# Table of Contents - [Plane](#plane) - [Search the documentation | Plane](#search-the-documentation-plane) - [Work items | Plane](#work-items-plane) - [Home | Plane](#home-plane) - [Running your project | Plane](#running-your-project-plane) - [Profile settings | Plane](#profile-settings-plane) - [Analytics | Plane](#analytics-plane) - [Cycles | Plane](#cycles-plane) - [Publish | Plane](#publish-plane) - [Drafts | Plane](#drafts-plane) - [Inbox | Plane](#inbox-plane) - [Exports | Plane](#exports-plane) - [Intake | Plane](#intake-plane) - [Bulk operations | Plane](#bulk-operations-plane) - [Display | Plane](#display-plane) - [Epics | Plane](#epics-plane) - [Estimates | Plane](#estimates-plane) - [Work Item Types | Plane](#work-item-types-plane) - [Labels | Plane](#labels-plane) - [Layouts | Plane](#layouts-plane) - [Time Tracking | Plane](#time-tracking-plane) - [Properties | Plane](#properties-plane) - [Dependencies in Timeline | Plane](#dependencies-in-timeline-plane) - [Work Items | Plane](#work-items-plane) - [States | Plane](#states-plane) - [Modules | Plane](#modules-plane) - [Filters | Plane](#filters-plane) - [Editor blocks | Plane](#editor-blocks-plane) - [Power K | Plane](#power-k-plane) - [Wiki | Plane](#wiki-plane) - [Overview | Plane](#overview-plane) - [Nested Pages | Plane](#nested-pages-plane) - [Initiatives | Plane](#initiatives-plane) - [Project Overview | Plane](#project-overview-plane) - [Project States | Plane](#project-states-plane) - [Projects | Plane](#projects-plane) - [Stickies | Plane](#stickies-plane) - [Workspaces | Plane](#workspaces-plane) - [Teamspaces | Plane](#teamspaces-plane) - [Customers | Plane](#customers-plane) - [Dashboards | Plane](#dashboards-plane) - [Mobile | Plane](#mobile-plane) - [Members | Plane](#members-plane) - [Views | Plane](#views-plane) - [Asana | Plane](#asana-plane) - [CSV | Plane](#csv-plane) - [Jira | Plane](#jira-plane) - [Linear | Plane](#linear-plane) - [Intake Forms | Plane](#intake-forms-plane) - [Overview | Plane](#overview-plane) - [Intake Email | Plane](#intake-email-plane) - [GitLab | Plane](#gitlab-plane) - [Overview | Plane](#overview-plane) - [Project Templates | Plane](#project-templates-plane) - [Quickstart | Plane](#quickstart-plane) - [Page Templates | Plane](#page-templates-plane) - [GitHub | Plane](#github-plane) - [Hyper Mode | Plane](#hyper-mode-plane) - [Work Item Templates | Plane](#work-item-templates-plane) - [Slack | Plane](#slack-plane) - [Core concepts | Plane](#core-concepts-plane) - [Workflows and Approvals | Plane](#workflows-and-approvals-plane) - [Your Work | Plane](#your-work-plane) - [Billing and plans | Plane](#billing-and-plans-plane) - [Manage and upgrade plans | Plane](#manage-and-upgrade-plans-plane) --- # Plane [Skip to main content](https://docs.plane.so/#__docusaurus_skipToContent_fallback) On this page This page gives you a quick rundown of Plane and highlights why it's a great choice for managing your projects. What is Plane[​](https://docs.plane.so/#what-is-plane "Direct link to What is Plane") -------------------------------------------------------------------------------------- Plane is a flexible project management tool that helps teams plan, track, and manage their work more efficiently. It’s built to grow with you, offering features like issue tracking, sprint management, time tracking, knowledge management, analytics and more. These tools help your team stay organized, keep things clear, and stay aligned throughout the project. Whether you're a startup, a growing business, or a large enterprise, Plane can adapt to your team’s specific needs, making it a perfect solution for smooth, collaborative project management. Why Plane[​](https://docs.plane.so/#why-plane "Direct link to Why Plane") -------------------------------------------------------------------------- Plane strikes a balance between simplicity, adaptability, and powerful features: * **Flexible and adaptable** Plane adjusts to your team's unique workflow. It evolves with your processes, whether you follow Agile, Scrum, or a hybrid approach. * **Intuitive and easy to use** With a simple, user-friendly interface, Plane has a zero learning curve. Anyone from startup founders to project managers can quickly get started. * **Cloud and self-Hosted options** Choose between cloud or self-hosted solutions. For regulated industries, running Plane on your own infrastructure provides crucial data control. * **A force multiplier** Combine project management and knowledge management in one tool, reducing silos and keeping everything centralized. Get Plane[​](https://docs.plane.so/#get-plane "Direct link to Get Plane") -------------------------------------------------------------------------- You can setup Plane in two ways: * **[Plane Cloud](https://app.plane.so/sign-up) ** Sign up for a free cloud account - it's the easiest and quickest way to start using Plane. * **[Self-host Plane](https://developers.plane.so/self-hosting/overview) ** Install and run Plane on your own servers if you want full control over your data and infrastructure. * [What is Plane](https://docs.plane.so/#what-is-plane) * [Why Plane](https://docs.plane.so/#why-plane) * [Get Plane](https://docs.plane.so/#get-plane) --- # Search the documentation | Plane [Skip to main content](https://docs.plane.so/search#__docusaurus_skipToContent_fallback) Search the documentation ======================== [](https://www.algolia.com/) --- # Work items | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues#__docusaurus_skipToContent_fallback) On this page Inside a work item, you can add as many details as you like to get your work done. Here are five critical things to kick-start: 1. **Work item description**: An enhanced markdown editor inside work items to write as much detail you want. Attachments can be added and dragged around with a simple click, no need to save anything. Everything is auto-saved for you. 2. **Work item sub-properties**: We support basic work item properties such as `priority`, `label`, `due date`, and `assignee`. You can create relations between work items: mark them as `blocked` or `blocking`. 3. **Sub-work items**: You can create a `sub-work item` for a work item to either split the work item into smaller chunks, or assign parts of the work item to different people. If you find that a `sub-work item` is holding up the resolution of a work item, you can convert it to a work item so that it can be worked on separately. 4. **Work item comments**: Think, comment or join the conversation by sharing your thoughts under Work item comments. 5. **Work item activity**: Track what's happening to your work item with activities. Everything is saved, so you can look back and see what happened. Real-time coming soon! ### Work item views[​](https://docs.plane.so/core-concepts/issues#work-item-views "Direct link to Work item views") You can organize project work items into views, which let you see your work through different filters or parameters. You can choose from default views that come with your project and workspace or create your own. * Every project has two primary views for work items - Board and List View. * You can quickly and easily organize the work items on your board by grouping them or ordering them within views. * You can toggle the visibility of work item sub-properties within views, at any time, based on your preferences. * [Work item views](https://docs.plane.so/core-concepts/issues#work-item-views) --- # Home | Plane [Skip to main content](https://docs.plane.so/core-concepts/account/overview#__docusaurus_skipToContent_fallback) On this page The Home page serves as your personalized page, giving you quick access to essential tools, recent activity, and key features to enhance productivity. Here's everything you need to know about setting up and using the Home page efficiently. ![Home](https://media.docs.plane.so/account/home-page.webp#center) ### Manage widgets[​](https://docs.plane.so/core-concepts/account/overview#manage-widgets "Direct link to Manage widgets") This section allows you to customize the visibility of different content areas on the Home page. You can choose to show or hide the **Quick links**, **Recents**, and **Your stickies** sections as per your preferences. This flexibility enables you to tailor the Home page to display only the information you find most relevant and useful. ### Quick links[​](https://docs.plane.so/core-concepts/account/overview#quick-links "Direct link to Quick links") Pin links to projects, pages, or external resources you frequently access. Save time by jumping directly to important destinations without navigating through menus. ### Recents[​](https://docs.plane.so/core-concepts/account/overview#recents "Direct link to Recents") This section helps you quickly pick up where you left off or revisit items you've recently worked on. You can customize the view to show specific types of activity, such as only recent work items or projects. ### Your stickies[​](https://docs.plane.so/core-concepts/account/overview#your-stickies "Direct link to Your stickies") Stickies allow you to create, organize, and personalize notes or reminders directly on your Home page: * Click **Add Sticky** to quickly jot down ideas, tasks, or important reminders. * Edit and modify your notes as needed. * Format the content and choose colors for your stickies to match your preferences or highlight priorities. * Keep all your notes in one easily accessible and visible place, ensuring nothing gets overlooked. See also[​](https://docs.plane.so/core-concepts/account/overview#see-also "Direct link to See also") ----------------------------------------------------------------------------------------------------- * [Stickies](https://docs.plane.so/core-concepts/stickies) * [Manage widgets](https://docs.plane.so/core-concepts/account/overview#manage-widgets) * [Quick links](https://docs.plane.so/core-concepts/account/overview#quick-links) * [Recents](https://docs.plane.so/core-concepts/account/overview#recents) * [Your stickies](https://docs.plane.so/core-concepts/account/overview#your-stickies) * [See also](https://docs.plane.so/core-concepts/account/overview#see-also) --- # Running your project | Plane [Skip to main content](https://docs.plane.so/core-concepts/projects/run-project#__docusaurus_skipToContent_fallback) On this page Build project workflow with states[​](https://docs.plane.so/core-concepts/projects/run-project#build-project-workflow-with-states "Direct link to Build project workflow with states") --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Work items within a project can transition through various states to reflect the progression of work in your project. This movement of work items through states constitutes the project workflow. ### State groups[​](https://docs.plane.so/core-concepts/projects/run-project#state-groups "Direct link to State groups") Plane provides five sets of state groups to categorize all your project states: * **Backlog**: Useful for work items not yet prioritized by project members. Work items in this group require more work or discussions before they move forward. Plane creates a default state in this group called "Backlog". * **Unstarted**: Useful for work items planned to be picked up by project members. Work items in this state represent upcoming work for members. Plane creates a default state called "To-do" in this group. * **Started**: Useful for work items picked up by project members. Work items in this state represent work that is currently happening in your project. Plane creates a default state called "In-progress" in this group. * **Completed**: Work items in this state represent completed work in your project. Plane creates a default state called "Done" in this group. * **Cancelled**: Work items in this state represent cancelled work in your project. Plane creates a default state called "Cancelled" in this group. ![Project state](https://media.docs.plane.so/projects/issue-states.webp#center) ### Add, edit or remove states[​](https://docs.plane.so/core-concepts/projects/run-project#add-edit-or-remove-states "Direct link to Add, edit or remove states") Each state group can contain multiple states, which can be created and ordered according to your project's workflow. These options can be found under the States tab inside Project > Settings. To add a new state, click on the "+" button beside the state group of your choice. After adding the state, you can rearrange it with other states in the group. ![Project state](https://media.docs.plane.so/projects/project-new-state.webp#center) You can also choose to mark the state as the default for the project to ensure all new work items without a state are assigned to this state. To remove a state, ensure no work items are assigned to the state you want to remove. Estimates[​](https://docs.plane.so/core-concepts/projects/run-project#estimates "Direct link to Estimates") ------------------------------------------------------------------------------------------------------------ An ordered set of points, Estimates quantify the effort needed per work item using points you declare as a proxy. ### Set up estimates[​](https://docs.plane.so/core-concepts/projects/run-project#set-up-estimates "Direct link to Set up estimates") By default, no estimate system is added to your project. Find the `Estimates` tab in `Project` / `Settings` to do that. Start by choosing an estimate system from the two below. * **Points** Use this if you prefer progressive numbers to estimate effort. You can choose from `Linear`, `Fibonacci`, or `Squares` or create your own progression with `Custom`. * **Category** Use this if you would like to estimate effort by alphabetical text. Typical examples include T-shirt sizing or easy-to-hard estimate systems. When you are done, you can turn on estimates by toggling on `Enable estimates for my project`. You can also change the type of the system by clicking the pencil icon next to each system you have set. warning In previous versions of Estimates we let you add more than one estimate system so you could switch between them. After overwhelming feedback to make it simpler for you, we now let you create one system per project. Inactive estimate systems from previous versions are now archived. Manage labels[​](https://docs.plane.so/core-concepts/projects/run-project#manage-labels "Direct link to Manage labels") ------------------------------------------------------------------------------------------------------------------------ Similar to states, labels on projects aid in filtering, differentiating, and categorizing work items within your project. You can create and control as many work item labels as needed. note Labels can also be created directly from the work item detail page. You can access these options under the Labels tab inside Project > Settings. ![Project labels](https://media.docs.plane.so/projects/project-labels.webp#center) Connect integrations[​](https://docs.plane.so/core-concepts/projects/run-project#connect-integrations "Direct link to Connect integrations") --------------------------------------------------------------------------------------------------------------------------------------------- Set up automations[​](https://docs.plane.so/core-concepts/projects/run-project#set-up-automations "Direct link to Set up automations") --------------------------------------------------------------------------------------------------------------------------------------- Within your project, you can set up automations to perform the following tasks: 1. **Auto-archive closed work items**: You can configure an automation to archive work items that are closed in your project based on a customizable time period. Once set up, the automation will move all work items matching the time period to archives. ![Project archive automation](https://media.docs.plane.so/projects/auto-archive-closed-issues.webp#center) 2. **Auto-close work items**: You can configure an automation to close work items that are open in your project based on a customizable time period. Once set up, the automation will move all open work items matching the time period to the selected closed state. ![Project close automation](https://media.docs.plane.so/projects/auto-close-issues.webp#center) * [Build project workflow with states](https://docs.plane.so/core-concepts/projects/run-project#build-project-workflow-with-states) * [State groups](https://docs.plane.so/core-concepts/projects/run-project#state-groups) * [Add, edit or remove states](https://docs.plane.so/core-concepts/projects/run-project#add-edit-or-remove-states) * [Estimates](https://docs.plane.so/core-concepts/projects/run-project#estimates) * [Set up estimates](https://docs.plane.so/core-concepts/projects/run-project#set-up-estimates) * [Manage labels](https://docs.plane.so/core-concepts/projects/run-project#manage-labels) * [Connect integrations](https://docs.plane.so/core-concepts/projects/run-project#connect-integrations) * [Set up automations](https://docs.plane.so/core-concepts/projects/run-project#set-up-automations) --- # Profile settings | Plane [Skip to main content](https://docs.plane.so/core-concepts/account/settings#__docusaurus_skipToContent_fallback) On this page Your account settings offer the ability to adjust your profile details, password, theme preferences, and email notification settings. Additionally, you can access a comprehensive list of all activities across workspaces. Access your account settings from the side-navigation bar by clicking on your name/profile picture and selecting **Settings**. ![Profile dropdown](https://media.docs.plane.so/account/account-profile-dropdown.webp#center) Profile[​](https://docs.plane.so/core-concepts/account/settings#profile "Direct link to Profile") -------------------------------------------------------------------------------------------------- Your profile includes details about you, primarily your name and display name, which are visible to others, especially in the assignee or creator sections of work items and other entities. You can update this information here. Additionally, you have the option to deactivate your account, which removes you from all the workspaces you are associated with. However, please note that deactivating your account will not delete the work items or any other entities created by you. Preferences[​](https://docs.plane.so/core-concepts/account/settings#preferences "Direct link to Preferences") -------------------------------------------------------------------------------------------------------------- ![Preferenes](https://media.docs.plane.so/account/account-preferences.webp#center) ### Theme[​](https://docs.plane.so/core-concepts/account/settings#theme "Direct link to Theme") By default, the theme on Plane is light. You have the option to synchronize it with your system's preference, select from a range of themes provided by us, or create a custom theme that reflects your personality. To create your custom theme, you can specify the following: * Background color: This sets the background color for all platform sections except the sidebar (such as dashboard, work items, pages, etc.). * Text color: Determines the color of text across the platform, excluding the sidebar. * Primary color: Defines the color of all call-to-action buttons and selections in the navigation. * Sidebar background color: Sets the background color of the side navigation bar. * Sidebar text color: Specifies the color of text displayed on the side navigation bar. ### First day of the week[​](https://docs.plane.so/core-concepts/account/settings#first-day-of-the-week "Direct link to First day of the week") Make your calendar feel just right by choosing which day kicks off your week. Whether you're team Sunday (traditional calendar style) or prefer Monday (workweek vibes), this setting ensures all calendars throughout the app match your personal preference. Once you set this up in your preferences, every calendar view - from project timelines to due date pickers - will automatically align with your chosen week structure. It's one of those small touches that makes the whole experience feel more natural to how you think about time. ### Smooth cursor[​](https://docs.plane.so/core-concepts/account/settings#smooth-cursor "Direct link to Smooth cursor") If you love that buttery-smooth feel when moving your cursor around, toggle on the smooth cursor option. This feature adds a subtle animation to your cursor movement, creating a more fluid and responsive experience as you navigate through editors and interface elements. Some people find it makes the app feel more polished and easier on the eyes, especially during longer editing sessions. Give it a try and see if the smoother motion feels right for your workflow - you can always toggle it off if you prefer the snappier default cursor behavior. ### Timezone and language[​](https://docs.plane.so/core-concepts/account/settings#timezone-and-language "Direct link to Timezone and language") You can now customize your timezone and language preferences. The timezone setting controls how times are displayed across the platform, including notifications, activity logs, start and end dates, etc. Currently, we support English, French, Spanish, and Japanese, with more languages coming soon. Notifications[​](https://docs.plane.so/core-concepts/account/settings#notifications "Direct link to Notifications") -------------------------------------------------------------------------------------------------------------------- By default, email-based notifications are disabled for new users. You have the option to turn on all notifications or select specific types of notifications. Once you save your preferences, you will only receive email notifications for work items that match the preferences you have selected. Notifications include updates on work items you've created, are assigned to, or have subscribed to. These notifications can also be found in the Inbox section on your sidebar. They encompass: * Changes in work item state or properties made by others * Mentions of you on work items * Comments added to work items * Work items created and assigned to you ![Email](https://media.docs.plane.so/account/account-email-preferences.webp#center) * [Profile](https://docs.plane.so/core-concepts/account/settings#profile) * [Preferences](https://docs.plane.so/core-concepts/account/settings#preferences) * [Theme](https://docs.plane.so/core-concepts/account/settings#theme) * [First day of the week](https://docs.plane.so/core-concepts/account/settings#first-day-of-the-week) * [Smooth cursor](https://docs.plane.so/core-concepts/account/settings#smooth-cursor) * [Timezone and language](https://docs.plane.so/core-concepts/account/settings#timezone-and-language) * [Notifications](https://docs.plane.so/core-concepts/account/settings#notifications) --- # Analytics | Plane [Skip to main content](https://docs.plane.so/core-concepts/analytics#__docusaurus_skipToContent_fallback) On this page Transform your entire workspace data into actionable insights with Analytics. Get instant answers to complex questions, forecast demand, track progress across all dimensions, and make data-driven decisions with confidence. ![Analytics Overview](https://media.docs.plane.so/analytics/analytics-overview.webp#center) The enhanced visualization experience brings your data to life with interactive charts featuring hover details and tooltips that provide instant context as you explore your metrics. Analytics access levels[​](https://docs.plane.so/core-concepts/analytics#analytics-access-levels "Direct link to Analytics access levels") ------------------------------------------------------------------------------------------------------------------------------------------- Plane Analytics operates at multiple levels to provide the right insights: * **Workspace level** Users in the `Admin` roles have access to Analytics at the Workspace level. You can locate it on the left sidebar. * **Project level** Users with `Admin`, or `Member` roles can access project-specific analytics. Navigate to your project and find Analytics in the top navigation bar. * **Cycle and Module level** Drill down into specific cycles or modules for focused insights. Access through the respective Cycle or Module views with Analytics in the top bar. Analytics types[​](https://docs.plane.so/core-concepts/analytics#analytics-types "Direct link to Analytics types") ------------------------------------------------------------------------------------------------------------------- The new analytics experience provides comprehensive views across six key areas: ### Overview[​](https://docs.plane.so/core-concepts/analytics#overview "Direct link to Overview") Get a bird's-eye view of your entire workspace with essential performance indicators that drive strategic decision-making. The workspace metrics section displays comprehensive user statistics including total users, admins, members, and guests, alongside project count and distribution across your organization. You can monitor the overall work item count across all projects and track active cycles and intake statistics to understand your team's current workload. ### Projects analysis[​](https://docs.plane.so/core-concepts/analytics#projects-analysis "Direct link to Projects analysis") [Pro](https://plane.so/pricing) ![Analytics Projects](https://media.docs.plane.so/analytics/projects-analytics.webp#center) The Projects analytics tab gives you a clear snapshot of how all your projects are performing across your workspace. Right at the top, you'll see the big picture numbers - your total project count along with a health check showing how many are on-track, off-track, or at risk. This instant overview helps you quickly spot if anything needs your attention. The _Projects by status_ chart breaks things down by where each project sits in its lifecycle. You can see how many projects are still in draft phase versus those that are actively in execution. It's a handy way to understand your project pipeline and see if you've got a good balance between planning and doing. Below that, you'll find a detailed table that shows you the nitty-gritty details - how many team members are involved, the number of epics and work items, which cycles and modules are part of the project, and even how many pages and views have been created. There's also an intake column that tracks incoming requests or ideas for each project. What's really useful here is that you can search through all your projects if you're looking for something specific, and of course, export everything to CSV if you want to do some deeper analysis or create reports for stakeholders. ### Work items analysis[​](https://docs.plane.so/core-concepts/analytics#work-items-analysis "Direct link to Work items analysis") ![Analytics Work Items](https://media.docs.plane.so/analytics/work-item-analytics.webp#center) The Work Items tab is where you can really dig into what your team is actually working on day-to-day. The top section gives you the essential numbers at a glance -total work items with state-based breakdown, showing started, backlog, unstarted, and completed counts to give you a complete picture of your team's workload distribution. It's a great way to get a sense of your team's current workload and how much is getting done versus how much is piling up. The _Created vs Resolved_ chart tells about your team's workflow patterns. The green area shows your resolution rate - how many items are actually getting closed out over time. The gap between created and resolved items gives you a visual sense of whether you're keeping up with demand or if things are starting to pile up. #### Customized insights[​](https://docs.plane.so/core-concepts/analytics#customized-insights "Direct link to Customized insights") ![Customized insights](https://media.docs.plane.so/analytics/customized-insights.webp#center) The interactive chart builder lets you choose what you want to measure and then break it down by any dimension that matters to you - whether that's priority, assignee, state, labels, or cycles. You can quickly spot things like priority distribution imbalances, workload concentration among team members, or bottlenecks in specific workflow states. The visual breakdown makes it easy to see proportions and identify outliers at a glance. You can easily export all your analytics data to CSV format, making it simple to dive deeper into the numbers using spreadsheets or other analysis tools you prefer. ### Cycles analysis[​](https://docs.plane.so/core-concepts/analytics#cycles-analysis "Direct link to Cycles analysis") [Pro](https://plane.so/pricing) ![Analytics Cycles](https://media.docs.plane.so/analytics/cycle-analytics.webp#center) The Cycles tab gives you a comprehensive look at how your sprints and cycles are performing across your workspace. The summary metrics at the top provide an instant snapshot of your cycle pipeline - you can see your total cycle count broken down into current, upcoming, and completed cycles, which helps you understand your team's sprint cadence and planning horizon. The _Cycle progress_ scatter plot shows each cycle's completion percentage, giving you an immediate visual sense of how different sprints are progressing. You can quickly spot cycles that might be falling behind or identify patterns in how your team typically performs throughout a sprint. The color coding makes it easy to distinguish between current work, future planning, and completed cycles at a glance. What makes this view particularly valuable is the detailed hover information that appears when you examine individual cycles. You get a complete breakdown of the work within each cycle - how many items are completed, started, unstarted, in backlog, or cancelled. This level of detail helps you understand not just whether a cycle is on track, but why it might be ahead or behind schedule. The cycle table at the bottom provides all the essential management information in one place - who's leading each cycle, which project it belongs to, the planned timeline, and current completion percentage. This makes it easy to spot potential issues like cycles that are running over their planned end dates or identify which team leads might need support. This kind of cycle analysis is invaluable for sprint retrospectives and improving your team's estimation accuracy over time. You can identify patterns in cycle performance and use that data to make better decisions about sprint planning and workload distribution. ### Modules analysis[​](https://docs.plane.so/core-concepts/analytics#modules-analysis "Direct link to Modules analysis") [Pro](https://plane.so/pricing) ![Analytics Modules](https://media.docs.plane.so/analytics/module-analytics.webp#center) The Modules tab gives you visibility into how your bigger pieces of work are progressing. The summary at the top shows your module pipeline - you can see how many modules are completed, actively in progress, still in planning, or paused. The module progress scatter plot is really useful for getting a visual sense of where everything stands. Each dot represents a module, and you can quickly scan across to see which ones are making good progress, which might be stalled, or which are just getting started. The color coding helps you distinguish between different module states at a glance - whether something's in backlog, planned, in progress, completed, or cancelled. When you hover over any module in the chart, you get a detailed breakdown of the work within it - how many work items are completed, started, unstarted, or cancelled. It's especially helpful for spotting modules that might look like they're progressing but actually have a lot of work still sitting unstarted. The table gives you all the management essentials - who's leading each module, which project it belongs to, planned timelines, and current completion status. This makes it easy to identify modules that might need attention, whether that's because they're running behind schedule, don't have a clear lead assigned, or are sitting at 0% completion when they should have started by now. ### Intake analysis[​](https://docs.plane.so/core-concepts/analytics#intake-analysis "Direct link to Intake analysis") [Pro](https://plane.so/pricing) ![Analytics Intake](https://media.docs.plane.so/analytics/Intake-analytics.webp#center) The Intake tab gives you valuable insights into how work requests flow into your system and how your team manages that incoming demand. The summary metrics at the top provide a quick overview of your total intake volume along with the breakdown of what's been accepted, declined, or marked as duplicate. This helps you understand both the volume of requests coming in and how effectively your team is triaging and processing them. The _Intake trends_ chart is particularly useful for understanding demand patterns over time. You can see when request volume spikes or dips, which helps with capacity planning and understanding seasonal patterns in your workload. The timeline view shows both accepted and declined requests, giving you insight into not just when demand is high, but also when your team's filtering process is most active. This kind of trend analysis is really valuable for predicting future demand and understanding whether your intake process is keeping up with the flow of requests. If you see periods where lots of requests come in but very few get accepted or declined, it might indicate bottlenecks in your triage process. The project breakdown table at the bottom shows how intake is distributed across different areas of your organization. This helps you identify which projects are generating the most requests, and how different areas handle their intake processing. You can spot patterns like certain projects having higher acceptance rates, or identify areas where requests might be sitting unprocessed. Export analytics[​](https://docs.plane.so/core-concepts/analytics#export-analytics "Direct link to Export analytics") ---------------------------------------------------------------------------------------------------------------------- You can export comprehensive data from every analytics view with our CSV export functionality, giving you the flexibility to perform deeper analysis using your preferred external tools. The export process is designed for simplicity with one-click data downloads that include detailed datasets containing all relevant metrics and dimensions from your selected view. Export functionality is available only to users with an Admin role. * * * Analytics transforms raw data into strategic insights, helping you optimize team performance, predict bottlenecks, and drive successful project outcomes. * [Analytics access levels](https://docs.plane.so/core-concepts/analytics#analytics-access-levels) * [Analytics types](https://docs.plane.so/core-concepts/analytics#analytics-types) * [Overview](https://docs.plane.so/core-concepts/analytics#overview) * [Projects analysis](https://docs.plane.so/core-concepts/analytics#projects-analysis) * [Work items analysis](https://docs.plane.so/core-concepts/analytics#work-items-analysis) * [Cycles analysis](https://docs.plane.so/core-concepts/analytics#cycles-analysis) * [Modules analysis](https://docs.plane.so/core-concepts/analytics#modules-analysis) * [Intake analysis](https://docs.plane.so/core-concepts/analytics#intake-analysis) * [Export analytics](https://docs.plane.so/core-concepts/analytics#export-analytics) --- # Cycles | Plane [Skip to main content](https://docs.plane.so/core-concepts/cycles#__docusaurus_skipToContent_fallback) On this page A Cycle is a set period of time where your team focuses on completing specific tasks or issues, similar to sprints in Agile. Each Cycle is flexible, allowing you to prioritize and tackle backlog items at your own pace. Using Cycles, your team stays organized, meets deadlines, and keeps moving forward efficiently. It’s all about getting things done without the overwhelm! Turn on cycles[​](https://docs.plane.so/core-concepts/cycles#turn-on-cycles "Direct link to Turn on cycles") ------------------------------------------------------------------------------------------------------------- By default, Cycles are automatically turned on when you create a new project. If you ever want to switch them off or back on, you can easily do that by navigating to **Settings > Features** in your project's ellipsis (…) menu. Create cycles[​](https://docs.plane.so/core-concepts/cycles#create-cycles "Direct link to Create cycles") ---------------------------------------------------------------------------------------------------------- Caution Two cycles cannot have overlapping dates. To create a new Cycle, just press `Q` from anywhere in your project. Or, you can head to the **Cycles** page under your project in the sidebar and click the **Add Cycle** button. You’ll need to give it a name and set the start and due dates. If you want, you can also add a description—either right away or later on! ![Create cycle](https://media.docs.plane.so/cycles/create-cycles.webp#center) Timezone settings If the Project Admin sets the **Timezone** in [Project settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) , the Cycle schedules (start and end) will align with it. However, Members will view Cycles starting and stopping based on the timezone set in their [profile settings](https://docs.plane.so/core-concepts/account/settings#timezone-and-language) . Add work items to cycles[​](https://docs.plane.so/core-concepts/cycles#add-work-items-to-cycles "Direct link to Add work items to cycles") ------------------------------------------------------------------------------------------------------------------------------------------- * After you create a cycle, you can start adding new work items or bringing in existing work items right in the Cycle page. ![Empty cycle](https://media.docs.plane.so/cycles/cycle-empty-state.webp#center) * You can also link a Cycle directly as a property within any work item. ![Cycle property](https://media.docs.plane.so/cycles/cycle-property.webp#center) Cycle states[​](https://docs.plane.so/core-concepts/cycles#cycle-states "Direct link to Cycle states") ------------------------------------------------------------------------------------------------------- * **Active cycle** An active cycle is the current, ongoing cycle (the current date falls within the cycle's start and due dates) in which a team is working to complete a set of tasks or user stories within a defined time period. Only one cycle can be active at a time. * **Upcoming cycle** A cycle with a start date in the future is considered upcoming. This allows teams to plan their next phase of work in advance, ensuring a seamless transition from the current active cycle to the next, with everything lined up and ready to go. * **Completed cycle** When a cycle’s due date has passed, it moves into the completed state. This reflects that the work scheduled during that cycle is finished, and the team can move on to review, wrap-up, and start planning for future cycles. Completed cycles are not editable, however you can transfer work items that are incomplete to an active or upcoming cycle. tip You can modify the name, description, start and due dates of active and upcoming cycles at any time. Start and stop cycles[​](https://docs.plane.so/core-concepts/cycles#start-and-stop-cycles "Direct link to Start and stop cycles") ---------------------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) While Cycles typically run for their set duration, sometimes you need more flexibility in managing your work periods. You can manually control when a Cycle begins or ends using the interface controls. To start a Cycle, simply click the **Start Cycle** button next to your upcoming Cycle. This is particularly useful when you want to begin a planned Cycle earlier than its scheduled start date or if you need to start a fresh Cycle immediately. tip You can't start a new Cycle while another is in progress. To begin a new Cycle, you'll need to stop the currently active one first. ![Start Cycle](https://media.docs.plane.so/cycles/start-cycle.webp#center) To end a Cycle before its scheduled completion date, you can: 1. Click the three-dot menu (⋯) on the active Cycle. 2. Select **End Cycle** from the three dots menu to the right of the active cycle. warning You can't restart a Cycle after it's been manually ended. 3. Once you end a Cycle, it will be marked as completed and move to your **Completed cycle** section. ![End Cycle](https://media.docs.plane.so/cycles/end-cycle.webp#center) Any unfinished work items in the ended Cycle will remain in their current state. The burn-down chart and progress metrics will be finalized based on the completion status at the time you end the Cycle. This manual control gives you the flexibility to adapt your Cycles to your team's actual work rhythm, rather than being strictly bound to predetermined dates. Transfer work items[​](https://docs.plane.so/core-concepts/cycles#transfer-work-items "Direct link to Transfer work items") ---------------------------------------------------------------------------------------------------------------------------- Once the due date of an active Cycle passes, it’s automatically marked as completed. After that, you can easily transfer any unfinished work items to an active or upcoming cycle, making it simple to move any leftover tasks to the next cycle. ![Transfer work items](https://media.docs.plane.so/cycles/transfer-issues.webp#center) Track active cycle[​](https://docs.plane.so/core-concepts/cycles#track-active-cycle "Direct link to Track active cycle") ------------------------------------------------------------------------------------------------------------------------- Once a cycle is active and contains work items, you can monitor its progress, assess the team's productivity, and review the breakdown of priorities in the Cycles page of the project. This section also allows you to investigate any discrepancies if the cycle is not proceeding as expected. ![Track cycle progress](https://media.docs.plane.so/cycles/track-cycle-progress.webp#center) Cycle progress charts[​](https://docs.plane.so/core-concepts/cycles#cycle-progress-charts "Direct link to Cycle progress charts") ---------------------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) This feature provides powerful visualization tools to help you track project cycles more effectively. With real-time insights, you can see exactly how your cycle is performing against the planned progress, making it easier to stay on top of deadlines and adjust as needed. ![Cycle progress charts](https://media.docs.plane.so/cycles/cycle-progress-charts.webp#center) ### Cycle summary[​](https://docs.plane.so/core-concepts/cycles#cycle-summary "Direct link to Cycle summary") At the top of the cycle view, you’ll see the overall progress percentage. Hover over it to get a breakdown of completed and pending issues, along with the number of days left in the cycle. To the left, there’s a color-coded summary that shows if the cycle is leading or trailing based on the burn-down and build-up. This gives you instant feedback about how things are going and highlights risks so you can make quick decisions and ensure nothing slips through the cracks. The burn-down and build-up charts are straightforward ways to gauge your cycle’s momentum. You can customize them to show progress based on the **count of issues** or **point estimates** for each task, giving you the flexibility to use the metrics that work best for your team. ![Scope](https://media.docs.plane.so/cycles/scope-change.webp#center) * **Scope** This is the total number of issues planned for the current cycle. * **Unstarted** The issues that haven't begun yet * **Backlog** All issues in an unstarted state The other metrics are detailed below, tailored to each chart type. ### Burn-down chart[​](https://docs.plane.so/core-concepts/cycles#burn-down-chart "Direct link to Burn-down chart") The burn-down chart gives you a clear visual of how much work remains in your cycle. It's designed to show the ideal pace of progress compared to what’s actually happening. * **Today's ideal pending** This shows how many tasks should be left based on the ideal progress for today. * **Pending** This is the total number of unfinished tasks, calculated by subtracting completed ones from the total planned for the cycle. The chart tracks the days left, so you can see what should be done by now versus what actually is done. * **Leading** If your team is ahead of schedule, meaning you have fewer pending tasks than expected, the chart will show a green upward trend. The area between the ideal and pending lines is filled with light green, indicating strong progress. * **Trailing** If progress is behind schedule and there are more pending tasks than expected, the chart displays a red downward trend. A light red fill appears between the ideal progress and the pending lines, signaling the need to catch up. ### Build-up chart[​](https://docs.plane.so/core-concepts/cycles#build-up-chart "Direct link to Build-up chart") The build-up chart helps track how much work has already been completed in the cycle. * **Today's ideal done** This shows how many issues should be completed by today based on the ideal pace. * **Done** This is the total number of tasks your team has completed so far. * **Leading** If you’ve completed more tasks than planned, the chart will show a green upward trend. The area between the ideal and completed lines is filled with light green, visually highlighting that you’re ahead of schedule. * **Trailing** If fewer tasks are completed than expected, the chart shows a red downward trend, with a light red fill between the ideal and actual lines, indicating the need to speed up progress. Active cycles across projects[​](https://docs.plane.so/core-concepts/cycles#active-cycles-across-projects "Direct link to Active cycles across projects") ---------------------------------------------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) If you have multiple projects with Cycles running at the same time, you can easily track the progress of all active cycles in the **Cycles** section under the **Workspace** section in the sidebar. This gives you a quick overview of each project’s progress and helps you spot any potential issues early on. Each cycle displays its status—whether it’s ahead of schedule or falling behind—based on the burn-down and build-up metrics. ![Active cycles](https://media.docs.plane.so/cycles/active-cycles-projects.webp#center) Archive cycles[​](https://docs.plane.so/core-concepts/cycles#archive-cycles "Direct link to Archive cycles") ------------------------------------------------------------------------------------------------------------- You can archive completed cycles, allowing you to conceal significantly older cycles from your views. Delete cycles[​](https://docs.plane.so/core-concepts/cycles#delete-cycles "Direct link to Delete cycles") ---------------------------------------------------------------------------------------------------------- You can delete a Cycle to remove it entirely. When you do, all associated analytics and progress reports will be erased. Any work items linked to that Cycle will also be automatically unlinked. * [Turn on cycles](https://docs.plane.so/core-concepts/cycles#turn-on-cycles) * [Create cycles](https://docs.plane.so/core-concepts/cycles#create-cycles) * [Add work items to cycles](https://docs.plane.so/core-concepts/cycles#add-work-items-to-cycles) * [Cycle states](https://docs.plane.so/core-concepts/cycles#cycle-states) * [Start and stop cycles](https://docs.plane.so/core-concepts/cycles#start-and-stop-cycles) * [Transfer work items](https://docs.plane.so/core-concepts/cycles#transfer-work-items) * [Track active cycle](https://docs.plane.so/core-concepts/cycles#track-active-cycle) * [Cycle progress charts](https://docs.plane.so/core-concepts/cycles#cycle-progress-charts) * [Cycle summary](https://docs.plane.so/core-concepts/cycles#cycle-summary) * [Burn-down chart](https://docs.plane.so/core-concepts/cycles#burn-down-chart) * [Build-up chart](https://docs.plane.so/core-concepts/cycles#build-up-chart) * [Active cycles across projects](https://docs.plane.so/core-concepts/cycles#active-cycles-across-projects) * [Archive cycles](https://docs.plane.so/core-concepts/cycles#archive-cycles) * [Delete cycles](https://docs.plane.so/core-concepts/cycles#delete-cycles) --- # Publish | Plane [Skip to main content](https://docs.plane.so/core-concepts/deploy#__docusaurus_skipToContent_fallback) On this page Any project you build in Plane can be turned into a public page, creating a fully navigable website. This makes it easy for your users and customers to see your latest features or when bug fixes roll out—no sign-up required. How to publish project[​](https://docs.plane.so/core-concepts/deploy#how-to-publish-project "Direct link to How to publish project") ------------------------------------------------------------------------------------------------------------------------------------- Only Admins can publish a project in Plane. Here’s how: 1. Open your Plane workspace and navigate to the project you want to publish. 