diff --git a/docs/ai/pi-chat.md b/docs/ai/pi-chat.md index c2dd9e6..07396b2 100644 --- a/docs/ai/pi-chat.md +++ b/docs/ai/pi-chat.md @@ -3,7 +3,9 @@ title: AI powered assistant for project management description: Plane AI is your intelligent assistant for finding project data, analyzing work items, and managing tasks using natural language. --- -# Plane AI +# Plane AI + +
Plane AI is an AI assistant that helps you interact with your Plane workspace using natural language. Instead of navigating through menus and filters, you can simply ask Plane AI questions about your projects, work items, and documentation in plain English. diff --git a/docs/authentication/group-sync.md b/docs/authentication/group-sync.md index 9adccaf..d8ddba9 100644 --- a/docs/authentication/group-sync.md +++ b/docs/authentication/group-sync.md @@ -5,7 +5,9 @@ hide_title: true description: Automatically provision project memberships based on identity provider groups. --- -# IdP Group Sync +# IdP Group Sync + +
:::info Group syncing is currently available on the self-hosted Commercial Edition and supports OIDC only. SAML and LDAP support is coming soon. diff --git a/docs/authentication/sso.md b/docs/authentication/sso.md index 61d90ed..ed1fa66 100644 --- a/docs/authentication/sso.md +++ b/docs/authentication/sso.md @@ -3,7 +3,9 @@ title: Single sign-on (SSO) description: Configure SAML or OIDC authentication to let your team sign in to Plane using corporate identity provider credentials. --- -# Single sign-on (SSO) +# Single sign-on (SSO) + +
Single sign-on (SSO) lets your team sign in to Plane using your organization's identity provider instead of managing separate passwords. This centralizes authentication, improves security, and simplifies user management. diff --git a/docs/automations/custom-automations.md b/docs/automations/custom-automations.md index 21df76d..9d27835 100644 --- a/docs/automations/custom-automations.md +++ b/docs/automations/custom-automations.md @@ -3,7 +3,9 @@ title: Automate project tasks with trigger based workflows description: Automate repetitive project tasks with trigger-based workflows. Set up rules to automatically update work item properties, assign team members, and manage priorities when specific conditions are met. --- -# Automations +# Automations + +
Automations let you streamline your project management workflow by automatically performing actions based on specific triggers and conditions. This powerful feature eliminates repetitive manual tasks, ensures consistency in your processes, and helps your team maintain focus on high-value work by letting the system handle routine operations. diff --git a/docs/communication-and-collaboration/project-updates.md b/docs/communication-and-collaboration/project-updates.md index 1b68f26..fe9326c 100644 --- a/docs/communication-and-collaboration/project-updates.md +++ b/docs/communication-and-collaboration/project-updates.md @@ -3,7 +3,9 @@ title: Project updates to share status and track progress description: Share project status and track progress over time --- -# Project Updates +# Project Updates + +
Project updates provide a way to share project status and create a timeline of project progress. Use updates to communicate where your project stands, highlight blockers, and keep stakeholders informed without requiring meetings or status check-ins. diff --git a/docs/core-concepts/analytics.md b/docs/core-concepts/analytics.md index ff0a1f0..f07352a 100644 --- a/docs/core-concepts/analytics.md +++ b/docs/core-concepts/analytics.md @@ -32,7 +32,9 @@ The new analytics experience provides comprehensive views across six key areas: 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 +### Projects analysis + +
![Analytics Projects](https://media.docs.plane.so/analytics/projects-analytics.webp#hero) @@ -60,7 +62,9 @@ The interactive chart builder lets you choose what you want to measure and then 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 +### Cycles analysis + +
![Analytics Cycles](https://media.docs.plane.so/analytics/cycle-analytics.webp#hero) @@ -74,7 +78,9 @@ The cycle table at the bottom provides all the essential management information 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 +### Modules analysis + +
![Analytics Modules](https://media.docs.plane.so/analytics/module-analytics.webp#hero) @@ -86,7 +92,9 @@ When you hover over any module in the chart, you get a detailed breakdown of the 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 +### Intake analysis + +
![Analytics Intake](https://media.docs.plane.so/analytics/Intake-analytics.webp#hero) diff --git a/docs/core-concepts/cycles.md b/docs/core-concepts/cycles.md index b681d13..8cbaeb3 100644 --- a/docs/core-concepts/cycles.md +++ b/docs/core-concepts/cycles.md @@ -51,7 +51,9 @@ If the Project Admin sets the **Timezone** in [Project settings](/core-concepts/ You can modify the name, description, start and due dates of active and upcoming cycles at any time. ::: -## Start and stop cycles +## Start and stop cycles + +
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. @@ -87,7 +89,9 @@ Once the due date of an active Cycle passes, it’s automatically marked as comp ![Transfer work items](https://media.docs.plane.so/cycles/transfer-issues.webp#hero-tr) -## Auto-schedule cycles +## Auto-schedule cycles + +
Automate the creation and management of cycles according to predefined configurations, eliminating manual setup while ensuring consistent cycle planning and team predictability. @@ -126,7 +130,9 @@ Once a cycle is active and contains work items, you can monitor its progress, as ![Track cycle progress](https://media.docs.plane.so/cycles/track-cycle-progress.webp#hero) -## Cycle progress charts +## Cycle progress charts + +
