diff --git a/src/assets/images/create-plan.png b/src/assets/images/create-plan.png
new file mode 100644
index 0000000..ce1a979
Binary files /dev/null and b/src/assets/images/create-plan.png differ
diff --git a/src/assets/images/create-task-detail.png b/src/assets/images/create-task-detail.png
new file mode 100644
index 0000000..08c93bf
Binary files /dev/null and b/src/assets/images/create-task-detail.png differ
diff --git a/src/assets/images/create-task-quick.png b/src/assets/images/create-task-quick.png
new file mode 100644
index 0000000..1372907
Binary files /dev/null and b/src/assets/images/create-task-quick.png differ
diff --git a/src/assets/images/manage-collaborator.png b/src/assets/images/manage-collaborator.png
new file mode 100644
index 0000000..4066425
Binary files /dev/null and b/src/assets/images/manage-collaborator.png differ
diff --git a/src/assets/images/subtask-view.png b/src/assets/images/subtask-view.png
new file mode 100644
index 0000000..3751987
Binary files /dev/null and b/src/assets/images/subtask-view.png differ
diff --git a/src/views/tasklist/components/HelpModal.vue b/src/views/tasklist/components/HelpModal.vue
new file mode 100644
index 0000000..8a38764
--- /dev/null
+++ b/src/views/tasklist/components/HelpModal.vue
@@ -0,0 +1,418 @@
+<template>
+  <a-modal
+    :open="visible"
+    title="事项计划 — 使用说明"
+    width="1100px"
+    :footer="null"
+    :body-style="{ padding: 0 }"
+    wrap-class-name="help-doc-modal"
+    @cancel="handleClose"
+  >
+    <div class="help-doc">
+      <div class="help-doc-nav">
+        <div
+          v-for="chapter in chapters"
+          :key="chapter.id"
+          class="nav-item"
+          :class="{ active: activeChapter === chapter.id }"
+          @click="scrollToChapter(chapter.id)"
+        >
+          <Icon :icon="chapter.icon" class="nav-icon" />
+          <span>{{ chapter.title }}</span>
+        </div>
+      </div>
+
+      <div ref="contentRef" class="help-doc-content">
+        <div v-for="chapter in chapters" :key="chapter.id" :id="chapter.id" class="chapter">
+          <h3 class="chapter-title">
+            <Icon :icon="chapter.icon" class="chapter-icon" />
+            {{ chapter.title }}
+          </h3>
+
+          <div v-for="(section, si) in chapter.sections" :key="si" class="section">
+            <h4 v-if="section.heading" class="section-heading">{{ section.heading }}</h4>
+            <div v-if="section.text" class="section-text" v-html="section.text"></div>
+
+            <div v-if="section.image" class="doc-image">
+              <img :src="section.image" :alt="section.heading" class="doc-image-img" />
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+  </a-modal>
+</template>
+
+<script lang="ts" setup>
+  import { ref, watch, nextTick } from 'vue';
+  import Icon from '/@/components/Icon';
+  import createPlanImg from '/@/assets/images/create-plan.png';
+  import createTaskQuickImg from '/@/assets/images/create-task-quick.png';
+  import createTaskDetailImg from '/@/assets/images/create-task-detail.png';
+  import manageCollaboratorImg from '/@/assets/images/manage-collaborator.png';
+  import subtaskViewImg from '/@/assets/images/subtask-view.png';
+
+  const props = defineProps<{ open: boolean }>();
+  const emit = defineEmits<{ 'update:open': [value: boolean] }>();
+
+  const visible = ref(props.open);
+
+  watch(
+    () => props.open,
+    (val) => {
+      visible.value = val;
+    }
+  );
+
+  watch(visible, (val) => {
+    emit('update:open', val);
+  });
+
+  function handleClose() {
+    visible.value = false;
+  }
+