2. Click on the ellipsis **...** icon next to the project name to access the project settings menu. 3. Select **Publish** from the dropdown menu, which will open a modal dialog. 4. Configure your public board options in this modal. 5. Once ready, click **Publish**. You'll be instantly redirected to your new public board. Publish features[​](https://docs.plane.so/core-concepts/deploy#publish-features "Direct link to Publish features") ------------------------------------------------------------------------------------------------------------------- ### Layout options[​](https://docs.plane.so/core-concepts/deploy#layout-options "Direct link to Layout options") You can publish your project in either **Kanban** or **List** layouts. Choose whichever view best fits your project, or turn on both to give viewers more flexibility. Soon, Gantt and Spreadsheet layouts will also be available. #### Attribute privacy[​](https://docs.plane.so/core-concepts/deploy#attribute-privacy "Direct link to Attribute privacy") **Visible attributes** * Project name * Project work items * Issue ID * Title * Description * State, due-date, priority * Comments * Reactions + `user_names` of users who reacted * Upvotes and downvotes + `user_names` of users who voted **Non-visible attributes** * Attachments * Issue links * Relations * Cycles * Modules * Project settings * Members ### Commenting options[​](https://docs.plane.so/core-concepts/deploy#commenting-options "Direct link to Commenting options") When turned on, users can sign up on the public board and add comments to work items—ideal for gathering feedback and showing progress. ### Upvotes and downvotes[​](https://docs.plane.so/core-concepts/deploy#upvotes-and-downvotes "Direct link to Upvotes and downvotes") When turned on, users can upvote or downvote any work item on the deployed board. This helps project managers or owners prioritize which work items need attention. ### Issue reactions[​](https://docs.plane.so/core-concepts/deploy#issue-reactions "Direct link to Issue reactions") When this feature is on, users can react to work items on the public board using predefined emoticons. This provides a quick way for team members and the public to express their sentiments about specific work items, aiding in gauging overall opinion and urgency. ### Free domain hosting[​](https://docs.plane.so/core-concepts/deploy#free-domain-hosting "Direct link to Free domain hosting") You can host your public board on a free domain, making it simple and accessible for anyone to check out your project. No additional setup or domain registration is required; simply choose this option during the publishing process, and your public board will be instantly accessible via the free domain. * [How to publish project](https://docs.plane.so/core-concepts/deploy#how-to-publish-project) * [Publish features](https://docs.plane.so/core-concepts/deploy#publish-features) * [Layout options](https://docs.plane.so/core-concepts/deploy#layout-options) * [Commenting options](https://docs.plane.so/core-concepts/deploy#commenting-options) * [Upvotes and downvotes](https://docs.plane.so/core-concepts/deploy#upvotes-and-downvotes) * [Issue reactions](https://docs.plane.so/core-concepts/deploy#issue-reactions) * [Free domain hosting](https://docs.plane.so/core-concepts/deploy#free-domain-hosting) --- # Drafts | Plane [Skip to main content](https://docs.plane.so/core-concepts/drafts#__docusaurus_skipToContent_fallback) On this page We've all been there—clicking outside a modal or navigating away from a page, only to lose all our progress. With Drafts, you don’t have to worry about that anymore. If you're interrupted when writing a work item or a comment or accidentally click away, Plane automatically saves your half-written text so you can pick up right where you left off. How Drafts work[​](https://docs.plane.so/core-concepts/drafts#how-drafts-work "Direct link to How Drafts work") ---------------------------------------------------------------------------------------------------------------- info Drafts remain private and won't be visible to team members until you move them to project work items. As soon as you start writing a work item, Plane auto-saves it for you. Should you stop midway or click away to a notification, all your work items, and soon, comments, are available in **Drafts** accessible from the sidebar. Find your draft from the preview text, edit it, delete it, or move the draft to a project when you're ready. ![Drafts section](https://media.docs.plane.so/drafts/drafts-section.webp#center) Additionally, if you try to close the **Create work item** modal, you’ll see a confirmation box offering you the option to save it to Drafts. ![Save to drafts](https://media.docs.plane.so/drafts/save-to-drafts.webp#center) Create drafts manually[​](https://docs.plane.so/core-concepts/drafts#create-drafts-manually "Direct link to Create drafts manually") ------------------------------------------------------------------------------------------------------------------------------------- Just click **Draft a work item** at the top right of your **Drafts** screen, and write out a draft that you will pick up later. ![Create drafts](https://media.docs.plane.so/drafts/create-draft.webp#center) Manage your drafts[​](https://docs.plane.so/core-concepts/drafts#manage-your-drafts "Direct link to Manage your drafts") ------------------------------------------------------------------------------------------------------------------------- To manage your drafts, click the ellipsis (•••) next to any draft and choose one of several options. ![Manage drafts](https://media.docs.plane.so/drafts/manage-drafts.webp#center) * **Edit** Select **Edit** to make changes to your draft as you would with a regular work item. Once you're done, just save your updates. * **Make a copy** Need a duplicate? Simply select **Make a copy** to clone your draft. * **Move to project** Ready to finalize your draft? Click **Move to project** to publish it as a regular work item. A confirmation modal will appear, giving you a chance to review it one last time. Assignees and team members will be notified only once the draft is moved to the project. * **Delete** Created a draft you no longer need? Deleting it is easy. Click **Delete**, confirm, and it’s gone. A toast message will appear confirming the deletion. caution Keep in mind, deleted drafts cannot be recovered. You'll always see a confirmation modal to prevent accidental deletions. * [How Drafts work](https://docs.plane.so/core-concepts/drafts#how-drafts-work) * [Create drafts manually](https://docs.plane.so/core-concepts/drafts#create-drafts-manually) * [Manage your drafts](https://docs.plane.so/core-concepts/drafts#manage-your-drafts) --- # Inbox | Plane [Skip to main content](https://docs.plane.so/core-concepts/inbox#__docusaurus_skipToContent_fallback) On this page The Inbox is a space for tracking and managing updates to work items you're connected with. Whether you're assigned to a work item, its creator, mentioned in a discussion, or subscribed to its updates, you'll find everything here. Where to find Inbox[​](https://docs.plane.so/core-concepts/inbox#where-to-find-inbox "Direct link to Where to find Inbox") --------------------------------------------------------------------------------------------------------------------------- Located in the sidebar on the left, directly below **Home** and **Your Work**, the **Inbox** is easily accessible with a simple click. This provides instant access to your personalized notification feed. ![Inbox](https://media.docs.plane.so/inbox/inbox.webp#center) Work item notifications[​](https://docs.plane.so/core-concepts/inbox#work-item-notifications "Direct link to Work item notifications") --------------------------------------------------------------------------------------------------------------------------------------- When you open the Inbox, you’ll see a chronological list of notifications related to work items assigned to you, the ones you’ve created, and the work items you’re subscribed to. Each notification provides quick context, like the work item title, who updated it, and when it was updated. ![Inbox mentions](https://media.docs.plane.so/inbox/inbox-mentions.webp#center) Hover over each notification to mark as unread, archive or snooze updates for specific work items. Clicking a notification opens the full work item details in the right pane. The **Mentions** tab highlights notifications where you've been directly tagged or mentioned in work item comments. Click the refresh icon in the top-right to load new notifications. Use the double tick icon to mark all notifications as read. Filter notifications[​](https://docs.plane.so/core-concepts/inbox#filter-notifications "Direct link to Filter notifications") ------------------------------------------------------------------------------------------------------------------------------ In the top-right corner of the Inbox pane, you’ll find the filters dropdown. Use it to customize your view by showing work items related to your involvement. You can activate one or multiple filters to focus on relevant notifications. The three-dot icon enables further filtering to show unread, archived, and snoozed work items. ![Inbox filters](https://media.docs.plane.so/inbox/inbox-filters.webp#center) Stacked notifications[​](https://docs.plane.so/core-concepts/inbox#stacked-notifications "Direct link to Stacked notifications") --------------------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) We’ve introduced stacked notifications to make your Inbox even more efficient. When there are changes to the same work item, they’ll be grouped into a parent notification. Hover over the notification to see all the grouped changes without sifting through a cluttered list. ![Stacked notifications](https://media.docs.plane.so/inbox/stacked-notifications.webp#center) This ensures you stay informed without being overwhelmed by noise. * * * The Inbox is designed to save you time and help you stay organized while keeping track of everything that’s happening in your projects. * [Where to find Inbox](https://docs.plane.so/core-concepts/inbox#where-to-find-inbox) * [Work item notifications](https://docs.plane.so/core-concepts/inbox#work-item-notifications) * [Filter notifications](https://docs.plane.so/core-concepts/inbox#filter-notifications) * [Stacked notifications](https://docs.plane.so/core-concepts/inbox#stacked-notifications) --- # Exports | Plane [Skip to main content](https://docs.plane.so/core-concepts/export#__docusaurus_skipToContent_fallback) On this page Plane allows you to export all your work items—from a single project or multiple projects—so you can access your data outside of Plane. You can export work items into CSV, Excel, or JSON formats. Additionally, you can choose how you'd like the data to be packaged: in a single consolidated file or split into separate files (downloaded as a ZIP). Limitation All key fields related to your work items are included in the export, except for work item types, custom properties, relations, links, attachments, and estimates. We're actively working on adding these soon. Export data[​](https://docs.plane.so/core-concepts/export#export-data "Direct link to Export data") ---------------------------------------------------------------------------------------------------- > **Role**: Workspace Admins 1. Go to your **Workspace Settings**. 2. In the right pane, select **Exports**. 3. **Choose format** You can export work items in one of the following formats: - CSV: A plain text file with values separated by commas. - Excel: A formatted spreadsheet file. - JSON: A lightweight, machine-readable format. Click the **Export** button for your preferred format. ![Export work items](https://media.docs.plane.so/workspaces/export-issues.webp#center) 4. **Select Project** After selecting your format: * Choose to export work items from all projects or a specific project using the dropdown. * _Optional_: If exporting work items from all projects, you can split the data into separate files. This will package the exports into a ZIP file. ![Select project](https://media.docs.plane.so/workspaces/select-projects.webp#center) info Exporting large workspaces may take some time depending on the number of work items. 5. **Download file** You can view the history of your exports under **Previous exports**. For each export: * You'll see its status (e.g., Queued, Completed). * The date and the name of the user who triggered the export. * Once completed, you can download the file by clicking **Download**. * Click the **Refresh status** button to ensure the latest updates. ![Download file](https://media.docs.plane.so/workspaces/download-file.webp#center) caution Exported files remain downloadable for a limited time (7 days). * [Export data](https://docs.plane.so/core-concepts/export#export-data) --- # Intake | Plane [Skip to main content](https://docs.plane.so/core-concepts/intake#__docusaurus_skipToContent_fallback) On this page Intake is a Plane-only feature that lets `Guests` create work items following which `Admins` and `Members` can move these work items inside a project. Intake can take bug reports, feature or service requests, or raise a ticket by stakeholders, customers, or clients. Work items created in Intake can then be accepted to move them to the Project’s workflow. Turn on Intake[​](https://docs.plane.so/core-concepts/intake#turn-on-intake "Direct link to Turn on Intake") ------------------------------------------------------------------------------------------------------------- Intake functions at the project level and is toggled off by default. Project `Admins` can turn on the Intake feature for the project. 1. Click the three-dots icon next to your project name on the left pane and click **Settings**. 2. Select **Features** on the right pane. 3. Switch on the toggle button for the **Intake** feature to turn it on for the project. ![enable-intake-feature](https://media.docs.plane.so/intake/enable-intake-feature.webp#center) Create Work item in Intake[​](https://docs.plane.so/core-concepts/intake#create-work-item-in-intake "Direct link to Create Work item in Intake") ------------------------------------------------------------------------------------------------------------------------------------------------- Users with a `Guest` role can create work items in Intake. To create a work item: 1. Click on **Intake** under the project on the sidebar. 2. Click the **Add Work item** button at the top right corner. ![create-work item-intake](https://media.docs.plane.so/intake/create-issue-intake.webp#center) 3. Enter the required details and click the **Create Work item** button. ![enter-work item-details](https://media.docs.plane.so/intake/enter-issue-details.webp#center) ### Properties[​](https://docs.plane.so/core-concepts/intake#properties "Direct link to Properties") A `Guest` role can assign properties when creating an Intake work item. However, these properties can be overridden by the project `Admin` or `Member` later. For a work item in the Intake, you can choose to assign the following properties: | Property | Description | | --- | --- | | State | If the work item in Intake is still being triaged, you can assign it to a state to help you identify the progress before moving it to your project. | | Priority | Set the priority of the work item to align the expectations on how quickly the work item should be acted upon. | | Assignees | Assign the team member who should triage or prioritize the work item. | | Labels | Categorize work items using the labels available in the project. | | Due date | Set when the work item needs to be prioritized or triaged by adding a due date. | Intake work item actions[​](https://docs.plane.so/core-concepts/intake#intake-work-item-actions "Direct link to Intake work item actions") ------------------------------------------------------------------------------------------------------------------------------------------- When a Guest creates a work item in Intake, it is added to the `Pending` state. Admin and Member roles can accept, decline, snooze or mark the work item as a duplicate. ### Accept work item[​](https://docs.plane.so/core-concepts/intake#accept-work-item "Direct link to Accept work item") ![accept-intake-work item](https://media.docs.plane.so/intake/accept-intake-issue.webp#center) 1. Open a pending work item in Intake. 2. Click the **Accept** button on the top right. This will open a modal where you can change the work item details before moving it to your project. 3. Click the **Add to project** button to move the work item from **Intake** to **Work items** under the project. The work item will be visible under the **State** selected when creating or accepting the Intake work item. ### Decline work item[​](https://docs.plane.so/core-concepts/intake#decline-work-item "Direct link to Decline work item") If the work item is not relevant to your project, you can choose to decline it. Click the **Decline** button present on any pending work item to decline it. Once the work item is declined, it ends up in the `Cancelled` state under your project. ### Snooze work item[​](https://docs.plane.so/core-concepts/intake#snooze-work-item "Direct link to Snooze work item") A work item can be snoozed to review it at a later time. ![snooze-intake-work item](https://media.docs.plane.so/intake/snooze-intake-issue.webp#center) 1. Open a pending work item in Intake. 2. Click on the three dots icon in the top right corner. 3. Select the **Snooze** option in the menu. 4. Select a date to review it later. The work item is moved out of pending Intake work items and can be accessed in the **Filters** drop-down under `Open` work items. You can also un-snooze the work item from the three dots menu. ### Mark work item as duplicate[​](https://docs.plane.so/core-concepts/intake#mark-work-item-as-duplicate "Direct link to Mark work item as duplicate") In cases where a similar work item exists in your project, an Intake work item can be marked as duplicate. 1. Open a pending work item in Intake. 2. Click on the three dots icon in the top right corner. 3. Select the **Mark as duplicate** option in the menu. 4. Select a work item in the project that is a duplicate of the Intake work item. ![mark-duplicate-intake-work items](https://media.docs.plane.so/intake/mark-duplicate-intake-issues.webp#center) The work item is now declined with a ‘Duplicate’ label on it. It will also appear in the `Cancelled` state under your project. ### Delete Intake work item[​](https://docs.plane.so/core-concepts/intake#delete-intake-work-item "Direct link to Delete Intake work item") Only `Admins` have permission to delete Intake work items before it goes through the workflow. Deleted work items will not appear under any label in the `Closed` work items of Intake. View Intake work items[​](https://docs.plane.so/core-concepts/intake#view-intake-work-items "Direct link to View Intake work items") ------------------------------------------------------------------------------------------------------------------------------------- You can view **Open** and **Closed** work items in Intake by clicking on the appropriate tabs. The description editor also shows the last edited timestamp and the person who made the edit. ![](https://media.docs.plane.so/intake/intake-tabs.webp#center) `Pending` or `Snoozed` work items are considered open work items. Further action can take place on such work items. Whereas, `Accepted`, `Declined`, and `Duplicate` appear under closed work items. No further action is required on closed work items. ### Sort and filter[​](https://docs.plane.so/core-concepts/intake#sort-and-filter "Direct link to Sort and filter") Like work items in the project, sorting and filtering can create a focused view of work items in Intake. Filters and sorting can be applied to a list of work items simultaneously. Filters can be assigned from the **Filters** dropdown available on the left-hand side of the Intake page. Work items can be filtered by _Work item status_, _State_, _Priority_, _Assignee_, _Created by_, _Labels_, _Created date_, and _Last updated date_. Next to the Filters dropdown, you can use the sort drop-down to arrange Intake work items sequentially. Work items can be sorted by _Date created_, _Date updated_, and _ID_ in ascending or descending order. Additional features[​](https://docs.plane.so/core-concepts/intake#additional-features "Direct link to Additional features") ---------------------------------------------------------------------------------------------------------------------------- * Intake work item description has a rich text editor that allows you to format text, attach pictures, links and files, or add tables and dividers. ![](https://media.docs.plane.so/intake/intake-description-box.webp#center) * Intake has an activity and comments section to know the status and see feedback from users and customers. All the changes made to the work item can be tracked in real-time under the **Activity** section. ![](https://media.docs.plane.so/intake/intake-activity.webp#center) * The **Add Comment** box has a rich text editor where you can react with emojis and mention your teammates to communicate. ![](https://media.docs.plane.so/intake/RTE-reactions-and-mentions.webp#center) * You can review pending requests in Intake sequentially using 🔼 or 🔽 button. ![](https://media.docs.plane.so/intake/intake-navigate.webp#center) * [Turn on Intake](https://docs.plane.so/core-concepts/intake#turn-on-intake) * [Create Work item in Intake](https://docs.plane.so/core-concepts/intake#create-work-item-in-intake) * [Properties](https://docs.plane.so/core-concepts/intake#properties) * [Intake work item actions](https://docs.plane.so/core-concepts/intake#intake-work-item-actions) * [Accept work item](https://docs.plane.so/core-concepts/intake#accept-work-item) * [Decline work item](https://docs.plane.so/core-concepts/intake#decline-work-item) * [Snooze work item](https://docs.plane.so/core-concepts/intake#snooze-work-item) * [Mark work item as duplicate](https://docs.plane.so/core-concepts/intake#mark-work-item-as-duplicate) * [Delete Intake work item](https://docs.plane.so/core-concepts/intake#delete-intake-work-item) * [View Intake work items](https://docs.plane.so/core-concepts/intake#view-intake-work-items) * [Sort and filter](https://docs.plane.so/core-concepts/intake#sort-and-filter) * [Additional features](https://docs.plane.so/core-concepts/intake#additional-features) --- # Bulk operations | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/bulk-ops#__docusaurus_skipToContent_fallback) On this page Update multiple work items at once ================================== [Pro](https://plane.so/pricing) Working with multiple work items at once can save you significant time. ![Bulk update](https://media.docs.plane.so/issues/bulk-update.webp#center) Bulk edit work items[​](https://docs.plane.so/core-concepts/issues/bulk-ops#bulk-edit-work-items "Direct link to Bulk edit work items") ---------------------------------------------------------------------------------------------------------------------------------------- To perform bulk operations: 1. Make sure you're in either the **List** or **Table** layout - bulk operations aren't available in other layouts. 2. Select work items by clicking the checkbox next to each one, or use the select all checkbox at the top of the list. 3. After selecting work items, update the available properties at the bottom of the screen. 4. Click the **Update** button to apply your modifications. Until you click this button, your changes won't be saved. Available bulk operations[​](https://docs.plane.so/core-concepts/issues/bulk-ops#available-bulk-operations "Direct link to Available bulk operations") ------------------------------------------------------------------------------------------------------------------------------------------------------- You can modify several properties across multiple work items simultaneously: * Change the state (like moving work items from "In Progress" to "Done") * Update priority levels * Assign or reassign team members * Add work items to cycles * Change work item types * Apply or remove labels * Set or modify modules * Add or update start and due dates Subscribe to multiple work items[​](https://docs.plane.so/core-concepts/issues/bulk-ops#subscribe-to-multiple-work-items "Direct link to Subscribe to multiple work items") ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- If you need to keep track of several work items at once, you can subscribe to multiple work items in a single operation. This ensures you'll receive notifications about any updates to those work items. Manage work item lifecycle[​](https://docs.plane.so/core-concepts/issues/bulk-ops#manage-work-item-lifecycle "Direct link to Manage work item lifecycle") ---------------------------------------------------------------------------------------------------------------------------------------------------------- You can also perform bulk management actions: * Archive multiple work items when they're no longer active but you want to preserve their history. * Delete multiple work items if they're no longer needed (note: this action cannot be undone) Tips for bulk operations[​](https://docs.plane.so/core-concepts/issues/bulk-ops#tips-for-bulk-operations "Direct link to Tips for bulk operations") ---------------------------------------------------------------------------------------------------------------------------------------------------- * Take advantage of filters to select related work items more easily. * Double-check your selection before performing destructive actions like deletion. * Consider using bulk operations during project transitions or when doing major reorganization of work * [Bulk edit work items](https://docs.plane.so/core-concepts/issues/bulk-ops#bulk-edit-work-items) * [Available bulk operations](https://docs.plane.so/core-concepts/issues/bulk-ops#available-bulk-operations) * [Subscribe to multiple work items](https://docs.plane.so/core-concepts/issues/bulk-ops#subscribe-to-multiple-work-items) * [Manage work item lifecycle](https://docs.plane.so/core-concepts/issues/bulk-ops#manage-work-item-lifecycle) * [Tips for bulk operations](https://docs.plane.so/core-concepts/issues/bulk-ops#tips-for-bulk-operations) --- # Display | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/display-options#__docusaurus_skipToContent_fallback) On this page The Display dropdown in Plane gives you full control over how your work items are presented, grouped, and ordered. This flexibility ensures that you can tailor the layout to suit your workflow, whether you're a developer working through a backlog, a manager tracking priorities, or a QA engineer validating tasks. Let’s break down how you can make the most of this feature. ![Display options](https://media.docs.plane.so/issues/display-options.webp#center) Display properties[​](https://docs.plane.so/core-concepts/issues/display-options#display-properties "Direct link to Display properties") ----------------------------------------------------------------------------------------------------------------------------------------- Depending on the type of [layout](https://docs.plane.so/core-concepts/issues/layouts) you're working with, you can choose which properties are shown or hidden for each work item. To customize, simply select the properties in the dropdown. This lets you declutter your view by hiding irrelevant fields while surfacing the ones you care about. Here’s the list of properties you can display in the layout: * ID * Work item Type * Assignee * Start Date * Due Date * Labels * Priority * State * Sub-work item Count * Attachment Count * Link * Estimate * Modules * Cycle Group by[​](https://docs.plane.so/core-concepts/issues/display-options#group-by "Direct link to Group by") ----------------------------------------------------------------------------------------------------------- Grouping helps you organize work items based on shared attributes, making it easier to focus on specific workflows or priorities. You can group work items by: * State * Priority * Cycle * Module * Labels * Assignees * Created By Sub-group by[​](https://docs.plane.so/core-concepts/issues/display-options#sub-group-by "Direct link to Sub-group by") ----------------------------------------------------------------------------------------------------------------------- You can further refine your view by adding a sub-grouping. For example, you could group by State and then sub-group by Assignees to see the state of tasks per team member. Sub-grouping options include: * Priority * Cycle * Module * Labels * Assignees * Created By * None Order by[​](https://docs.plane.so/core-concepts/issues/display-options#order-by "Direct link to Order by") ----------------------------------------------------------------------------------------------------------- Fine-tune the order of work items within groups to reflect your team’s priorities. Plane offers the following ordering options: * Manual * Last Created * Last Updated * Start Date * Due Date * Priority Additional options[​](https://docs.plane.so/core-concepts/issues/display-options#additional-options "Direct link to Additional options") ----------------------------------------------------------------------------------------------------------------------------------------- ### Show sub-work items[​](https://docs.plane.so/core-concepts/issues/display-options#show-sub-work-items "Direct link to Show sub-work items") Expand main work items to display their sub-work items directly within the layout. ### Show empty groups[​](https://docs.plane.so/core-concepts/issues/display-options#show-empty-groups "Direct link to Show empty groups") Decide whether groups with no work items are visible. * * * Explore these options to find the configuration that works best for your team and transform your work item board into a focused, actionable workspace. * [Display properties](https://docs.plane.so/core-concepts/issues/display-options#display-properties) * [Group by](https://docs.plane.so/core-concepts/issues/display-options#group-by) * [Sub-group by](https://docs.plane.so/core-concepts/issues/display-options#sub-group-by) * [Order by](https://docs.plane.so/core-concepts/issues/display-options#order-by) * [Additional options](https://docs.plane.so/core-concepts/issues/display-options#additional-options) * [Show sub-work items](https://docs.plane.so/core-concepts/issues/display-options#show-sub-work-items) * [Show empty groups](https://docs.plane.so/core-concepts/issues/display-options#show-empty-groups) --- # Epics | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/epics#__docusaurus_skipToContent_fallback) On this page [Pro](https://plane.so/pricing) Epics help you group related tasks into a larger work item, providing a hierarchical structure for managing complex projects. This feature is ideal for breaking down major objectives into smaller, manageable pieces while keeping everything organized within a project. Use Epics when you need to: * Organize tasks related to a larger objective or feature. * Track progress and dependencies across multiple related work items. * Improve visibility into how individual tasks contribute to broader goals. tip Use an Epic for larger bodies of work that span multiple cycles and extend across different modules. Turn on Epics[​](https://docs.plane.so/core-concepts/issues/epics#turn-on-epics "Direct link to Turn on Epics") ---------------------------------------------------------------------------------------------------------------- ![Enable Epics](https://media.docs.plane.so/epics/enable-epics.webp#center) To start using Epics, turn on the feature for your project: 1. Go to the [Project settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) for the desired project. 2. Navigate to the **Epics** section on the right pane. 3. Click the **Enable** button. Once turned on, the Epics tab will appear in the project's sidebar, giving you quick access to create and manage Epics. Add custom properties to Epics[​](https://docs.plane.so/core-concepts/issues/epics#add-custom-properties-to-epics "Direct link to Add custom properties to Epics") ------------------------------------------------------------------------------------------------------------------------------------------------------------------- Custom properties allow you to add specialized fields to your Epics, helping you track additional information specific to your project's needs. These properties can be configured to capture various types of data. ![Add custom properties](https://media.docs.plane.so/epics/add-custom-properties.webp#center) To add custom properties to an Epic: 1. Click the **Add new property** button on the Epics pane. 2. In the **Custom Properties** section, fill in the following fields: * **Title**: Enter a name for your property * **Description**: Add details about what this property represents * **Property type**: Select from the available options: * **Text**: For free-form text input * **Number**: For numerical values * **Dropdown**: For predefined selection options * **Boolean**: For yes/no or true/false values * **Date**: For temporal information * **Member picker**: For assigning team members Create Epics[​](https://docs.plane.so/core-concepts/issues/epics#create-epics "Direct link to Create Epics") ------------------------------------------------------------------------------------------------------------- ![Create Epics](https://media.docs.plane.so/epics/create-epics.webp#center) Follow these steps to create a new Epic: 1. Navigate to the **Epics** section under your project. 2. Click the **New Epic** button at the top right of the screen. 3. Provide the following details: * **Title**: Name your Epic. * **Description**: Add context for the Epic’s purpose. * **Properties**: Assign metadata like priority, assignees, labels, and due dates. 4. Click **Save** to create the Epic. View and manage Epics[​](https://docs.plane.so/core-concepts/issues/epics#view-and-manage-epics "Direct link to View and manage Epics") ---------------------------------------------------------------------------------------------------------------------------------------- Once created, all Epics can be accessed from the **Epics** section under your project. The Epics screen provides a high-level view of all Epics within a project. ![Epics screen](https://media.docs.plane.so/epics/epics-screen.webp#center) Sort and filter Epics To help you manage Epics effectively, Plane offers flexible sorting and filtering options. Clicking on an Epic opens a detailed view where you can quickly view and manage an Epic without leaving your current context. Add work items to Epic[​](https://docs.plane.so/core-concepts/issues/epics#add-work-items-to-epic "Direct link to Add work items to Epic") ------------------------------------------------------------------------------------------------------------------------------------------- ![Add work items to Epic](https://media.docs.plane.so/epics/add-issues.webp#center) You can add existing work items to the Epic or create new ones directly from the Epic. important A work item can belong to only one Epic. This ensures clarity in organization and avoids overlapping tasks across multiple Epics. Duplicate Epics[​](https://docs.plane.so/core-concepts/issues/epics#duplicate-epics "Direct link to Duplicate Epics") ---------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) When you need to create similar Epics or replicate an Epic's structure across projects, Plane allows you to duplicate existing Epics either within the same project or to different projects in your workspace. To duplicate an Epic, click the ••• menu in the Epic header and select Make a copy. You'll see two options: ### Copy in same project[​](https://docs.plane.so/core-concepts/issues/epics#copy-in-same-project "Direct link to Copy in same project") Creates an identical Epic within the current project with all the same properties, description, and custom field values. The new Epic gets a fresh identifier and maintains the same title, description state, priority, start and due dates. ### Copy in different project[​](https://docs.plane.so/core-concepts/issues/epics#copy-in-different-project "Direct link to Copy in different project") Duplicates the Epic to another project in your workspace that has Epics enabled. This is particularly useful when you have similar large-scale objectives across multiple projects or want to replicate Epics between projects. The copied Epic adapts to the destination project's identifier format and default state. Work items list and relations[​](https://docs.plane.so/core-concepts/issues/epics#work-items-list-and-relations "Direct link to Work items list and relations") ---------------------------------------------------------------------------------------------------------------------------------------------------------------- ![Work items and Relations](https://media.docs.plane.so/epics/issues-and-relations.webp#center) * See the full list of work items grouped under the Epic. * Add or remove work items from the Epic. * Manage work items directly by updating their status, assignee, or priority. Epic progress[​](https://docs.plane.so/core-concepts/issues/epics#epic-progress "Direct link to Epic progress") ---------------------------------------------------------------------------------------------------------------- ![Epic progress](https://media.docs.plane.so/epics/epic-progress.webp#center) You can track Epic progress visually with a color-coded progress bar that shows: * Task completion status (e.g., Backlog, Started, Completed). * Work item counts and completion percentage for each status category. Epic updates[​](https://docs.plane.so/core-concepts/issues/epics#epic-updates "Direct link to Epic updates") ------------------------------------------------------------------------------------------------------------- Share epic status using updates. This helps keep your team informed and create a timeline of epic progress. 1. Select the tab with rocket icon in the side panel. 2. Click the **Add Update** button. 3. Select the status. Each update can be marked as: * 🚀 **On Track** - Epic is progressing as planned * ⚠️ **At Risk** - There are potential work items that need attention * ❗ **Off Track** - Epic has significant blockers or delays 4. Add your update message. 5. Click **Add update**. ![Add epic updates](https://media.docs.plane.so/epics/add-epic-updates.webp#center) ### Collaborate on updates[​](https://docs.plane.so/core-concepts/issues/epics#collaborate-on-updates "Direct link to Collaborate on updates") * Start threaded discussions around specific updates or tasks. * Use emoji reactions for quick feedback. Properties, comments, and activity[​](https://docs.plane.so/core-concepts/issues/epics#properties-comments-and-activity "Direct link to Properties, comments, and activity") ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- * View and update the Epic’s key properties like assignee, priority, timelines, and other custom properties. ![Epic properties](https://media.docs.plane.so/epics/epic-properties.webp#center) * Add comments to collaborate with your team and to discuss progress, blockers, or updates. ![Epic comments](https://media.docs.plane.so/epics/epic-comments.webp#center) * Access the activity log for a history of changes made to the Epic, ensuring transparency and accountability. ![Epic activity](https://media.docs.plane.so/epics/epic-activity.webp#center) Link Work items to Epics[​](https://docs.plane.so/core-concepts/issues/epics#link-work-items-to-epics "Direct link to Link Work items to Epics") ------------------------------------------------------------------------------------------------------------------------------------------------- For each work item, you can assign or change a work item's Epic directly in the **Parent** property. ![Link Work items to Epics](https://media.docs.plane.so/epics/link-issue-epic.webp#center) Convert Epics to Work Items[​](https://docs.plane.so/core-concepts/issues/epics#convert-epics-to-work-items "Direct link to Convert Epics to Work Items") ---------------------------------------------------------------------------------------------------------------------------------------------------------- [Business](https://plane.so/pricing) Sometimes you realize that what you thought was a big, complex epic is actually something smaller and more focused. That's where converting an epic to a work item comes in handy. This feature lets you transform an epic into a regular work item, making it easier to track and manage as a single deliverable rather than a collection of tasks. ![convert epic to work item](https://media.docs.plane.so/issues/convert-epic-to-work-item.webp#center) From any epic, look for the conversion option in the interface. Click **Convert to work item** and the system will transform your epic while preserving all the important details like title, description, and basic properties. You can also [convert Work items to Epics](https://docs.plane.so/core-concepts/issues/overview#convert-work-items-to-epics) . * * * Epics provide a simple yet powerful way to manage larger goals while keeping your projects organized and your team aligned. * [Turn on Epics](https://docs.plane.so/core-concepts/issues/epics#turn-on-epics) * [Add custom properties to Epics](https://docs.plane.so/core-concepts/issues/epics#add-custom-properties-to-epics) * [Create Epics](https://docs.plane.so/core-concepts/issues/epics#create-epics) * [View and manage Epics](https://docs.plane.so/core-concepts/issues/epics#view-and-manage-epics) * [Add work items to Epic](https://docs.plane.so/core-concepts/issues/epics#add-work-items-to-epic) * [Duplicate Epics](https://docs.plane.so/core-concepts/issues/epics#duplicate-epics) * [Copy in same project](https://docs.plane.so/core-concepts/issues/epics#copy-in-same-project) * [Copy in different project](https://docs.plane.so/core-concepts/issues/epics#copy-in-different-project) * [Work items list and relations](https://docs.plane.so/core-concepts/issues/epics#work-items-list-and-relations) * [Epic progress](https://docs.plane.so/core-concepts/issues/epics#epic-progress) * [Epic updates](https://docs.plane.so/core-concepts/issues/epics#epic-updates) * [Collaborate on updates](https://docs.plane.so/core-concepts/issues/epics#collaborate-on-updates) * [Properties, comments, and activity](https://docs.plane.so/core-concepts/issues/epics#properties-comments-and-activity) * [Link Work items to Epics](https://docs.plane.so/core-concepts/issues/epics#link-work-items-to-epics) * [Convert Epics to Work Items](https://docs.plane.so/core-concepts/issues/epics#convert-epics-to-work-items) --- # Estimates | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/estimates#__docusaurus_skipToContent_fallback) On this page Estimates in Plane help quantify the time and effort required for each work item in your project. Whether using a simple number scale or categories like T-shirt sizes, estimates provide a clearer idea of the work involved. They act as a proxy for complexity, helping teams gauge task scale quickly without detailed breakdowns. Estimates also aid in prioritizing, resource allocation, managing workload expectations, and identifying potential bottlenecks. Set up estimate system[​](https://docs.plane.so/core-concepts/issues/estimates#set-up-estimate-system "Direct link to Set up estimate system") ----------------------------------------------------------------------------------------------------------------------------------------------- Getting started with estimates in your project is quick and easy. Here’s how you can set it up: 1. By default, your project won’t have an estimate system in place. To set one up, go to **Project > Settings** and select the **Estimates** tab. ![Add estimate system](https://media.docs.plane.so/projects/enable-estimate-system.webp#center) 2. Click on **Add estimate system**. 3. You can choose from the following options: * [Points](https://docs.plane.so/core-concepts/issues/estimates#points) * [Categories](https://docs.plane.so/core-concepts/issues/estimates#category) * [Time](https://docs.plane.so/core-concepts/issues/estimates#time) ![Choose estimate type](https://media.docs.plane.so/projects/choose-estimate-system.webp#center) 4. You can either choose a ready-made template and tweak it to fit your needs or create your own custom estimate system from scratch. 5. When you are done, turn on the **Enable estimates for my project** toggle. ![Enable estimate type](https://media.docs.plane.so/projects/enable-estimate-toggle.webp#center) Types of estimates[​](https://docs.plane.so/core-concepts/issues/estimates#types-of-estimates "Direct link to Types of estimates") ----------------------------------------------------------------------------------------------------------------------------------- ### Points[​](https://docs.plane.so/core-concepts/issues/estimates#points "Direct link to Points") This system uses numeric values to quantify effort, making it a great fit for teams that prefer to track progress based on numbers. Plane offers several preset progressions for you to choose from: * **Linear** A simple, evenly spaced number progression. * **Fibonacci** A more dynamic progression where each number is the sum of the previous two (e.g., 1, 2, 3, 5, 8, 13, etc.). This is useful when estimating tasks of varying complexity. * **Squares** A progression where each value is the square of the number (e.g., 1, 4, 9, 16, etc.). * **Custom** Create your own progression to match your team's specific needs. ### Category[​](https://docs.plane.so/core-concepts/issues/estimates#category "Direct link to Category") If you prefer to estimate effort by text categories rather than numbers, this is the system for you. Typical examples include: * **T-shirt sizes** A common approach to estimating effort, this system uses sizes like XS, S, M, L, and XL to represent the complexity or effort of a work item. This method is popular in agile teams for its simplicity. * **Easy to Hard** This system uses categories like "Easy", "Medium", and "Hard" to represent how difficult or time-consuming a work item might be. It's useful when you want to quickly categorize tasks without needing exact numbers. * **Custom** You can create your own custom categories to fit your team’s workflow. Whether you want to use something like "Low", "Medium", "High" or something more specific to your project, the custom option allows complete flexibility. This system provides a high-level estimate of effort based on intuitive categories, which is especially helpful in teams where relative effort matters more than precise numeric estimates. ### Time[​](https://docs.plane.so/core-concepts/issues/estimates#time "Direct link to Time") [Pro](https://plane.so/pricing) This system uses time durations to estimate how long work items will take to complete. It's ideal for teams that need to plan based on actual time investments or track billable hours. Plane offers two ways to set up your time estimates: * **Hours** A predefined set of time durations (1h, 2h, 3h, 4h, 5h 30m, 6h 30m) that covers most task timeframes. * **Custom** Create your own time-based estimation system with the exact durations that match your team's workflow needs. Starts with basic time increments (1h, 2h) that you can use as a foundation for your own estimation system. Time estimates provide concrete forecasting for project planning and resource allocation, making them particularly valuable for client work, deadline-driven projects, or when tracking productivity metrics based on time spent. Edit estimate system[​](https://docs.plane.so/core-concepts/issues/estimates#edit-estimate-system "Direct link to Edit estimate system") ----------------------------------------------------------------------------------------------------------------------------------------- ![Edit estimate system](https://media.docs.plane.so/projects/edit-estimate-system.webp#center) To update your estimate system, follow these steps: 1. Click the pencil icon next to the estimate system you’ve set up. 2. Select **Add, update or remove estimates**. * Add new estimates as needed or remove ones that are no longer relevant. 