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. @@ -185,7 +191,9 @@ The build-up chart helps track how much work has already been completed in the c - **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 +## Active cycles across projects + +
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. @@ -199,7 +207,9 @@ You can archive completed cycles, allowing you to conceal significantly older cy 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. -## Export cycles +## Export cycles + +
You can export cycle data to analyze sprint performance, create reports, or share progress with stakeholders outside of Plane. Exports include all work items within the cycle along with their key details. diff --git a/docs/core-concepts/export.md b/docs/core-concepts/export.md index 1f2fe98..f25919d 100644 --- a/docs/core-concepts/export.md +++ b/docs/core-concepts/export.md @@ -48,7 +48,9 @@ Once completed, click **Download** to get your file. Use the **Refresh status** Exported files remain downloadable for a limited time (7 days). After this period, they will show as "Expired" and you'll need to create a new export. ::: -## Custom exports +## Custom exports + +
Export filtered work items, cycles, views, or modules directly from your project. Custom exports let you export exactly what you see after applying filters and display options—perfect for reports, analysis, or sharing specific data sets. diff --git a/docs/core-concepts/inbox.md b/docs/core-concepts/inbox.md index 09fd9a6..2fd5f57 100644 --- a/docs/core-concepts/inbox.md +++ b/docs/core-concepts/inbox.md @@ -38,7 +38,9 @@ In the top-right corner of the Inbox pane, you’ll find the filters dropdown. U ![Inbox filters](https://media.docs.plane.so/inbox/inbox-filters.webp#hero) -## Stacked notifications +## Stacked notifications + +
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. diff --git a/docs/core-concepts/issues/bulk-ops.md b/docs/core-concepts/issues/bulk-ops.md index ea26eef..6f1e7f7 100644 --- a/docs/core-concepts/issues/bulk-ops.md +++ b/docs/core-concepts/issues/bulk-ops.md @@ -3,7 +3,9 @@ title: Bulk update multiple work items to save time description: Learn how to save time by updating multiple work items at once in Plane. Change states, priorities, assignees, dates, and more with efficient bulk operations. --- -# Bulk Operations +# Bulk Operations + +
Working with multiple work items at once can save you significant time. diff --git a/docs/core-concepts/issues/epics.md b/docs/core-concepts/issues/epics.md index 988df8e..2432d01 100644 --- a/docs/core-concepts/issues/epics.md +++ b/docs/core-concepts/issues/epics.md @@ -3,7 +3,9 @@ title: Organize related work items with Epics description: Create and manage Epics in Plane to organize related work items, track progress across multiple tasks, and align your team around larger objectives. --- -# Epics +# Epics + +
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. @@ -85,7 +87,9 @@ You can add existing work items to the Epic or create new ones directly from the A work item can belong to only one Epic. This ensures clarity in organization and avoids overlapping tasks across multiple Epics. ::: -## Duplicate Epics +## Duplicate Epics + +
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. @@ -156,7 +160,9 @@ For each work item, you can assign or change a work item's Epic directly in the ![Link Work items to Epics](https://media.docs.plane.so/epics/link-issue-epic.webp#hero) -## Convert Epics to Work Items +## Convert Epics to Work Items + +
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. diff --git a/docs/core-concepts/issues/estimates.md b/docs/core-concepts/issues/estimates.md index ac51646..d939f36 100644 --- a/docs/core-concepts/issues/estimates.md +++ b/docs/core-concepts/issues/estimates.md @@ -67,7 +67,9 @@ If you prefer to estimate effort by text categories rather than numbers, this is 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 +### Time + +
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: diff --git a/docs/core-concepts/issues/issue-types.md b/docs/core-concepts/issues/issue-types.md index c22b158..f19418c 100644 --- a/docs/core-concepts/issues/issue-types.md +++ b/docs/core-concepts/issues/issue-types.md @@ -3,7 +3,9 @@ title: Work Item Types description: Create specialized work item types in Plane with custom properties, icons, and colors for different teams and workflows to streamline project management. --- -# Work Item Types +# Work Item Types + +
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. diff --git a/docs/core-concepts/issues/overview.md b/docs/core-concepts/issues/overview.md index d215449..b70c065 100644 --- a/docs/core-concepts/issues/overview.md +++ b/docs/core-concepts/issues/overview.md @@ -45,7 +45,9 @@ Break down larger tasks into smaller, manageable components by creating sub-work ![sub-work items](https://media.docs.plane.so/issues/issue-sub-issues.webp#hero) -## Duplicate work items +## Duplicate work items + +
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. @@ -124,7 +126,9 @@ Plane allows you to upload different file types directly to the work item. Use t - **Other** CSS, JavaScript, JSON, XML, CSV, SQL -## Link pages to work items +## Link pages to work items + +
Connect relevant project pages and wiki documentation to your work items to provide instant access to related context, specifications, or reference materials. @@ -134,7 +138,9 @@ Connect relevant project pages and wiki documentation to your work items to prov 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 +## Convert work items to epics + +