+  const contentRef = ref<HTMLElement | null>(null);
+  const activeChapter = ref('quickstart');
+
+  function scrollToChapter(id: string) {
+    activeChapter.value = id;
+    nextTick(() => {
+      const el = document.getElementById(id);
+      if (el && contentRef.value) {
+        el.scrollIntoView({ behavior: 'smooth', block: 'start' });
+      }
+    });
+  }
+
+  const chapters = [
+    // ==================== 1. 快速入门 ====================
+    {
+      id: 'quickstart',
+      title: '快速入门',
+      icon: 'ant-design:rocket-outlined',
+      sections: [
+        {
+          heading: '创建计划',
+          text: `
+            <ol>
+              <li>左侧边栏 → <strong>"计划总览"</strong> → 点击<strong>所有计划 / 我创建的 / 我参与的</strong></li>
+              <li>右侧出现"计划列表"，点击标题栏 <strong>+</strong> 按钮</li>
+              <li>填写<strong>计划名称</strong>，选择<strong>密级</strong></li>
+              <li>点击确定完成创建</li>
+            </ol>
+            <p>也可以在左侧边栏的"常用计划"旁点击 <strong>+</strong> 快速创建。</p>
+          `,
+          image: createPlanImg,
+        },
+        {
+          heading: '创建事项',
+          text: `
+            <p><strong>快速创建：</strong>进入计划 → 事项分组标题栏点击 <strong>+</strong> → 输入名称 → 回车</p>
+          `,
+          image: createTaskQuickImg,
+        },
+        {
+          text: `
+            <p><strong>详细创建：</strong>点击 + 后不输入名称直接确认打开弹窗，可设置名称、描述、负责人、参与人、关注人、优先级、起止时间。</p>
+            <p>需要权限：<strong>所有者 或可编辑</strong>。</p>
+          `,
+          image: createTaskDetailImg,
+        },
+        {
+          heading: '收藏与取消收藏',
+          text: `
+            <p><strong>收藏：</strong>进入"所有计划"视图 → 点击计划上的<strong>星标图标 ☆</strong> → 收藏后计划出现在左侧边栏。</p>
+            <p><strong>取消收藏：</strong>在左侧边栏找到该计划，点击星标（⭐ → ☆），或点击计划旁的 <strong>⋯</strong> → "移除"。</p>
+          `,
+        },
+      ],
+    },
+
+    // ==================== 2. 权限说明 ====================
+    {
+      id: 'permissions',
+      title: '权限说明',
+      icon: 'ant-design:safety-certificate-outlined',
+      sections: [
+        {
+          heading: '三级权限对比',
+          text: `
+            <table class="faq-table">
+              <tr><th></th><th>所有者</th><th>可编辑</th><th>可阅读</th></tr>
+              <tr><td>创建事项</td><td class="td-yes">✓</td><td class="td-yes">✓</td><td class="td-no">✗</td></tr>
+              <tr><td>编辑事项</td><td class="td-yes">✓</td><td class="td-yes">✓</td><td class="td-no">✗</td></tr>
+              <tr><td>完成事项</td><td class="td-yes">✓</td><td class="td-yes">✓</td><td class="td-no">✗</td></tr>
+              <tr><td>删除事项</td><td class="td-yes">✓</td><td class="td-yes">✓</td><td class="td-no">✗</td></tr>
+              <tr><td>拖拽排序</td><td class="td-yes">✓</td><td class="td-yes">✓</td><td class="td-no">✗</td></tr>
+              <tr><td>管理协作者</td><td class="td-yes">✓</td><td class="td-no">✗</td><td class="td-no">✗</td></tr>
+              <tr><td>删除计划</td><td class="td-yes">✓</td><td class="td-no">✗</td><td class="td-no">✗</td></tr>
+            </table>
+            <ul>
+              <li><strong>所有者</strong>：计划创建者，拥有全部权限</li>
+              <li><strong>可编辑</strong>：可操作事项，但不能管理协作者和删除计划</li>
+              <li><strong>可阅读</strong>：只能查看，无法编辑</li>
+            </ul>
+          `,
+        },
+        {
+          heading: '密级说明',
+          text: `
+            <p>每个计划创建时需指定<strong>密级</strong>。用户只能看到密级 ≤ 自己密级的计划。</p>
+            <p><strong>密级创建后不可修改</strong>，如需调整请重新创建计划。</p>
+          `,
+        },
+        {
+          heading: '管理协作者',
+          text: `
+            <ol>
+              <li>进入计划 → 右上角点击<strong>"协作人"</strong>按钮</li>
+              <li>点击"添加协作人" → 搜索并选择用户 → 设置权限为"可编辑"或"可阅读"</li>