3. Select **Change estimate type**. * If a different type of estimate system suits your project better, you can switch between system types here. note In earlier versions of Plane, we allowed multiple estimate systems within a single project, giving you the ability to switch between them. Based on user feedback, we’ve simplified this process. Now, each project can only have one active estimate system, and older, inactive systems have been archived for better clarity and ease of use. * [Set up estimate system](https://docs.plane.so/core-concepts/issues/estimates#set-up-estimate-system) * [Types of estimates](https://docs.plane.so/core-concepts/issues/estimates#types-of-estimates) * [Points](https://docs.plane.so/core-concepts/issues/estimates#points) * [Category](https://docs.plane.so/core-concepts/issues/estimates#category) * [Time](https://docs.plane.so/core-concepts/issues/estimates#time) * [Edit estimate system](https://docs.plane.so/core-concepts/issues/estimates#edit-estimate-system) --- # Work Item Types | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/issue-types#__docusaurus_skipToContent_fallback) On this page Add, configure and control your work item types =============================================== [Pro](https://plane.so/pricing) Work item Types unlock a whole new way of adding, editing, and moving work forward in Plane. The default work item type called `Issue` is great for starting with Plane, but as you advance in your project management journey, you find the need for names and properties unique to the type of work you are doing. For example, your Marketing team may need a work item type called `Content` with the properties, `Channel`, `SEO done?`, and `Reviewer` — properties that aren't available on the default Work items. Your Engineering team, on the other hand, may want a work item type called `Bugs` with the properties `Version` and `Environment` to have more upfront info per bug reported. Work item Types make these and infinite other use cases possible. Create work item types[​](https://docs.plane.so/core-concepts/issues/issue-types#create-work-item-types "Direct link to Create work item types") ------------------------------------------------------------------------------------------------------------------------------------------------- warning The Work item Types feature cannot be disabled once turned on for a Plane project. > **Role**: Project Admins 1. Click the … icon next to your project name on the sidebar and click **Settings**. 2. Select **Work item Types** on the right pane. 3. Click the **Enable** button to start creating work item types for your project. ![Enable work item type](https://media.docs.plane.so/issues/enable-issue-types.webp#center) 4. The default type is called `Issue`. Click the **Add Work item Type** button to create a new work item type. ![Add work item type](https://media.docs.plane.so/issues/add-issue-type.webp#center) 5. In the **Create work item type** modal, type name, and description, and choose a background color and an icon to represent the work item type. Click the **Create work item type** button. ![Create work item type](https://media.docs.plane.so/issues/create-issue-type.webp#center) 6. Switch on the toggle button to allow users to select the work item type when creating work items and sub-work items. ![Activate work item type](https://media.docs.plane.so/issues/activate-issue-type.webp#center) ### Examples of work item types[​](https://docs.plane.so/core-concepts/issues/issue-types#examples-of-work-item-types "Direct link to Examples of work item types") * _IT development teams_ `Bug` `Improvement` `Epic` `Story` * _IT support teams_ `Incident` `Change` `Service request` `New feature` * _Product management_ `Product launches` `User research` `Feature development` `Market analysis` * _Production units (automobile)_ `Production planning`, `Material procurement`, `Quality control`, `Inventory management` * _Design agencies_ `Revision requests` `Design drafting` `Client presentation` `Quality assurance` * _NGOs_ `Grant writing` `Volunteer coordination` `Beneficiary management` Add custom properties[​](https://docs.plane.so/core-concepts/issues/issue-types#add-custom-properties "Direct link to Add custom properties") ---------------------------------------------------------------------------------------------------------------------------------------------- > **Role**: Project Admins Adding custom properties to the default work item type Issue and other newly created work item types is possible. 1. Under the work item type, click **Add New Property** to create custom fields. ![Add new property](https://media.docs.plane.so/issues/add-new-property.webp#center) 2. Specify values for **Title**, **Description** and **Property type** of the new property. ![Property details](https://media.docs.plane.so/issues/property-details.webp#center) 3. Select the **Mandatory property** checkbox if it's a required field. Select the **Active** checkbox to make the property visible in work items. 4. Click **Create** to add the property to the work item type. warning Before you delete properties, switch off the **Active** toggle button to avoid data loss. ### Property types[​](https://docs.plane.so/core-concepts/issues/issue-types#property-types "Direct link to Property types") Here's a list of all the property types and attributes that Plane provides for creating custom fields: | Property type | Attributes | Notes | | --- | --- | --- | | **Text** | Single line, Paragraph, Read-only | The **Read-only** attribute cannot be marked as mandatory. Enter text in the Read only data box for this option. | | **Number** | Default value | An optional default value can be given to this property type. | | **Dropdown** | Single select, Multi select, Add options | Specify the values for the dropdown under **Add options**. | | **Boolean** | True/False | Default value is false. This attribute cannot be marked as mandatory. | | **Date** | Date Format | Consistent date format across all properties. | | **Member picker** | Single Select, Multi select | Displays a list of all project members. | ### Examples of custom properties[​](https://docs.plane.so/core-concepts/issues/issue-types#examples-of-custom-properties "Direct link to Examples of custom properties") * _Product launch_ `Launch date` `Geography` `Budget` `Approval status` `Stakeholder` * _Bug_ `Affected version` `Resolved version` `Environment` `Steps to reproduce` `Approval status` `Customer impact` * _Final design approval_ `Final design files` `Approval checklist` `Client approval date` `Responsible person` Use work item types[​](https://docs.plane.so/core-concepts/issues/issue-types#use-work-item-types "Direct link to Use work item types") ---------------------------------------------------------------------------------------------------------------------------------------- Once the project Admin sets up the work item types any project member can use them when creating work items or sub-work items. * In the **Create new work item** modal, the user can choose the desired work item type from the list at the top left corner. By default, the work item type `Issue` is selected displaying both system-defined and custom properties. * Changing the work item type will update the modal to display the relevant properties for that type. * The system ensures that all properties marked as mandatory are filled before creating the work item. ![Use work item types](https://media.docs.plane.so/issues/use-issue-type.webp#center) When viewing work items, the work item type is displayed with an icon near the title for easy identification. Any custom properties added will also appear in the list of properties, and changes to these values are tracked in the work item's activity trail. Switch work item types[​](https://docs.plane.so/core-concepts/issues/issue-types#switch-work-item-types "Direct link to Switch work item types") ------------------------------------------------------------------------------------------------------------------------------------------------- You can easily switch the work item's type at any time. Just follow these steps: 1. Open the work item you’d like to update. 2. Hover over to the right of the work item ID and click **Switch work item type**. Alternatively, you can click **Edit** from the work item's ellipsis (•••) menu to open the **Update work item** modal directly. ![Switch work item type](https://media.docs.plane.so/issues/switch-issue-type.webp#center) 3. Choose the new work item type from the dropdown next to your project name. ![Update work item type](https://media.docs.plane.so/issues/update-issue-type.webp#center) 4. Click **Update** to save your changes. Bulk update work item types[​](https://docs.plane.so/core-concepts/issues/issue-types#bulk-update-work-item-types "Direct link to Bulk update work item types") ---------------------------------------------------------------------------------------------------------------------------------------------------------------- You can change the work item types for several work items at once. Here’s how: 1. Switch to the **Spreadsheet** layout in the Work items page. 2. Select the work items you want to update. 3. At the bottom of your screen, open the **Work item type** dropdown and pick the new work item type. ![Bulk update work item types](https://media.docs.plane.so/issues/bulk-update-issue-types.webp#center) 4. Click **Update** to apply the changes. Disable work item types[​](https://docs.plane.so/core-concepts/issues/issue-types#disable-work-item-types "Direct link to Disable work item types") ---------------------------------------------------------------------------------------------------------------------------------------------------- You can temporarily pause the creation of new work items for a specific work item type without affecting existing ones. 1. Head to the **Work item types** screen in your project's settings. 2. Toggle off the switch next to the work item type you want to disable. ![Disable work item types](https://media.docs.plane.so/issues/disable-issue-types.webp#center) * [Create work item types](https://docs.plane.so/core-concepts/issues/issue-types#create-work-item-types) * [Examples of work item types](https://docs.plane.so/core-concepts/issues/issue-types#examples-of-work-item-types) * [Add custom properties](https://docs.plane.so/core-concepts/issues/issue-types#add-custom-properties) * [Property types](https://docs.plane.so/core-concepts/issues/issue-types#property-types) * [Examples of custom properties](https://docs.plane.so/core-concepts/issues/issue-types#examples-of-custom-properties) * [Use work item types](https://docs.plane.so/core-concepts/issues/issue-types#use-work-item-types) * [Switch work item types](https://docs.plane.so/core-concepts/issues/issue-types#switch-work-item-types) * [Bulk update work item types](https://docs.plane.so/core-concepts/issues/issue-types#bulk-update-work-item-types) * [Disable work item types](https://docs.plane.so/core-concepts/issues/issue-types#disable-work-item-types) --- # Labels | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/labels#__docusaurus_skipToContent_fallback) On this page Labels are keywords or tags that you can assign to work items in order to categorize and differentiate them within your project. They are ideal for tracking components or other unique identifiers that don’t fall under the standard work item properties. Labels can be used to group work items by common attributes, such as type, feature, or any other custom classification. They make it easier to filter and find related work items across your project. Manage labels[​](https://docs.plane.so/core-concepts/issues/labels#manage-labels "Direct link to Manage labels") ----------------------------------------------------------------------------------------------------------------- ![Project labels](https://media.docs.plane.so/projects/project-labels.webp#center) You can manage your labels in the **Labels** tab in your project settings. From here, you can create, edit, and delete labels. ### Create labels[​](https://docs.plane.so/core-concepts/issues/labels#create-labels "Direct link to Create labels") To create a new label: 1. Click the **Add label** button. 2. Name your label, choose a color (optional) 3. Click **Add** to save your label. tip You can also create labels directly from the work item detail page, making it super easy to tag work items as you go. ![Create Labels in Work Item](https://media.docs.plane.so/issues/create-label-in-work-item.webp#center) ### Edit labels[​](https://docs.plane.so/core-concepts/issues/labels#edit-labels "Direct link to Edit labels") 1. Click the … icon on the label you want to edit and select **Edit label**. 2. Update the label name or color as needed. 3. Click **Update** to save your changes. ### Delete labels[​](https://docs.plane.so/core-concepts/issues/labels#delete-labels "Direct link to Delete labels") 1. Ensure no active work items are using the label. 2. Click the **x** icon on the label to delete it. caution Removing a label from your project will dissociate it from any work items that had it assigned. * [Manage labels](https://docs.plane.so/core-concepts/issues/labels#manage-labels) * [Create labels](https://docs.plane.so/core-concepts/issues/labels#create-labels) * [Edit labels](https://docs.plane.so/core-concepts/issues/labels#edit-labels) * [Delete labels](https://docs.plane.so/core-concepts/issues/labels#delete-labels) --- # Layouts | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/layouts#__docusaurus_skipToContent_fallback) On this page Plane provides five flexible layouts to view and manage your work items, tailored to suit different workflows. Each layout offers unique benefits, so you can easily switch perspectives and optimize your team’s productivity. List layout[​](https://docs.plane.so/core-concepts/issues/layouts#list-layout "Direct link to List layout") ------------------------------------------------------------------------------------------------------------ The List layout is a straightforward, text-based view ideal for scanning and organizing tasks. It displays all your work items in an ordered list, which can be grouped by properties like priority, assignee, or labels. You can also drag and drop tasks to adjust their positions. This layout is particularly useful for getting a quick snapshot of all project activities. ### Key features[​](https://docs.plane.so/core-concepts/issues/layouts#key-features "Direct link to Key features") * **Grouping**: Group work items by properties such as priority or assignee. * **Hierarchy**: View parent-child work item relationships. * **Drag and Drop**: Rearrange tasks directly within the list. Board layout[​](https://docs.plane.so/core-concepts/issues/layouts#board-layout "Direct link to Board layout") --------------------------------------------------------------------------------------------------------------- The Board layout resembles a Kanban board, with work items represented as cards in vertical columns. It’s perfect for visualizing work stages like Backlog, In Progress, or Done. ### Key features[​](https://docs.plane.so/core-concepts/issues/layouts#key-features-1 "Direct link to Key features") * **Column organization**: Define stages for workflows. * **Subgroups**: Subgroup tasks to add finer categorizations. * **Status updates**: Drag and drop cards between columns to reflect progress. Calendar layout[​](https://docs.plane.so/core-concepts/issues/layouts#calendar-layout "Direct link to Calendar layout") ------------------------------------------------------------------------------------------------------------------------ The Calendar layout maps out your work items by their due dates. It's perfect for tracking deadlines and planning ahead. Only tasks with defined due dates are displayed, allowing you to focus on what’s due and when. ### Key features[​](https://docs.plane.so/core-concepts/issues/layouts#key-features-2 "Direct link to Key features") * **Date-based planning**: Displays work items based on their end dates. * **Drag and Drop**: Adjust due dates by moving tasks across the calendar. Table layout[​](https://docs.plane.so/core-concepts/issues/layouts#table-layout "Direct link to Table layout") --------------------------------------------------------------------------------------------------------------- The Table layout offers a spreadsheet-like interface, great for bulk editing and analyzing detailed work item data. Each row represents a work item, and columns display attributes like assignee, priority, and dates. ### Key features[​](https://docs.plane.so/core-concepts/issues/layouts#key-features-3 "Direct link to Key features") * **Keyboard navigation**: Quickly update task properties. * **Bulk edits**: Modify multiple rows at once. Timeline layout[​](https://docs.plane.so/core-concepts/issues/layouts#timeline-layout "Direct link to Timeline layout") ------------------------------------------------------------------------------------------------------------------------ The Timeline layout, similar to a Gantt chart, shows your project's progress over time. You can see how long tasks take, when they start and finish, and how they connect to each other. Tasks with start and end dates appear as bars, giving a clear picture of how work fits together. ### Key features[​](https://docs.plane.so/core-concepts/issues/layouts#key-features-4 "Direct link to Key features") * **Drag and drop**: Adjust start and end dates directly. * **Critical path visualization**: Identify crucial tasks that could impact deadlines. * **Dependencies**: Link tasks to define order and precedence. See [Dependencies in Timeline](https://docs.plane.so/core-concepts/issues/timeline-dependency) for more info. Choose the right layout[​](https://docs.plane.so/core-concepts/issues/layouts#choose-the-right-layout "Direct link to Choose the right layout") ------------------------------------------------------------------------------------------------------------------------------------------------ Each layout offers a different lens to view your work. Switch between them to find the perspective that helps your team work best. * Use **List** for simplicity and quick overviews. * Choose **Board** for workflows that need a visual pipeline. * Try **Calendar** for deadline-focused planning. * Opt for **Table** when handling detailed data or performing bulk updates. * Go for **Timeline** when managing dependencies or seeing the big picture. * [List layout](https://docs.plane.so/core-concepts/issues/layouts#list-layout) * [Board layout](https://docs.plane.so/core-concepts/issues/layouts#board-layout) * [Calendar layout](https://docs.plane.so/core-concepts/issues/layouts#calendar-layout) * [Table layout](https://docs.plane.so/core-concepts/issues/layouts#table-layout) * [Timeline layout](https://docs.plane.so/core-concepts/issues/layouts#timeline-layout) * [Choose the right layout](https://docs.plane.so/core-concepts/issues/layouts#choose-the-right-layout) --- # Time Tracking | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/time-tracking#__docusaurus_skipToContent_fallback) On this page Log time on work items ====================== [Pro](https://plane.so/pricing) > **Role**: Project Admins Overview[​](https://docs.plane.so/core-concepts/issues/time-tracking#overview "Direct link to Overview") --------------------------------------------------------------------------------------------------------- Log time per work item, record time by members and guests per work item, and download consolidated worklogs from one screen with Time Tracking in Plane. Project members can easily log the time they spend working on specific work items directly within the work item details page. Each time entry can include details such as the amount of time spent and optional notes to provide context. Plane also offers comprehensive reports that aggregate time-tracking data across different projects helping managers analyze productivity and ensure successful project delivery. Turn on Time Tracking[​](https://docs.plane.so/core-concepts/issues/time-tracking#turn-on-time-tracking "Direct link to Turn on Time Tracking") ------------------------------------------------------------------------------------------------------------------------------------------------ To turn on the Time Tracking feature on your project, follow the steps below: 1. Click the **…** icon next to your project name on the sidebar and click **Settings**. ![Project settings](https://media.docs.plane.so/time-tracking/project-settings.webp#center) 2. Select **Features** on the right pane. Turn on the **Time Tracking** toggle button. ![Enable time tracking](https://media.docs.plane.so/time-tracking/enable-time-tracking.webp#center) The Time Tracking feature is now turned on for your project. Log time[​](https://docs.plane.so/core-concepts/issues/time-tracking#log-time "Direct link to Log time") --------------------------------------------------------------------------------------------------------- To track time on your work items, follow the steps below: 1. Under your project, open the work item on which you want to log time. 2. Click the **\+ Log work** button. Enter the hours, minutes, and description. Click **Save**. ![Log work](https://media.docs.plane.so/time-tracking/log-work.webp#center) 3. The **Tracked time** property will display the logged time. Every time you log work to the work item, this property is updated. ![Worklog created](https://media.docs.plane.so/time-tracking/worklog-created.webp#center) View worklogs[​](https://docs.plane.so/core-concepts/issues/time-tracking#view-worklogs "Direct link to View worklogs") ------------------------------------------------------------------------------------------------------------------------ To view timesheet records and download reports, follow the steps below: 1. Click the **∨** icon next to your workspace name on the sidebar and click **Workspace Settings**. ![Workspace settings](https://media.docs.plane.so/workspaces/workspace-settings.webp#center) 2. Select **Worklogs** on the right pane to view the timesheet records. ![View worklogs](https://media.docs.plane.so/time-tracking/view-worklogs.webp#center) 3. You can filter the records by **Users**, **Projects**, **Start date** and **End date**. It also allows you to download the timesheet reports as Excel or CSV files. ![Filter and download worklogs](https://media.docs.plane.so/time-tracking/filter-and-download-worklogs.webp#center) * [Overview](https://docs.plane.so/core-concepts/issues/time-tracking#overview) * [Turn on Time Tracking](https://docs.plane.so/core-concepts/issues/time-tracking#turn-on-time-tracking) * [Log time](https://docs.plane.so/core-concepts/issues/time-tracking#log-time) * [View worklogs](https://docs.plane.so/core-concepts/issues/time-tracking#view-worklogs) --- # Properties | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/properties#__docusaurus_skipToContent_fallback) A breakdown of all the properties available in work items for members to update. | Property | Description | | --- | --- | | Title | Title of the work item or a summary of the work item. This is the only mandatory field to create a work item. | | Description | A brief about the work item which can contain more information, detailed steps etc. | | State | State of the work item in the workflow of the project. When no state is added, the work item is created in the default backlog state. | | Priority | Priority of the work item when compared to other work items in the project. Priority can be urgent, high, medium, low, or none. | | Assignees | Members responsible to work on the work item. Guests cannot be assigned to a work item. | | Labels | Categorize your work item with labels created within the project. | | Start date | Date when the assignee will start working on the work item. | | Due date | Date when the assignee is supposed to close the work item. | | Cycle | If cycles are turned on in your project, you can select the cycle you want the work item to be added in. | | Modules | If modules are turned on in your project, you can select the modules you want to link to the work item. | | Links | External links for the work item. | | Parent | Mark a parent work item for the work item you are creating. | | Blocking | Can be linked to work items which are being blocked by the current work item. | | Blocked by | Can be linked to work items which block the current work item. | | Relates to | Can be linked to work items which are closely related to the current work item. | | Duplicate of | Can be linked to work items which are duplicates of the current work item. | --- # Dependencies in Timeline | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/timeline-dependency#__docusaurus_skipToContent_fallback) On this page Set up task dependencies visually ================================= [Pro](https://plane.so/pricing) With dependencies, managing connected tasks has never been easier. This feature provides a clear, high-level view of task relationships, allowing you to quickly see which tasks depend on each other. It helps you plan tasks more efficiently, optimize resource allocation, and stay on top of critical tasks. By tracking dependencies, you can spot bottlenecks, prevent delays, and keep everything on track. Timeline connectors[​](https://docs.plane.so/core-concepts/issues/timeline-dependency#timeline-connectors "Direct link to Timeline connectors") ------------------------------------------------------------------------------------------------------------------------------------------------ info You need to set the Start date and Due date on work items for dependencies to appear in the Timeline layout. In the Timeline layout, you can easily set up dependencies by dragging connectors from one task to another. Once the dependency is established, a line appears between the tasks to visually represent the connection. Violated dependencies are shown as red lines, making it simple to spot any misaligned timelines. ![Timeline dependencies](https://media.docs.plane.so/issues/timeline-dependencies.webp#center) tip When you drag tasks along the timeline, dependent tasks will adjust automatically to stay in sync. Plane supports three main types of dependencies: * **Finish-to-Start (FS)** Task B can’t start until Task A finishes. This is shown by the relations Blocking (Task A is blocking Task B) or Blocked by (Task B is blocked by Task A). If Task B’s start date is earlier than Task A’s due date, the connecting line will turn red to indicate a conflict. ![Finish to start](https://media.docs.plane.so/issues/finish-to-start.webp#center) * **Start-to-Start (SS)** With this dependency, Task B can’t start until Task A begins, but both tasks can proceed simultaneously from that point onward. This is shown by the relations Starts before (Task A starts before Task B) or Starts after (Task B starts after Task A). If Task B’s start date is earlier than Task A’s start date, the connecting line will turn red to indicate a conflict. ![Start to start](https://media.docs.plane.so/issues/start-to-start.webp#center) * **Finish-to-Finish (FF)** Task B cannot be completed until Task A is finished, though both can be worked on simultaneously. This is shown by the relations Finishes Before (Task A finishes before Task B) or Finishes After (Task B finishes after Task A). If Task B’s due date is earlier than Task A’s, the connecting line will turn red to indicate a conflict. ![Finish to finish](https://media.docs.plane.so/issues/finish-to-finish.webp#center) Dependency relations[​](https://docs.plane.so/core-concepts/issues/timeline-dependency#dependency-relations "Direct link to Dependency relations") --------------------------------------------------------------------------------------------------------------------------------------------------- You can also set up dependencies between work items using the **Relations** property. However, for the connectors to show up in the Timeline layout, you'll need to set the **Start date** and **Due date** for the work items. ![Dependency relations](https://media.docs.plane.so/issues/dependency-relations.webp#center) * [Timeline connectors](https://docs.plane.so/core-concepts/issues/timeline-dependency#timeline-connectors) * [Dependency relations](https://docs.plane.so/core-concepts/issues/timeline-dependency#dependency-relations) --- # Work Items | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/overview#__docusaurus_skipToContent_fallback) On this page In Plane, a work item serves as the fundamental unit of work. They represent the tasks you need to accomplish to make progress Think of work items as the to-dos of your project management flow—assignable, trackable, and actionable. Create work item[​](https://docs.plane.so/core-concepts/issues/overview#create-work-item "Direct link to Create work item") ---------------------------------------------------------------------------------------------------------------------------- The quickest way to add a new work item is to press `C` on your keyboard. By default, the work item will be assigned to the project you are currently on or the one you last visited. You can also head over to the **Work items** tab in the sidebar and click **Add Work item** at the top right of the screen. ![Create work item](https://media.docs.plane.so/issues/create-issue-modal.webp#center) In the **Create new work item** modal, you can define all the attributes of the work item, including title, description, assignees, state, priority, labels, due dates, and more. You can also turn on the **Create more** option to add multiple work items one after the other. When you create a work item, Plane assigns it a sequential identifier based on your project (e.g., PROJ-1). tip Plane automatically saves your half-written work items so you can access them later in [Drafts](https://docs.plane.so/core-concepts/drafts) , in case you're not ready to finalize them or if you accidentally close the modal. ### Quick add work items[​](https://docs.plane.so/core-concepts/issues/overview#quick-add-work-items "Direct link to Quick add work items") For when you're in the middle of your workflow and need to jot something down fast, Plane lets you create a work item with minimal input and come back to refine it later. ![Quick add work item](https://media.docs.plane.so/issues/issue-quick-add.webp#center) View work item details[​](https://docs.plane.so/core-concepts/issues/overview#view-work-item-details "Direct link to View work item details") ---------------------------------------------------------------------------------------------------------------------------------------------- A work item in your layout opens by default in the peek overview mode, which allows for easy switching between contexts when browsing multiple work items simultaneously. In this mode, you can choose different styles, such as modal, full screen, or side peek, with side peek being the default option. ![work item-side-peek](https://media.docs.plane.so/issues/issue-side-peek.webp#center) Set work item properties[​](https://docs.plane.so/core-concepts/issues/overview#set-work-item-properties "Direct link to Set work item properties") ---------------------------------------------------------------------------------------------------------------------------------------------------- You can set various properties for a work item, including its state, assignees, priority, start date, and due date. For a complete list of all available properties, check out the [Properties](https://docs.plane.so/core-concepts/issues/properties) page. Create sub-work items[​](https://docs.plane.so/core-concepts/issues/overview#create-sub-work-items "Direct link to Create sub-work items") ------------------------------------------------------------------------------------------------------------------------------------------- Break down larger tasks into smaller, manageable components by creating sub-work items. Sub-work items can be either newly created or linked to existing work items, giving you flexibility in organizing work. ![sub-work items](https://media.docs.plane.so/issues/issue-sub-issues.webp#center) Duplicate work items[​](https://docs.plane.so/core-concepts/issues/overview#duplicate-work-items "Direct link to Duplicate work items") ---------------------------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) When you need to create similar work items or replicate a work item's structure and properties, Plane lets you duplicate existing work items either within the same project or across different projects. To duplicate a work item, click the **•••** menu in the work item header and select **Make a copy**. You'll see two options: ### Copy in same project[​](https://docs.plane.so/core-concepts/issues/overview#copy-in-same-project "Direct link to Copy in same project") Creates an identical work item within the current project with all the same properties, description, and settings. The new work item gets a fresh identifier and maintains the same title, description, state, and priority attributes. ### Copy in different project[​](https://docs.plane.so/core-concepts/issues/overview#copy-in-different-project "Direct link to Copy in different project") Duplicates the work item to another project in your workspace. This is particularly useful when you have similar tasks across multiple projects or want to move work items between teams. The copied work item adapts to the destination project's identifier format and default state. Duplicating work items is perfect for replicating recurring tasks, or moving work between project phases while maintaining all the essential context and settings. Add relations[​](https://docs.plane.so/core-concepts/issues/overview#add-relations "Direct link to Add relations") ------------------------------------------------------------------------------------------------------------------- You can also set up relations and dependencies between work items using the **Relations** property. These relationships help clarify how work items are interconnected and how the completion of one task might affect another. ![Work item relations](https://media.docs.plane.so/issues/issue-relations.webp#center) * **Relates to** This relation is used when two work items are linked by some kind of context or dependency, but one does not directly affect the other’s completion. * **Duplicate of** This relation is used when one work item is a duplicate of another. The original work item remains active, while the duplicate work item is linked and typically closed or archived. * **Blocking** When a work item is marked as Blocking, it means that the work item needs to be resolved first before the second work item can progress. * **Blocked by** If a work item is marked as Blocked by, it indicates that the work item cannot proceed until the blocking work item is completed. Add links and attachments[​](https://docs.plane.so/core-concepts/issues/overview#add-links-and-attachments "Direct link to Add links and attachments") ------------------------------------------------------------------------------------------------------------------------------------------------------- You can easily add links and upload attachments to work items in Plane to provide additional context or resources. ![Add links and attachments](https://media.docs.plane.so/issues/links-and-attachments.webp#center) You can link to external resources, documentation, or related work items by adding URLs in the **Add link** modal. This helps in providing quick access to important references without cluttering the work item itself. Plane allows you to upload different file types directly to the work item. Use the **Attach** button to upload attachments. ### Supported file types[​](https://docs.plane.so/core-concepts/issues/overview#supported-file-types "Direct link to Supported file types") * **Images** JPEG, PNG, GIF, SVG, WebP, TIFF, BMP * **Documents** PDF, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Plain Text, Rich Text Format (RTF), OpenDocument Spreadsheet, OpenDocument Text, OpenDocument Presentation, OpenDocument Graphics * **Audio** MP3, WAV, OGG, MIDI, AAC, FLAC, M4A * **Video** MP4, MPEG, OGG Video, WebM, QuickTime, AVI, WMV * **Archives** ZIP, RAR, TAR, GZIP * **Microsoft Visio** Visio Files * **Netpbm formats** Portable Graymap, Portable Bitmap, Portable Pixmap * **OpenOffice Base** Database files * **3D models** GLTF Binary, GLTF JSON, OBJ * **Fonts** TrueType, OpenType, WOFF, WOFF2 * **Other** CSS, JavaScript, JSON, XML, CSV, SQL Link pages to work items[​](https://docs.plane.so/core-concepts/issues/overview#link-pages-to-work-items "Direct link to Link pages to work items") ---------------------------------------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) Connect relevant project pages and wiki documentation to your work items to provide instant access to related context, specifications, or reference materials. 1. Use the **Link pages** button in the work item to open the page linking modal. 2. You can search through your project pages and use the **Show Wiki pages** toggle to include wiki documentation in your search results. 3. Select multiple pages by checking the boxes next to the pages you want to link, then click **Confirm** to establish the connections. Linked pages appear directly in the work item, making it easy for team members to access relevant documentation without leaving the context of their current task. Convert Work Items to Epics[​](https://docs.plane.so/core-concepts/issues/overview#convert-work-items-to-epics "Direct link to Convert Work Items to Epics") ------------------------------------------------------------------------------------------------------------------------------------------------------------- [Business](https://plane.so/pricing) Sometimes a work item grows in scope and complexity, and you realize it's actually big enough to be its own epic with multiple sub-tasks. This feature promotes a regular work item into an epic, giving you the structure and flexibility to break it down into smaller, manageable pieces. ![convert work item to epic](https://media.docs.plane.so/issues/convert-work-item-to-epic.webp#center) From any work item, find the **Convert to Epic** option. The system will ask you to confirm since this action detaches any associated cycles, modules, and parent items. Once converted, you'll have a new epic that you can start breaking down into sub-work items and organizing however makes sense for your project. You can also [convert Epics to Work Items](https://docs.plane.so/core-concepts/issues/epics#convert-epics-to-work-items) . Comment on work items[​](https://docs.plane.so/core-concepts/issues/overview#comment-on-work-items "Direct link to Comment on work items") ------------------------------------------------------------------------------------------------------------------------------------------- Keep the conversation flowing on any work item with our built-in commenting system. Whether you need to ask a quick question, provide feedback, or share an update, simply scroll down to the comment section and start typing. Tag teammates for instant notifications. Just use the @ symbol followed by a team member's name, and they'll get an email notification so nothing slips through the cracks. It's perfect for when you need someone's input or want to loop them into the discussion. Full editing control - Made a typo or want to add more context? No problem. You can edit your comments anytime to keep things clear and accurate. And if you ever need to remove a comment entirely, the delete option is always there. You can also copy a direct link to any comment. Just click the three dots on any comment and select **Copy link** to share that specific part of the conversation with others. The rich text editor gives you all the formatting tools you need - bold text for emphasis, bullet points for clarity, or even code snippets when you're discussing technical details. It's like having a mini word processor right in your work item, making it easy to communicate exactly what you mean. View work item activity[​](https://docs.plane.so/core-concepts/issues/overview#view-work-item-activity "Direct link to View work item activity") ------------------------------------------------------------------------------------------------------------------------------------------------- Inside each work item, you’ll find an Activity log tracking updates like status changes, reassignments, or due date modifications. This feed also logs comments, which support rich formatting for discussions, updates, or sharing resources related to the work item. You can filter the activity log to display specific types of acticity, such as comments, updates, or [worklogs](https://docs.plane.so/core-concepts/issues/time-tracking) . Additionally, you can sort the log by activity date in either ascending or descending order. ![issue-activity-comments](https://media.docs.plane.so/issues/issue-activity-comments.webp#center) Subscribe to notifications[​](https://docs.plane.so/core-concepts/issues/overview#subscribe-to-notifications "Direct link to Subscribe to notifications") ---------------------------------------------------------------------------------------------------------------------------------------------------------- You’ll automatically receive email notifications for updates on work items that you’ve created or are assigned to. You can also view these notifications directly in **Inbox** on the sidebar. If you'd like to start receiving notifications for a work item you’re interested in, click **Subscribe** at the top right of the work item detail page. If you no longer want to receive updates, simply click **Unsubscribe** to stop the notifications. You can subscribe other users to the work item by mentioning them using `@username` in the comments or the work item description. This ensures they’re notified about the updates and stay in the loop. View description edit history[​](https://docs.plane.so/core-concepts/issues/overview#view-description-edit-history "Direct link to View description edit history") ------------------------------------------------------------------------------------------------------------------------------------------------------------------- The work item editor now features an edit history viewer that tracks changes to work item descriptions. ![Description edit history](https://media.docs.plane.so/issues/description-edit-history.webp#center) Clicking on the last edited timestamp reveals a dropdown panel showing the complete editing history, including: * Who last edited the description * When edits occurred * A dropdown panel showing previous editors and timestamps This addition improves transparency in collaborative projects by making it easy to see how work items evolve over time and who contributed specific changes. Archive work items[​](https://docs.plane.so/core-concepts/issues/overview#archive-work-items "Direct link to Archive work items") ---------------------------------------------------------------------------------------------------------------------------------- Completed or canceled work items can be archived, and automations can be set up to archive such work items. Archived work items can be found under the three dots menu next to your project name. ![archived-work items](https://media.docs.plane.so/issues/archived-issues.webp#center) Delete work items[​](https://docs.plane.so/core-concepts/issues/overview#delete-work-items "Direct link to Delete work items") ------------------------------------------------------------------------------------------------------------------------------- You can delete work items that were created accidentally or are no longer relevant to the project. Deleted work items cannot be recovered, so be sure to review them carefully before removal. Once deleted, the work item is permanently removed from the project. Set up automations[​](https://docs.plane.so/core-concepts/issues/overview#set-up-automations "Direct link to Set up automations") ---------------------------------------------------------------------------------------------------------------------------------- Within your project, you can set up automations to perform the following tasks: * **Auto-archive closed work items** You can set up an automation to archive work items that are marked as closed. This helps keep your active project board clean and organized, while still retaining closed work items for reference. You can customize the time period after which closed work items will automatically be moved to the archive. ![Project archive automation](https://media.docs.plane.so/projects/auto-archive-closed-issues.webp#center) * **Auto-close work items** You can also automate the closing of work items that are still open after a certain period of time. This is useful for ensuring that work items don’t remain open unnecessarily, helping to keep your project board organized and up to date. The automation will move all open work items matching the time period to a selected closed state. ![Project close automation](https://media.docs.plane.so/projects/auto-close-issues.webp#center) * [Create work item](https://docs.plane.so/core-concepts/issues/overview#create-work-item) * [Quick add work items](https://docs.plane.so/core-concepts/issues/overview#quick-add-work-items) * [View work item details](https://docs.plane.so/core-concepts/issues/overview#view-work-item-details) * [Set work item properties](https://docs.plane.so/core-concepts/issues/overview#set-work-item-properties) * [Create sub-work items](https://docs.plane.so/core-concepts/issues/overview#create-sub-work-items) * [Duplicate work items](https://docs.plane.so/core-concepts/issues/overview#duplicate-work-items) * [Copy in same project](https://docs.plane.so/core-concepts/issues/overview#copy-in-same-project) * [Copy in different project](https://docs.plane.so/core-concepts/issues/overview#copy-in-different-project) * [Add relations](https://docs.plane.so/core-concepts/issues/overview#add-relations) * [Add links and attachments](https://docs.plane.so/core-concepts/issues/overview#add-links-and-attachments) * [Supported file types](https://docs.plane.so/core-concepts/issues/overview#supported-file-types) * [Link pages to work items](https://docs.plane.so/core-concepts/issues/overview#link-pages-to-work-items) * [Convert Work Items to Epics](https://docs.plane.so/core-concepts/issues/overview#convert-work-items-to-epics) * [Comment on work items](https://docs.plane.so/core-concepts/issues/overview#comment-on-work-items) * [View work item activity](https://docs.plane.so/core-concepts/issues/overview#view-work-item-activity) * [Subscribe to notifications](https://docs.plane.so/core-concepts/issues/overview#subscribe-to-notifications) * [View description edit history](https://docs.plane.so/core-concepts/issues/overview#view-description-edit-history) * [Archive work items](https://docs.plane.so/core-concepts/issues/overview#archive-work-items) * [Delete work items](https://docs.plane.so/core-concepts/issues/overview#delete-work-items) * [Set up automations](https://docs.plane.so/core-concepts/issues/overview#set-up-automations) --- # States | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/states#__docusaurus_skipToContent_fallback) On this page Managing work items effectively is at the heart of every project, and Plane provides a robust system for organizing them into states that represent the stages of a work item's lifecycle. As work items transition through these states—from backlog to completion—they reflect the progression of work in your project, forming a clear and efficient workflow for your team. State groups[​](https://docs.plane.so/core-concepts/issues/states#state-groups "Direct link to State groups") -------------------------------------------------------------------------------------------------------------- ![Work item states](https://media.docs.plane.so/projects/issue-states.webp#center) Plane organizes work item states into five primary groups, each serving a distinct purpose in your project’s workflow: * **Backlog** Use this group for work items that aren’t ready to be prioritized yet. They might need more discussions or preparation before moving forward. By default, Plane creates a state called **Backlog** in this group. * **Unstarted** This group represents work items that are planned but not yet in progress. They’re essentially your team’s to-do list. The default state in this group is **Todo**. * **Started** Work items in this group are actively being worked on. They represent ongoing tasks and are crucial for tracking current progress. Plane creates a default state called **In Progress** here. * **Completed** These states are for work items that your team has successfully finished. By default, Plane includes a **Done** state in this group. * **Cancelled**: Use this group for work items that are no longer relevant or actionable. Plane provides a default state called **Cancelled** for this purpose. Customize states[​](https://docs.plane.so/core-concepts/issues/states#customize-states "Direct link to Customize states") -------------------------------------------------------------------------------------------------------------------------- You can customize each state group to match your project's workflow by adding, editing, or removing states. Navigate to the **States** tab under **Project > Settings**. ![Modify states](https://media.docs.plane.so/projects/project-new-state.webp#center) ### Add state[​](https://docs.plane.so/core-concepts/issues/states#add-state "Direct link to Add state") 1. Click the "+" button next to the group where you want the new state. 