapshot to named reviewers. All reviewers must explicitly approve it. Later edits keep the previous final unchanged and require a new review. Approval does not authorize spending, contracting or publication.

Plans are workspace-visible. Use Documents & Contracts or Budget & Finance for restricted information. These sections enforce their own access and never copy private records into a plan.