+              <li>确认添加</li>
+            </ol>
+            <p>只有计划的 <strong>所有者</strong> 才能管理协作者。如果看不到此按钮，说明你没有管理权限。</p>
+          `,
+          image: manageCollaboratorImg,
+        },
+        {
+          heading: '计划收藏权限说明',
+          text: `
+            <p>满足以下任一条件，即可在"所有计划"中看到并收藏该计划：</p>
+            <ul>
+              <li>你是该计划的<strong>所有者</strong></li>
+              <li>被设为该计划的<strong>协作者</strong></li>
+              <li>被设为计划中某个事项的<strong>负责人</strong>或<strong>参与者</strong></li>
+            </ul>
+          `,
+        },
+      ],
+    },
+
+    // ==================== 3. 事项管理 ====================
+    {
+      id: 'task-mgmt',
+      title: '事项管理',
+      icon: 'ant-design:check-square-outlined',
+      sections: [
+        {
+          heading: '子事项',
+          text: `
+            <ul>
+              <li>点击事项名 → 详情抽屉 → 底部<strong>"添加子事项"</strong></li>
+              <li>最多支持 <strong>5 层</strong>嵌套</li>
+              <li>每个子事项可独立设置负责人、截止时间、优先级</li>
+              <li>列表中"子事项进度"列显示完成情况（如 2/5）</li>
+            </ul>
+          `,
+          image: subtaskViewImg,
+        },
+        {
+          heading: '我的事项与关注事项',
+          text: `
+            <p>左侧边栏顶部有两个全局视图：</p>
+            <ul>
+              <li><strong>"我的事项"：</strong>跨所有计划汇总你被设为"负责人"的事项，扁平列表，可直接编辑、完成、展开子事项</li>
+              <li><strong>"关注事项"：</strong>汇总你关注的所有事项，适合跟踪他人负责但你需要了解进展的事项</li>
+            </ul>
+          `,
+        },
+        {
+          heading: '关注事项',
+          text: `
+            <p>点击事项名 → 详情抽屉 → 顶部点击<strong>眼睛图标</strong>即可关注。不需要是负责人或协作者，任何你可见的事项都能关注。关注后事项出现在"关注事项"视图中。</p>
+          `,
+        },
+        {
+          heading: '删除事项与计划',
+          text: `
+            <ul>
+              <li><strong>删除事项：</strong>详情抽屉 → 顶部删除图标（需 所有者 或可编辑）</li>
+              <li><strong>删除计划：</strong>标题栏 → ⋯ → 删除（需 所有者）</li>
+            </ul>
+            <p style="color:#f5222d">⚠ 删除后无法恢复，请谨慎操作。</p>
+          `,
+        },
+      ],
+    },
+
+    // ==================== 4. 常见问题 ====================
+    {
+      id: 'faq',
+      title: '常见问题',
+      icon: 'ant-design:question-circle-outlined',
+      sections: [
+        {
+          heading: '计划的密级创建后能改吗？',
+          text: `
+            <p><strong>不能直接修改。</strong>密级创建后不可更改。如需调整，只能删除原计划后重新创建并选择新的密级。</p>
+          `,
+        },
+        {
+          heading: '事项的截止时间有什么用？',
+          text: `
+            <p>设置截止时间后，到期未完成的事项日期会<strong>自动标红</strong>提醒。在"我的事项"视图中可快速识别过期事项。</p>
+          `,
+        },
+      ],
+    },
+  ];
+</script>
+
+<style lang="less" scoped>
+  .help-doc {
+    display: flex;
+    height: 80vh;
+    max-height: 750px;
+  }
+
+  .help-doc-nav {
+    width: 180px;
+    min-width: 180px;
+    padding: 12px 0;
+    border-right: 1px solid #f0f0f0;
+    background: #fafafa;
+    overflow-y: auto;
+    flex-shrink: 0;
+  }
+
+  .nav-item {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    padding: 10px 16px;
+    font-size: 13px;
+    color: #595959;
+    cursor: pointer;
+    border-left: 3px solid transparent;
+    transition: all 0.15s;
+
+    &:hover {
+      color: #1a1a1a;
+      background: #f0f0f0;
+    }
+
+    &.active {
+      color: #1677ff;
+      background: #e6f4ff;
+      border-left-color: #1677ff;
+      font-weight: 500;
+    }
+  }
+
+  .nav-icon {
+    font-size: 14px;
+    flex-shrink: 0;
+  }
+
+  .help-doc-content {
+    flex: 1;
+    overflow-y: auto;
+    padding: 24px 28px;
+    min-width: 0;
+  }
+
+  .chapter {
+    margin-bottom: 32px;
+
+    &:last-child {
+      margin-bottom: 0;
+    }
+  }
+
+  .chapter-title {