2. Rearrange states within the group to reflect your preferred workflow. You can also designate a state as the default for the project. New work items without an assigned state will automatically fall into this default state. ### Edit state[​](https://docs.plane.so/core-concepts/issues/states#edit-state "Direct link to Edit state") 1. Hover over the state you want to edit. 2. Click the pencil icon and change the name and description. 3. Click **Update** to save changes. ### Delete state[​](https://docs.plane.so/core-concepts/issues/states#delete-state "Direct link to Delete state") Before removing a state, ensure no work items are currently assigned to it. Once it's clear, you can delete the state by clicking the **x** icon on the state. * [State groups](https://docs.plane.so/core-concepts/issues/states#state-groups) * [Customize states](https://docs.plane.so/core-concepts/issues/states#customize-states) * [Add state](https://docs.plane.so/core-concepts/issues/states#add-state) * [Edit state](https://docs.plane.so/core-concepts/issues/states#edit-state) * [Delete state](https://docs.plane.so/core-concepts/issues/states#delete-state) --- # Modules | Plane [Skip to main content](https://docs.plane.so/core-concepts/modules#__docusaurus_skipToContent_fallback) On this page Modules are smaller, focused projects that help users group and organize work items within specific time frames. They allow teams to break down their work into manageable chunks and track progress towards specific goals or objectives. They can serve various purposes: tracking progress on a new feature, managing a milestone like a marketing campaign, or representing discrete pieces of your software architecture such as a microservice. Turn on Modules[​](https://docs.plane.so/core-concepts/modules#turn-on-modules "Direct link to Turn on Modules") ----------------------------------------------------------------------------------------------------------------- By default, Modules are turned on for all new projects. If you need to turn them on or off later, head to [Project settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) and toggle the Modules feature as needed. Create Module[​](https://docs.plane.so/core-concepts/modules#create-module "Direct link to Create Module") ----------------------------------------------------------------------------------------------------------- To create a new Module: 1. Press `M` from anywhere in the project or navigate to the Modules page on the sidebar and click **Add Module**. 2. Provide a name for the Module. 3. Optionally, add a description, state, designate a lead, and set start and due dates (these can also be added later). ![Create module](https://media.docs.plane.so/modules/create-module.webp#center) info You can add Members to the Module irrespective of whether they are the assignees in the work items present in the Module. Add work items to Module[​](https://docs.plane.so/core-concepts/modules#add-work-items-to-module "Direct link to Add work items to Module") -------------------------------------------------------------------------------------------------------------------------------------------- Once your Module is created, you can populate it with work items: * Add new or existing work items directly from the Module page. ![Add work items to module](https://media.docs.plane.so/modules/add-issues-to-module.webp#center) * Assign multiple Modules to a work item from its properties. For instance, a work item can belong to both a Feature module and a Release module simultaneously. ![Work item module property](https://media.docs.plane.so/modules/issue-module-property.webp#center) Module states[​](https://docs.plane.so/core-concepts/modules#module-states "Direct link to Module states") ----------------------------------------------------------------------------------------------------------- Modules can be in one of the following states: * **Backlog** - Newly created Modules start here by default. * **Planned** - Indicating that the Module has been scheduled. * **In Progress** - Work on the Module has started. * **Paused** - Temporarily on hold. * **Completed** - All work items in the Module are in the Done state. * **Cancelled** - The Module has been discontinued. These states provide a clear picture of where each Module stands in your project timeline. Users can plan their Modules with these statuses, offering clarity about the progress and current stage of each Module. Module progress[​](https://docs.plane.so/core-concepts/modules#module-progress "Direct link to Module progress") ----------------------------------------------------------------------------------------------------------------- Module progress is calculated based on the number of completed work items within the Module. This offers a quick overview of how much work remains before the Module can be closed. Each Module comes with analytics and metrics, empowering teams to assess performance and the success of their goals. ![Module progress](https://media.docs.plane.so/modules/module-progress.webp#center) View Module details[​](https://docs.plane.so/core-concepts/modules#view-module-details "Direct link to View Module details") ----------------------------------------------------------------------------------------------------------------------------- * To view the work items within a module, simply click on the module itself. * For detailed information about the module, click the info icon next to the module name. This will display the following details: * Name, description, Members, and assigned lead * Start and due dates * Work items in the Module and their statuses * Progress indicators * Additional properties like assignees, labels and states ![View Module details](https://media.docs.plane.so/modules/view-module-details.webp#center) Search, sort, and filter Modules[​](https://docs.plane.so/core-concepts/modules#search-sort-and-filter-modules "Direct link to Search, sort, and filter Modules") ------------------------------------------------------------------------------------------------------------------------------------------------------------------ Quickly locate specific Modules using the search, sorting, and filtering options. You can sort Modules by name, state, or due date, and apply filters to focus on relevant Modules. Module layouts[​](https://docs.plane.so/core-concepts/modules#module-layouts "Direct link to Module layouts") -------------------------------------------------------------------------------------------------------------- Visualize your Modules in different layouts: * **List layout** – For simple ordered list of Modules in the project. * **Gallery layout** – Displays Modules as cards, with a clear breakdown of work item counts by state for better visibility. * **Timeline layout** – Displays the sequence of goals and their progress, helping you ensure your project is on track. ![Module layout](https://media.docs.plane.so/modules/module-gallery.webp#center) info Easily share a Module by copying its link. Mark frequently used Modules as favorites for quick access. Archive Module[​](https://docs.plane.so/core-concepts/modules#archive-module "Direct link to Archive Module") -------------------------------------------------------------------------------------------------------------- Archive completed Modules to declutter your views while preserving historical data. This feature is ideal for concealing older, no-longer-active Modules. You can access them in the project's **Archives** option. Delete Module[​](https://docs.plane.so/core-concepts/modules#delete-module "Direct link to Delete Module") ----------------------------------------------------------------------------------------------------------- If a Module is no longer needed, you can delete it. Deleting a Module removes its progress analytics and de-links all associated work items. * [Turn on Modules](https://docs.plane.so/core-concepts/modules#turn-on-modules) * [Create Module](https://docs.plane.so/core-concepts/modules#create-module) * [Add work items to Module](https://docs.plane.so/core-concepts/modules#add-work-items-to-module) * [Module states](https://docs.plane.so/core-concepts/modules#module-states) * [Module progress](https://docs.plane.so/core-concepts/modules#module-progress) * [View Module details](https://docs.plane.so/core-concepts/modules#view-module-details) * [Search, sort, and filter Modules](https://docs.plane.so/core-concepts/modules#search-sort-and-filter-modules) * [Module layouts](https://docs.plane.so/core-concepts/modules#module-layouts) * [Archive Module](https://docs.plane.so/core-concepts/modules#archive-module) * [Delete Module](https://docs.plane.so/core-concepts/modules#delete-module) --- # Filters | Plane [Skip to main content](https://docs.plane.so/core-concepts/issues/visualise_filter#__docusaurus_skipToContent_fallback) On this page Filtering work items in Plane helps you quickly locate, analyze, and manage tasks based on specific criteria. ![Filter work items](https://media.docs.plane.so/issues/filter-issues.webp#center) Options[​](https://docs.plane.so/core-concepts/issues/visualise_filter#options "Direct link to Options") --------------------------------------------------------------------------------------------------------- * **Priority** Filter work items by their priority level (e.g., Urgent, High, Medium, Low) to focus on the most critical tasks. * **State** View work items based on their current state, such as Todo, In Progress, or Done. * **Work item Type** Filter by custom work item types, such as Bug, Feature, or Task. * **Assignee** Focus on work items assigned to specific team members to track workloads or identify pending tasks. * **Cycle** View work items tied to specific cycles to monitor progress within a timeframe. * **Module** Filter work items by their associated module to analyze related tasks together. * **Mention** Filter tasks where you or another team member has been mentioned to ensure no critical tasks are missed. * **Created by** Identify work items created by specific individuals. * **Label** Filter work items based on custom tags, such as "Frontend", or "Marketing". * **Work item grouping** View all, active or backlog work items. * **Start date and Target date** Filter work items by start dates to view tasks that are planned or already in progress, and by target dates to track upcoming deadlines or overdue tasks. For even more flexibility, you can specify a custom date range to focus on a specific timeframe. Multiple filters[​](https://docs.plane.so/core-concepts/issues/visualise_filter#multiple-filters "Direct link to Multiple filters") ------------------------------------------------------------------------------------------------------------------------------------ You can apply multiple filters to refine your results further. Only work items that match all the selected criteria will be displayed. For instance, filtering for "High Priority" and "Assigned to Alice" will only show high-priority work items assigned to Alice. Save filters[​](https://docs.plane.so/core-concepts/issues/visualise_filter#save-filters "Direct link to Save filters") ------------------------------------------------------------------------------------------------------------------------ Once you’ve applied filters, you can save your configuration as a custom view for easy access in the future. Custom views allow you to quickly switch between different perspectives, such as a high-priority tasks dashboard or a specific team’s workload. See [Views](https://docs.plane.so/core-concepts/views) for more info. * [Options](https://docs.plane.so/core-concepts/issues/visualise_filter#options) * [Multiple filters](https://docs.plane.so/core-concepts/issues/visualise_filter#multiple-filters) * [Save filters](https://docs.plane.so/core-concepts/issues/visualise_filter#save-filters) --- # Editor blocks | Plane [Skip to main content](https://docs.plane.so/core-concepts/pages/editor-blocks#__docusaurus_skipToContent_fallback) On this page List of all the content blocks available in the page, description and comment editors. Text[​](https://docs.plane.so/core-concepts/pages/editor-blocks#text "Direct link to Text") -------------------------------------------------------------------------------------------- The standard block for paragraph text and general content. Headings (H1 - H6)[​](https://docs.plane.so/core-concepts/pages/editor-blocks#headings-h1---h6 "Direct link to Headings (H1 - H6)") ------------------------------------------------------------------------------------------------------------------------------------ Organize your content hierarchically using six heading levels: * **H1**: Main page title (use only once per page) * **H2**: Primary sections * **H3**: Subsections * **H4-H6**: Further content subdivision when needed To do[​](https://docs.plane.so/core-concepts/pages/editor-blocks#to-do "Direct link to To do") ----------------------------------------------------------------------------------------------- Adds checkable items for tracking tasks and their completion status. Bullet list[​](https://docs.plane.so/core-concepts/pages/editor-blocks#bullet-list "Direct link to Bullet list") ----------------------------------------------------------------------------------------------------------------- Creates unordered lists for items where sequence doesn't matter. Numbered list[​](https://docs.plane.so/core-concepts/pages/editor-blocks#numbered-list "Direct link to Numbered list") ----------------------------------------------------------------------------------------------------------------------- Creates ordered lists when sequence or priority matters. Table[​](https://docs.plane.so/core-concepts/pages/editor-blocks#table "Direct link to Table") ----------------------------------------------------------------------------------------------- Organizes information in rows and columns for structured data presentation. Quote[​](https://docs.plane.so/core-concepts/pages/editor-blocks#quote "Direct link to Quote") ----------------------------------------------------------------------------------------------- Highlights quoted text or important statements with distinct formatting. Code[​](https://docs.plane.so/core-concepts/pages/editor-blocks#code "Direct link to Code") -------------------------------------------------------------------------------------------- Displays code snippets or command-line text with proper formatting and syntax highlighting. Image[​](https://docs.plane.so/core-concepts/pages/editor-blocks#image "Direct link to Image") ----------------------------------------------------------------------------------------------- Inserts and displays images within your content. Attachment[​](https://docs.plane.so/core-concepts/pages/editor-blocks#attachment "Direct link to Attachment") -------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) Uploads and embeds files directly into your content, supporting documents, images, and other file types up to 100MB each. Callout[​](https://docs.plane.so/core-concepts/pages/editor-blocks#callout "Direct link to Callout") ----------------------------------------------------------------------------------------------------- Creates visually distinct sections with customizable icons and colors for highlighting warnings, tips , and calls-to-action. Work item embed[​](https://docs.plane.so/core-concepts/pages/editor-blocks#work-item-embed "Direct link to Work item embed") ----------------------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) References work items directly in the editor to track details and progress. Divider[​](https://docs.plane.so/core-concepts/pages/editor-blocks#divider "Direct link to Divider") ----------------------------------------------------------------------------------------------------- Adds a horizontal line to separate content sections visually. Emoji[​](https://docs.plane.so/core-concepts/pages/editor-blocks#emoji "Direct link to Emoji") ----------------------------------------------------------------------------------------------- Add emojis to your content across all Plane editors. Type `/emoji` to open the picker or use `:` and start typing for suggestions like `:smile:`. Choose from standard Unicode emojis and GitHub's extended collection. * [Text](https://docs.plane.so/core-concepts/pages/editor-blocks#text) * [Headings (H1 - H6)](https://docs.plane.so/core-concepts/pages/editor-blocks#headings-h1---h6) * [To do](https://docs.plane.so/core-concepts/pages/editor-blocks#to-do) * [Bullet list](https://docs.plane.so/core-concepts/pages/editor-blocks#bullet-list) * [Numbered list](https://docs.plane.so/core-concepts/pages/editor-blocks#numbered-list) * [Table](https://docs.plane.so/core-concepts/pages/editor-blocks#table) * [Quote](https://docs.plane.so/core-concepts/pages/editor-blocks#quote) * [Code](https://docs.plane.so/core-concepts/pages/editor-blocks#code) * [Image](https://docs.plane.so/core-concepts/pages/editor-blocks#image) * [Attachment](https://docs.plane.so/core-concepts/pages/editor-blocks#attachment) * [Callout](https://docs.plane.so/core-concepts/pages/editor-blocks#callout) * [Work item embed](https://docs.plane.so/core-concepts/pages/editor-blocks#work-item-embed) * [Divider](https://docs.plane.so/core-concepts/pages/editor-blocks#divider) * [Emoji](https://docs.plane.so/core-concepts/pages/editor-blocks#emoji) --- # Power K | Plane [Skip to main content](https://docs.plane.so/core-concepts/power-k#__docusaurus_skipToContent_fallback) On this page ![](https://media.docs.plane.so/power-k/power-k1.webp#center) The power of Power K[​](https://docs.plane.so/core-concepts/power-k#the-power-of-power-k "Direct link to The power of Power K") -------------------------------------------------------------------------------------------------------------------------------- ### Search[​](https://docs.plane.so/core-concepts/power-k#search "Direct link to Search") * Remember just a few words from the titles of anything in Plane? Power-K it. As you start typing, work items, cycles, and modules from your project matching your search term will start showing up. ![](https://media.docs.plane.so/power-k/power-k2.webp#center) * Expand the scope of this search to include projects in your workspace with just a toggle—powerful when you have several projects and are hunting a work item in all of them. ![](https://media.docs.plane.so/power-k/power-k3.webp#center) note 🎯 Roadmap item Search profiles, comments, and work item descriptions ### Quick access[​](https://docs.plane.so/core-concepts/power-k#quick-access "Direct link to Quick access") * **Workspace and preference settings** Quickly toggle between light and dark mode or access workspace settings for APIs and Webhooks in just two clicks. ![](https://media.docs.plane.so/power-k/power-k4.webp#center) * Keyboard shortcuts Get to your list of keyboard shortcuts with the Power K menu in two steps. ![](https://media.docs.plane.so/power-k/power-k5.webp#center) * Documentation and Support Chat with us, see our docs, or report a bug—all from the Power K menu. ### Create[​](https://docs.plane.so/core-concepts/power-k#create "Direct link to Create") * Create anything—projects, work items, cycles, modules, views, pages, and even workspaces, using Power K's create options. * Press ⌘ + K on a work item page to change states, priority, assignments or just to copy work item links. ![](https://media.docs.plane.so/power-k/power-k6.webp#center) * [The power of Power K](https://docs.plane.so/core-concepts/power-k#the-power-of-power-k) * [Search](https://docs.plane.so/core-concepts/power-k#search) * [Quick access](https://docs.plane.so/core-concepts/power-k#quick-access) * [Create](https://docs.plane.so/core-concepts/power-k#create) --- # Wiki | Plane [Skip to main content](https://docs.plane.so/core-concepts/pages/wiki#__docusaurus_skipToContent_fallback) On this page [Pro](https://plane.so/pricing) Plane's Wiki is a place to store and share company-wide information. Unlike project pages that focus on specific work, the Wiki helps you create documentation that matters to everyone in the organization. What makes Wiki useful[​](https://docs.plane.so/core-concepts/pages/wiki#what-makes-wiki-useful "Direct link to What makes Wiki useful") ----------------------------------------------------------------------------------------------------------------------------------------- The Wiki works best for content that goes beyond a single project: * Company policies * Onboarding materials * Technical guides * Organizational knowledge Where project pages zoom in on team-specific details, the Wiki gives you a bird's-eye view of your company's information. How to access Wiki[​](https://docs.plane.so/core-concepts/pages/wiki#how-to-access-wiki "Direct link to How to access Wiki") ----------------------------------------------------------------------------------------------------------------------------- ![Wiki](https://media.docs.plane.so/pages/pages-wiki.webp#center) 1. Go to the **Pages** tab in your workspace. 2. You'll see three sections: * Public pages: Visible to all team members * Private pages: Restricted access * Archived pages: Historical documents 3. Creating a new page is straightforward: * Click **New Page** in the sidebar. * Choose if the page will be public or private. * Start writing your content 4. Need to find something quick? Use the sidebar's search function to locate specific pages or information. Share private pages[​](https://docs.plane.so/core-concepts/pages/wiki#share-private-pages "Direct link to Share private pages") -------------------------------------------------------------------------------------------------------------------------------- [Business](https://plane.so/pricing) While private pages are typically only accessible to their creator, you can selectively share private wiki pages with specific team members in your workspace. This gives you granular control over who can access sensitive documentation without making it visible to your entire organization. ![Wiki](https://media.docs.plane.so/wiki/share-private-pages.webp#center) 1. Open any private page you've created. 2. Click the **Share** button in the top-right corner of the page. 3. In the dialog box, use the search field to find and add specific team members. 4. Set appropriate permissions for each person: * Can view - Allows the person to read the page but not make changes * Can edit - Gives full editing access to the page content 5. Click **Share** to apply the changes. When you share a private wiki page, it will automatically appear in the **Shared** section of the Wiki sidebar. ### Manage shared access[​](https://docs.plane.so/core-concepts/pages/wiki#manage-shared-access "Direct link to Manage shared access") The page creator always retains full control over sharing settings. Once you've shared a wiki page, you can easily modify permissions or remove access: 1. Click the dropdown next to any shared member's name to change their permission level. 2. Select **Remove** to revoke their access to the page. * [What makes Wiki useful](https://docs.plane.so/core-concepts/pages/wiki#what-makes-wiki-useful) * [How to access Wiki](https://docs.plane.so/core-concepts/pages/wiki#how-to-access-wiki) * [Share private pages](https://docs.plane.so/core-concepts/pages/wiki#share-private-pages) * [Manage shared access](https://docs.plane.so/core-concepts/pages/wiki#manage-shared-access) --- # Overview | Plane [Skip to main content](https://docs.plane.so/core-concepts/pages/overview#__docusaurus_skipToContent_fallback) On this page Pages in Plane let you easily capture and organize project-related information. Whether you’re documenting meeting notes or detailing technical or product requirements, Pages allow you to collaborate directly within the context of your project—no need for external tools. Turn on Pages[​](https://docs.plane.so/core-concepts/pages/overview#turn-on-pages "Direct link to Turn on Pages") ------------------------------------------------------------------------------------------------------------------ Pages are turned on by default when you create a new project. If needed, you can turn it on or off later in your project settings. Create Page[​](https://docs.plane.so/core-concepts/pages/overview#create-page "Direct link to Create Page") ------------------------------------------------------------------------------------------------------------ * To create a new page, simply press `D` within your project, or head to the **Pages** section in the sidebar and click the **Add page** button at the top right of your screen. ![Create page](https://media.docs.plane.so/pages/create-page.webp#center) * You can set pages to be either public or private. Public pages are visible to everyone in your workspace, while private pages are only accessible to you. To change a page’s visibility, just go to the **•••** menu on that page anytime. ![Public or private pages](https://media.docs.plane.so/pages/public-private-page.webp#center) Add content[​](https://docs.plane.so/core-concepts/pages/overview#add-content "Direct link to Add content") ------------------------------------------------------------------------------------------------------------ * Once you've created a page, you can add content using the `/` command, which supports 16 different content blocks from lists to images to tables to work item embeds, giving you the flexibility to structure your content exactly how you need it. For a full list of content blocks and to explore each one in detail, see [Editor blocks](https://docs.plane.so/core-concepts/pages/editor-blocks) . ![Slash commands](https://media.docs.plane.so/pages/slash-commands.webp#center) * You can easily drag and drop content blocks in Plane to rearrange them on the page. Just hover over any block, grab the **⋮⋮** icon that shows up, and drag it to where you want. Let go of it to drop the block in its new spot. ### AI helper[​](https://docs.plane.so/core-concepts/pages/overview#ai-helper "Direct link to AI helper") [Pro](https://plane.so/pricing) ![AI helper](https://media.docs.plane.so/pages/ai-helper.webp#center) Plane’s AI tools enhance content creation by helping you refine, reframe, and enrich your writing. Whether you need to paraphrase a sentence, simplify complex information, or elaborate on a topic, Pages offers quick solutions right within the editor. - Make your content more clearer or concise by rephrasing text or breaking down complex ideas. - Quickly generate summaries to highlight key points, ideal for meetings or lengthy documents. - Expand on ideas to add context, detail, or depth to your writing. - Get suggestions for clear, catchy titles. ### Format your content[​](https://docs.plane.so/core-concepts/pages/overview#format-your-content "Direct link to Format your content") ![Static toolbar](https://media.docs.plane.so/pages/static-toolbar.webp#center) The static toolbar at the top of the page offers a range of styling options for your content, basic blocks like headings and lists and advanced blocks like images, tables, and more. - Quickly adjust headings (H1-H6) to create a clear, structured hierarchy in your document. - Add emphasis with text or background colors, and style important information with bold, italic, underline, and strikethrough options for better readability. - Align your content to the left, right, or center to ensure proper layout and visual balance in your document. ### Markdown support[​](https://docs.plane.so/core-concepts/pages/overview#markdown-support "Direct link to Markdown support") Plane allows you to use Markdown in Pages, making it easy to format content quickly with familiar Markdown syntax. You can create headings, lists, links, and other common formats right in your page without switching to a separate editor. To use Markdown in Plane, simply type the relevant symbols (like # for headings or - for lists) directly within the page. Plane will automatically convert your Markdown into the appropriate format, helping you keep your workflow smooth and efficient. ### Table of contents[​](https://docs.plane.so/core-concepts/pages/overview#table-of-contents "Direct link to Table of contents") The Table of contents panel gives you a bird's-eye view of your document's structure. Just click the panel icon on the right side of your screen to reveal all the sections and headings in your current document. ![TOC](https://media.docs.plane.so/pages/toc-pages.webp#center) This feature is especially handy when you're working with longer guides - instead of scrolling through everything to find what you need, you can jump directly to any section with a single click. The table of contents automatically updates as you add or modify headings, so it always reflects your document's current structure. ### Info panel[​](https://docs.plane.so/core-concepts/pages/overview#info-panel "Direct link to Info panel") The Info panel is your document's dashboard, showing you all the key stats at a glance. You'll find useful metrics like word count, character count, number of paragraphs, and estimated read time - perfect for keeping track of your document's scope and helping readers know what to expect. ![Info panel](https://media.docs.plane.so/pages/info-panel-pages.webp#center) The panel also displays collaboration details, including who last edited the document and when it was originally created. This makes it easy to stay on top of recent changes and track your team's contributions. ### Duplicate or delete block[​](https://docs.plane.so/core-concepts/pages/overview#duplicate-or-delete-block "Direct link to Duplicate or delete block") ![Duplicate or delete block](https://media.docs.plane.so/pages/delete-duplicate-block.webp#center) You can quickly delete or duplicate blocks within a page. Just hover over any block and click the **⋮⋮** icon that shows up. Deleting a block removes it entirely, while duplicating allows you to reuse content without starting from scratch. Page actions[​](https://docs.plane.so/core-concepts/pages/overview#page-actions "Direct link to Page actions") --------------------------------------------------------------------------------------------------------------- info When a Member locks, unlocks, archives, or restores a Page, the action takes effect immediately for all users with access to the Page. ![Page actions](https://media.docs.plane.so/pages/page-actions.webp#center) Once your page is created, you can click the **•••** menu in the top-right corner to perform the following actions: ### Full width[​](https://docs.plane.so/core-concepts/pages/overview#full-width "Direct link to Full width") Make your content area wider and shrink the margins on any page. ### Copy markdown[​](https://docs.plane.so/core-concepts/pages/overview#copy-markdown "Direct link to Copy markdown") Copy the page's content in markdown format for use in places like your wiki portal. ### Copy page link[​](https://docs.plane.so/core-concepts/pages/overview#copy-page-link "Direct link to Copy page link") Share the page by copying its link to send to your teammates or link it in a work item. ### Make a copy[​](https://docs.plane.so/core-concepts/pages/overview#make-a-copy "Direct link to Make a copy") Duplicate an existing page to jumpstart new content. ### Move Page[​](https://docs.plane.so/core-concepts/pages/overview#move-page "Direct link to Move Page") [Pro](https://plane.so/pricing) Transfer a Page to a different project in your workspace. ### Lock Page[​](https://docs.plane.so/core-concepts/pages/overview#lock-page "Direct link to Lock Page") Prevent others from editing a page by locking it. ### Archive Page[​](https://docs.plane.so/core-concepts/pages/overview#archive-page "Direct link to Archive Page") If a page is no longer needed, you can archive it. Archived pages are stored in the archives section, where you can either restore or permanently delete them. ### Version history[​](https://docs.plane.so/core-concepts/pages/overview#version-history "Direct link to Version history") ![Version history](https://media.docs.plane.so/pages/version-history.webp#center) Pages includes a version history feature that lets you track all updates and edits made to a document. This is especially helpful when multiple users are collaborating, as you can easily see who made changes and when. Plus, you can restore the page to a previous version if needed. ### Export Page[​](https://docs.plane.so/core-concepts/pages/overview#export-page "Direct link to Export Page") ![Export Page](https://media.docs.plane.so/pages/export-page.webp#center) Pages lets you export your content in various formats, including PDF and Markdown. This feature is a game-changer for project managers and team members who need to share information with stakeholders, clients, or team members who might not be using Plane. When you export to PDF, your documents keep their formatting, making them easy to share and print without any hassle. If you choose to export to Markdown, you can seamlessly integrate your content into other tools or platforms, streamlining your workflow. Real-time collaboration[​](https://docs.plane.so/core-concepts/pages/overview#real-time-collaboration "Direct link to Real-time collaboration") ------------------------------------------------------------------------------------------------------------------------------------------------ Pages comes with built-in real-time collaboration that makes working together seamless. When multiple team members are viewing or editing the same page, you'll see their profile pictures displayed at the top of the document, giving you instant visibility into who's currently active. But it goes beyond just knowing who's there - you can actually see where your teammates are working in real-time. Each collaborator gets their own colored cursor that moves around the page as they navigate and edit content. This makes it easy to avoid conflicts when multiple people are making changes, and you can even see what sections others are focusing on. The live cursors update instantly as people type, select text, or move around the document. It's like having everyone gathered around the same whiteboard, but digitally. Publish Page[​](https://docs.plane.so/core-concepts/pages/overview#publish-page "Direct link to Publish Page") --------------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) ![Publish Page](https://media.docs.plane.so/pages/publish-page.webp#center) With Plane, you can publish Pages to the web, making them accessible to anyone with the link—no login required. This feature is perfect for sharing project updates, documentation, or any other information with external stakeholders. Published pages allow viewers to engage directly by leaving comments, providing an open channel for feedback without needing access to your workspace. To publish a page, click the **Publish** button at the top right of your screen. You’ll receive a unique link to share the page. Troubleshooting[​](https://docs.plane.so/core-concepts/pages/overview#troubleshooting "Direct link to Troubleshooting") ------------------------------------------------------------------------------------------------------------------------ ### Page content not visible[​](https://docs.plane.so/core-concepts/pages/overview#page-content-not-visible "Direct link to Page content not visible") **Issue** Page content is not visible to Members, even when the page is set to public. While the page title appears, the content does not, and only the page creator can view it. In some cases, content is visible on certain pages but not others, making the issue inconsistent and unpredictable. **Cause** When using an external reverse proxy, the necessary HTTP upgrade headers must be added to support WebSocket communication. The default configuration does not handle WebSocket connections correctly. **Solution** To resolve this issue, enable WebSocket support by adding specific headers in your external proxy configuration file. For example, if you are using NGINX, include the following settings: proxy_http_version 1.1;proxy_set_header Upgrade $http_upgrade;proxy_set_header Connection "upgrade"; For more details on configuring an external reverse proxy for Plane and accessing different templates, refer to the [External reverse proxy](https://developers.plane.so/self-hosting/govern/reverse-proxy) guide. * [Turn on Pages](https://docs.plane.so/core-concepts/pages/overview#turn-on-pages) * [Create Page](https://docs.plane.so/core-concepts/pages/overview#create-page) * [Add content](https://docs.plane.so/core-concepts/pages/overview#add-content) * [AI helper](https://docs.plane.so/core-concepts/pages/overview#ai-helper) * [Format your content](https://docs.plane.so/core-concepts/pages/overview#format-your-content) * [Markdown support](https://docs.plane.so/core-concepts/pages/overview#markdown-support) * [Table of contents](https://docs.plane.so/core-concepts/pages/overview#table-of-contents) * [Info panel](https://docs.plane.so/core-concepts/pages/overview#info-panel) * [Duplicate or delete block](https://docs.plane.so/core-concepts/pages/overview#duplicate-or-delete-block) * [Page actions](https://docs.plane.so/core-concepts/pages/overview#page-actions) * [Full width](https://docs.plane.so/core-concepts/pages/overview#full-width) * [Copy markdown](https://docs.plane.so/core-concepts/pages/overview#copy-markdown) * [Copy page link](https://docs.plane.so/core-concepts/pages/overview#copy-page-link) * [Make a copy](https://docs.plane.so/core-concepts/pages/overview#make-a-copy) * [Move Page](https://docs.plane.so/core-concepts/pages/overview#move-page) * [Lock Page](https://docs.plane.so/core-concepts/pages/overview#lock-page) * [Archive Page](https://docs.plane.so/core-concepts/pages/overview#archive-page) * [Version history](https://docs.plane.so/core-concepts/pages/overview#version-history) * [Export Page](https://docs.plane.so/core-concepts/pages/overview#export-page) * [Real-time collaboration](https://docs.plane.so/core-concepts/pages/overview#real-time-collaboration) * [Publish Page](https://docs.plane.so/core-concepts/pages/overview#publish-page) * [Troubleshooting](https://docs.plane.so/core-concepts/pages/overview#troubleshooting) * [Page content not visible](https://docs.plane.so/core-concepts/pages/overview#page-content-not-visible) --- # Nested Pages | Plane [Skip to main content](https://docs.plane.so/core-concepts/pages/nested-pages#__docusaurus_skipToContent_fallback) On this page [Business](https://plane.so/pricing) Nested Pages allows you to create a hierarchical structure for your workspace content, helping you organize documentation logically and improve navigation for your team. This feature enables you to build robust knowledge architecture with parent and child pages, similar to folders and files but with more flexibility. Create nested pages[​](https://docs.plane.so/core-concepts/pages/nested-pages#create-nested-pages "Direct link to Create nested pages") ---------------------------------------------------------------------------------------------------------------------------------------- There are multiple ways to create a nested page: ### Using the `/page` command[​](https://docs.plane.so/core-concepts/pages/nested-pages#using-the-page-command "Direct link to using-the-page-command") While editing any page, type `/page` to insert a new page reference. Name your new page and it will automatically be created as a child of the current page. ![Page command](https://media.docs.plane.so/pages/page-command.webp#center) ### On the Wiki sidebar[​](https://docs.plane.so/core-concepts/pages/nested-pages#on-the-wiki-sidebar "Direct link to On the Wiki sidebar") Click the **+** icon that appears next to any page name. This creates a new page nested under the selected parent. ![Nested page on the wiki sidebar](https://media.docs.plane.so/pages/create-nested-page-sidebar.webp#center) Move existing pages[​](https://docs.plane.so/core-concepts/pages/nested-pages#move-existing-pages "Direct link to Move existing pages") ---------------------------------------------------------------------------------------------------------------------------------------- To nest an existing page under another page, drag and drop the page in the sidebar to position it under the desired parent. ![Move nested pages](https://media.docs.plane.so/pages/move-nested-pages.webp#center) Navigate nested pages[​](https://docs.plane.so/core-concepts/pages/nested-pages#navigate-nested-pages "Direct link to Navigate nested pages") ---------------------------------------------------------------------------------------------------------------------------------------------- * The sidebar displays your page hierarchy with visual indentation showing the nesting structure. * Expand or collapse parent pages using the ▶ arrow to show or hide nested pages. * Breadcrumbs appear at the top of each page showing the full path. * Click any page in the breadcrumb trail to navigate to that level. This provides context about where you are in the documentation hierarchy. Move pages between levels[​](https://docs.plane.so/core-concepts/pages/nested-pages#move-pages-between-levels "Direct link to Move pages between levels") ---------------------------------------------------------------------------------------------------------------------------------------------------------- To promote a nested page to a higher level, drag it to the desired position in the hierarchy. To demote a page to become nested under another, drag it under the new parent. Visibility and access control[​](https://docs.plane.so/core-concepts/pages/nested-pages#visibility-and-access-control "Direct link to Visibility and access control") ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- #### Public vs. Private Pages[​](https://docs.plane.so/core-concepts/pages/nested-pages#public-vs-private-pages "Direct link to Public vs. Private Pages") * Public pages are visible to anyone with access to your workspace. * Private pages are only visible to only you and the Workspace Admins. * You can nest private pages under public pages for controlled access to sensitive information. * A private nested page is not visible to users who only have access to the public parent. #### Visibility Inheritance[​](https://docs.plane.so/core-concepts/pages/nested-pages#visibility-inheritance "Direct link to Visibility Inheritance") * Nested pages do not automatically inherit the visibility settings of their parent. * Each page can have its own visibility settings, allowing for flexible access control. * Users without access to a parent page will not see any nested pages, regardless of the nested pages' individual visibility settings. Archiving and Deletion[​](https://docs.plane.so/core-concepts/pages/nested-pages#archiving-and-deletion "Direct link to Archiving and Deletion") ------------------------------------------------------------------------------------------------------------------------------------------------- * When you archive a parent page, all nested pages under it will also be archived. This helps maintain the integrity of related content. * Archived pages can be restored from the **Archived** section in the sidebar. * Deleting a parent page prompts a warning about nested content. You can choose to: * Delete only the parent page and move nested pages up one level * Delete the parent and all nested content permanently * [Create nested pages](https://docs.plane.so/core-concepts/pages/nested-pages#create-nested-pages) * [Using the `/page` command](https://docs.plane.so/core-concepts/pages/nested-pages#using-the-page-command) * [On the Wiki sidebar](https://docs.plane.so/core-concepts/pages/nested-pages#on-the-wiki-sidebar) * [Move existing pages](https://docs.plane.so/core-concepts/pages/nested-pages#move-existing-pages) * [Navigate nested pages](https://docs.plane.so/core-concepts/pages/nested-pages#navigate-nested-pages) * [Move pages between levels](https://docs.plane.so/core-concepts/pages/nested-pages#move-pages-between-levels) * [Visibility and access control](https://docs.plane.so/core-concepts/pages/nested-pages#visibility-and-access-control) * [Archiving and Deletion](https://docs.plane.so/core-concepts/pages/nested-pages#archiving-and-deletion) --- # Initiatives | Plane [Skip to main content](https://docs.plane.so/core-concepts/projects/initiatives#__docusaurus_skipToContent_fallback) On this page [Pro](https://plane.so/pricing) Initiatives is designed to help you manage and track progress across multiple related projects under a unified objective. This feature is particularly useful if you need a high-level view of how various projects align with strategic goals. Use Initiatives when you need to: * Align multiple projects with a broader organizational goal. * Manage and monitor groups of related projects efficiently. * Provide stakeholders with an aggregated view of progress and status. Enable Initiatives[​](https://docs.plane.so/core-concepts/projects/initiatives#enable-initiatives "Direct link to Enable Initiatives") --------------------------------------------------------------------------------------------------------------------------------------- To start using Initiatives, you'll need to enable the feature: 1. Go to [Workspace settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) . 2. Select the **Initiatives** tab on the right pane. 3. Toggle on the **Enable Initiatives** option. ![Enable Initiatives](https://media.docs.plane.so/initiatives/enable-initiatives.webp#center) Once enabled, you'll see an **Initiatives** option in the sidebar under **Workspace** section. Create Initiatives[​](https://docs.plane.so/core-concepts/projects/initiatives#create-initiatives "Direct link to Create Initiatives") --------------------------------------------------------------------------------------------------------------------------------------- ![Create Initiatives](https://media.docs.plane.so/initiatives/create-initiatives.webp#center) Follow these steps to set up an Initiative: 1. Navigate to the **Initiatives** section in the sidebar. 2. Click the **Add Initiative** button on the top right of the screen. 3. Provide the following details: * **Title**: Name your Initiative. * **Description**: Add context about the goal of the Initiative. * **Projects**: Select related projects to associate with the Initiative. * **Start and End Dates**: Define the timeline. * **Lead**: Assign a person responsible for the Initiative. 4. Click **Create Initiative**. View and manage Initiatives[​](https://docs.plane.so/core-concepts/projects/initiatives#view-and-manage-initiatives "Direct link to View and manage Initiatives") ------------------------------------------------------------------------------------------------------------------------------------------------------------------ Once created, you can view all Initiatives in the **Initiatives** section on the sidebar. ![View Initiatives](https://media.docs.plane.so/initiatives/view-initiatives.webp#center) Selecting an Initiative opens its detailed view. ![Initiative overview](https://media.docs.plane.so/initiatives/initiative-overview.webp#center) Initiatives now offer two distinct views to help you track progress and manage scope effectively. Use the dropdown in the top navigation to switch between Overview and Scope views depending on whether you need high-level progress insights or detailed scope management. ### Initiative overview[​](https://docs.plane.so/core-concepts/projects/initiatives#initiative-overview "Direct link to Initiative overview") The **Overview** gives you a bird's-eye view of your Initiative's progress. You'll see a comprehensive scope breakdown that tracks both projects and epics within your initiative, showing completion percentages and recent updates at a glance. The progress visualization at the bottom provides an instant snapshot of work distribution across different states - from backlog items to completed work. The percentages and counts for each category are automatically calculated based on the associated projects. This makes it easy to understand where your initiative stands and identify any bottlenecks in your workflow. tip Use Initiatives for a top-down view of progress. For detailed updates, navigate to individual projects. ### Initiative scope[​](https://docs.plane.so/core-concepts/projects/initiatives#initiative-scope "Direct link to Initiative scope") ![Initiative scope](https://media.docs.plane.so/initiatives/initiative-scope.webp#center) Use the dropdown in the top navigation to switch to the **Scope** view to see all the building blocks of your initiative. Here you'll find detailed lists of: **Epics** With Initiatives, you can bring together Epics from different projects into a single, high-level view. This helps you track progress across multiple workstreams in one place, giving you a clear picture of how everything is moving forward. Here’s how it helps: * Group related Epics from different projects under one Initiative to keep everything connected. * Get a centralized view of progress, dependencies, and blockers across multiple projects. * No more jumping between projects—track and manage Epics in one place. After you create an Initiative and add Epics from any project. From there, you can monitor overall progress, update statuses, and ensure everything stays on track. This is perfect for cross-functional teams working on company-wide objectives, product launches, or any effort that spans multiple projects. **Projects** Connected projects showing completion rates and key details like execution status, leads, and timelines. Each item shows its current progress, making it simple to drill down into specific areas that need attention or are ready for the next phase. Use the **Add scope** button in the top-right corner to expand your initiative by connecting additional epics and projects. This makes it easy to grow your initiative as new work streams emerge or when you need to link existing work to your strategic goals. Initiative updates[​](https://docs.plane.so/core-concepts/projects/initiatives#initiative-updates "Direct link to Initiative updates") --------------------------------------------------------------------------------------------------------------------------------------- ![Initiative updates](https://media.docs.plane.so/initiatives/initiative-updates.webp#center) The Initiative updates stream displays all project and epic updates in a chronological feed at the top of the Initiative view. Each update card shows: * Status indicators (On Track, At Risk, Off Track) * Source project or epic name * Post date and author * Complete update content This consolidated view enables Initiative owners to monitor progress across all connected work without navigating to individual items. The stream combines qualitative context with the initiative's quantitative metrics, providing real-time visibility into progress and potential risks across all contributing workstreams. Properties, comments, and activity[​](https://docs.plane.so/core-concepts/projects/initiatives#properties-comments-and-activity "Direct link to Properties, comments, and activity") ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- * The Info tab on the side panel of an Initiative provides a quick snapshot of key properties and metadata associated with the Initiative. ![Initiative properties](https://media.docs.plane.so/initiatives/properties.webp#center) * Add comments to discuss updates or highlight issues. ![Initiative comments](https://media.docs.plane.so/initiatives/comments.webp#center) * View the activity log for all updates related to the Initiative. ![Initiative activity](https://media.docs.plane.so/initiatives/activity.webp#center) Sort and filter Initiatives[​](https://docs.plane.so/core-concepts/projects/initiatives#sort-and-filter-initiatives "Direct link to Sort and filter Initiatives") ------------------------------------------------------------------------------------------------------------------------------------------------------------------ To make managing Initiatives easier, Plane provides options to filter and sort them based on various criteria: **Filter Initiatives**: * By the assigned lead with options to select multiple leads or search for a specific person. * Based on their start date. Quick options include "1 week from now," "2 weeks from now," "1 month from now," and a custom date selector. * Based on their target completion date, similar to the start date options. **Sort Initiatives**: * **Group By** Organize your Initiatives by categories like Lead or Created By. You can also choose "None" to view Initiatives in a flat list. * **Order By** Sort Initiatives manually, by the last created date, or by the last updated date to prioritize the most relevant ones. These filtering and sorting tools make it easier to focus on specific Initiatives or prioritize your view based on team needs. * [Enable Initiatives](https://docs.plane.so/core-concepts/projects/initiatives#enable-initiatives) * [Create Initiatives](https://docs.plane.so/core-concepts/projects/initiatives#create-initiatives) * [View and manage Initiatives](https://docs.plane.so/core-concepts/projects/initiatives#view-and-manage-initiatives) * [Initiative overview](https://docs.plane.so/core-concepts/projects/initiatives#initiative-overview) * [Initiative scope](https://docs.plane.so/core-concepts/projects/initiatives#initiative-scope) * [Initiative updates](https://docs.plane.so/core-concepts/projects/initiatives#initiative-updates) * [Properties, comments, and activity](https://docs.plane.so/core-concepts/projects/initiatives#properties-comments-and-activity) * [Sort and filter Initiatives](https://docs.plane.so/core-concepts/projects/initiatives#sort-and-filter-initiatives) --- # Project Overview | Plane [Skip to main content](https://docs.plane.so/core-concepts/projects/project-overview#__docusaurus_skipToContent_fallback) On this page [Pro](https://plane.so/pricing) Without a centralized project view, teams often face challenges like fragmented information, inefficient progress tracking, and communication gaps. Project Overview offers a centralized space for teams to monitor project health, track progress, and collaborate effectively. It consolidates key project metrics, updates, and collaboration tools into a single view. Whether you're a project lead, team member, or stakeholder, this feature provides the visibility you need to stay informed and aligned. Access project overview[​](https://docs.plane.so/core-concepts/projects/project-overview#access-project-overview "Direct link to Access project overview") ----------------------------------------------------------------------------------------------------------------------------------------------------------- Navigate to **Work items** under your project and click **Overview** on the top bar. Alternatively, click the project name at the top left when working within other sections like Cycles or Pages. ![Access Project Overview](https://media.docs.plane.so/projects/access-project-overview.webp#center) Project header[​](https://docs.plane.so/core-concepts/projects/project-overview#project-header "Direct link to Project header") -------------------------------------------------------------------------------------------------------------------------------- The header includes the project details and quick access to essential actions. * Add a custom banner and project icon to personalize your dashboard. * Write key details about your project plan, goals, and success metrics, helping your team stay aligned and focused. * Attach links or resources directly to the dashboard. ![Project header](https://media.docs.plane.so/projects/project-header.webp#center) Project metrics[​](https://docs.plane.so/core-concepts/projects/project-overview#project-metrics "Direct link to Project metrics") ----------------------------------------------------------------------------------------------------------------------------------- You can view overall project completion percentages. Metrics are displayed visually with status bars to help identify bottlenecks. ![Project Progress](https://media.docs.plane.so/projects/project-progress.webp#center) This helps to identify overdue tasks and track progress over time. Task status breakdown: * **Backlog**: Tasks that are planned but not yet prioritized. * **Unstarted**: Tasks yet to begin. * **Started**: Tasks currently in progress. * **Completed**: Tasks that are done. Project properties[​](https://docs.plane.so/core-concepts/projects/project-overview#project-properties "Direct link to Project properties") -------------------------------------------------------------------------------------------------------------------------------------------- ![Project properties](https://media.docs.plane.so/projects/project-properties.webp#center) Quickly view and edit project properties in the info icon tab on the side panel. * **State**: Displays the current state of the project (e.g., Execution). * **Priority**: Shows the priority level (e.g., Urgent, High, Medium, Low, or None). * **Team composition**: See the number of **Members** involved and the assigned Project **Lead**. * **Timeline**: Manage and monitor **Start date** and **Due date** for the project. Project updates[​](https://docs.plane.so/core-concepts/projects/project-overview#project-updates "Direct link to Project updates") ----------------------------------------------------------------------------------------------------------------------------------- Share project status using updates. This helps keep your team informed and create a timeline of project progress. ### Turn on project updates[​](https://docs.plane.so/core-concepts/projects/project-overview#turn-on-project-updates "Direct link to Turn on project updates") Go to your [project's settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) and turn on **Project Updates**. ![Turn on project updates](https://media.docs.plane.so/projects/turn-on-project-updates.webp#center) ### Add project updates[​](https://docs.plane.so/core-concepts/projects/project-overview#add-project-updates "Direct link to Add project updates") 1. Select the tab with rocket icon in the side panel. 2. Click the **Add an Update** button. 3. Select the status. Each update can be marked as: * 🚀 **On Track** - Project is progressing as planned * ⚠️ **At Risk** - There are potential work items that need attention * ❗ **Off Track** - Project has significant blockers or delays 4. Add your update message. 5. Click **Add update**. ![Add project updates](https://media.docs.plane.so/projects/add-project-updates.webp#center) ### Collaborate on updates[​](https://docs.plane.so/core-concepts/projects/project-overview#collaborate-on-updates "Direct link to Collaborate on updates") * Start threaded discussions around specific updates or tasks. * Use emoji reactions for quick feedback. * Mention team members to notify them directly. (coming soon) Activity feed[​](https://docs.plane.so/core-concepts/projects/project-overview#activity-feed "Direct link to Activity feed") ----------------------------------------------------------------------------------------------------------------------------- Get real-time updates on project activities, such as task progress, state changes, and new members. Updates are listed chronologically, making it easy to follow the project’s history. ![View activity feed](https://media.docs.plane.so/projects/activity-feed.webp#center) * [Access project overview](https://docs.plane.so/core-concepts/projects/project-overview#access-project-overview) * [Project header](https://docs.plane.so/core-concepts/projects/project-overview#project-header) * [Project metrics](https://docs.plane.so/core-concepts/projects/project-overview#project-metrics) * [Project properties](https://docs.plane.so/core-concepts/projects/project-overview#project-properties) * [Project updates](https://docs.plane.so/core-concepts/projects/project-overview#project-updates) * [Turn on project updates](https://docs.plane.so/core-concepts/projects/project-overview#turn-on-project-updates) * [Add project updates](https://docs.plane.so/core-concepts/projects/project-overview#add-project-updates) * [Collaborate on updates](https://docs.plane.so/core-concepts/projects/project-overview#collaborate-on-updates) * [Activity feed](https://docs.plane.so/core-concepts/projects/project-overview#activity-feed) --- # Project States | Plane [Skip to main content](https://docs.plane.so/core-concepts/projects/project-states#__docusaurus_skipToContent_fallback) On this page [Pro](https://plane.so/pricing) Project States allows you to track the overall progress of your projects. With this tool, you can categorize projects into different states, helping you quickly identify which projects need attention and which are on track. This feature provides a central view of all projects in your workspace, making it easier to manage priorities and understand progress. Enable Project States[​](https://docs.plane.so/core-concepts/projects/project-states#enable-project-states "Direct link to Enable Project States") --------------------------------------------------------------------------------------------------------------------------------------------------- > **Role**: Workspace Admins 1. Navigate to **Workspace Settings > Project States**. ![Enable Project States](https://media.docs.plane.so/projects/enable-project-states.webp#center) 2. Toggle the switch to turn on the feature. 3. There are default project state groups: * **Draft** * **Planning** * **Execution** * **Monitoring** * **Completed** * **Cancelled** ![Add or modify Project States](https://media.docs.plane.so/projects/add-modify-project-states.webp#center) 4. **Modify state** 1. Click the pencil icon to edit the default state name and description. 2. Click **Update** to save changes. 5. **Add new state** 1. Use the **+** button to add a new state. 2. Provide a name and description for the new state. 3. Click **Create**. You’ll be able to apply these states to all projects in your workspace and begin tracking their progress. Modify Project properties[​](https://docs.plane.so/core-concepts/projects/project-states#modify-project-properties "Direct link to Modify Project properties") --------------------------------------------------------------------------------------------------------------------------------------------------------------- 1. Navigate to **Projects** on the sidebar. ![Add or modify Project States](https://media.docs.plane.so/projects/modify-project-states.webp#center) 2. In each project card, you'll see a bunch of project properties. * **State**: Set the project state. * **Priority**: Highlight high-priority projects. * **Lead**: Assign or change the project lead. * **Members**: Update the team members working on the project. * **Start and end Dates**: Add or adjust timelines. Why use Project States?[​](https://docs.plane.so/core-concepts/projects/project-states#why-use-project-states "Direct link to Why use Project States?") -------------------------------------------------------------------------------------------------------------------------------------------------------- * **Stay organized** Group projects based on their current stage, making it easier to prioritize and plan. * **Quick overview** Gain a snapshot of all projects from a single view. * **Customizable workflow** Adapt states to fit your team’s unique processes. * [Enable Project States](https://docs.plane.so/core-concepts/projects/project-states#enable-project-states) * [Modify Project properties](https://docs.plane.so/core-concepts/projects/project-states#modify-project-properties) * [Why use Project States?](https://docs.plane.so/core-concepts/projects/project-states#why-use-project-states) --- # Projects | Plane [Skip to main content](https://docs.plane.so/core-concepts/projects/overview#__docusaurus_skipToContent_fallback) On this page Projects let you manage your teams, tasks, and everything you need to get things done within your workspace. Once you've set up your [Workspace](https://docs.plane.so/core-concepts/workspaces/overview) , the next step is to create a Project. Each project acts as a container for your work, bringing together the work items, cycles, modules, and all the other tasks you and your team need to manage. Create project[​](https://docs.plane.so/core-concepts/projects/overview#create-project "Direct link to Create project") ------------------------------------------------------------------------------------------------------------------------ To create a new project in your workspace, you can either press `P` or head over to the **Projects** tab in the sidebar and click **Add Project**. You’ll need to fill in a few key details to set up your project: * **Project name** Give your project a clear and meaningful name. * **Project ID** This is like a unique ID attached to every work item in the project, making it easier to track and differentiate them across your workspace. You can update this identifier later if needed. * **Description (optional)** Provide a brief description to help your team understand what the project is about. * **Access** Choose whether the project is **Private** or **Public**. See [Project visibilty](https://docs.plane.so/core-concepts/projects/overview#project-visibility) for details. * **Lead (optional)** You can designate a lead for the project. This person will be the go-to for queries related to the project's execution. These attributes can always be edited later under the **General** tab in the [project's settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) . ![Create project](https://media.docs.plane.so/projects/create-project.webp#center) Project visibility[​](https://docs.plane.so/core-concepts/projects/overview#project-visibility "Direct link to Project visibility") ------------------------------------------------------------------------------------------------------------------------------------ When creating a new project, you'll need to decide who can access it by choosing between Private and Public visibility. ### Public projects[​](https://docs.plane.so/core-concepts/projects/overview#public-projects "Direct link to Public projects") These are open to everyone in your workspace (except guests). Any team member can discover and join these projects on their own, making them perfect for company-wide initiatives, shared resources, or collaborative efforts where you want maximum visibility and participation. ### Private projects[​](https://docs.plane.so/core-concepts/projects/overview#private-projects "Direct link to Private projects") This works on an invite-only basis. Only project admins can add new members, giving you complete control over who has access. This is ideal for sensitive work, client projects, or anything that needs to stay within a specific group of people. You can always change a project's visibility later if your needs evolve. Just remember that switching from private to public will make the project visible to your entire workspace, so make sure that's what you want before making the change. Project settings[​](https://docs.plane.so/core-concepts/projects/overview#project-settings "Direct link to Project settings") ------------------------------------------------------------------------------------------------------------------------------ Click the **…** icon next to your project name on the sidebar and click **Settings**. ![Project settings](https://media.docs.plane.so/projects/project-settings.webp#center) ### Project timezone[​](https://docs.plane.so/core-concepts/projects/overview#project-timezone "Direct link to Project timezone") Each project can have its own timezone setting, managed by project admins. The project timezone affects how dates and times are displayed within the project context. For example, the Cycle schedules (start and end) will align with the timezone set here. However, Members will see Cycles starting and stopping based on the timezone set in their [profile settings](https://docs.plane.so/core-concepts/account/settings#timezone-and-language) . Add and manage members[​](https://docs.plane.so/core-concepts/projects/overview#add-and-manage-members "Direct link to Add and manage members") ------------------------------------------------------------------------------------------------------------------------------------------------ To add members directly to your project, they first need to be part of your workspace. [Invite them](https://docs.plane.so/core-concepts/workspaces/members#add-member) to the workspace if they're not already there. Once they're in the workspace, you can invite them to join the project and assign roles like **Admin**, **Member**, or **Guest**. You can always update their roles later if needed. If you want to make sure every work item gets assigned, you can set a **Default assignee** for when work items are created without one. This ensures nothing slips through the cracks. ![Project members and teamspaces](https://media.docs.plane.so/projects/project-members-teamspaces.webp#center) ### How users join projects[​](https://docs.plane.so/core-concepts/projects/overview#how-users-join-projects "Direct link to How users join projects") Users can become project members in two different ways, and understanding both helps you manage your project team effectively. **Direct project membership** is where you specifically [invite users to your project](https://docs.plane.so/core-concepts/projects/overview#add-and-manage-members) and assign them roles. These members have access only to the projects you've added them to, and you have full control over their permissions. **Teamspace-based membership** happens automatically when your project is linked to a [Teamspace](https://docs.plane.so/core-concepts/workspaces/teamspaces) . All members of that teamspace automatically receive `Member` access to your project, making it perfect for teams that collaborate across multiple projects. Users can have both types of access simultaneously. When this happens, Plane automatically applies whichever role gives them higher permissions. For example, if someone is a `Guest` on your project but joins a linked teamspace, they're automatically upgraded to `Member` access. If they're already an `Admin`, they keep their `Admin` role. Enable features[​](https://docs.plane.so/core-concepts/projects/overview#enable-features "Direct link to Enable features") --------------------------------------------------------------------------------------------------------------------------- After creating a project, you can turn on specific features based on your requirements: * **Cycles**: Timebox work items in your project, helping to build momentum and keep things moving forward. * **Modules**: Group related work items together logically, making it easier to manage large projects. * **Views**: Create custom views with filters and save them for quick access later. * **Pages**: Document information, ideas, and guides related to your project. * **Intake**: Capture incoming requests for your project and quickly add them to your workflow. * **Time Tracking** - Log time spent on work items and download worklogs. ![Project features](https://media.docs.plane.so/projects/project-features.webp#center) Archive Project[​](https://docs.plane.so/core-concepts/projects/overview#archive-project "Direct link to Archive Project") --------------------------------------------------------------------------------------------------------------------------- You can archive a project in [Project settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) . Archiving a project will remove it from your sidebar, keeping your workspace clean and focused on active projects. However, you can still access the archived project and easily restore or delete it permanently at any time. ![Archived Projects](https://media.docs.plane.so/projects/archived-projects.webp#center) Delete Project[​](https://docs.plane.so/core-concepts/projects/overview#delete-project "Direct link to Delete Project") ------------------------------------------------------------------------------------------------------------------------ You can delete a project to completely remove it in [Project settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) . However, be careful—once deleted, everything tied to that project, like work items, cycles, views, modules, and pages, are also deleted. warning Right now, Plane doesn’t offer a way to recover a deleted project, so be sure before you hit delete. Troubleshooting[​](https://docs.plane.so/core-concepts/projects/overview#troubleshooting "Direct link to Troubleshooting") --------------------------------------------------------------------------------------------------------------------------- ### Unable to create new projects[​](https://docs.plane.so/core-concepts/projects/overview#unable-to-create-new-projects "Direct link to Unable to create new projects") When attempting to create a new project, the page auto-refreshes, but no project is created. This issue typically occurs in **self-hosted instances** when the Unsplash API key configured in your instance has expired or is invalid. Update the [Unsplash Access key](https://developers.plane.so/self-hosting/govern/instance-admin#images-in-plane) in God mode to resolve this issue. * [Create project](https://docs.plane.so/core-concepts/projects/overview#create-project) * [Project visibility](https://docs.plane.so/core-concepts/projects/overview#project-visibility) * [Public projects](https://docs.plane.so/core-concepts/projects/overview#public-projects) * [Private projects](https://docs.plane.so/core-concepts/projects/overview#private-projects) * [Project settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) * [Project timezone](https://docs.plane.so/core-concepts/projects/overview#project-timezone) * [Add and manage members](https://docs.plane.so/core-concepts/projects/overview#add-and-manage-members) * [How users join projects](https://docs.plane.so/core-concepts/projects/overview#how-users-join-projects) * [Enable features](https://docs.plane.so/core-concepts/projects/overview#enable-features) * [Archive Project](https://docs.plane.so/core-concepts/projects/overview#archive-project) * [Delete Project](https://docs.plane.so/core-concepts/projects/overview#delete-project) * [Troubleshooting](https://docs.plane.so/core-concepts/projects/overview#troubleshooting) * [Unable to create new projects](https://docs.plane.so/core-concepts/projects/overview#unable-to-create-new-projects) --- # Stickies | Plane [Skip to main content](https://docs.plane.so/core-concepts/stickies#__docusaurus_skipToContent_fallback) On this page Imagine having a digital bulletin board that follows you through every project and task. Stickies is your personal memo pad, seamlessly integrated into the Plane interface, ensuring that no brilliant idea or critical reminder ever gets lost in the shuffle. ![Stickies](https://media.docs.plane.so/stickies/stickies.webp#center) Use Stickies[​](https://docs.plane.so/core-concepts/stickies#use-stickies "Direct link to Use Stickies") --------------------------------------------------------------------------------------------------------- You'll find the sticky note icon at the bottom right of your screen. Adding a new sticky note is incredibly straightforward. Click the **Add Sticky** button on the floating bar, and you're presented with a blank canvas ready to capture whatever is on your mind. Whether it's a quick task reminder, a project insight, or a creative concept, Stickies provides the perfect space to record it. The floating bar also shows your most recent sticky note, allowing instant recall. The **All stickies** button opens a modal with every sticky note you've created, so you can organize, review, and manage your collection with ease. Customize your notes[​](https://docs.plane.so/core-concepts/stickies#customize-your-notes "Direct link to Customize your notes") --------------------------------------------------------------------------------------------------------------------------------- Each sticky note offers basic customization options: * Color-coding to visually categorize or prioritize * Formatting options to emphasize key points * A clean, intuitive interface that adapts to your personal style * * * Stickies is more than just a note-taking tool—it's your personal productivity partner, designed to keep your ideas visible, your reminders prominent, and your workflow smooth. * [Use Stickies](https://docs.plane.so/core-concepts/stickies#use-stickies) * [Customize your notes](https://docs.plane.so/core-concepts/stickies#customize-your-notes) --- # Workspaces | Plane [Skip to main content](https://docs.plane.so/core-concepts/workspaces/overview#__docusaurus_skipToContent_fallback) On this page Think of a Workspace in Plane as your command center—the place where everything comes together. It’s the top-level space that holds all your projects, work items, cycles, modules, and pages. Picture it like this: a Workspace in Plane is similar to a server in Discord or an organization in Slack. It’s where your team gathers to work on projects, track progress, and get things done. You can create your own projects, invite others to join, and collaborate as a group—or just do your own thing if that’s how you roll. Create Workspace[​](https://docs.plane.so/core-concepts/workspaces/overview#create-workspace "Direct link to Create Workspace") -------------------------------------------------------------------------------------------------------------------------------- If you’re new to Plane, you’ll create your first workspace as part of the onboarding process. It’s super straightforward, and once set up, you’re ready to dive in. If you want to create a new workspace, click the **Create workspace** option in the dropdown menu that appears when you select your current workspace name at the top left of the sidebar. ![Create workspace](https://media.docs.plane.so/workspaces/create-workspace.webp#center) If you are a team member or contributor and are invited to a workspace, you don’t need to create your own. Just accept the invite, and you’ll land right in the workspace, ready to work on the assigned tasks. info Whether you’re using Plane cloud or self-hosting it, each workspace gets a unique URL (slug). While you can have duplicate workspace names, the URLs need to be different for a smoother experience. What's inside a Workspace[​](https://docs.plane.so/core-concepts/workspaces/overview#whats-inside-a-workspace "Direct link to What's inside a Workspace") ---------------------------------------------------------------------------------------------------------------------------------------------------------- Every Workspace in Plane has two main components: * **Projects** Projects serve as the cornerstone for all activities within the product. You can create work items, assign tasks to members, and track progress for whatever you’re working on. If you envision your organization as NASA, each mission can be likened to a project. [Learn more here](https://docs.plane.so/core-concepts/projects/overview) . * **Members** Invite your teammates, collaborators, or managers to join your workspace. Each user gets a role, like Admin or Member, to control what they can do. [Explore roles here](https://docs.plane.so/core-concepts/workspaces/members) . Workspace settings[​](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings "Direct link to Workspace settings") -------------------------------------------------------------------------------------------------------------------------------------- To configure the Workspace, add members, integrations, import or export data, navigate to workspace settings. Click on the Workspace name and select **Settings** from the dropdown menu. ![workspace-settings](https://media.docs.plane.so/workspaces/workspace-settings.webp#center) Switch Workspaces[​](https://docs.plane.so/core-concepts/workspaces/overview#switch-workspaces "Direct link to Switch Workspaces") ----------------------------------------------------------------------------------------------------------------------------------- Got multiple workspaces for different teams or clients? Switching is simple. Use the workspace menu in the left sidebar to hop between them anytime. Right now, all your workspaces need to be tied to the same email address. Delete Workspace[​](https://docs.plane.so/core-concepts/workspaces/overview#delete-workspace "Direct link to Delete Workspace") -------------------------------------------------------------------------------------------------------------------------------- Workspace admins are the only ones who can delete a workspace. This option is in Workspace settings, but keep in mind: deleting a workspace wipes out everything—work items, cycles, modules, you name it. warning Plane doesn’t have automatic backups yet, so if you’re deleting a workspace, make sure to export anything important first. * [Create Workspace](https://docs.plane.so/core-concepts/workspaces/overview#create-workspace) * [What's inside a Workspace](https://docs.plane.so/core-concepts/workspaces/overview#whats-inside-a-workspace) * [Workspace settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) * [Switch Workspaces](https://docs.plane.so/core-concepts/workspaces/overview#switch-workspaces) * [Delete Workspace](https://docs.plane.so/core-concepts/workspaces/overview#delete-workspace) --- # Teamspaces | Plane [Skip to main content](https://docs.plane.so/core-concepts/workspaces/teamspaces#__docusaurus_skipToContent_fallback) On this page [Pro](https://plane.so/pricing) With Teamspaces, you can mirror your real-world teams of any kind and track work separately from a project. See your team's work automatically filtered across projects, and house your team's knowledge separate from anything else in Plane. What is Teamspaces?[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#what-is-teamspaces "Direct link to What is Teamspaces?") ------------------------------------------------------------------------------------------------------------------------------------------ Teamspaces brings together people and projects in a neat space tucked away from all else in Plane, offering you an overview of your teams' work. Track work items across projects, manage multiple cycles, share views and pages, and chat with team members—all without jumping around from one screen to another. Turn on Teamspaces[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#turn-on-teamspaces "Direct link to Turn on Teamspaces") ---------------------------------------------------------------------------------------------------------------------------------------- warning Once on, the feature cannot be turned off in a workspace. To start using Teamspaces, turn on the feature for your workspace: ![Enable Teamspaces](https://media.docs.plane.so/teams/enable-teamspaces.webp#center) 1. Navigate to [Workspace Settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) . 2. Select the **Teamspaces** tab on the left pane. 3. Toggle on the **Turn on Teamspaces for this workspace** option. Once turned on, the **Teamspaces** option will appear in the sidebar under **Workspaces**, giving you quick access to create and manage teams. Create Teamspaces[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#create-teamspaces "Direct link to Create Teamspaces") ------------------------------------------------------------------------------------------------------------------------------------- ![Create Teams](https://media.docs.plane.so/teams/create-teamspace.webp#center) Creating a Teamspace is quick and easy. Here's how: 1. Navigate to the **Teamspaces** section from the sidebar. 2. Click the **New Teamspace** button located at the top-right corner of the screen. 3. Fill in the required details: * **Name**: Provide a name that clearly represents the team. * **Team lead**: Assign a team lead. * **Team members**: Add members by selecting from the list of available users. 4. Once all details are filled, click **Create Teamspace**. After creating a teamspace, you can view and manage all your teams in one place. ![Teams page](https://media.docs.plane.so/teams/view-all-teamspaces.webp#center) ### Teamspaces and project access[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspaces-and-project-access "Direct link to Teamspaces and project access") When you link a Teamspace to projects, it automatically affects how your team members access those projects. Understanding this relationship helps you manage permissions effectively across your organization. * All members of a teamspace automatically receive `Member` access to any projects linked to that teamspace. This means when you add someone to a teamspace, they immediately gain access to all associated projects without needing separate invitations. * Team members can have both direct project access and teamspace-based access simultaneously. When this happens, Plane applies whichever role gives them higher permissions. For example, if someone is a `Guest` on a project but joins a linked teamspace, they're automatically upgraded to `Member` access. If they're already an `Admin`, they keep their `Admin` role. * Removing someone from a project won't affect their access if they're still in the linked teamspace - they'll retain `Member` access through the teamspace connection. Similarly, removing someone from a teamspace only affects their teamspace-based access; any direct project roles they have remain unchanged. * If you unlink a teamspace from a project, members who had access only through the teamspace will lose access to that project, while those who were directly added to the project will keep their original roles. Teamspaces Overview[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspaces-overview "Direct link to Teamspaces Overview") ------------------------------------------------------------------------------------------------------------------------------------------- When you click on a Teamspace, you'll see a comprehensive dashboard that gives you visibility into all activities across your team's projects. The **Jump into** section serves as your navigation hub, providing quick access to your team's Work items, Cycles, Views and Pages. ![Jump into section](https://media.docs.plane.so/teams/jump-into-section.webp#center) ### Teamspace Work Items[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-work-items "Direct link to Teamspace Work Items") The Work Items screen gives you a bird's-eye view of everything your team is working on across all projects. You'll see all work items assigned to your team members in one place, making it easy to track progress and understand what everyone's focused on without jumping between different projects. ### Teamspace Cycles[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-cycles "Direct link to Teamspace Cycles") The Cycles screen brings together all your team's cycles from every project into one consolidated view. Whether you're looking at active cycles currently in progress, planning upcoming work, or reviewing what you've completed in the past, this screen helps you monitor project timelines and delivery schedules across your entire team's portfolio. ### Teamspace Views[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-views "Direct link to Teamspace Views") Views let you create custom ways of organizing and viewing work that make sense for how your team collaborates. These views exist at the team level, so they're independent of individual projects and can pull together information in ways that work best for your team's workflow and processes. ### Teamspace Pages[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-pages "Direct link to Teamspace Pages") The Pages screen is your team's documentation hub, where you can create and maintain knowledge that lives at the team level rather than within specific projects. It's perfect for building process documentation, team guidelines, and collaborative resources that everyone can access and contribute to. Team's progress[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-progress "Direct link to Team's progress") ------------------------------------------------------------------------------------------------------------------------------ This section provides a visual representation and summary of the team's current workload and performance, helping managers track progress effectively. It highlights overdue work items, incomplete tasks, and pending actions, ensuring teams stay on top of their responsibilities. ![Team progress](https://media.docs.plane.so/teams/team-progress.webp#center) Here's a breakdown of its components: * **Overdue work items** A red-highlighted banner at the top shows the count of overdue work items, emphasizing the urgency to address them. This feature encourages timely action to meet deadlines and reduce project delays. * **Progress chart** A bar chart displays the progress of work items categorized by selected criteria, such as Priority, Due date, or Start date. Users can toggle between these views using the dropdown menu to focus on specific aspects of the team's work. Each bar is segmented to show the percentage of completed and pending work items, offering a quick comparison. * **Summary of team's work items** A summary panel on the right provides a detailed breakdown of work item states. It displays counts for Pending and Completed work items and includes additional states like Backlog and Cancelled, ensuring all work items are accounted for. It also highlights work items without due dates, helping team leads prioritize and assign deadlines. Team's relations[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-relations "Direct link to Team's relations") --------------------------------------------------------------------------------------------------------------------------------- The Relations feature allows team members to track dependencies between work items. It has two main tabs - **Blocking** and **Blocked**. ![Team relations](https://media.docs.plane.so/teams/team-relations.webp#center) **Blocking** This tab displays work items that are currently blocking other tasks, potentially causing delays in your team’s workflow. **Blocked** This tab would display work items that are blocked by others. It helps in identifying bottlenecks and ensuring timely resolution to keep tasks moving. Team's stats[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-stats "Direct link to Team's stats") --------------------------------------------------------------------------------------------------------------------- This section provides a high-level view of tasks across multiple projects or teams. It visualizes work items in a treemap format, where each section represents a project, and the size of each block is proportional to the number of work items. ![Team stats](https://media.docs.plane.so/teams/teamspace-stats.webp#center) You can group the stats based on filters like Projects, Members, State Groups, Dependency, and Due By to focus on specific areas of work. A legend at the bottom categorizes work items by their state or priority, making it easier to understand their progress. This feature helps you quickly assess the distribution of workload, identify where resources are focused, and monitor the health of ongoing efforts. Team's info[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-info "Direct link to Team's info") ------------------------------------------------------------------------------------------------------------------ The Info tab on the right serves as a centralized space to view key details and linked entities. ![Teams info](https://media.docs.plane.so/teams/teamspace-info.webp#center) * **Properties** Displays primary details about the entity. For example, the lead or owner of the team is listed here. * **Linked entities** Provides a breakdown of related elements associated with the entity, including number of work items and cycles . * **Team's entities** Displays the count of views and pages created at the team level. Teams members[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-members "Direct link to Teams members") ------------------------------------------------------------------------------------------------------------------------- The Members tab displays all members currently associated with the team. Clicking the **Add new member** button allows you to onboard teammates. You can remove team members through the menu (represented by the three dots) next to the member name. ![Teams members](https://media.docs.plane.so/teams/team-members.webp#center) Teams comments[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-comments "Direct link to Teams comments") ---------------------------------------------------------------------------------------------------------------------------- Add comments to collaborate with your team and to discuss progress, blockers, or updates. ![Teams info](https://media.docs.plane.so/teams/team-comments.webp#center) Teams activity feed[​](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-activity-feed "Direct link to Teams activity feed") ------------------------------------------------------------------------------------------------------------------------------------------- Access the activity log for a history of changes made to the team, ensuring transparency and accountability. ![Teams info](https://media.docs.plane.so/teams/team-activity.webp#center) * * * Teamspaces is your answer to scattered collaboration. It's where your team members and their work come together in perfect harmony. No more switching between multiple views or losing track of who's doing what – everything your team needs is right here in one organized space. * [What is Teamspaces?](https://docs.plane.so/core-concepts/workspaces/teamspaces#what-is-teamspaces) * [Turn on Teamspaces](https://docs.plane.so/core-concepts/workspaces/teamspaces#turn-on-teamspaces) * [Create Teamspaces](https://docs.plane.so/core-concepts/workspaces/teamspaces#create-teamspaces) * [Teamspaces and project access](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspaces-and-project-access) * [Teamspaces Overview](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspaces-overview) * [Teamspace Work Items](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-work-items) * [Teamspace Cycles](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-cycles) * [Teamspace Views](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-views) * [Teamspace Pages](https://docs.plane.so/core-concepts/workspaces/teamspaces#teamspace-pages) * [Team's progress](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-progress) * [Team's relations](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-relations) * [Team's stats](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-stats) * [Team's info](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-info) * [Teams members](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-members) * [Teams comments](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-comments) * [Teams activity feed](https://docs.plane.so/core-concepts/workspaces/teamspaces#teams-activity-feed) --- # Customers | Plane [Skip to main content](https://docs.plane.so/customers#__docusaurus_skipToContent_fallback) On this page Manage your work by customer priorities ======================================= [Business](https://plane.so/pricing) The Customers feature transforms how you organize and prioritize work by placing your clients at the center of your process. Instead of managing tasks in isolation, Customers creates direct connections between your work items and the people they serve, helping teams make better decisions about what to prioritize and ensuring customer requests receive proper attention. With Customers, you can create comprehensive client profiles, track specific requests, link those requests to your work items, and maintain important context about why certain work matters throughout your organization. Enable Customers[​](https://docs.plane.so/customers#enable-customers "Direct link to Enable Customers") -------------------------------------------------------------------------------------------------------- ![Enable Customers](https://media.docs.plane.so/customers/enable-customers.webp#center) 1. Go to [Workspace Settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) . 2. Select the **Customers** tab on the right pane. 3. Toggle the feature on at the top right. Alternatively, you can click the **Enable Customers** button. Configure customer properties[​](https://docs.plane.so/customers#configure-customer-properties "Direct link to Configure customer properties") ----------------------------------------------------------------------------------------------------------------------------------------------- ![Custom properties](https://media.docs.plane.so/customers/custom-properties.webp#center) ### Default properties[​](https://docs.plane.so/customers#default-properties "Direct link to Default properties") Plane comes with essential customer fields pre-configured. These properties appear on every customer record and help organize your customer data consistently. * **Customer name** * **Description** * **Email** * **Website** * **Employees** * **Industry** * **Stage** * **Contract status** * **Revenue** ### Custom properties[​](https://docs.plane.so/customers#custom-properties "Direct link to Custom properties") You can extend customer records with properties specific to your business. Custom properties appear in customer records alongside default properties. 