+    margin: 0 0 16px;
+    font-size: 17px;
+    font-weight: 600;
+    color: #1a1a1a;
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    padding-bottom: 8px;
+    border-bottom: 1px solid #f0f0f0;
+  }
+
+  .chapter-icon {
+    font-size: 18px;
+    color: #1677ff;
+  }
+
+  .section {
+    margin-bottom: 20px;
+  }
+
+  .section-heading {
+    margin: 0 0 8px;
+    font-size: 14px;
+    font-weight: 600;
+    color: #1f2329;
+  }
+
+  .section-text {
+    font-size: 13px;
+    line-height: 1.8;
+    color: #555;
+
+    :deep(p) {
+      margin: 0 0 6px;
+    }
+
+    :deep(ul),
+    :deep(ol) {
+      margin: 0 0 6px;
+      padding-left: 18px;
+    }
+
+    :deep(li) {
+      margin-bottom: 3px;
+    }
+
+    :deep(strong) {
+      color: #1a1a1a;
+    }
+
+    :deep(.faq-table) {
+      width: 100%;
+      border-collapse: collapse;
+      margin: 8px 0 12px;
+      font-size: 13px;
+
+      th,
+      td {
+        border: 1px solid #d9d9d9;
+        padding: 8px 12px;
+        text-align: center;
+      }
+
+      th {
+        background: #f5f5f5;
+        font-weight: 600;
+      }
+
+      td:first-child {
+        text-align: left;
+        font-weight: 500;
+      }
+
+      .td-yes {
+        color: #52c41a;
+        font-weight: 600;
+      }
+
+      .td-no {
+        color: #d9d9d9;
+      }
+    }
+  }
+
+  .doc-image {
+    margin-top: 10px;
+    border-radius: 6px;
+    overflow: hidden;
+    border: 1px solid #e8e8e8;
+  }
+
+  .doc-image-img {
+    width: 100%;
+    display: block;
+  }
+</style>
diff --git a/src/views/tasklist/components/TaskContent.vue b/src/views/tasklist/components/TaskContent.vue
index 9dd76c4..83d1376 100644
--- a/src/views/tasklist/components/TaskContent.vue
+++ b/src/views/tasklist/components/TaskContent.vue
@@ -1,8 +1,23 @@
 <template>
   <div class="task-content">
+    <a-spin :spinning="props.loading" tip="加载中...">
     <div class="content-header">
       <template v-if="showListGroupView">
-        <h2 class="content-title">计划列表</h2>
+        <div class="content-header-row">
+          <div class="content-header-row-left">
+            <h2 class="content-title">计划列表</h2>
+            <a-tooltip title="新建清单">
+              <a-button type="text" size="small" class="add-list-btn" @click="onCreateListClick">
+                <Icon icon="ant-design:plus-outlined" />
+              </a-button>
+            </a-tooltip>
+          </div>
+          <a-tooltip title="使用帮助">
+            <a-button type="text" size="small" class="help-btn" @click="helpModalOpen = true">
+              <Icon icon="ant-design:question-circle-outlined" />
+            </a-button>
+          </a-tooltip>
+        </div>
       </template>
       <template v-else>
         <div class="content-header-left">
@@ -226,7 +241,7 @@
         <template #content>
           <div class="field-config-panel">
             <div class="field-config-title">字段配置</div>
-            <div v-for="field in FIELD_CONFIG" :key="field.key" class="field-config-item" @click="toggleField(field.key)">
+            <div v-for="field in taskContentFieldConfigs" :key="field.key" class="field-config-item" @click="toggleField(field.key)">
               <span>{{ field.label }}</span>
               <Icon
                 :icon="visibleFields.includes(field.key) ? 'ant-design:eye-outlined' : 'ant-design:eye-invisible-outlined'"
@@ -807,11 +822,14 @@
       :secret-level="currentList?.secretLevel || 1"
       @confirm="onUserSelectConfirm"
     />
+    <HelpModal v-model:open="helpModalOpen" />
+    </a-spin>
   </div>
 </template>
 