1. Navigate to **Workspace Settings → Customers**. 2. Find the **Custom properties** section. 3. Click **Add new property**. Create customer records[​](https://docs.plane.so/customers#create-customer-records "Direct link to Create customer records") ----------------------------------------------------------------------------------------------------------------------------- ![Create Customers](https://media.docs.plane.so/customers/create-customer-record.webp#center) 1. Navigate to **Customers** in the sidebar. 2. Click **Create customer record** in the top-right corner. 3. Enter the required information. Here you will see the default and custom properties (if any). 4. Click **Create customer record**. View and manage your customers[​](https://docs.plane.so/customers#view-and-manage-your-customers "Direct link to View and manage your customers") -------------------------------------------------------------------------------------------------------------------------------------------------- ![Customer records](https://media.docs.plane.so/customers/customers-list.webp#center) The Customers page displays all your customer records. Each customer appears with their logo and website for easy identification. 1. Click on a customer record to view all details. 2. Use the options menu (three dots) for actions: * **Edit** - Update customer information. * **Copy link to customer** - Share the customer record. * **Delete** - Remove the customer record. 3. To update customer information: * Click the options menu (three dots) and select **Edit**. * Update any fields as needed. * Click **Update customer** to save your changes. The customer detail view shows all properties on the right side and requests on the left, making it easy to see all customer information at a glance. ![Customer details](https://media.docs.plane.so/customers/view-customer-details.webp#center) Create and manage customer requests[​](https://docs.plane.so/customers#create-and-manage-customer-requests "Direct link to Create and manage customer requests") ----------------------------------------------------------------------------------------------------------------------------------------------------------------- Customer requests serve as the bridge between what your clients need and the actual work your team performs. Each request captures a specific client requirement or feedback that can then be translated into actionable work items in your projects. ### Add a request[​](https://docs.plane.so/customers#add-a-request "Direct link to Add a request") ![Add request](https://media.docs.plane.so/customers/add-request.webp#center) 1. Open a customer record. 2. Go to the **Requests** tab. 3. Click **Add request**. 4. Name your request and add a description. 5. Add source links to document where the request originated and connect it directly to work items in your project that will fulfill this request. 6. Click **Create request**. ### Link work to requests[​](https://docs.plane.so/customers#link-work-to-requests "Direct link to Link work to requests") * Add source information ![Add source](https://media.docs.plane.so/customers/add-source.webp#center) 1. From a request, click **Add source**. 2. Enter the URL for the source. 3. Click **Submit**. * Connect existing work items ![Link work items](https://media.docs.plane.so/customers/link-work-items.webp#center) 1. From a request, click **Link work items**. 2. Search and select relevant Work Items or Epics. 3. Click **Add selected work items** to confirm. 4. In the Work item and Epic properties panel, a new **Customers** field displays all associated customers. This connection helps your teams instantly see which customers are impacted by or have requested specific work items, maintaining customer context throughout your workflow. 5. Admins can hover over the **Customer** name to view details. ![Customer property](https://media.docs.plane.so/customers/customer-property.webp#center) What's next Soon, you'll be able to bulk upload customer records via CSV files. * [Enable Customers](https://docs.plane.so/customers#enable-customers) * [Configure customer properties](https://docs.plane.so/customers#configure-customer-properties) * [Default properties](https://docs.plane.so/customers#default-properties) * [Custom properties](https://docs.plane.so/customers#custom-properties) * [Create customer records](https://docs.plane.so/customers#create-customer-records) * [View and manage your customers](https://docs.plane.so/customers#view-and-manage-your-customers) * [Create and manage customer requests](https://docs.plane.so/customers#create-and-manage-customer-requests) * [Add a request](https://docs.plane.so/customers#add-a-request) * [Link work to requests](https://docs.plane.so/customers#link-work-to-requests) --- # Dashboards | Plane [Skip to main content](https://docs.plane.so/dashboards#__docusaurus_skipToContent_fallback) On this page Visualize your projects using custom dashboards =============================================== [Pro](https://plane.so/pricing) Dashboards in Plane give you a bird's-eye view of your projects through customizable visualizations. They help you monitor progress, identify bottlenecks, and make data-driven decisions without diving into individual projects. Create Dashboard[​](https://docs.plane.so/dashboards#create-dashboard "Direct link to Create Dashboard") --------------------------------------------------------------------------------------------------------- ![Create Dashboard](https://media.docs.plane.so/dashboards/create-new-dashboard.webp#center) To create a new dashboard: 1. Navigate to the **Dashboards** section in the left sidebar. 2. Click the **Add dashboard** button in the top-right corner. 3. Give your dashboard a descriptive name (e.g., `Project Analytics Dashboard` or `Workload by Team`) 4. Choose which projects to include in your dashboard. 5. Click **Create dashboard** to finish. Add Widgets[​](https://docs.plane.so/dashboards#add-widgets "Direct link to Add Widgets") ------------------------------------------------------------------------------------------ Once you've created a dashboard, it's time to add widgets. Widgets are visualization components that display your project data in different formats. ![Add Widget](https://media.docs.plane.so/dashboards/add-widget.webp#center) To add a widget: 1. Click the **\+ Add widget** button. 2. Choose a [widget type](https://docs.plane.so/dashboards#widget-types) . 3. Configure your widget with the specific data you want to display. 4. Name your widget to reflect what it shows. 5. Position it on your dashboard by dragging it ### Widget types[​](https://docs.plane.so/dashboards#widget-types "Direct link to Widget types") ![Dashboards](https://media.docs.plane.so/dashboards/dashboards.webp#center) #### Bar chart[​](https://docs.plane.so/dashboards#bar-chart "Direct link to Bar chart") Perfect for comparing quantities across categories, like work items by priority or state. The bars make it easy to spot patterns and imbalances. #### Line chart[​](https://docs.plane.so/dashboards#line-chart "Direct link to Line chart") Ideal for tracking trends over time, such as completed work items per week. Use these to identify patterns and forecast future performance. #### Area chart[​](https://docs.plane.so/dashboards#area-chart "Direct link to Area chart") Similar to line charts but with the area below the line filled in, making it easier to visualize volume changes over time. #### Donut chart[​](https://docs.plane.so/dashboards#donut-chart "Direct link to Donut chart") Great for showing proportions and percentages of a whole, like work item types or assignee workload distribution. #### Pie chart[​](https://docs.plane.so/dashboards#pie-chart "Direct link to Pie chart") Another option for displaying proportional data when you need to see how different segments relate to the whole. #### Number[​](https://docs.plane.so/dashboards#number "Direct link to Number") Simple counters that show important metrics like total work items, overdue tasks, or completed items. Use these for at-a-glance KPIs. ### Customize Widgets[​](https://docs.plane.so/dashboards#customize-widgets "Direct link to Customize Widgets") ![Customize Widget](https://media.docs.plane.so/dashboards/customize-widget.webp#center) Each widget type comes with specific configuration options: #### Data selection[​](https://docs.plane.so/dashboards#data-selection "Direct link to Data selection") * **Property** Choose what data to group by (e.g., Work item Types, Priority, Assignee) * **Metric** Select what to measure (e.g., Work item count, Estimate points) #### Appearance[​](https://docs.plane.so/dashboards#appearance "Direct link to Appearance") * **Color scheme** Choose from preset palettes like `Modern`, `Horizon`, or `Earthen`. * **Center value** Toggle whether to show the total count in the middle of donut/pie charts. * **Legends and Tooltips** Enable or disable these to control how much detail appears #### Style options[​](https://docs.plane.so/dashboards#style-options "Direct link to Style options") * **Fill color and Opacity** Customize the look of area charts * **Borders and Smoothing** Refine the appearance of your charts * **Markers** Add data point indicators on line charts Interact with your dashboard[​](https://docs.plane.so/dashboards#interact-with-your-dashboard "Direct link to Interact with your dashboard") --------------------------------------------------------------------------------------------------------------------------------------------- ![Hover over widget](https://media.docs.plane.so/dashboards/hover-on-widget.webp#center) After setting up your widgets, use your dashboard for insights: * Hover over chart elements to see detailed tooltips. * Use the legends to identify specific categories. * Click the **View** or **Edit** button at the top right corner to switch from edit to view mode. * [Create Dashboard](https://docs.plane.so/dashboards#create-dashboard) * [Add Widgets](https://docs.plane.so/dashboards#add-widgets) * [Widget types](https://docs.plane.so/dashboards#widget-types) * [Customize Widgets](https://docs.plane.so/dashboards#customize-widgets) * [Interact with your dashboard](https://docs.plane.so/dashboards#interact-with-your-dashboard) --- # Mobile | Plane [Skip to main content](https://docs.plane.so/devices/mobile#__docusaurus_skipToContent_fallback) On this page The Plane mobile app is available on Android and iOS devices. With the mobile app, you can easily manage your projects on the go. Whether you're creating, assigning, or tracking work items, stay connected with your team and keep work moving forward no matter where you are. Download the app to experience project management at your fingertips! System requirements[​](https://docs.plane.so/devices/mobile#system-requirements "Direct link to System requirements") ---------------------------------------------------------------------------------------------------------------------- | OS | Version | | --- | --- | | Android | Android 10+ (SDK 29+) or higher | | iOS | iOS 13 or higher | Download[​](https://docs.plane.so/devices/mobile#download "Direct link to Download") ------------------------------------------------------------------------------------- Head over to [Download](https://plane.so/download) to install the app for Android or iOS. Limitation Sign-up isn't available through the mobile app. To use the app, you'll need to be a member of at least one workspace. Sign in[​](https://docs.plane.so/devices/mobile#sign-in "Direct link to Sign in") ---------------------------------------------------------------------------------- The app is available on Cloud and for self-hosted instances on all plans of the Commercial Edition starting from version `v1.5.0`. Here’s how you can get started: * **For cloud users** Tap **Cloud sign in** and enter your credentials to log in. * **For self-Hosted users** Tap **Self hosted sign in**, then enter your Plane app URL. Once that’s done, log in with your credentials to access your workspace. ![Home](https://media.docs.plane.so/mobile/mobile-self-hosted.webp) ![Projects](https://media.docs.plane.so/mobile/plane-app-url.webp) Navigate the app[​](https://docs.plane.so/devices/mobile#navigate-the-app "Direct link to Navigate the app") ------------------------------------------------------------------------------------------------------------- The navigation bar at the bottom of your screen helps you quickly access key areas of the app. * **Home** Your dashboard includes a search box and familiar sections like **Your Work** and **Favorites**. There’s also a **Jump back in** section to easily access your recent projects, cycles, modules, pages, and work items. * **Projects** This screen shows all the projects you have access to, along with your role and the active work items count. Tap the star icon to add a project to your **Favorites** for quick access. ![Home](https://media.docs.plane.so/mobile/app-home.webp) ![Projects](https://media.docs.plane.so/mobile/app-projects.webp) * **Create** Need to create a new project, work item, or page? Tap the + Create button. * **New project** Add the project details such as icon, name, description, and the lead. Mark it public or private. Hit the **Create** button. * **New page** * Select the project by clicking the project name at the top. * Add an icon and the page title. * You can use the toolbar at the bottom to add different content blocks and format them as needed. * Hit the **Create** button to add it to your project. ![Create project](https://media.docs.plane.so/mobile/app-create-project.webp) ![Create page](https://media.docs.plane.so/mobile/app-create-page.webp) * **New work item** * Select the project by clicking the project name at the top. * Add work item details like title and description. For the description, you can use the toolbar at the bottom to add different blocks and format the text as needed. * Tap the **+** icon at the bottom left to assign members, priority, state, and other properties. * Hit the **Create** button to add it to your project. ![Create work item](https://media.docs.plane.so/mobile/app-create-issue.webp) ![Work item properties](https://media.docs.plane.so/mobile/app-issue-properties.webp) * **Inbox** Stay updated with notifications about work items you’ve created, are assigned to, or where you’ve been mentioned. You’ll never miss an important update again. * **Profile** View your profile and manage your account here. You can also switch between workspaces or log out of the app from this screen. ![Inbox](https://media.docs.plane.so/mobile/app-inbox.webp) ![Profile](https://media.docs.plane.so/mobile/app-profile.webp) ### Global search[​](https://docs.plane.so/devices/mobile#global-search "Direct link to Global search") At the top of the Home screen, you’ll find the global search bar, which helps you quickly find projects, work items, cycles, modules, or pages. It's a powerful tool to jump right to what you need. ### Switch workspaces[​](https://docs.plane.so/devices/mobile#switch-workspaces "Direct link to Switch workspaces") To switch between different workspaces, simply tap your workspace icon in the top-right corner or navigate to your profile settings at the bottom right of the screen. Track projects[​](https://docs.plane.so/devices/mobile#track-projects "Direct link to Track projects") ------------------------------------------------------------------------------------------------------- Stay on top of your work by tracking all your project's elements with ease: 1. Tap the **Projects** icon in the bottom navigation bar. 2. Select the project you want to track. You will notice that the bottom navigation bar now shows different buttons: * **Work items** View a list of all, active and backlog work items. * You can search, sort, and filter work items using the icon buttons on the top right. * Tap any work item to view or modify work item details and view the activity. You can also add comments, copy the link, and share the work item with a personalized message via other apps. * Click the **\+ Add** button on the bottom left to add sub-work items and relations. You can also swipe left or right to view sub-work items, relations, links, and attachments. ![Work items](https://media.docs.plane.so/mobile/app-issues.webp) ![Work item details](https://media.docs.plane.so/mobile/app-issue-details.webp) tip You can add or edit the priority, state, start date, target date, cycle, and module by tapping the pencil icon in the **Properties** section. Alternatively, use the icons on the top right for choosing Priority, Cycle, and Module. * **Cycles** Track active and upcoming cycles, and dive into the work items within each cycle. * **Create** Similar to the Create button on the main navigation bar, except that you can only create new work items and pages here. * **Modules** See all modules in your project and their progress. Tap the module to view the work items that are a part of it. * **Pages** View all project pages, whether public, private, or archived. You can mark important pages as favorites or search for specific content. ![Cycles](https://media.docs.plane.so/mobile/app-cycles.webp) ![Modules](https://media.docs.plane.so/mobile/app-modules.webp) Push notifications[​](https://docs.plane.so/devices/mobile#push-notifications "Direct link to Push notifications") ------------------------------------------------------------------------------------------------------------------- info Push notifications are currently available only for Plane Cloud users. The Plane mobile app supports push notifications to keep you updated on important activities. To start receiving notifications, make sure to turn them on in the app settings. Once turned on, you'll be notified about relevant updates, ensuring you never miss an important change or task. Troubleshooting[​](https://docs.plane.so/devices/mobile#troubleshooting "Direct link to Troubleshooting") ---------------------------------------------------------------------------------------------------------- ### Unable to log in to the mobile app[​](https://docs.plane.so/devices/mobile#unable-to-log-in-to-the-mobile-app "Direct link to Unable to log in to the mobile app") Error: 404 Page Not Found This error occurs when attempting to log in to the mobile app with a self-hosted URL on the Community Edition or an outdated version of the Commercial Edition. * Ensure your Plane instance is running the Commercial Edition version `v1.5.0` or higher. If you are using an older version, [update to the latest version](https://developers.plane.so/self-hosting/manage/upgrade-plane#prerequisites) . * If you are on the Community Edition, [upgrade to the Commercial Edition](https://developers.plane.so/self-hosting/upgrade-from-community) to access mobile app functionality. * Retry logging in and ensure the self-hosted URL is entered correctly in the app. ### Sign-in issues on Android[​](https://docs.plane.so/devices/mobile#sign-in-issues-on-android "Direct link to Sign-in issues on Android") If you're having trouble signing into the Plane app on your Android device, here are a few steps you can follow to get things working: **Sign-in button doesn’t open the app?** Make sure you have a browser (like Chrome, Firefox, or Edge) installed on your phone. **App still not opening, even with a browser installed?** 1. Check which profile the Plane app is installed under — Personal or Work. 2. Make sure the browser is also installed in the same profile. **Browser opens, but sign-in keeps looping?** This might be due to default browser settings. Try the following: 1. Open your device’s **Settings**. 2. Go to **Apps** or **Default Apps**. 3. Find and tap on the browser you're using. 4. Look for an option like **Clear defaults** or **Reset default app** 5. Clear the defaults, then try signing in again. You’ll be prompted to choose a browser. Choose one that's in the same profile as the Plane app. **Still stuck?** Try clearing site data: 1. When the web sign-in page opens, tap the three-dot menu (usually in the top-right corner of the browser). 2. Go to **Settings → Site settings → Clear data** (wording may vary slightly by browser). 3. Try the sign-in process again. ### Unable to log in using SSO[​](https://docs.plane.so/devices/mobile#unable-to-log-in-using-sso "Direct link to Unable to log in using SSO") Ensure the correct Redirect URI is configured in your OAuth service: * For Google Sign-In: Add the following URL to the Redirect URIs section in your Google Cloud Console: https:///auth/mobile/google/callback/ * For GitHub Sign-In: Add the following URL to the Callback URL section in your GitHub OAuth app: `bash https:///auth/mobile/github/callback/` Verify that the `` part of the URL matches your self-hosted instance's domain. * [System requirements](https://docs.plane.so/devices/mobile#system-requirements) * [Download](https://docs.plane.so/devices/mobile#download) * [Sign in](https://docs.plane.so/devices/mobile#sign-in) * [Navigate the app](https://docs.plane.so/devices/mobile#navigate-the-app) * [Global search](https://docs.plane.so/devices/mobile#global-search) * [Switch workspaces](https://docs.plane.so/devices/mobile#switch-workspaces) * [Track projects](https://docs.plane.so/devices/mobile#track-projects) * [Push notifications](https://docs.plane.so/devices/mobile#push-notifications) * [Troubleshooting](https://docs.plane.so/devices/mobile#troubleshooting) * [Unable to log in to the mobile app](https://docs.plane.so/devices/mobile#unable-to-log-in-to-the-mobile-app) * [Sign-in issues on Android](https://docs.plane.so/devices/mobile#sign-in-issues-on-android) * [Unable to log in using SSO](https://docs.plane.so/devices/mobile#unable-to-log-in-using-sso) --- # Members | Plane [Skip to main content](https://docs.plane.so/core-concepts/workspaces/members#__docusaurus_skipToContent_fallback) On this page Keeping your workspace organized and secure is essential for smooth project management. Plane makes it easy to control who can access your workspace, what they can do, and how they collaborate with others. This guide will walk you through managing members, assigning roles, and understanding the permissions associated with each role. Roles[​](https://docs.plane.so/core-concepts/workspaces/members#roles "Direct link to Roles") ---------------------------------------------------------------------------------------------- Each user in your workspace has a role, which defines their level of access and permissions. Here’s a quick overview of the available roles: * **Admin** Admins have full access to everything in the workspace. They can manage members, update settings, and perform all actions across projects, cycles, and modules. If you're an admin, you’re essentially running the show. * **Member** Members are your core team. They can create, edit, and delete content in projects, cycles, and modules. Members also can create new projects. This role works well for collaborators who need to contribute to day-to-day tasks. * **Guest** Guests are external collaborators—like clients or contractors—who need limited access. They can only view the specific content they've been invited to and cannot be assigned to work items. This role is perfect for keeping outsiders in the loop without giving them full access. ### Grant view access to Guests[​](https://docs.plane.so/core-concepts/workspaces/members#grant-view-access-to-guests "Direct link to Grant view access to Guests") You can turn on this setting in **Project Settings > Members**. Enabling this setting allows guest users to view all project work items, providing them with broader visibility into the project's progress and details. This is useful for external stakeholders who need full context without editing permissions. ![Grant guest users view access](https://media.docs.plane.so/workspaces/grant-guests-view-access.webp#center) Permissions[​](https://docs.plane.so/core-concepts/workspaces/members#permissions "Direct link to Permissions") ---------------------------------------------------------------------------------------------------------------- Permissions define what actions users can take within a workspace or project. By assigning appropriate roles, you can ensure everyone has the right level of access to collaborate effectively while maintaining security. **Workspaces** | Permission | Admin | Member | Guest | | --- | --- | --- | --- | | Access Workspace settings | ✓ | x | x | | Create Workspace | ✓ | x | x | | Update Workspace | ✓ | x | x | | Delete Workspace | ✓ | x | x | | Add user | ✓ | x | x | | Remove user | ✓ | x | x | | Change user role | ✓ | x | x | | Manage Project states | ✓ | x | x | | Manage Billing and plans | ✓ | x | x | | Manage Integrations | ✓ | x | x | | Manage Imports | ✓ | x | x | | Manage Exports | ✓ | x | x | | Manage Webhooks | ✓ | x | x | | Manage API tokens | ✓ | x | x | | Manage Worklogs | ✓ | x | x | | Home | ✓ | ✓ | ✓ | | Your work | ✓ | ✓ | x | | Inbox | ✓ | ✓ | ✓ | | Drafts | ✓ | ✓ | x | | Projects | ✓ | ✓ | x | | View private projects | ✓ | x | x | | View public projects | ✓ | ✓ | x | | Join private projects | ✓ | x | x | | Join public projects | ✓ | ✓ | x | | Cycles | ✓ | ✓ | x | | Views | ✓ | ✓ | ✓ | | Analytics | ✓ | ✓ | x | | Your favourites | ✓ | ✓ | x | **Projects** | Permission | Workspace Admin | Project Admin | Member | Guest | | --- | --- | --- | --- | --- | | Access Project settings | ✓ | ✓ | x | x | | Create Project | ✓ | ✓ | ✓ | x | | Update Project | ✓ | ✓ | x | x | | Archive Project | ✓ | ✓ | x | x | | Delete Project | ✓ | ✓ | x | x | | Add user | ✓ | ✓ | x | x | | Remove user | ✓ | ✓ | x | x | | Change user role | ✓ | ✓ | x | x | | Enable features | ✓ | ✓ | x | x | | Manage work item states | ✓ | ✓ | x | x | | Manage work item labels | ✓ | ✓ | x | x | | Manage Estimates | ✓ | ✓ | x | x | | Manage Automations | ✓ | ✓ | x | x | | Manage work item types and custom properties | ✓ | ✓ | x | x | | Add Project to favorites | ✓ | ✓ | ✓ | x | | Publish Project | ✓ | ✓ | x | x | | Copy link | ✓ | ✓ | ✓ | x | | View Archived projects | ✓ | ✓ | ✓ | x | **Work items** | Permission | Workspace Admin | Project Admin | Member | Guest | Guest with
view access | Comments | | --- | --- | --- | --- | --- | --- | --- | | Create Work item | ✓ | ✓ | ✓ | x | x | | | View Work items | ✓ | ✓ | ✓ | x | ✓ | Guests without view access can only see their own work items accepted through Intake. | | Edit Work item | ✓ | ✓ | ✓ | x | x | | | Duplicate Work item | ✓ | ✓ | ✓ | x | x | | | Copy link | ✓ | ✓ | ✓ | x | x | | | Archive Work item | ✓ | ✓ | ✓ | x | x | | | Delete Work item | ✓ | ✓ | ✓ | x | x | | | Edit Work item properties | ✓ | ✓ | ✓ | x | x | | | View Work item activity | ✓ | ✓ | ✓ | x | ✓ | | | Log work | ✓ | ✓ | ✓ | x | x | | | Add Comments | ✓ | ✓ | ✓ | x | ✓ | | | View Comments | ✓ | ✓ | ✓ | x | ✓ | | | Add Reactions | ✓ | ✓ | ✓ | x | ✓ | | | View work item types | ✓ | ✓ | ✓ | ✓ | ✓ | | | Use work item types | ✓ | ✓ | ✓ | x | x | | **Cycles** | Permission | Workspace Admin | Project Admin | Member | Guest | | --- | --- | --- | --- | --- | | Create Cycle | ✓ | ✓ | ✓ | x | | View Cycles | ✓ | ✓ | ✓ | x | | View Cycle work items | ✓ | ✓ | ✓ | x | | Edit Cycle | ✓ | ✓ | ✓ | x | | Add work items | ✓ | ✓ | ✓ | x | | Archive Cycle | ✓ | ✓ | ✓ | x | | Delete Cycle | ✓ | ✓ | ✓ | x | | Copy link | ✓ | ✓ | ✓ | x | | Add Cycle to favorites | ✓ | ✓ | ✓ | x | | View Cycle details | ✓ | ✓ | ✓ | x | | Filter Cycles | ✓ | ✓ | ✓ | x | | Search Cycles | ✓ | ✓ | ✓ | x | **Modules** | Permission | Workspace Admin | Project Admin | Member | Guest | | --- | --- | --- | --- | --- | | Create Module | ✓ | ✓ | ✓ | x | | View Modules | ✓ | ✓ | ✓ | x | | View Module work items | ✓ | ✓ | ✓ | x | | Edit Module | ✓ | ✓ | ✓ | x | | Add work items | ✓ | ✓ | ✓ | x | | Archive Module | ✓ | ✓ | ✓ | x | | Delete Module | ✓ | ✓ | ✓ | x | | Copy link | ✓ | ✓ | ✓ | x | | Add Module to favorites | ✓ | ✓ | ✓ | x | | View Module details | ✓ | ✓ | ✓ | x | | Add links to Module | ✓ | ✓ | ✓ | x | | Sort Modules | ✓ | ✓ | ✓ | x | | Filter Modules | ✓ | ✓ | ✓ | x | | Search Modules | ✓ | ✓ | ✓ | x | **Views** | Permission | Workspace Admin | Project Admin | Member | Guest | Guest with
view access | Comments | | --- | --- | --- | --- | --- | --- | --- | | Create View | ✓ | ✓ | ✓ | ✓ | ✓ | | | See Views | ✓ | ✓ | ✓ | x | ✓ | Guests without view access can only see the Views they create | | Edit View | ✓ | ✓ | ✓ | x | ✓ | | | Add work items | ✓ | ✓ | ✓ | x | x | | | Delete View | ✓ | ✓ | ✓ | x | ✓ | | | Sort Views | ✓ | ✓ | ✓ | x | ✓ | | | Filter Views | ✓ | ✓ | ✓ | x | ✓ | | | Search Views | ✓ | ✓ | ✓ | x | ✓ | | | Add View to favorites | ✓ | ✓ | ✓ | x | x | | | Publish View | ✓ | ✓ | ✓ | x | x | | | Copy link | ✓ | ✓ | ✓ | x | x | | **Pages** | Permission | Workspace Admin | Project Admin | Member | Guest | Guest with
view access | | --- | --- | --- | --- | --- | --- | | Create Page | ✓ | ✓ | ✓ | x | x | | View Pages | ✓ | ✓ | ✓ | x | ✓ | | Edit Page | ✓ | ✓ | ✓ | x | x | | Archive Page | ✓ | ✓ | ✓ | x | x | | Delete Page | ✓ | ✓ | ✓ | x | x | | Add Page to favorites | ✓ | ✓ | ✓ | x | x | | Publish Page | ✓ | ✓ | ✓ | x | x | | Copy link | ✓ | ✓ | ✓ | x | x | | Sort Pages | ✓ | ✓ | ✓ | x | ✓ | | Filter Pages | ✓ | ✓ | ✓ | x | ✓ | | Search Pages | ✓ | ✓ | ✓ | x | ✓ | **Intake** | Permission | Workspace Admin | Project Admin | Member | Guest | Guest with
view access | Comments | | --- | --- | --- | --- | --- | --- | --- | | Create Intake work item | ✓ | ✓ | ✓ | ✓ | ✓ | | | View Intake work items | ✓ | ✓ | ✓ | ✓ | ✓ | Guest without view access can only view the Intake work items they create | | Edit Intake work item | ✓ | ✓ | x | ✓ | x | Guest without view access can only modify the Intake work items they create | | Accept Intake work item | ✓ | ✓ | x | x | x | | | Reject Intake work item | ✓ | ✓ | x | x | x | | | Snooze Intake work item | ✓ | ✓ | ✓ | x | x | Members can't snooze work items created by other users | | Mark duplicate | ✓ | ✓ | ✓ | x | x | Members can't mark duplicate Intake work items created by other users | | Delete Intake work item | ✓ | ✓ | ✓ | x | x | Members can't delete Intake work items created by other users | | Add attachments | ✓ | ✓ | ✓ | ✓ | ✓ | Members and Guests can only attach files to the Intake work items they create | | Modify Intake work item properties | ✓ | ✓ | ✓ | ✓ | ✓ | Members and Guests can only modify Intake work item properties they create | | View activity | ✓ | ✓ | ✓ | x | ✓ | | | Add comments | ✓ | ✓ | ✓ | x | ✓ | | | Add reactions | ✓ | ✓ | ✓ | x | ✓ | | | Copy link | ✓ | ✓ | ✓ | x | ✓ | | | Sort Intake work items | ✓ | ✓ | ✓ | ✓ | ✓ | | | Filter Intake work items | ✓ | ✓ | ✓ | ✓ | ✓ | | Manage Members[​](https://docs.plane.so/core-concepts/workspaces/members#manage-members "Direct link to Manage Members") ------------------------------------------------------------------------------------------------------------------------- You can manage the members in your workspace by navigating to **Workspace settings > Members**. ### Add member[​](https://docs.plane.so/core-concepts/workspaces/members#add-member "Direct link to Add member") ![Invite user](https://media.docs.plane.so/workspaces/add-user.webp#center) 1. Click on **Add member**. This opens a modal where you can: 1. Enter the email addresses of the user you’re inviting. 2. Assign the role to **Admin**, **Member**, or **Guest**. 3. Click **Add another** to add multiple users. 4. Finally, click the **Invite** button. Once invited, members receive an email notification. Self-hosted users Ensure your SMTP server is properly configured to send invite emails successfully. See [Email](https://developers.plane.so/self-hosting/govern/communication) for more information. After the user accepts the invitation, they’ll be added to the workspace. If they don’t accept or decline, you can manually remove the pending invitation. ### Update member roles[​](https://docs.plane.so/core-concepts/workspaces/members#update-member-roles "Direct link to Update member roles") ![Update user role](https://media.docs.plane.so/workspaces/update-user.webp#center) 1. Locate the member whose role you want to update. 2. Use the role dropdown to promote or demote their role. Admins can update any member's role, while regular members can only promote others to the Member role. ### Remove member[​](https://docs.plane.so/core-concepts/workspaces/members#remove-member "Direct link to Remove member") ![Remove user](https://media.docs.plane.so/workspaces/remove-user.webp#center) 1. Find the member you want to remove. 2. Click the **Remove** option next to their name. Once removed, they’ll immediately lose access to the workspace and its projects. * [Roles](https://docs.plane.so/core-concepts/workspaces/members#roles) * [Grant view access to Guests](https://docs.plane.so/core-concepts/workspaces/members#grant-view-access-to-guests) * [Permissions](https://docs.plane.so/core-concepts/workspaces/members#permissions) * [Manage Members](https://docs.plane.so/core-concepts/workspaces/members#manage-members) * [Add member](https://docs.plane.so/core-concepts/workspaces/members#add-member) * [Update member roles](https://docs.plane.so/core-concepts/workspaces/members#update-member-roles) * [Remove member](https://docs.plane.so/core-concepts/workspaces/members#remove-member) --- # Views | Plane [Skip to main content](https://docs.plane.so/core-concepts/views#__docusaurus_skipToContent_fallback) On this page Views are saved collections of filters that you can apply to work items, allowing you to analyze and manage them efficiently. Instead of reapplying the same filters repeatedly, you can save them with a title for easy access and reuse. View types[​](https://docs.plane.so/core-concepts/views#view-types "Direct link to View types") ------------------------------------------------------------------------------------------------ In Plane, you can create two different types of views: * **Workspace Views** These are created at the Workspace level and are available to all Members, depending on whether they are marked as public or private. These include some default system-defined Views that cannot be removed. ![Workspace Views](https://media.docs.plane.so/views/workspace-views.webp#center) * **Project Views** These Views are created within the specific project and are accessible to all Members of the project, depending on whether they are set as public or private. This feature is turned on by default and can be toggled on or off from the [project settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) . ![Project Views](https://media.docs.plane.so/views/project-views.webp#center) Create Views[​](https://docs.plane.so/core-concepts/views#create-views "Direct link to Create Views") ------------------------------------------------------------------------------------------------------ To create a project View, press `V` anywhere within your project or click the **Add view** button in the project's **Views** section. Apply the desired filters and provide a name to save the view. ![Create view](https://media.docs.plane.so/views/create-view-modal.webp#center) Alternatively, spin off a View from within the project's Work items section after applying the filters and clicking **Save View**. ![Create view from existing](https://media.docs.plane.so/views/view-create-from-existing.webp#center) For Workspace Views, click the **Add view** button in the **Views** section of your Workspace. Learn more about how to apply filters [here](https://docs.plane.so/core-concepts/issues/visualise_filter) . After creating a view, you can share the link to collaborate and investigate with members. Investigating with Views[​](https://docs.plane.so/core-concepts/views#investigating-with-views "Direct link to Investigating with Views") ------------------------------------------------------------------------------------------------------------------------------------------ Saved filters can be accessed from the **Views** section. ![view](https://media.docs.plane.so/views/views-overview.webp#center) After creating a view, you can: * Adjust the layout. * Organize information using grouping or sorting options. * Apply additional filters to refine results. Workspace Views are visualized using the spreadsheet layout, while project Views support all layouts. Learn more about layouts and grouping options [here](https://docs.plane.so/core-concepts/issues/layouts) . Publish Views[​](https://docs.plane.so/core-concepts/views#publish-views "Direct link to Publish Views") --------------------------------------------------------------------------------------------------------- [Pro](https://plane.so/pricing) Publishing a View allows you to share it more interactively by enabling features like comments, reactions, and voting. Here's how to publish a view: 1. Click the … icon on the View you want to publish. 2. Select the **Publish** option. 3. In the **Publish views** modal, toggle the settings for allowing comments, reactions, or voting. 4. Once configured, click **Publish**. The view will now be accessible to anyone with the link. ![Publish view](https://media.docs.plane.so/views/publish-view.webp#center) Update Views[​](https://docs.plane.so/core-concepts/views#update-views "Direct link to Update Views") ------------------------------------------------------------------------------------------------------ After creating a view, any modification to its filters will prompt you to update the view. Additionally, you can choose to change the name, description, and filters explicitly from the list of views by selecting the **Edit** option corresponding to the view you wish to update. Delete Views[​](https://docs.plane.so/core-concepts/views#delete-views "Direct link to Delete Views") ------------------------------------------------------------------------------------------------------ You can remove views by deleting them from the list of views in your workspace or project. Deleting a view has no impact on the associated work items. Additional features[​](https://docs.plane.so/core-concepts/views#additional-features "Direct link to Additional features") --------------------------------------------------------------------------------------------------------------------------- * Mark frequently used views as favorites for quick access. Favorited views appear on the sidebar under **Your Favorites** section. * Use the search bar in the **Views** section to locate specific views quickly. * [View types](https://docs.plane.so/core-concepts/views#view-types) * [Create Views](https://docs.plane.so/core-concepts/views#create-views) * [Investigating with Views](https://docs.plane.so/core-concepts/views#investigating-with-views) * [Publish Views](https://docs.plane.so/core-concepts/views#publish-views) * [Update Views](https://docs.plane.so/core-concepts/views#update-views) * [Delete Views](https://docs.plane.so/core-concepts/views#delete-views) * [Additional features](https://docs.plane.so/core-concepts/views#additional-features) --- # Asana | Plane [Skip to main content](https://docs.plane.so/importers/asana#__docusaurus_skipToContent_fallback) On this page With the Asana importer, you can easily import issues, states, labels, priorities and user data from Asana to Plane and continue managing your existing projects. info The Asana importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. Import from Asana[​](https://docs.plane.so/importers/asana#import-from-asana "Direct link to Import from Asana") ----------------------------------------------------------------------------------------------------------------- > **Role**: Workspace admins tip To import issue types from Asana, make sure the [Work item types](https://docs.plane.so/core-concepts/issues/issue-types) feature is enabled in your Plane project. To import Asana issues to a Plane project, follow these steps: 1. Click the **∨** icon next to your workspace name on the sidebar and select **Workspace Settings**. 2. Select **Imports** on the right pane and click the **Import** button in the Asana section. ![Import from Asana](https://media.docs.plane.so/importers/asana/import-asana.webp#center) 3. In the **Asana to Plane Migration Assistant** screen, enter your **Personal Access Token** to allow Plane access to your Asana account. ![Connect Asana](https://media.docs.plane.so/importers/asana/asana-plane-migration-assistant.webp#center) 4. Click the **Connect Asana** button to link the accounts. 5. Click the **Import** button under the **Imports** section. ![Import Asana](https://media.docs.plane.so/importers/asana/import-asana-data.webp#center) 6. **Configure Plane** Select the Plane project where you want to import your Asana data and and click **Next**. ![Configure Plane](https://media.docs.plane.so/importers/asana/configure-plane.webp#center) 7. **Configure Asana** Choose the workspace and project in Asana from where you want to import data. ![Configure Asana](https://media.docs.plane.so/importers/asana/configure-asana.webp#center) 8. **Map states** Map **Asana sections** to their equivalent **Plane states**. ![Map states](https://media.docs.plane.so/importers/asana/map-states.webp#center) 9. **Map priorities** Map the **Asana priorities** to the corresponding **Plane priorities**. If there's no match, select **None** in the **Plane priorities** list. ![Map priorities](https://media.docs.plane.so/importers/asana/map-priorities.webp#center) 10. **Summary** Review the mappings and make any changes if needed. Click **Back** to adjust, or click **Confirm** to start the migration. ![Review mappings](https://media.docs.plane.so/importers/asana/import-summary.webp#center) 11. The data migration begins and takes a few minutes to complete depending on the number of issues in your Asana workspace. ![Migration complete](https://media.docs.plane.so/importers/asana/import-complete.webp#center) 12. Once it's done, go to **Work items** in your Plane project to confirm that the data import is successful. Imported entities[​](https://docs.plane.so/importers/asana#imported-entities "Direct link to Imported entities") ----------------------------------------------------------------------------------------------------------------- Here’s a quick look at what gets imported during the migration from Asana to Plane: | Asana | Plane | Notes | | --- | --- | --- | | Labels | Labels | | | Status | States | | | Issue priorities | Priorities | | | Users | Users | | | Issues | Work items | | | Relations | Parent | Includes only parent-child relationships | | Issue comments | Work item comments | Includes username and timestamp. If you skip user import during migration, comments will show the name of the user who performed the migration. | | Issue attachments | Work item attachments | | | Reporter | Created by | | | Created | Created at | | | Assignee | Assignees | If you skip user import during migration, this will be blank. | | Issue types | Labels \| Prefix in Issue title | | | Images in the Issue description | Images in the Work item description | | | Summary | Work item title | | | Start date | Start date | | | Due date | Due date | | | Linked Issues | Links | Includes backlinks to the original Asana issue. | Sync Asana to Plane[​](https://docs.plane.so/importers/asana#sync-asana-to-plane "Direct link to Sync Asana to Plane") ----------------------------------------------------------------------------------------------------------------------- After the import, if there are any new or updated issues in Asana, you can easily sync these changes to Plane: 1. Go to **Workspace settings**. 2. Select **Imports** on the right pane. 3. Click the **Re run** button next to the project you want to sync. ![Sync Asana](https://media.docs.plane.so/importers/asana/rerun-import.webp#center) * [Import from Asana](https://docs.plane.so/importers/asana#import-from-asana) * [Imported entities](https://docs.plane.so/importers/asana#imported-entities) * [Sync Asana to Plane](https://docs.plane.so/importers/asana#sync-asana-to-plane) --- # CSV | Plane [Skip to main content](https://docs.plane.so/importers/csv#__docusaurus_skipToContent_fallback) On this page With the CSV importer, you can easily import work items from your CSV file to Plane. info The CSV importer is only available on Plane Cloud. Import from CSV[​](https://docs.plane.so/importers/csv#import-from-csv "Direct link to Import from CSV") --------------------------------------------------------------------------------------------------------- > **Role**: Workspace admins Work Item Types To import work item types, make sure the [Work item types](https://docs.plane.so/core-concepts/issues/issue-types) feature is enabled in your Plane project. Here's how to get started: 1. Click your Workspace name at the top left on the sidebar. 2. Select **Settings**. 3. In the right pane, click on **Imports**. 4. You'll see several import options - look for the **CSV Importers** tile and click the **Import** button. 5. Use the dropdown to select the project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first. 6. Click the **Upload CSV** button. Prepare your CSV When importing user fields like **Assignee**, make sure to use email addresses rather than usernames. This ensures your team members are correctly linked to their work items. 7. You can either drag and drop your file onto the upload area or click **Upload file** to browse your files. Alternatively, you can click **Manually enter data** if you prefer to input information directly. 8. You'll need to match your CSV columns to Plane fields: * You'll see your CSV fields listed under **INCOMING FIELDS** on the left. * On the right, under **DESTINATION FIELDS**, select the corresponding Plane field for each item. Fields will be automatically mapped when names match, but you can adjust as needed. * Required fields are marked with an asterisk (\*). 9. Once you've mapped your fields, click **Continue** to proceed. 10. You'll see a preview of your data in a table view: * Review the data to make sure everything looks correct. * If something's not right, you can click Back to adjust your field mapping. * When you're ready, click **Submit** to import your data. 11. That's it! Your CSV data is now imported into your Plane project. For very large datasets, the import might take a few minutes to process. 12. Once it's done, go to **Work Items** in your Plane project to confirm that the data import is successful. Imported fields[​](https://docs.plane.so/importers/csv#imported-fields "Direct link to Imported fields") --------------------------------------------------------------------------------------------------------- When bringing your data from CSV into Plane, here's exactly what you can transfer over: | Field | Notes | | --- | --- | | Title | Required for all items | | Description | Plain text only - any formatting, images, or tags will be imported as raw text | | Work Item Type | Make sure the [Work item types](https://docs.plane.so/core-concepts/issues/issue-types)
feature is enabled in your Plane project | | State | | | Assignee | **Must be email addresses**, not usernames - this is how Plane connects work items to users | | Priority | | | Created by | **Must be email addresses** - allows Plane to track who originally created the item | | Start date | | | Due date | | | Modules | | | Cycle | | | Labels | | | Created At | | * [Import from CSV](https://docs.plane.so/importers/csv#import-from-csv) * [Imported fields](https://docs.plane.so/importers/csv#imported-fields) --- # Jira | Plane [Skip to main content](https://docs.plane.so/importers/jira#__docusaurus_skipToContent_fallback) On this page With the Jira importer, you can easily import issues, states, labels, priorities and user data from Jira to Plane and continue managing your existing projects. info The Jira importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. Import from Jira[​](https://docs.plane.so/importers/jira#import-from-jira "Direct link to Import from Jira") ------------------------------------------------------------------------------------------------------------- > **Role**: Workspace admins tip To import issue types from Jira, make sure the [Issue types](https://docs.plane.so/core-concepts/issues/issue-types) feature is enabled in your Plane project. To import Jira issues to a Plane project, follow these steps: 1. Click the **∨** icon next to your workspace name on the sidebar and select **Workspace Settings**. 2. Select **Imports** on the right pane and click the **Import** button in the Jira section. ![Import from Jira](https://media.docs.plane.so/importers/jira/import-jira-cloud-server.webp#center) 3. In the **Jira to Plane Migration Assistant** screen, enter your **Personal Access Token**, **User email** and the **Jira domain** to allow Plane access to your Atlassian account. ![Connect Jira](https://media.docs.plane.so/importers/jira/jira-plane-migration-assitant.webp#center) 4. Click the **Connect Jira** button to link the accounts. 5. Click the **Import** button. ![Import Jira](https://media.docs.plane.so/importers/jira/import-jira-data.webp#center) 6. **Configure Plane** Select the Plane project where you want to import your Jira data and and click **Next**. ![Configure Plane](https://media.docs.plane.so/importers/jira/configure-plane.webp#center) 7. **Configure Jira** Choose the workspace and project in Jira from where you want to import data. ![Configure Jira](https://media.docs.plane.so/importers/jira/configure-jira.webp#center) Work item types If you're on a paid plan (Pro or higher), issue types in Jira will be imported as work item types in Plane. On the free plan, issue types from Jira won't be imported. 8. **Import users** Choose one of the following: * **Upload CSV** Click the **Upload CSV** button to import users to your Plane project. Refer to [Export users from a site](https://support.atlassian.com/organization-administration/docs/export-users-from-a-site/) to download the CSV file from Jira. _(recommended)_ Admin or Member role users invited to your workspace count toward your billed seats right away, but the importer only treats them as active members once they accept the invitation. So, when importing users, you have two options: * Don't invite users to the workspace manually and let the importer handle user creation. * Invite users first and wait for all of them to accept before running the import. * **Skip user import** You can select the **Skip Importing User data** checkbox and manually add users later. warning If you skip user import, work items and comments will show the name of the person who performed the migration, and the Assignees field will be empty. ![Import users](https://media.docs.plane.so/importers/jira/import-users.webp#center) 9. **Map states** 1. Map **Jira status** to their equivalent **Plane states**. 2. Select the **Auto create and map the remaining Jira states** checkbox to automatically create and map any missing states. ![Map states](https://media.docs.plane.so/importers/jira/map-states.webp#center) 10. **Map priorities** Map the **Jira priorities** to the corresponding **Plane priorities**. If there's no match, select **None** in the **Plane priorities** list. ![Map priorities](https://media.docs.plane.so/importers/jira/map-priorities.webp#center) 11. **Summary** Review the mappings and make any changes if needed. Click **Back** to adjust, or click **Confirm** to start the migration. ![Review mappings](https://media.docs.plane.so/importers/jira/import-summary.webp#center) 12. The data migration begins and takes a few minutes to complete depending on the number of issues in your Jira workspace. ![Migration complete](https://media.docs.plane.so/importers/jira/jira-import-complete.webp#center) 13. Once it's done, go to **Work items** in your Plane project to confirm that the data import is successful. Imported entities[​](https://docs.plane.so/importers/jira#imported-entities "Direct link to Imported entities") ---------------------------------------------------------------------------------------------------------------- Here’s a quick look at what gets imported during the migration from Jira to Plane: | Jira | Plane | Notes | | --- | --- | --- | | Labels | Labels | | | Status | States | | | Issue priorities | Priorities | | | Users | Users | | | Issues | Work items | | | Relations | Parent | Includes only parent-child relationships | | Issue comments | Work item comments | Includes username and timestamp. If you skip user import during migration, comments will show the name of the user who performed the migration. | | Issue attachments | Work item attachments | | | Reporter | Created by | | | Created | Created at | | | Assignee | Assignees | If you skip user import during migration, this will be blank. | | Issue types | Labels \| Prefix in Issue title | | | Images in the Issue description | Images in the Work item description | | | Summary | Work item title | | | Start date | Start date | | | Due date | Due date | | | Linked Issues | Links | Includes backlinks to the original Jira issue. | | Sprint | Cycles | Includes the work items, start and end date. | | Components | Modules | Includes the work items. | Sync Jira to Plane[​](https://docs.plane.so/importers/jira#sync-jira-to-plane "Direct link to Sync Jira to Plane") ------------------------------------------------------------------------------------------------------------------- After the import, if there are any new or updated issues in Jira, you can easily sync these changes to Plane: 1. Go to **Workspace settings**. 2. Select **Imports** on the right pane. 3. Click the **Re run** button next to the project you want to sync. ![Sync Jira](https://media.docs.plane.so/importers/jira/rerun-import.webp#center) * [Import from Jira](https://docs.plane.so/importers/jira#import-from-jira) * [Imported entities](https://docs.plane.so/importers/jira#imported-entities) * [Sync Jira to Plane](https://docs.plane.so/importers/jira#sync-jira-to-plane) --- # Linear | Plane [Skip to main content](https://docs.plane.so/importers/linear#__docusaurus_skipToContent_fallback) On this page With the Linear importer, you can easily import issues, states, labels, priorities and user data from Linear to Plane and continue managing your existing projects. info The Linear importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. Import from Linear[​](https://docs.plane.so/importers/linear#import-from-linear "Direct link to Import from Linear") --------------------------------------------------------------------------------------------------------------------- > **Role**: Workspace admins tip To import issue types from Linear, make sure the [Work item types](https://docs.plane.so/core-concepts/issues/issue-types) feature is enabled in your Plane project. To import Linear issues to a Plane project, follow these steps: 1. Click the **∨** icon next to your workspace name on the sidebar and select **Workspace settings**. 2. Select **Imports** on the right pane and click the **Import** button in the Linear section. ![Import Linear](https://media.docs.plane.so/importers/linear/import-linear.webp#center) 3. In the **Linear to Plane Migration Assistant** screen, enter your **Personal Access Token** to allow Plane access to your Linear account. ![Connect Linear](https://media.docs.plane.so/importers/linear/linear-plane-migration-assistant.webp#center) 4. Click the **Connect Linear** button to link the accounts. 5. Click the **Import** button in the **Imports** section. ![Import Linear data](https://media.docs.plane.so/importers/linear/import-linear-data.webp#center) 6. **Configure Plane** Select the Plane project where you want to import your Linear data and and click **Next**. ![Configure Plane](https://media.docs.plane.so/importers/linear/configure-plane.webp#center) 7. **Configure Linear** Choose the Linear team from where you want to import data. ![Configure Linear](https://media.docs.plane.so/importers/linear/configure-linear.webp#center) 8. **Map states** Map **Linear states** to their equivalent **Plane states**. ![Map states](https://media.docs.plane.so/importers/linear/map-states.webp#center) 9. **Summary** Review the mappings and make any changes if needed. Click **Back** to adjust, or click **Confirm** to start the migration. ![Review mappings](https://media.docs.plane.so/importers/linear/import-summary.webp#center) 10. The data migration begins and takes a few minutes to complete depending on the number of issues in your Linear workspace. ![Migration complete](https://media.docs.plane.so/importers/linear/import-complete.webp#center) 11. Once it's done, go to **Work items** in your Plane project to confirm that the data import is successful. ![Verify import](https://media.docs.plane.so/importers/linear/verify-import.webp#center) ### Imported entities[​](https://docs.plane.so/importers/linear#imported-entities "Direct link to Imported entities") Here’s a quick look at what gets imported during the migration from Linear to Plane: | Linear | Plane | Notes | | --- | --- | --- | | Labels | Labels | | | Status | States | | | Issue priorities | Priorities | | | Users | Users | | | Issues | Work items | | | Relations | Parent | Includes only parent-child relationships | | Issue comments | Work item comments | Includes username and timestamp. If you skip user import during migration, comments will show the name of the user who performed the migration. | | Issue attachments | Work item attachments | | | Reporter | Created by | | | Created | Created at | | | Assignee | Assignees | If you skip user import during migration, this will be blank. | | Issue types | Labels \| Prefix in Issue title | | | Images in the Issue description | Images in the Work item description | | | Summary | Work item title | | | Start date | Start date | | | Due date | Due date | | | Linked Issues | Links | Includes backlinks to the original Linear issue. | | Cycles | Cycles | Includes the work items, start and end date. | | Projects | Modules | Includes the work items. | Sync Linear to Plane[​](https://docs.plane.so/importers/linear#sync-linear-to-plane "Direct link to Sync Linear to Plane") --------------------------------------------------------------------------------------------------------------------------- After the import, if there are any new or updated issues in Linear, you can easily sync these changes to Plane: 1. Go to **Workspace settings**. 2. Select **Imports** on the right pane. 3. Click the **Re run** button next to the project you want to sync. ![Sync Linear](https://media.docs.plane.so/importers/linear/rerun-import.webp#center) * [Import from Linear](https://docs.plane.so/importers/linear#import-from-linear) * [Imported entities](https://docs.plane.so/importers/linear#imported-entities) * [Sync Linear to Plane](https://docs.plane.so/importers/linear#sync-linear-to-plane) --- # Intake Forms | Plane [Skip to main content](https://docs.plane.so/intake/intake-forms#__docusaurus_skipToContent_fallback) On this page Collect work items with public web forms ======================================== [Business](https://plane.so/pricing) Now, you can easily gather bug reports, feature requests, or support tickets from external users, all by sharing a simple form link. Enable Intake Forms[​](https://docs.plane.so/intake/intake-forms#enable-intake-forms "Direct link to Enable Intake Forms") --------------------------------------------------------------------------------------------------------------------------- Head to your Project settings and toggle on the **Forms** option under the **Features** tab. This will generate a unique URL for collecting Intake work items. If the URL ever gets compromised, you can regenerate it by clicking **Renew**, ensuring only the right people can submit work items. ![enable-intake-form](https://media.docs.plane.so/intake/enable-intake-form.webp#center) Share the link[​](https://docs.plane.so/intake/intake-forms#share-the-link "Direct link to Share the link") ------------------------------------------------------------------------------------------------------------ Share the link with anyone who needs to submit a work item. They’ll land on a simple form where they can fill out their name, email, and work item details. ![submit-intake-form](https://media.docs.plane.so/intake/submit-intake-form.webp#center) Review work items in Intake[​](https://docs.plane.so/intake/intake-forms#review-work-items-in-intake "Direct link to Review work items in Intake") --------------------------------------------------------------------------------------------------------------------------------------------------- Once users submit the form, you’ll see their work item in your project's **Intake** section. From here, you can choose to accept the work item and move it into your project workflow or reject it if it doesn’t fit your current priorities—just like any other Intake work item. ![mark-duplicate-intake-issues](https://media.docs.plane.so/intake/review-intake-form-issues.webp#center) This feature makes it easier to collect external feedback and handle work item submissions efficiently without giving outside users direct access to your project. * [Enable Intake Forms](https://docs.plane.so/intake/intake-forms#enable-intake-forms) * [Share the link](https://docs.plane.so/intake/intake-forms#share-the-link) * [Review work items in Intake](https://docs.plane.so/intake/intake-forms#review-work-items-in-intake) --- # Overview | Plane [Skip to main content](https://docs.plane.so/integrations/about#__docusaurus_skipToContent_fallback) Plane's integrations make it easy to connect your workspace and projects with your favorite tools to streamline your workflow and keep everything in sync. Instead of constantly switching between different platforms, you can access and manage your external tools directly inside Plane. This creates a more efficient workflow, keeping your team focused and your projects running smoothly. [### Github\ \ Sync issues and pull requests between Plane and GitHub for a smooth, two-way workflow.](https://docs.plane.so/integrations/github) [### GitHub Enterprise\ \ Sync issues and pull requests between Plane and GitHub Enterprise for a smooth, two-way workflow.](https://docs.plane.so/integrations/github?edition=github-enterprise#connect-github-organization) [### Slack\ \ Connect Plane with Slack to create work items, sync discussions, and take action on tasks—all without leaving Slack.](https://docs.plane.so/integrations/slack) [### GitLab\ \ Connect GitLab to Plane to automate merge request tracking, link issues seamlessly, and streamline your development workflow.](https://docs.plane.so/integrations/gitlab) --- # Intake Email | Plane [Skip to main content](https://docs.plane.so/intake/intake-email#__docusaurus_skipToContent_fallback) On this page Collect work items via email ============================ Business With Intake Emails, you get a dedicated email address where people can send requests that automatically appear in your project's Intake section. How Intake emails work[​](https://docs.plane.so/intake/intake-email#how-intake-emails-work "Direct link to How Intake emails work") ------------------------------------------------------------------------------------------------------------------------------------ When someone sends an email to your project's dedicated address, our system automatically converts it into a work item in your Intake section. The email subject becomes the work item title, while the body becomes the description. Any attachments are preserved and added to the work item for easy reference. Self-hosted Plane instance If you're running a self-hosted instance of Plane, you'll need to set up a few extra configurations to get Intake Email working. Check out the [setup guide](https://developers.plane.so/self-hosting/govern/configure-dns-email-service) first before diving into the steps on this page. Enable Intake Email[​](https://docs.plane.so/intake/intake-email#enable-intake-email "Direct link to Enable Intake Email") --------------------------------------------------------------------------------------------------------------------------- ![enable-intake-email](https://media.docs.plane.so/intake/enable-intake-email.webp#center) 1. Navigate to your project's **Settings**. 2. Go to the **Features** tab. 3. Toggle on the **Intake Email** option. 4. We'll generate a unique email address for your project (something like `plane-master-be7b64a655d7484....`). 5. If security is ever a concern, you can click **Renew** to get a fresh email address and invalidate the old one. Share the email address[​](https://docs.plane.so/intake/intake-email#share-the-email-address "Direct link to Share the email address") --------------------------------------------------------------------------------------------------------------------------------------- Share your project's intake email address with clients, stakeholders, or team members who need to submit work items. There's no login required—they simply send an email as they normally would. Review email submissions in Intake[​](https://docs.plane.so/intake/intake-email#review-email-submissions-in-intake "Direct link to Review email submissions in Intake") ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ When someone emails your project address, their submission appears in your **Intake** section alongside items from other sources. From there, you can: * Review the content and attachments. * Accept items you want to work on (moving them into your project workflow). * Reject items that don't fit your current priorities. * * * Intake Emails is another powerful way to streamline how work enters your project, making it easier to collect feedback and manage requests without giving outside users direct access to your project environment. * [How Intake emails work](https://docs.plane.so/intake/intake-email#how-intake-emails-work) * [Enable Intake Email](https://docs.plane.so/intake/intake-email#enable-intake-email) * [Share the email address](https://docs.plane.so/intake/intake-email#share-the-email-address) * [Review email submissions in Intake](https://docs.plane.so/intake/intake-email#review-email-submissions-in-intake) --- # GitLab | Plane [Skip to main content](https://docs.plane.so/integrations/gitlab#__docusaurus_skipToContent_fallback) On this page Integrate with GitLab ===================== [Pro](https://plane.so/pricing) Self-hosted GitLab instance Currently, Plane integrates only with GitLab Cloud. Support for self-managed GitLab instances is not available yet, but we’re working on adding it soon. Integrating GitLab with Plane allows you to sync your development workflow seamlessly by linking GitLab merge requests with Plane work items. This connection enables automated updates and enhances collaboration between developers and project managers. This guide walks you through the steps to connect your GitLab account, link GitLab projects to Plane, and configure pull request automation. Set up GitLab integration[​](https://docs.plane.so/integrations/gitlab#set-up-gitlab-integration "Direct link to Set up GitLab integration") --------------------------------------------------------------------------------------------------------------------------------------------- Self-hosted Plane instance (Commercial Edition) If you're running a self-hosted instance of Plane, you'll need to set up a few extra configurations to get GitLab integration working. Check out the [setup guide](https://developers.plane.so/self-hosting/govern/integrations/gitlab) first before diving into the steps on this page. To get started, you'll need to connect your GitLab account, organization, and repositories with Plane. Follow the steps below to complete the setup: 1. [Connect your GitLab organization](https://docs.plane.so/integrations/gitlab#connect-gitlab-organization) 2. [Connect GitLab project](https://docs.plane.so/integrations/gitlab#connect-gitlab-project) 3. [Connect Plane project](https://docs.plane.so/integrations/gitlab#connect-plane-project) ### Connect GitLab organization[​](https://docs.plane.so/integrations/gitlab#connect-gitlab-organization "Direct link to Connect GitLab organization") Link your GitLab organization to your Plane workspace to start syncing repositories. This step is crucial for enabling the full range of GitLab-Plane integrations. 1. Navigate to Workspace **Settings** in Plane. 2. Go to the **Integrations** tab. 3. Locate the **GitLab** integration section. 4. Click **Connect** to authenticate your GitLab account and initiate the connection. ![Connect GitLab](https://media.docs.plane.so/integrations/gitlab/connect-gitlab.webp#center) 5. Review the requested permissions and click **Authorize Plane** to grant access. ![Authorize Plane](https://media.docs.plane.so/integrations/gitlab/authorize-plane.webp#center) 6. Once authenticated, you should see your GitLab account listed as connected. At this stage, your GitLab account is linked to Plane, but you still need to connect specific GitLab projects to Plane projects. ### Connect GitLab project[​](https://docs.plane.so/integrations/gitlab#connect-gitlab-project "Direct link to Connect GitLab project") Connecting a GitLab project allows Plane to receive updates from that project via webhooks. These webhooks are essential for GitLab merge request automation. ![Connect GitLab project](https://media.docs.plane.so/integrations/gitlab/connect-gitlab-project.webp#center) To connect a GitLab project: 1. In the **GitLab Project Connections** section, click **Add**. 2. Select the **GitLab Project** you want to link. 3. Click **Continue** to confirm the selection. Once connected, the GitLab project will be listed in the UI, confirming the integration. ### Connect Plane project[​](https://docs.plane.so/integrations/gitlab#connect-plane-project "Direct link to Connect Plane project") After linking a GitLab project, the next step is to associate it with a Plane project. This connection ensures that Plane work items can be updated automatically based on GitLab merge request activities. ![Connect Plane project](https://media.docs.plane.so/integrations/gitlab/connect-plane-project.webp#center) 1. Select the **Plane Project** you want to connect. 2. In the **Pull Request Automation** section, set up rules for how Plane should update work item states based on merge request lifecycle events. 3. Once configured, you will see the project connection appear in the **Plane Project Connections** section. Sync pull requests[​](https://docs.plane.so/integrations/gitlab#sync-pull-requests "Direct link to Sync pull requests") ------------------------------------------------------------------------------------------------------------------------ Pull requests (PRs) are also synchronized with Plane to ensure issue tracking remains accurate throughout the development lifecycle. #### Closing references and auto-updates[​](https://docs.plane.so/integrations/gitlab#closing-references-and-auto-updates "Direct link to Closing references and auto-updates") When a pull request includes closing references to GitLab issues (e.g., `closes #14`), any linked Plane work items will automatically update with the PR link. If the PR is merged or closed, the Plane work item state updates based on the configured workflow in [Pull Request Automation](https://docs.plane.so/integrations/gitlab#connect-plane-project) . #### Magic words for issue references[​](https://docs.plane.so/integrations/gitlab#magic-words-for-issue-references "Direct link to Magic words for issue references") You can use specific keywords in GitLab pull requests to manage how Plane work items are updated. * **Closing references** These keywords close linked issues when the PR is merged or closed. **Keywords** `close`, `closes`, `closed`, `closing`, `fix`, `fixes`, `fixed`, `resolve`, `resolves`, `resolved`, `complete`, `completes`, `completed`. * **Non-closing references** These keywords maintain the state mappings of linked issues but don’t close them. **Keywords** `ref`, `references`, `reference to`, `part of`, `related to`. #### PR lifecycle mapping[​](https://docs.plane.so/integrations/gitlab#pr-lifecycle-mapping "Direct link to PR lifecycle mapping") The lifecycle of a pull request can be [mapped](https://docs.plane.so/integrations/gitlab#connect-plane-project) to workflow states in Plane. The following PR states are available for mapping: * A draft PR is created. * A PR is opened. * A review is requested. * The PR is approved and ready to be merged. * The PR is successfully merged. * The PR is closed without merging. #### Issue backlinks in pull requests[​](https://docs.plane.so/integrations/gitlab#issue-backlinks-in-pull-requests "Direct link to Issue backlinks in pull requests") When a PR references Plane work items (using closing or non-closing reference keywords), Plane will post a confirmation comment on the pull request, ensuring visibility into which issues are linked. * [Set up GitLab integration](https://docs.plane.so/integrations/gitlab#set-up-gitlab-integration) * [Connect GitLab organization](https://docs.plane.so/integrations/gitlab#connect-gitlab-organization) * [Connect GitLab project](https://docs.plane.so/integrations/gitlab#connect-gitlab-project) * [Connect Plane project](https://docs.plane.so/integrations/gitlab#connect-plane-project) * [Sync pull requests](https://docs.plane.so/integrations/gitlab#sync-pull-requests) --- # Overview | Plane [Skip to main content](https://docs.plane.so/importers/overview#__docusaurus_skipToContent_fallback) Switching to Plane? No need to start from scratch. Our importers make it simple to move your project data from other tools, saving you time and effort. Instead of manually setting up your structure and history, you can directly transfer your existing issues into Plane, keeping your team’s progress intact for a smooth transition. info Importers are available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. [### Jira\ \ Import boards from Jira into Plane, streamlining your project setup.](https://docs.plane.so/importers/jira) [### Linear\ \ Bring Linear tasks into Plane, ensuring smooth transitions and continued progress.](https://docs.plane.so/importers/linear) [### Asana\ \ Migrate tasks from Asana to Plane, keeping your workflow intact and organized.](https://docs.plane.so/importers/asana) [### CSV\ \ Import work items from CSV files, perfect for migrating data from spreadsheets or other tools.](https://docs.plane.so/importers/csv) --- # Project Templates | Plane [Skip to main content](https://docs.plane.so/templates/project-templates#__docusaurus_skipToContent_fallback) On this page Create projects faster with Templates ===================================== Business Project Templates help you standardize and streamline your workflow by providing reusable structures for common project types. Instead of manually configuring similar projects from scratch, templates allow you to quickly apply predefined settings, saving time and ensuring consistency across your workspace. Templates are perfect for teams who: * Launch similar projects on a regular basis * Need to maintain consistency across multiple projects * Want to reduce setup time for new projects * Need to ensure all projects follow team standards and best practices Create project template[​](https://docs.plane.so/templates/project-templates#create-project-template "Direct link to Create project template") ----------------------------------------------------------------------------------------------------------------------------------------------- 1. Navigate to [Workspace Settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) . ![Create project template](https://media.docs.plane.so/templates/create-project-template.webp#center) 2. Select the **Templates** tab on the right pane. 3. Click the **Create template** button in the top-right corner. 4. Select **Project template** from the options. 5. Fill in the template details: ![Project template details](https://media.docs.plane.so/templates/project-template-details.webp#center) * Give your template a clear, descriptive name. * Add a description explaining when and how to use this template. * Upload a cover image that represents the template. * Configure project properties like visibility, lead, and dates. * Set up optional features like **States**, **Labels**, and **Work item types**. ![Configure project template](https://media.docs.plane.so/templates/configure-project-template.webp#center) * Enable or disable **Epics** based on project needs. * You can optionally define initial work items that will automatically create when teams start new projects, helping them get up and running faster with pre-structured tasks. 6. Click **Create project template** to save. Use project templates[​](https://docs.plane.so/templates/project-templates#use-project-templates "Direct link to Use project templates") ----------------------------------------------------------------------------------------------------------------------------------------- Once you've created templates, you can use them whenever you create a new project. ![Use Template when creating projects](https://media.docs.plane.so/templates/use-template-projects.webp#center) 1. Click the **+** button next to Projects in the sidebar. 2. Select **Pick a project template** on the top-left corner of the modal. 3. Choose from available templates. 4. Your new project will be pre-configured with all the template settings. 5. Make any necessary adjustments to customize the project. 6. Click **Create**. Alternatively, from the Templates settings page: ![Use template in workspace settings](https://media.docs.plane.so/templates/use-template.webp#center) 1. Find your template in the list. 2. Click the **Use template** button. 3. This will immediately open the new project creation form with all template settings pre-filled. Manage templates[​](https://docs.plane.so/templates/project-templates#manage-templates "Direct link to Manage templates") -------------------------------------------------------------------------------------------------------------------------- All your templates are accessible from **Workspace Settings > Templates**. From here you can: * View all existing templates * Create new templates * Use existing templates * Edit or delete templates * [Create project template](https://docs.plane.so/templates/project-templates#create-project-template) * [Use project templates](https://docs.plane.so/templates/project-templates#use-project-templates) * [Manage templates](https://docs.plane.so/templates/project-templates#manage-templates) --- # Quickstart | Plane [Skip to main content](https://docs.plane.so/introduction/quickstart#__docusaurus_skipToContent_fallback) On this page This interactive walkthrough will help you get up and running with Plane in no time. You’ll learn how to set up your workspace, create projects, add and manage work items, organize work into cycles, and track progress—all through easy-to-follow steps. Set up your Workspace[​](https://docs.plane.so/introduction/quickstart#set-up-your-workspace "Direct link to Set up your Workspace") ------------------------------------------------------------------------------------------------------------------------------------- When you sign up for the first time on Plane, we'll prompt you to create a new Workspace. In this guide, you'll see how to customize the Workspace and invite your team members. Your workspace is the central hub where all your projects and team collaboration will happen, so let’s make it feel like home. Create Projects and Work items[​](https://docs.plane.so/introduction/quickstart#create-projects-and-work-items "Direct link to Create Projects and Work items") ---------------------------------------------------------------------------------------------------------------------------------------------------------------- Now that your workspace is ready, it’s time to create your first project. Projects keep all related tasks and work items organized in one place, making it easy to focus on specific goals. In this step, you’ll set up a project and add work items with basic properties to get your team started on their tasks. Create and track Cycles[​](https://docs.plane.so/introduction/quickstart#create-and-track-cycles "Direct link to Create and track Cycles") ------------------------------------------------------------------------------------------------------------------------------------------- In this final step, you’ll learn how to organize your work into cycles—time-bound periods for managing tasks like sprints. Cycles help you track progress, prioritize tasks, and stay on top of deadlines. Here, you’ll create cycles, add work items, and learn how to track your team’s work over time. * [Set up your Workspace](https://docs.plane.so/introduction/quickstart#set-up-your-workspace) * [Create Projects and Work items](https://docs.plane.so/introduction/quickstart#create-projects-and-work-items) * [Create and track Cycles](https://docs.plane.so/introduction/quickstart#create-and-track-cycles) --- # Page Templates | Plane [Skip to main content](https://docs.plane.so/templates/page-templates#__docusaurus_skipToContent_fallback) On this page Create pages faster with Templates ================================== Pro Page Templates help you standardize and streamline your documentation workflow by providing reusable page structures for common content types. Instead of manually creating similar pages from scratch, templates allow you to quickly apply predefined formats and content, saving time and ensuring consistency across your workspace. Templates are perfect for teams who: * Create recurring documentation with similar structures. * Need to maintain consistency across pages and content. * Want to reduce setup time for new documentation. * Need to ensure all pages follow standard formats and include required information. Create page template[​](https://docs.plane.so/templates/page-templates#create-page-template "Direct link to Create page template") ----------------------------------------------------------------------------------------------------------------------------------- 1. Navigate to [Workspace Settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) . ![Create page template](https://media.docs.plane.so/templates/create-page-templates.webp#center) 2. Select the **Templates** tab on the right pane. 3. Click the **Create template** button in the top-right corner. 4. Select **Page template** from the dropdown options. 5. Fill in the template details: ![Page template details](https://media.docs.plane.so/templates/page-template-details.webp#center) * Give your template a clear, descriptive name. * Add a description explaining when and how to use this template. * Design your page layout and add any standard content, headers, or formatting. * Include placeholder text or instructions for future users. * Set up any recurring elements like tables, checklists, or sections. 6. Click **Create page template** to save. Use page templates[​](https://docs.plane.so/templates/page-templates#use-page-templates "Direct link to Use page templates") ----------------------------------------------------------------------------------------------------------------------------- Once you've created templates, you can use them whenever you create a new page. ![Use Template when creating pages](https://media.docs.plane.so/templates/use-template-pages.webp#center) 1. Navigate to the location (Project page or Wiki) where you want to create a new page. 2. Click the + button to add a new page. 3. Select from available page templates in the template picker. 4. Your new page will be pre-populated with all the template content and formatting. 5. Replace placeholder content with your specific information. 6. Make any necessary adjustments to customize the page. Alternatively, from the Templates settings page: ![Use template in settings](https://media.docs.plane.so/templates/use-page-template-settings.webp#center) 1. Find your template in the list. 2. Click the **Use template** button next to the template name. 3. This will immediately create a new page with all template content pre-filled. Manage templates[​](https://docs.plane.so/templates/page-templates#manage-templates "Direct link to Manage templates") ----------------------------------------------------------------------------------------------------------------------- You can manage your templates from two locations: * **Workspace-level templates**: Access from **Workspace Settings > Templates** * **Project-level templates**: Access from **Project Settings > Templates** From either location you can: * View all existing templates * Create new templates * Use existing templates * Edit or delete templates * [Create page template](https://docs.plane.so/templates/page-templates#create-page-template) * [Use page templates](https://docs.plane.so/templates/page-templates#use-page-templates) * [Manage templates](https://docs.plane.so/templates/page-templates#manage-templates) --- # GitHub | Plane [Skip to main content](https://docs.plane.so/integrations/github#__docusaurus_skipToContent_fallback) On this page Integrate with GitHub ===================== [Pro](https://plane.so/pricing) GitHub integration with Plane allows seamless synchronization between your GitHub repositories and Plane projects. By linking the two, your issues and pull requests stay updated across both platforms, enhancing collaboration and streamlining your workflow. Whether you're managing code, tasks, or both, this integration ensures your team stays in sync without the hassle of switching between platforms. Plane supports integration with: * **GitHub Cloud**. The standard cloud-hosted GitHub service * **GitHub Enterprise Server**. Self-hosted GitHub instances for organizations with specific compliance or security requirements Set up GitHub integration[​](https://docs.plane.so/integrations/github#set-up-github-integration "Direct link to Set up GitHub integration") --------------------------------------------------------------------------------------------------------------------------------------------- To get started, you'll need to connect your GitHub account, organization, and repositories with Plane. Follow the steps below to complete the setup: 1. [Connect your GitHub organization](https://docs.plane.so/integrations/github#connect-github-organization) 2. [Connect your personal GitHub account](https://docs.plane.so/integrations/github#connect-personal-github-account) 3. [Add repository mappings](https://docs.plane.so/integrations/github#add-repository-mappings) ### Connect GitHub organization[​](https://docs.plane.so/integrations/github#connect-github-organization "Direct link to Connect GitHub organization") Link your GitHub organization to your Plane workspace to start syncing repositories. * GitHub Cloud * GitHub Enterprise Server Plane self-hosted instances If you're running a self-hosted instance of Plane, you'll need to first create and configure a GitHub App to get GitHub integration working. Follow this [setup guide](https://developers.plane.so/self-hosting/govern/integrations/github?edition=github-cloud#create-github-app) first before diving into the steps on this page. 1. Navigate to [Workspace settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) in Plane. 2. On the right pane, select **Integrations**. 3. Find the **GitHub** integration and click **Configure**. 4. In the **Connect Organization** section, click **Connect**. ![Connect GitHub](https://media.docs.plane.so/integrations/github/connect-github.webp#center) 5. On the GitHub app installation page, choose the organization you want to connect. 6. Select whether you want to sync all repositories or pick specific ones. 7. Click **Install** to finalize the connection. 8. After authorization, you’ll be redirected back to Plane, where your GitHub organization will appear as connected. Plane Cloud and self-hosted instances Before you can integrate with GitHub Enterprise Server, you must first create and configure a GitHub App in your GitHub Enterprise Server instance. This is required for both Plane Cloud and self-hosted users. Follow this [setup guide](https://developers.plane.so/self-hosting/govern/integrations/github?edition=github-enterprise#create-github-app) first before diving into the steps on this section. 1. Navigate to [Workspace settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) in Plane. 2. On the right pane, select **Integrations**. 3. Find the **GitHub Enterprise** integration and click **Configure**. 4. In the **Connect Organization** section, click **Connect**. ![Connect GitHub Enterprise organization](https://media.docs.plane.so/integrations/github/connect-github-enterprise.webp#center) 5. Fill the form with the details of your GitHub Enterprise instance and click **Connect**. ![Configure GitHub Enterprise organization](https://media.docs.plane.so/integrations/github/configure-github-enterprise.webp#center) 6. On the GitHub app installation page, choose the organization you want to connect. 7. Select whether you want to sync all repositories or pick specific ones. 8. Click **Install** to finalize the connection. 9. After authorization, you’ll be redirected back to Plane, where your GitHub organization will appear as connected. ### Connect personal GitHub account[​](https://docs.plane.so/integrations/github#connect-personal-github-account "Direct link to Connect personal GitHub account") This step allows you to make comments on issues and pull requests in GitHub through your Plane account, using your personal GitHub identity. When this connection is enabled, comments made in Plane will appear in GitHub under your GitHub user account, else comments will be posted as `Plane GitHub App` or your custom GitHub app name. #### From Workspace settings[​](https://docs.plane.so/integrations/github#from-workspace-settings "Direct link to From Workspace settings") Workspace admins can connect their personal GitHub accounts from Workspace settings. ![Connect personal account](https://media.docs.plane.so/integrations/github/connect-personal-account.webp#center) 1. In the **Connect personal account** section under **Integrations**, click **Connect**. 2. Review the required permissions GitHub requests and authorize. 3. After granting permissions, you’ll see the status updated to show that your personal account is connected. info Only one Workspace Admin can connect their GitHub account via Workspace Settings. Others can connect their accounts through [Profile Settings](https://docs.plane.so/integrations/github#from-profile-settings) . #### From Profile settings[​](https://docs.plane.so/integrations/github#from-profile-settings "Direct link to From Profile settings") If you don’t have admin access, you can still connect your personal GitHub account through your profile settings. ![Connect member personal account](https://media.docs.plane.so/integrations/github/connect-personal-account-member.webp#center) 1. Go to [Profile settings](https://docs.plane.so/core-concepts/account/settings) . 2. Select the **Connections** tab in the sidebar. 3. Choose the workspace where you want to connect your GitHub personal account. 4. Click **Connect** in the GitHub section, which will redirect you to GitHub for authentication. info If your workspace doesn’t have GitHub integration enabled, you won’t be able to connect your personal account. In this case, contact your Workspace Admin. 5. Once connected, your GitHub account will be listed in Plane. ### Add repository mappings[​](https://docs.plane.so/integrations/github#add-repository-mappings "Direct link to Add repository mappings") Once GitHub is connected to Plane, workspace admins can map GitHub repositories to Plane projects. This ensures issues and pull requests sync correctly. ![Repository mapping](https://media.docs.plane.so/integrations/github/repository-mapping.webp#center) 1. Go to the **Repository Mapping** section under **Integrations**. 2. Click **Add** to create a new mapping. ![Sync repo and project](https://media.docs.plane.so/integrations/github/sync-repo-and-project.webp#center) 3. In the modal that appears, select: * The GitHub repository you want to sync. * The Plane project to map it to. * The Plane states to map the state of the pull requests. 4. Click **Continue**. All linked repositories will appear in a list, where you can edit or remove them as needed. Sync issues[​](https://docs.plane.so/integrations/github#sync-issues "Direct link to Sync issues") --------------------------------------------------------------------------------------------------- With the GitHub integration setup, you can start syncing issues between Plane and GitHub. The synchronization is bi-directional and label-based, so issues are updated automatically on both platforms when certain labels are applied. ### Github -> Plane[​](https://docs.plane.so/integrations/github#github---plane "Direct link to Github -> Plane") 1. Add the `Plane` label to an issue in GitHub to create and sync the issue in Plane. ![Add Plane label](https://media.docs.plane.so/integrations/github/add-plane-label.webp#center) 2. Plane posts a link back to the GitHub issue, confirming the connection. ![Synced issue from GitHub](https://media.docs.plane.so/integrations/github/synced-issue-from-github.webp#center) 3. A new work item is created in Plane with a link to the GitHub issue. ![Creates issue in Plane](https://media.docs.plane.so/integrations/github/creates-plane-issue.webp#center) ### Plane -> GitHub[​](https://docs.plane.so/integrations/github#plane---github "Direct link to Plane -> GitHub") 1. Add the `GitHub` label to a work item in Plane to sync it to GitHub. ![Add GitHub label](https://media.docs.plane.so/integrations/github/add-github-label.webp#center) 2. A new issue is created in GitHub. ![Creates issue in GitHub](https://media.docs.plane.so/integrations/github/create-github-issue.webp#center) 3. The GitHub issue is also linked back to Plane. ### What gets synced?[​](https://docs.plane.so/integrations/github#what-gets-synced "Direct link to What gets synced?") Here’s what syncs automatically between Plane and GitHub: | Property | Sync direction | Notes | | --- | --- | --- | | Title | Both ways | Updates in either platform reflect in the other. | | Description | Both ways | Content remains consistent between Plane and GitHub. | | Assignees | Both ways | Assigned users are mapped based on the initial setup. If a user isn’t mapped, the assignee field may be left empty. | | Labels | Both ways | If a Label doesn’t exist in Plane, it will be created (and vice versa). | | States | GitHub → Plane | Changes in Plane do not update GitHub states. However, if an issue is closed in GitHub, it automatically moves to the Done state in Plane. | | Comments | Both ways | Comments sync between platforms with source attribution. If the commenter isn’t mapped to a Plane user, the comment appears as posted by the GitHub Bot. See [Connect personal GitHub account](https://docs.plane.so/integrations/github#connect-personal-github-account)