 <script lang="ts" setup>
   import { ref, computed, watch, nextTick } from 'vue';
+  import HelpModal from './HelpModal.vue';
   import dayjs from 'dayjs';
   import Icon from '/@/components/Icon/index';
   import AvatarDisplay from './AvatarDisplay.vue';
@@ -847,6 +865,7 @@
     visibleFields: FieldKey[];
     showListGroupView?: boolean;
     favoriteIdMap?: Map<string, string>;
+    loading?: boolean;
   }>();
 
   const emit = defineEmits<{
@@ -873,11 +892,18 @@
     'delete-list': [listId: string];
     'rename-group': [groupId: string, newName: string];
     'delete-group': [groupId: string];
+    'create-list': [];
   }>();
 
   const userStore = useUserStore();
   const { createConfirm } = useMessage();
 
+  const helpModalOpen = ref(false);
+
+  function onCreateListClick() {
+    emit('create-list');
+  }
+
   const showNewTaskInput = ref<string | null>(null);
   const newTaskTitle = ref('');
   const showNewGroupInput = ref(false);
@@ -1202,8 +1228,12 @@
     return false;
   }
 
+  const taskContentFieldConfigs = computed(() => {
+    return FIELD_CONFIG.filter((f) => f.key !== 'listName');
+  });
+
   const visibleFieldConfigs = computed(() => {
-    return FIELD_CONFIG.filter((f) => props.visibleFields.includes(f.key));
+    return taskContentFieldConfigs.value.filter((f) => props.visibleFields.includes(f.key));
   });
 
   const totalFieldsWidth = computed(() => {
@@ -1871,6 +1901,36 @@
     justify-content: space-between;
   }
 
+  .content-header-row {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    width: 100%;
+  }
+
+  .content-header-row-left {
+    display: flex;
+    align-items: center;
+    gap: 4px;
+  }
+
+  .add-list-btn {
+    color: #888;
+    font-size: 16px;
+    padding: 0 4px;
+    &:hover {
+      color: #1677ff;
+    }
+  }
+
+  .help-btn {
+    color: #888;
+    font-size: 18px;
+    &:hover {
+      color: #1677ff;
+    }
+  }
+
   .content-header-actions {
     display: flex;
     align-items: center;
diff --git a/src/views/tasklist/components/TaskFlatView.vue b/src/views/tasklist/components/TaskFlatView.vue
index cd72b5c..a6cc092 100644
--- a/src/views/tasklist/components/TaskFlatView.vue
+++ b/src/views/tasklist/components/TaskFlatView.vue
@@ -1,5 +1,6 @@
 <template>
   <div class="task-flat-view">
+    <a-spin :spinning="props.loading" tip="加载中...">
     <div class="flat-view-header">
       <h2 class="flat-view-title">{{ title }}</h2>
       <span class="task-count">({{ flattenedTasks.length }})</span>
@@ -343,6 +344,7 @@
       :multiple="true"
       @confirm="onUserSelectConfirm"
     />
+    </a-spin>
   </div>
 </template>
 