for more info. | | Mentions | Both ways | Mentioned users sync if they are mapped; otherwise, a GitHub profile link is included. | | Issue links | GitHub → Plane | Any issue references in GitHub descriptions or comments will be displayed in Plane with a direct link to the issue including the repository name and owner. | Sync pull requests[​](https://docs.plane.so/integrations/github#sync-pull-requests "Direct link to Sync pull requests") ------------------------------------------------------------------------------------------------------------------------ Pull requests (PRs) are also synchronized with Plane to ensure issue tracking remains accurate throughout the development lifecycle. #### Closing references and auto-updates[​](https://docs.plane.so/integrations/github#closing-references-and-auto-updates "Direct link to Closing references and auto-updates") When a pull request includes closing references to GitHub issues (e.g., `closes #14`), any linked Plane work items will automatically update with the PR link. If the PR is merged or closed, the Plane work item state updates based on the configured workflow in [Repository mappings](https://docs.plane.so/integrations/github#add-repository-mappings) . #### Magic words for issue references[​](https://docs.plane.so/integrations/github#magic-words-for-issue-references "Direct link to Magic words for issue references") You can use specific keywords in GitHub pull requests to manage how Plane work items are updated. * **Closing references** These keywords close linked issues when the PR is merged or closed. **Keywords** `close`, `closes`, `closed`, `closing`, `fix`, `fixes`, `fixed`, `resolve`, `resolves`, `resolved`, `complete`, `completes`, `completed`. * **Non-closing references** These keywords maintain the state mappings of linked issues but don’t close them. **Keywords** `ref`, `references`, `reference to`, `part of`, `related to`. #### PR lifecycle mapping[​](https://docs.plane.so/integrations/github#pr-lifecycle-mapping "Direct link to PR lifecycle mapping") The lifecycle of a pull request can be [mapped](https://docs.plane.so/integrations/github#add-repository-mappings) to workflow states in Plane. The following PR states are available for mapping: * A draft PR is created. * A PR is opened. * A review is requested. * The PR is approved and ready to be merged. * The PR is successfully merged. * The PR is closed without merging. #### Issue backlinks in pull requests[​](https://docs.plane.so/integrations/github#issue-backlinks-in-pull-requests "Direct link to Issue backlinks in pull requests") When a PR references Plane work items (using closing or non-closing reference keywords), Plane will post a confirmation comment on the pull request, ensuring visibility into which issues are linked. * * * With GitHub integration, Plane makes managing your issues and pull requests across both platforms easy and efficient. Whether you’re tracking progress, syncing updates, or managing workflows, you’ll always have a clear view of your project’s status. * [Set up GitHub integration](https://docs.plane.so/integrations/github#set-up-github-integration) * [Connect GitHub organization](https://docs.plane.so/integrations/github#connect-github-organization) * [Connect personal GitHub account](https://docs.plane.so/integrations/github#connect-personal-github-account) * [Add repository mappings](https://docs.plane.so/integrations/github#add-repository-mappings) * [Sync issues](https://docs.plane.so/integrations/github#sync-issues) * [Github -> Plane](https://docs.plane.so/integrations/github#github---plane) * [Plane -> GitHub](https://docs.plane.so/integrations/github#plane---github) * [What gets synced?](https://docs.plane.so/integrations/github#what-gets-synced) * [Sync pull requests](https://docs.plane.so/integrations/github#sync-pull-requests) --- # Hyper Mode | Plane [Skip to main content](https://docs.plane.so/performance/hyper-mode#__docusaurus_skipToContent_fallback) On this page Hyper Mode is a feature in Plane designed to make your workspace faster and more responsive. By storing workspace data directly on your machine, Hyper Mode reduces the time it takes to load work items, modules, cycles, labels, members, and other workspace elements when using work item layouts. Use Hyper Mode[​](https://docs.plane.so/performance/hyper-mode#use-hyper-mode "Direct link to Use Hyper Mode") --------------------------------------------------------------------------------------------------------------- Hyper Mode is turned on by default. To manage it, click the **?** icon on the sidebar. This opens a menu where you can toggle **Hyper Mode** on or off as needed. Self-hosted instances Hyper Mode requires your Plane instance to be served over HTTPS. Ensure your server uses a valid SSL certificate. ![Enable Hyper Mode](https://media.docs.plane.so/product/enable-hyper-mode.webp#center) Important security considerations[​](https://docs.plane.so/performance/hyper-mode#important-security-considerations "Direct link to Important security considerations") ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Logging out clears the locally stored data to protect your privacy. If you're working on a shared or public computer, take extra precautions by: * Disabling Hyper Mode or * Ensuring you log out when you're done to clear the local cache. Under the hood[​](https://docs.plane.so/performance/hyper-mode#under-the-hood "Direct link to Under the hood") --------------------------------------------------------------------------------------------------------------- When you turn on Hyper Mode, Plane creates a local cache on your machine using a SQLite database powered by the Origin Private File System (OPFS). This allows us to keep a synchronized copy of your workspace data right in your browser, dramatically reducing the need for repeated server requests. Data sync challenges[​](https://docs.plane.so/performance/hyper-mode#data-sync-challenges "Direct link to Data sync challenges") --------------------------------------------------------------------------------------------------------------------------------- Our sync mechanism is continuously improving, but you might occasionally encounter inconsistencies. Most sync work items can be resolved with a simple page reload. If that doesn't work, try these steps: ### First-level troubleshooting[​](https://docs.plane.so/performance/hyper-mode#first-level-troubleshooting "Direct link to First-level troubleshooting") 1. Turn off Hyper Mode. 2. Wait 10 seconds. 3. Turn on Hyper Mode again. 4. Allow 10-30 seconds for data synchronization. ### Advanced troubleshooting[​](https://docs.plane.so/performance/hyper-mode#advanced-troubleshooting "Direct link to Advanced troubleshooting") If the first method doesn't resolve your issue: 1. Disable Hyper Mode. 2. Completely quit your browser. 3. Re-open Plane. 4. Turn on Hyper Mode again. 5. Wait for full data synchronization. tip You can continue using the app while sync happens in the background. If these steps don't resolve the issue, reach out to our support team for further assistance. * [Use Hyper Mode](https://docs.plane.so/performance/hyper-mode#use-hyper-mode) * [Important security considerations](https://docs.plane.so/performance/hyper-mode#important-security-considerations) * [Under the hood](https://docs.plane.so/performance/hyper-mode#under-the-hood) * [Data sync challenges](https://docs.plane.so/performance/hyper-mode#data-sync-challenges) * [First-level troubleshooting](https://docs.plane.so/performance/hyper-mode#first-level-troubleshooting) * [Advanced troubleshooting](https://docs.plane.so/performance/hyper-mode#advanced-troubleshooting) --- # Work Item Templates | Plane [Skip to main content](https://docs.plane.so/templates/work-item-templates#__docusaurus_skipToContent_fallback) On this page Create work items faster with Templates ======================================= Pro Work Item Templates help you standardize and streamline your workflow by providing reusable templates for common tasks. Instead of manually recreating similar work items, templates allow you to quickly apply predefined structures, saving time and ensuring consistency. Templates are perfect for teams who: * Handle recurring tasks with similar structures * Need to maintain consistency across work items * Want to reduce setup time for new tasks * Need to ensure team members include all required information Create work item template[​](https://docs.plane.so/templates/work-item-templates#create-work-item-template "Direct link to Create work item template") ------------------------------------------------------------------------------------------------------------------------------------------------------- 1. Navigate to [Project Settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) . 2. Select the **Templates** tab on the right pane. ![Create work item template](https://media.docs.plane.so/templates/create-work-item-template.webp#center) 3. Click the **Create template** button in the top-right corner. 4. Select **Work Item template** from the options. ![Add template details](https://media.docs.plane.so/templates/add-template-details.webp#center) 5. Fill in the template details: * Give your template a clear, descriptive name. * Add a description explaining when and how to use this template. * Fill in any default fields you want pre-populated (title format, description,..) * Configure properties like Labels, Assignees, and Modules. * You can optionally define sub-work items that will automatically create along with the main work item, helping structure complex tasks from the start. 6. Click **Create work item template** to save. Use work item templates[​](https://docs.plane.so/templates/work-item-templates#use-work-item-templates "Direct link to Use work item templates") ------------------------------------------------------------------------------------------------------------------------------------------------- Once you've created templates, you can use them whenever you create a new work item: ![Use Template when creating work items](https://media.docs.plane.so/templates/use-template-work-items.webp#center) 1. Navigate to **Work Items** under your project. 2. Click the **+** button to create a new work item. 3. Select the work item type. 4. Click the templates icon and choose and from available templates in the dropdown menu. 5. Your new work item will be pre-populated with all the template information. 6. Make any necessary adjustments to the work item. 7. Click **Save**. Alternatively, from the Templates settings page: ![Use Template in project settings](https://media.docs.plane.so/templates/use-template-in-settings.webp#center) 1. Find your template in the list. 2. Click the **Use template** button. 3. This will immediately open the new work item creation form with all template fields pre-filled. Manage Templates[​](https://docs.plane.so/templates/work-item-templates#manage-templates "Direct link to Manage Templates") ---------------------------------------------------------------------------------------------------------------------------- You can manage your templates from two locations: * **Workspace-level templates**: Access from **Workspace Settings > Templates** * **Project-level templates**: Access from **Project Settings > Templates** From either location you can: From here you can: * View all existing templates * Create new templates * Use existing templates * Edit or delete templates * [Create work item template](https://docs.plane.so/templates/work-item-templates#create-work-item-template) * [Use work item templates](https://docs.plane.so/templates/work-item-templates#use-work-item-templates) * [Manage Templates](https://docs.plane.so/templates/work-item-templates#manage-templates) --- # Slack | Plane [Skip to main content](https://docs.plane.so/integrations/slack#__docusaurus_skipToContent_fallback) On this page Integrate with Slack ==================== [Pro](https://plane.so/pricing) Integrating Slack with Plane allows your team to streamline communication and stay updated on your projects, directly from within Slack. Whether you're syncing threads, receiving updates, or collaborating in real-time, this integration brings the power of Slack and Plane together for a more connected workflow. This guide will walk you through how to set up and connect your Slack account to Plane. Set up Slack integration[​](https://docs.plane.so/integrations/slack#set-up-slack-integration "Direct link to Set up Slack integration") ----------------------------------------------------------------------------------------------------------------------------------------- Self-hosted instances (Commercial Edition) If you're running a self-hosted instance of Plane, you'll need to set up a few extra configurations to get Slack integration working. Check out the [setup guide](https://developers.plane.so/self-hosting/govern/integrations/slack) first before diving into the steps on this page. Follow the steps below to complete the setup: 1. [Connect your Slack Workspace](https://docs.plane.so/integrations/slack#connect-slack-workspace) 2. [Connect your personal Slack account](https://docs.plane.so/integrations/slack#connect-personal-slack-account) ### Connect Slack Workspace[​](https://docs.plane.so/integrations/slack#connect-slack-workspace "Direct link to Connect Slack Workspace") To get started, you need to connect your Slack workspace to Plane. ![Connect Slack](https://media.docs.plane.so/integrations/slack/connect-slack.webp#center) 1. Navigate to [Workspace Settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) in Plane. 2. On the right pane, select **Integrations**. 3. Find the **Slack** integration and click **Configure**. 4. Click the **Install** button. This will redirect you to Slack’s authentication page. Slack will ask you to review the permissions it needs to integrate with Plane. Make sure to allow them. 5. After allowing permissions, you’ll be redirected back to Plane. You should now see that your Slack workspace is successfully connected. That's it! Your Slack workspace is now integrated with Plane. ### Connect personal Slack account[​](https://docs.plane.so/integrations/slack#connect-personal-slack-account "Direct link to Connect personal Slack account") For a more personalized experience, you can connect your personal Slack account. This is particularly useful for features like Thread Sync. When Thread Sync is enabled, any messages posted to a work item will be sent back to Slack. If you're connected, it will show your name as the sender. If you're not connected, the message will appear as coming from the Plane Bot or the name of your Slack bot. ![Connect personal account](https://media.docs.plane.so/integrations/slack/slack-connected.webp#center) #### From Workspace settings[​](https://docs.plane.so/integrations/slack#from-workspace-settings "Direct link to From Workspace settings") Workspace admins can connect their personal Slack accounts from Workspace settings. 1. In the **Connect your personal account** section under **Integrations**, click **Connect**. 2. Slack will ask for permission to integrate with Plane. Review and allow the necessary permissions. 3. After granting permissions, you’ll see the status updated to show that your personal account is connected. info Only one Workspace Admin can connect their personal Slack account via Workspace Settings. Other Admins and Members can connect theirs from [Profile settings](https://docs.plane.so/integrations/slack#from-workspace-settings) . #### From Profile settings[​](https://docs.plane.so/integrations/slack#from-profile-settings "Direct link to From Profile settings") If you don’t have admin access, you can still connect your personal Slack account through your profile settings. 1. Head to the [Profile settings](https://docs.plane.so/core-concepts/account/settings) page in Plane. 2. Select the **Connections** tab on the sidebar. 3. In the dropdown menu, select the Plane workspace you want to connect your personal account to. ![Connect personal account member](https://media.docs.plane.so/integrations/slack/connect-personal-account-member.webp#center) 4. Click **Connect** in the Slack section, which will redirect you to Slack to complete the connection. info If your workspace doesn’t have Slack integration enabled, you won’t be able to connect your personal account. In this case, contact your Workspace Admin. 5. Once your account is connected, you’ll see the status update to reflect that your personal Slack account is successfully integrated. Use the Slack integration[​](https://docs.plane.so/integrations/slack#use-the-slack-integration "Direct link to Use the Slack integration") -------------------------------------------------------------------------------------------------------------------------------------------- Now that you’ve connected Slack to Plane, let’s explore what you can do with this integration. We built this to reduce the constant back-and-forth between Plane and Slack—so instead of switching between tools to create work items, update statuses, or share links, you can do it all from Slack. ### Create work items from Slack[​](https://docs.plane.so/integrations/slack#create-work-items-from-slack "Direct link to Create work items from Slack") There are two easy ways to create issues from Slack, depending on your workflow: using the message shortcut or the `/plane` command. Any updates in Plane to fields like State, Assignee, or others will automatically reflect in the linked Slack thread. #### Message shortcut[​](https://docs.plane.so/integrations/slack#message-shortcut "Direct link to Message shortcut") If a message sparks an action item, turn it into a Plane work item in just a few clicks: 1. Hover over any message in Slack. 2. Click the three-dot menu and select **Create an Issue**. ![Thread sync](https://media.docs.plane.so/integrations/slack/create-plane-issue.webp#center) 3. A modal will open where you can select the project. 4. Add a title and description (the original message is pre-filled). 5. Assign Labels, State, Priority, and Assignee. 6. Enable Thread Sync (optional). When enabled, Thread Sync keeps your conversation and Plane issue comments in sync. Anything you say in the Slack thread appears in the Plane work item comments, and vice versa. It’s the easiest way to keep everyone aligned without repeating updates in two places. 7. Once you hit **Create Issue**, the issue gets added to the Backlog of your selected project, and a preview is posted in the Slack thread so everyone knows it's being tracked. #### `/plane` command[​](https://docs.plane.so/integrations/slack#plane-command "Direct link to plane-command") The `/plane` command lets you create a work item on the fly, without referencing a specific message. ![Slash Plane command](https://media.docs.plane.so/integrations/slack/slash-plane-command.webp#center) 1. Type `/plane` in any Slack channel or DM. 2. A pop-up will appear where you can fill in work item details—title, description, state, labels, priority, and more. 3. Click **Submit**, and the work item is instantly created in Plane. This is great for when an idea or task comes up mid-conversation—you can create the work item in just a couple of clicks without breaking your flow. ### Link work items to Slack threads[​](https://docs.plane.so/integrations/slack#link-work-items-to-slack-threads "Direct link to Link work items to Slack threads") If a Plane work item already exists, and you want to connect it to a Slack thread (for updates, visibility, or comments), just use the **Link Work Item** shortcut. Here’s how: 1. Hover over the relevant Slack message or thread. 2. Click the three-dot menu adn select **Link Work Item**. ![Link Work Item](https://media.docs.plane.so/integrations/slack/link-work-item.webp#center) 3. In the modal, search for the work item by title or ID. 4. Select the right issue and hit **Link**. That’s it. Now the thread and the work item are connected. Comments in the thread can sync to Plane (and vice versa, if **Thread Sync** is enabled on that issue), and the thread will display a rich preview of the linked work item. This is perfect for situations where someone logs an issue in Plane but the conversation about it happens in Slack. Just link them up and avoid duplication. ### Add Plane to private Slack channels[​](https://docs.plane.so/integrations/slack#add-plane-to-private-slack-channels "Direct link to Add Plane to private Slack channels") When you use Plane in public Slack channels, it automatically adds the Plane bot to those channels. However, for private channels, you must manually add the bot before you can create or link work items. Here's how to add Plane to your private channels: 1. Navigate to your private channel. 2. Open the channel settings. 3. Go to the **Integrations** tab. 4. Click **Add apps** in the **Apps** section. 5. Search for `Plane` in the app directory. You'll see the Plane app with the `/plane` slash command 6. Click _Add_ next to the Plane app. This will add the Plane bot to your private channel, and Slack will show you a confirmation message. note Only channel members with the right permissions can add apps to private channels. If you don't see the option to add apps, ask a channel admin or the channel creator to add Plane for you. Once you add Plane to your private channel, you can use all the same features you'd use in public channels - creating work items, linking existing ones, and getting rich link previews. The bot just needs that initial invitation to join your private conversation. ### Connect project to Slack channel[​](https://docs.plane.so/integrations/slack#connect-project-to-slack-channel "Direct link to Connect project to Slack channel") Stay on top of project updates without switching tabs. You can now link each Plane project to a default Slack channel to receive notifications whenever new work items are created. ![Connect project to Slack channel](https://media.docs.plane.so/integrations/slack/connect-project-slack-channel.webp#center) To configure this: 1. Go to your [Workspace Settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) in Plane. 2. Navigate to **Integrations > Slack**. 3. Click **Configure** on the Slack integration. 4. Under **Project Notifications**, click the **➕** button. 5. Select a Plane Project and the corresponding Slack Channel you’d like to connect. 6. Click Save. Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project keeping your team informed and your workflows connected. ### Link previews[​](https://docs.plane.so/integrations/slack#link-previews "Direct link to Link previews") When you share a Plane Issue, Cycle, or Module link in Slack, you’ll see a live preview of its details, including: * **Issues** Title, status, priority, assignee, and quick actions. * **Cycles and Modules** Progress percentage, active vs. completed work items, and key details. #### Take actions from Slack[​](https://docs.plane.so/integrations/slack#take-actions-from-slack "Direct link to Take actions from Slack") With link previews, you can interact with the work item directly from Slack. ![Link previews](https://media.docs.plane.so/integrations/slack/link-previews.webp#center) * Assign the work item to yourself. * Change its state (e.g., move it to "In Progress"). * Add a comment. This makes it easy to stay updated and take action without leaving Slack. * * * By using these features, you can reduce context-switching and manage Plane work items directly from Slack—keeping your workflow smooth and efficient. * [Set up Slack integration](https://docs.plane.so/integrations/slack#set-up-slack-integration) * [Connect Slack Workspace](https://docs.plane.so/integrations/slack#connect-slack-workspace) * [Connect personal Slack account](https://docs.plane.so/integrations/slack#connect-personal-slack-account) * [Use the Slack integration](https://docs.plane.so/integrations/slack#use-the-slack-integration) * [Create work items from Slack](https://docs.plane.so/integrations/slack#create-work-items-from-slack) * [Link work items to Slack threads](https://docs.plane.so/integrations/slack#link-work-items-to-slack-threads) * [Add Plane to private Slack channels](https://docs.plane.so/integrations/slack#add-plane-to-private-slack-channels) * [Connect project to Slack channel](https://docs.plane.so/integrations/slack#connect-project-to-slack-channel) * [Link previews](https://docs.plane.so/integrations/slack#link-previews) --- # Core concepts | Plane [Skip to main content](https://docs.plane.so/introduction/core-concepts#__docusaurus_skipToContent_fallback) On this page This page will walk you through the core concepts in Plane, so you can get familiar with the basics and start navigating your workspace like a pro. Workspaces[​](https://docs.plane.so/introduction/core-concepts#workspaces "Direct link to Workspaces") ------------------------------------------------------------------------------------------------------- Think of a workspace as the central hub for everything you do on Plane. It’s the top-level space where all your projects and work items live. Workspaces are typically set up for a team, department, or company, and everyone within a workspace can collaborate on projects and access shared resources. You can also think of each workspace as a different organization or client you're working with, keeping things separate and organized. Inside a workspace, you have the freedom to create projects on your own or invite collaborators to join and share it as a team—it’s entirely up to you! Learn more about [Workspaces](https://docs.plane.so/core-concepts/workspaces/overview) . Projects[​](https://docs.plane.so/introduction/core-concepts#projects "Direct link to Projects") ------------------------------------------------------------------------------------------------- Projects are the big, overarching containers for related tasks and work items. You might create a project for a product launch, major features, or even an ongoing initiative. Each project keeps everything in one place, making it easy to track progress and focus on specific goals. Inside a project, you’ll organize and manage work items, assign team members, set deadlines, and structure work into more manageable parts. Learn more about [Projects](https://docs.plane.so/core-concepts/projects/overview) . Work items[​](https://docs.plane.so/introduction/core-concepts#work-items "Direct link to Work items") ------------------------------------------------------------------------------------------------------- Work items are the heart of task management in Plane. Each work item represents a specific task or item of work within a project, whether that’s a bug fix, a new feature, or a to-do. You can assign work items to team members, add due dates, prioritize them, and link related work items together to give context. Work items in Plane are highly customizable, making it easy to tailor them to the needs of your team. Each work item is identified by a unique, project-specific number (e.g., VIH-19), making it easy to track and reference. At a minimum, every work item needs a title and a state, but you can customize it further with additional properties and relations as needed. tip You can create work items by clicking on the **Add Work item** button in the right-hand corner of your project, or by using `C` shortcut. Learn more about [Work items](https://docs.plane.so/core-concepts/issues) . Cycles[​](https://docs.plane.so/introduction/core-concepts#cycles "Direct link to Cycles") ------------------------------------------------------------------------------------------- Cycles help you organize work into time-bound periods, like sprints or phases. They’re perfect for planning work over specific intervals, letting your team know what’s coming up and what needs to be wrapped up. Cycles can contain multiple work items from different projects, making it easy to see your team’s workload at a glance and keep an eye on deadlines. tip Only one Cycle can be ongoing at a time to follow the principles of Agile. However, you can have your upcoming work items or draft work items already created for the next cycles. * You can move existing work items into a new or ongoing cycle or create new work items directly within a cycle. * Bulk operations are supported--you can add or update multiple work items to cycles at once. * You can't update work items after a cycle is completed, however, the pending work items can be transferred to a new or upcoming cycle. Learn more about [Cycles](https://docs.plane.so/core-concepts/cycles) . Modules[​](https://docs.plane.so/introduction/core-concepts#modules "Direct link to Modules") ---------------------------------------------------------------------------------------------- Modules act like folders for organizing and grouping related content within a project. You can think of them as categories or containers where you can store work items, track specific workflows, and keep things organized. Modules make it easy to navigate large projects and keep related work together, especially when handling multiple streams of work. You can create as many modules as needed within your workspace, and each module can be customized with its own set of work items, milestones, and team members. Learn more about [Modules](https://docs.plane.so/core-concepts/modules) . Pages[​](https://docs.plane.so/introduction/core-concepts#pages "Direct link to Pages") ---------------------------------------------------------------------------------------- Pages are where you can jot down notes, add documentation, or outline plans—think of them as an AI-powered notepad. They’re perfect for quickly capturing ideas, taking notes during meetings, or starting your day with an organized list. Pages help you keep all your project-related information in one place, and because they’re easily accessible, you can refer to them whenever needed. Use Pages to record processes, share best practices, or simply keep team notes that everyone can refer to as needed. Learn more about [Pages](https://docs.plane.so/core-concepts/pages/overview) . * * * With these core concepts under your belt, you’re ready to start exploring Plane and putting it to work for your team. Each feature is designed to help you and your team stay organized, collaborate effectively, and deliver your projects with ease. Have questions? Ask the [Plane Community](https://discord.com/invite/29tPNhaV) . * [Workspaces](https://docs.plane.so/introduction/core-concepts#workspaces) * [Projects](https://docs.plane.so/introduction/core-concepts#projects) * [Work items](https://docs.plane.so/introduction/core-concepts#work-items) * [Cycles](https://docs.plane.so/introduction/core-concepts#cycles) * [Modules](https://docs.plane.so/introduction/core-concepts#modules) * [Pages](https://docs.plane.so/introduction/core-concepts#pages) --- # Workflows and Approvals | Plane [Skip to main content](https://docs.plane.so/workflows-and-approvals/workflows#__docusaurus_skipToContent_fallback) On this page Control your work item transitions ================================== [Business](https://plane.so/pricing) Workflows give you control over how work items move through your process. Think of it as creating guardrails that ensure work follows your team's agreed-upon path, with the right people making decisions at each step. This means you can: * Create clear paths for work items to follow. * Ensure important transitions are only made by the right team members. * Prevent work items from moving backward in your process unexpectedly. * Control which states can receive new work items. Set up your Workflow[​](https://docs.plane.so/workflows-and-approvals/workflows#set-up-your-workflow "Direct link to Set up your Workflow") -------------------------------------------------------------------------------------------------------------------------------------------- Getting started with Workflows takes just a few minutes: 1. Head over to your [Project Settings](https://docs.plane.so/core-concepts/projects/overview#project-settings) and select **Workflows** from the right pane. 2. You'll see all your workflow states listed. Each state represents a stage in your process (like "Backlog," "Todo," "In Progress"). 3. For each state, you'll notice a toggle labeled **Allow new work items**. This controls whether team members can create new items directly in this state. Toggle it off for states that should only be reached through progression (like "Ready to Publish"). ![Allow new work items](https://media.docs.plane.so/workflows/allow-new-work-items.webp#center) 4. Under the state, click **Add permitted state change** to define possible transitions. * When you click this option, a menu appears where you can select which states this work item can move to next. For example, from "Backlog," you might allow transitions to "Todo" or "Sprint Backlog". ![Add permitted state change](https://media.docs.plane.so/workflows/add-state-change.webp#center) * Click **Add reviewers** to specify Members who are permitted to make this change. If you don't add any reviewers, any team member can move items to this state. ![Add reviewers](https://media.docs.plane.so/workflows/add-reviewers.webp#center) 5. Add all the state transitions your team needs, building out your complete workflow. 6. When everything looks good, click the **Live** toggle at the top right to activate your workflow. 7. The three-dot menu in the top-right provides additional options: ![Additional options](https://media.docs.plane.so/workflows/additional-options.webp#center) * **Reset workflow** Removes all your custom workflow settings * **View change history** See a log of modifications made to your workflow How Workflows work[​](https://docs.plane.so/workflows-and-approvals/workflows#how-workflows-work "Direct link to How Workflows work") -------------------------------------------------------------------------------------------------------------------------------------- Once your workflow is live, you'll notice some changes in how work items behave: * A special icon appears next to the state column, indicating a workflow is active. ![Transition active icon](https://media.docs.plane.so/workflows/transition-change-icon.webp#center) * Items can only be created in states where "Allow new work items" is enabled. * Members will only be able to move items to the states you've permitted. * If someone tries to make a state change they're not authorized for, they'll see a blocker message. ![Transition blocker](https://media.docs.plane.so/workflows/transition-blocker.webp#center) * [Set up your Workflow](https://docs.plane.so/workflows-and-approvals/workflows#set-up-your-workflow) * [How Workflows work](https://docs.plane.so/workflows-and-approvals/workflows#how-workflows-work) --- # Your Work | Plane [Skip to main content](https://docs.plane.so/your-work#__docusaurus_skipToContent_fallback) On this page The **Your work** page serves as a centralized hub for managing your individual responsibilities and progress within the workspace. This comprehensive dashboard gives you a clear, at-a-glance view of your current workload, work item prioritization, and overall activity. ![Your work](https://media.docs.plane.so/account/your-work.webp#center) You can click the tabs to navigate to different categories and filter your assigned, created and subscribed work items. Summary[​](https://docs.plane.so/your-work#summary "Direct link to Summary") ----------------------------------------------------------------------------- At the top, the **Overview** section provides high-level metrics about the work assigned to you. You can quickly see the number of work items you've created, the ones currently assigned to you, and the total number of work items you're subscribed to, even if they aren't directly assigned. These top-level statistics give you a quick sense of your involvement and level of engagement with the projects. ### Workload[​](https://docs.plane.so/your-work#workload "Direct link to Workload") Moving down, the Workload visualization breaks down your current tasks by their status: * **Backlog** - Work items that are waiting to be started * **Not started** - Tasks that are ready for you to begin work * **Working on** - Work items you are actively addressing * **Completed** - Tasks you have finished * **Cancelled** - Any work items that have been cancelled This at-a-glance view allows you to immediately identify where most of your time and effort is currently focused. ### Work items by priority and state[​](https://docs.plane.so/your-work#work-items-by-priority-and-state "Direct link to Work items by priority and state") You can see a breakdown of the tasks assigned to you organized by their designated priority level. The **Work items by state** pie chart gives you a holistic view of how your assigned tasks are progressing through the workflow. ### Recent activity[​](https://docs.plane.so/your-work#recent-activity "Direct link to Recent activity") This section keeps a chronological log of your most recent actions within your projects. * * * By consolidating all of this valuable information into a single, centralized dashboard, the **Your Work** page empowers you to effectively oversee and prioritize your individual tasks and progress within the workspace. * [Summary](https://docs.plane.so/your-work#summary) * [Workload](https://docs.plane.so/your-work#workload) * [Work items by priority and state](https://docs.plane.so/your-work#work-items-by-priority-and-state) * [Recent activity](https://docs.plane.so/your-work#recent-activity) --- # Billing and plans | Plane [Skip to main content](https://docs.plane.so/workspaces-and-users/billing-and-plans#__docusaurus_skipToContent_fallback) On this page Unlike a majority of SaaS, our subscription models on Pro and higher plans are per-seat, not per-users. Learn why this model works great for you and how to manage your members versus seats. How the per-seat model and billing work[​](https://docs.plane.so/workspaces-and-users/billing-and-plans#how-the-per-seat-model-and-billing-work "Direct link to How the per-seat model and billing work") ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- * You are billed per workspace you upgrade. On both Cloud and self-hosted Plane you can upgrade your workspace from **Billing and plans**. On self-hosted instances, your license key only unlocks one workspace. ![Billings and plans](https://media.docs.plane.so/activate-license/billing-and-plans-cloud.webp#center) * You are billed by the total number of seats in a workspace. So, if you have 100 Admins and Members across projects in a workspace, you will be billed for 100 seats. * You get 5 Guests per paid seat. * In the upgrade flow, you get as many seats as paid users—Admins or Members already in your workspace. For self-hosted instances, if you upgrade through the Prime portal, you can specify the number of seats you would like to purchase. You can also change this number later from the **Members** screen in **Workspace settings**. ![Add seats](https://media.docs.plane.so/activate-license/add-seats.webp#center) * When you want to add members or change non-paid roles—Guests—to paid ones—Admins or Members—, you must add seats first. All new seats are immediately charged to the card on file. Depending on when you are adding more seats, your bill will either be prorated or show the full price of those seats. warning If we don't have your card on file, you will have to reach out to us each time you want to increase the number of seats or get your bill adjusted to a lower number of seats. * When you remove members, their seats are freed up and go to the available pool so you can assign them to other users. **Removing members doesn't automatically remove seats. You must remove seats separately to affect your billing.** See [Manage paid users](https://docs.plane.so/workspaces-and-users/upgrade-plan#manage-paid-users) for more details. * When you remove seats, the reduced billing for those seats is added as a credit line item to your next bill, so your overall bill is reduced by the price of the removed seats. * Unless you change the number of seats in a month or year depending on your billing cycle, your subscription price for that cycle doesn't change. _The exception to that are limited-period discounts that some upgrades enjoy._ * Your subscription renews automatically each month or year at the beginning of the billing cycle. ### Free tiers, cancelations, and downgrades[​](https://docs.plane.so/workspaces-and-users/billing-and-plans#free-tiers-cancelations-and-downgrades "Direct link to Free tiers, cancelations, and downgrades") Starting with v1.3.0 of the Commercial Edition, the Free plan will have a 12-seat limit just as there is for the Free tier on Cloud. If you are getting a new Free workspace on either our Cloud or our self-hosted Commercial Edition, this is the seat limit you will start with. #### Older workspaces[​](https://docs.plane.so/workspaces-and-users/billing-and-plans#older-workspaces "Direct link to Older workspaces") For everyone on the Free tier on both Cloud and the Commercial Edition before this change came in, you will see your workspace grandfathered to the same number of seats as the total number of admins or members in your workspace at the time of this change. Say, you had 20 members and admins on your workspace before this change. Now, you will see a limit of 20 seats in your workspace instead of 12 and they will work exactly as detailed above. If you want to upgrade this workspace to Pro, you will be charged for all 20 seats. If you remove one of your 20 grandfathered seats, your new limit will be 19. You can remove seats down to 12 on such accounts. At 12, your workspace will downgrade to a standard Free account and you will lose your grandfathered status. #### All workspaces[​](https://docs.plane.so/workspaces-and-users/billing-and-plans#all-workspaces "Direct link to All workspaces") If you have upgraded to a Pro or higher subscription and have unpaid bills, you will get a 30-day notice to pay them. After that period, your workspace will lock out all members except Workspace Admin to help them clear unpaid dues. Once you have paid your bills, you can continue with your subscription, change its frequency, adjust the number of seats, or downgrade to the Free tier by manually removing seats down to 12. Should you cancel your subscription outright, your workspace will retain your subscription until the end of the billing cycle and then lock out all members except Workspace Admins who can renew the subscription or downgrade to the Free tier. #### Refunds[​](https://docs.plane.so/workspaces-and-users/billing-and-plans#refunds "Direct link to Refunds") We don’t offer refunds except in the most unusual circumstances. Your Plane billing happens automatically and our payment partners send alerts before each bill is attempted to be paid. Should you think you have an exceptional circumstance and deserve a refund, write to us. Free trial[​](https://docs.plane.so/workspaces-and-users/billing-and-plans#free-trial "Direct link to Free trial") ------------------------------------------------------------------------------------------------------------------- If you're using Plane Cloud, you can start a 14-day free trial for our Business plan, which includes all Pro features plus advanced Business capabilities. self-hosted Free trials are not available for self-hosted paid plans. Just head to the **Billing and plans** section in your [Workspace settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) and click the **Start free trial** button. ![Free trial](https://media.docs.plane.so/activate-license/free-trial.webp#center) During the trial, you'll have full access to all the paid plan features, allowing you to explore and evaluate them before committing to a subscription. After the 14-day trial period ends, your workspace will automatically revert to the free plan without any charges. * [How the per-seat model and billing work](https://docs.plane.so/workspaces-and-users/billing-and-plans#how-the-per-seat-model-and-billing-work) * [Free tiers, cancelations, and downgrades](https://docs.plane.so/workspaces-and-users/billing-and-plans#free-tiers-cancelations-and-downgrades) * [Older workspaces](https://docs.plane.so/workspaces-and-users/billing-and-plans#older-workspaces) * [All workspaces](https://docs.plane.so/workspaces-and-users/billing-and-plans#all-workspaces) * [Refunds](https://docs.plane.so/workspaces-and-users/billing-and-plans#refunds) * [Free trial](https://docs.plane.so/workspaces-and-users/billing-and-plans#free-trial) --- # Manage and upgrade plans | Plane [Skip to main content](https://docs.plane.so/workspaces-and-users/upgrade-plan#__docusaurus_skipToContent_fallback) On this page tip If you are on the Community edition and want to upgrade to the Enterprise edition, see [Upgrade from Community](https://developers.plane.so/self-hosting/upgrade-from-community) . Cloud and self-hosted[​](https://docs.plane.so/workspaces-and-users/upgrade-plan#cloud-and-self-hosted "Direct link to Cloud and self-hosted") ----------------------------------------------------------------------------------------------------------------------------------------------- Follow the steps below to upgrade to a paid plan on any edition. warning Self-hosted editions will need one more step. [See here](https://docs.plane.so/workspaces-and-users/upgrade-plan#self-hosted-only) . 1. On the Plane app, click the **⌄** icon next to your workspace name on the sidebar and select **Workspace Settings**. ![Workspace settings](https://media.docs.plane.so/workspaces/workspace-settings.webp#center) 2. Select **Billing and plans** under **Settings**. ![Billings and plans](https://media.docs.plane.so/activate-license/billing-and-plans-cloud.webp#center) 3. Select the **Monthly** or **Yearly** tab to choose the billing cycle for Pro. 4. Click the **Upgrade** button. Free trial If you are on Cloud, you can click the **Start free trial** button under the Pro plan to opt for a 14-day free trial. Trials aren't available for self-hosted paid plans. 5. Clicking the **Upgrade** button will redirect you to a Stripe page. Enter your payment info and click **Subscribe**. 6. If your transaction goes through, you will see a confirmation as shown below. ![Plan activated confirmation](https://media.docs.plane.so/activate-license/activate-pro-license.webp#center) 7. That's it. To check your plan at any time and find additional details, just go to the **Billing and plans** tab in **Workspace Settings**. ![Manage subscription](https://media.docs.plane.so/activate-license/pro-activated-cloud.webp#center) Self-hosted only[​](https://docs.plane.so/workspaces-and-users/upgrade-plan#self-hosted-only "Direct link to Self-hosted only") -------------------------------------------------------------------------------------------------------------------------------- warning Starting v1.3.0 of our Commercial Edition, your license will need to be activated on a workspace. Each license can be used to activate only one workspace. tip Steps #1 through #5 from above work the exact same way on self-hosted, too. 1. If your payment goes through, you will be redirected to the [Prime portal](https://prime.plane.so/licenses) , your one-stop interface to manage your licenses and buy new ones. warning You can always directly log into the Prime Portal, especially if you pre-ordered one of our plans, with the same email address you used to purchase one of our paid plans. You will get a code at the same address that will sign you in. 2. Find the license by the plan you just subscribed to. Copy the **License key** for the license you want to activate. ![Manage licenses](https://media.docs.plane.so/activate-license/copy-license-key.webp#center) note Click the Get more licenses button as in the image above on the [Prime portal](https://prime.plane.so/licenses/plans) to buy more licenses. 3. Go back to the **Billing and plans** screen, usually already open in your browser. 4. Click the **Activate this Workspace** button. ![Activate workspace](https://media.docs.plane.so/activate-license/enter-license-key-selfhosted.webp#center) 5. Paste the license key in the **Enter license key** box. 6. Click **Activate**. You will see a confirmation. 7. That's it. To check your plan at any time and find additional details, just go to the **Billing and plans** tab in **Workspace Settings**. ![Manage subscription](https://media.docs.plane.so/activate-license/pro-activated-cloud.webp#center) ### Delink license key[​](https://docs.plane.so/workspaces-and-users/upgrade-plan#delink-license-key "Direct link to Delink license key") Your license key is linked to both a workspace and an instance, meaning it can only be used on one workspace on one machine at a time. If you switch machines or reinstall the Commercial edition, you’ll need to reactivate your workspace. This helps prevent any misuse of the license on multiple machines or workspaces. To make it easier for you to move between machines or workspaces, we've added a new Delink feature. This lets you free up your license from its current workspace, so you can reuse it on a new machine or workspace. Here’s how to delink your license key from a workspace: 1. Head over to the **Billing and Plans** screen of the workspace that's currently using the license. 2. Click **Delink license key**. This will release the license key, making it available for use on another machine or workspace. ![Delink license key](https://media.docs.plane.so/activate-license/delink-license-key.webp#center) 3. Restart the instance using `prime-cli restart`. 4. If you’re switching machines or reinstalling the Commercial edition, see [Move Plane instance to another server](https://developers.plane.so/self-hosting/manage/migrate-plane) . 5. Ensure you are connected to the internet and reactivate the new workspace using the license key you delinked earlier. Manage paid users[​](https://docs.plane.so/workspaces-and-users/upgrade-plan#manage-paid-users "Direct link to Manage paid users") ----------------------------------------------------------------------------------------------------------------------------------- You can always reassign or adjust seats as your team’s needs change. Here’s how to add or remove paid seats: 1. Open your [workspace settings](https://docs.plane.so/core-concepts/workspaces/overview#workspace-settings) and navigate to the **Members** screen. 2. You’ll see a **Manage Seats** button. ![Manage seats](https://media.docs.plane.so/activate-license/manage-seats.webp#center) Clicking this will give you two choices: * **Add seats** If you need more seats, click **Add seats**. A modal will appear where you can specify the number of additional paid seats you want to add. Once you’ve entered the number, click **Change**. You’ll be redirected to the Stripe payment portal to complete the payment for the new seats. ![Add seats](https://media.docs.plane.so/activate-license/add-paid-seats.webp#center) * **Remove unused seats** Any paid seat that isn’t currently assigned to a user is considered unused and can be reassigned at any time. If you no longer need these unused seats and want to stop paying for them, click **Remove unused seats**. This will automatically remove all paid but unused seats from your workspace. * [Cloud and self-hosted](https://docs.plane.so/workspaces-and-users/upgrade-plan#cloud-and-self-hosted) * [Self-hosted only](https://docs.plane.so/workspaces-and-users/upgrade-plan#self-hosted-only) * [Delink license key](https://docs.plane.so/workspaces-and-users/upgrade-plan#delink-license-key) * [Manage paid users](https://docs.plane.so/workspaces-and-users/upgrade-plan#manage-paid-users) ---