@@ -365,6 +367,7 @@
     visibleFields: FieldKey[];
     editable?: boolean;
     taskEditMap?: Map<string, boolean>;
+    loading?: boolean;
   }>();
 
   const emit = defineEmits<{
diff --git a/src/views/tasklist/index.vue b/src/views/tasklist/index.vue
index baddb2b..4bad5c3 100644
--- a/src/views/tasklist/index.vue
+++ b/src/views/tasklist/index.vue
@@ -31,6 +31,7 @@
       :visible-fields="visibleFields"
       :show-list-group-view="showListGroupView"
       :favorite-id-map="favoriteIdMap"
+      :loading="pageLoading"
       @create-task="onCreateTask"
       @toggle-task="onToggleTask"
       @task-click="onTaskClick"
@@ -53,6 +54,7 @@
       @delete-list="onDeleteList"
       @rename-group="onRenameTaskGroup"
       @delete-group="onDeleteTaskGroup"
+      @create-list="onCreateListModal('')"
     />
     <TaskFlatView
       v-else
@@ -64,6 +66,7 @@
       :visible-fields="visibleFields"
       :editable="flatViewEditable"
       :task-edit-map="flatTaskEditMap"
+      :loading="pageLoading"
       @toggle-task="onToggleTask"
       @task-click="onTaskClick"
       @update-task-field="onUpdateTaskField"
@@ -164,6 +167,7 @@
   const showListGroupView = ref(false);
   const visibleFields = ref<FieldKey[]>([...DEFAULT_VISIBLE_FIELDS]);
   const currentDrawerTaskId = ref<string>('');
+  const pageLoading = ref(false);
 
   const [registerTaskModal, { openModal: openTaskModal }] = useModal();
   const [registerListModal, { openModal: openListModal }] = useModal();
@@ -446,19 +450,16 @@
     groupDimension.value = 'none';
     sortField.value = 'createTime';
     sortDirection.value = 'asc';
+    pageLoading.value = true;
 
-    if (view === 'my-tasks') {
-      try {
+    try {
+      if (view === 'my-tasks') {
         flatViewTitle.value = '我的事项';
         flatViewEditable.value = true;
         flatTaskEditMap.value = new Map();
         const data: any[] = await myResponsibleTasks();
         flatTasks.value = (data || []).map(buildFlatTaskItem);
-      } catch (e) {
-        console.error('[TaskList] 加载我负责的任务失败', e);
-      }
-    } else if (view === 'followed') {
-      try {
+      } else if (view === 'followed') {
         flatViewTitle.value = '关注事项';
         flatViewEditable.value = false;
         const data: any[] = await myFollowedTasks();
@@ -472,19 +473,26 @@
         }
         flatTaskEditMap.value = editMap;
         flatTasks.value = items;
-      } catch (e) {
-        console.error('[TaskList] 加载我关注的任务失败', e);
       }
+    } catch (e) {
+      console.error('[TaskList] 加载视图失败', e);
+    } finally {
+      pageLoading.value = false;
     }
   }
 
-  function onListSelect(listId: string) {
+  async function onListSelect(listId: string) {
     currentView.value = '';
     currentListId.value = listId;
     showListGroupView.value = false;
     groupDimension.value = 'custom';
-    loadPermissionForList(listId);
-    loadTasks(listId);
+    pageLoading.value = true;
+    try {
+      loadPermissionForList(listId);
+      await loadTasks(listId);
+    } finally {
+      pageLoading.value = false;
+    }
   }
 
   function onOpenCollaborator() {
@@ -602,6 +610,7 @@
     currentListId.value = '';
     groupDimension.value = 'custom';
     flatTasks.value = [];
+    pageLoading.value = true;
 
     try {
       if (tabKey === 'all') {
@@ -616,6 +625,8 @@
       }
     } catch (e) {
       console.error('[TaskList] 加载清单失败', e);
+    } finally {
+      pageLoading.value = false;
     }
   }
 
@@ -682,6 +693,26 @@
       await addToFavorites({ taskListId: listId });
     }
     await loadFavorites();
+    if (showListGroupView.value) {
+      refreshQuickAccessView();
+    }
+  }
+
+  async function refreshQuickAccessView() {
+    try {
+      const viewMap: Record<string, () => Promise<TaskList[]>> = {
+        'all-tasks': getAllLists,
+        created: getMyOwnLists,
+        assigned: getMyCollabLists,
+      };
+      const fetcher = viewMap[currentView.value];
+      if (fetcher) {
+        const data = await fetcher();
+        quickAccessGroups.value = wrapAsVirtualGroupsWithDetails(data);
+      }
+    } catch (e) {
+      console.error('[TaskList] 刷新计划列表失败', e);
+    }
   }
 
   async function onTaskCreated() {