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. @@ -200,7 +206,9 @@ Within your project, you can set up automations to perform the following tasks: ![Project close automation](https://media.docs.plane.so/projects/auto-close-issues.webp#hero) -## Export work items +## Export work items + +
You can export your work items to access and analyze your data outside of Plane. Exports support CSV and JSON formats, and you can filter exactly which work items to include. diff --git a/docs/core-concepts/issues/plane-query-language.md b/docs/core-concepts/issues/plane-query-language.md index 02587d9..ef71035 100644 --- a/docs/core-concepts/issues/plane-query-language.md +++ b/docs/core-concepts/issues/plane-query-language.md @@ -3,7 +3,9 @@ title: Plane Query Language description: Filter work items using text-based queries with Plane Query Language (PQL). --- -# Plane Query Language (PQL) +# Plane Query Language (PQL) + +
Plane Query Language (PQL) lets you filter work items using text-based queries. Write structured expressions to quickly find exactly what you need. diff --git a/docs/core-concepts/issues/time-tracking.md b/docs/core-concepts/issues/time-tracking.md index 63bdc56..146e600 100644 --- a/docs/core-concepts/issues/time-tracking.md +++ b/docs/core-concepts/issues/time-tracking.md @@ -3,7 +3,9 @@ title: Time tracking to log hours on tasks description: Log hours on work items, view timesheet records, and download comprehensive reports for project time management. --- -# Time Tracking +# Time Tracking + +
> **Role**: Project Admins diff --git a/docs/core-concepts/issues/timeline-dependency.md b/docs/core-concepts/issues/timeline-dependency.md index 9f4cfbd..f672a6f 100644 --- a/docs/core-concepts/issues/timeline-dependency.md +++ b/docs/core-concepts/issues/timeline-dependency.md @@ -3,7 +3,9 @@ title: Task dependencies description: Create and manage visual task dependencies in Plane with timeline connectors. --- -# Dependencies in Timeline +# Dependencies in Timeline + +
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. diff --git a/docs/core-concepts/modules.md b/docs/core-concepts/modules.md index 71e4ea7..afe50fa 100644 --- a/docs/core-concepts/modules.md +++ b/docs/core-concepts/modules.md @@ -102,7 +102,9 @@ Archive completed Modules to declutter your views while preserving historical da 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. -## Export modules +## Export modules + +
You can export module data to track progress, create reports, or share module updates with stakeholders outside of Plane. Exports include all work items within the module along with their key details. diff --git a/docs/core-concepts/pages/editor-blocks.md b/docs/core-concepts/pages/editor-blocks.md index f7b958b..ca1418c 100644 --- a/docs/core-concepts/pages/editor-blocks.md +++ b/docs/core-concepts/pages/editor-blocks.md @@ -44,7 +44,9 @@ Highlights quoted text or important statements with distinct formatting. Displays code snippets or command-line text with proper formatting and syntax highlighting. -## Embed +## Embed + +
Seamlessly integrate external content directly into your documents with rich, interactive embeds. The embed feature supports a wide variety of platforms and content types, making it easy to enhance your documentation with multimedia and interactive elements. @@ -58,7 +60,9 @@ This opens an embed dialog where you can paste any supported link. The system au Inserts and displays images within your content. -## Attachment +## Attachment + +
Uploads and embeds files directly into your content, supporting documents, images, and other file types up to 100MB each. @@ -68,7 +72,9 @@ When you upload video files as attachments, you can display them with inline pla ![Show preview](https://media.docs.plane.so/pages/show-preview.webp#hero) -## Columns +## Columns + +
Organize content side-by-side using multi-column layouts. Columns help you create visually structured pages for comparisons, parallel information, or more efficient use of horizontal space. @@ -82,7 +88,9 @@ Use the slash command to insert the layout you need: Each column appears with an "Add content" placeholder where you can add any block type - text, lists, code, images, and more. -## Video +## Video + +
Embeds video content directly into your pages for rich multimedia documentation. @@ -96,7 +104,9 @@ If you have a video displayed with inline preview and want to convert it to a si ![Show as attachment](https://media.docs.plane.so/pages/show-as-attachment.webp#hero) -## Math equations +## Math equations + +
Add mathematical expressions and formulas to your Pages using LaTeX syntax. Whether you need to document complex calculations, display statistical formulas, or include scientific notations, Plane supports both inline and block-style mathematical equations. This is perfect for technical documentation, engineering specs, data analysis reports, and any content requiring precise mathematical notation. @@ -136,7 +146,9 @@ $ a^2 + b^2 = c^2 $ Both equation types support full LaTeX rendering with built-in validation and error handling for invalid mathematical expressions. -## Draw.io diagrams +## Draw.io diagrams + +
::: tip Prerequisites Before you can add Draw.io diagrams to Pages or Wiki, you need to [connect the Draw.io integration](/integrations/draw-io) from Workspace Settings. @@ -162,7 +174,9 @@ Both modes feature a consistent toolbar with **Save** and **Exit** buttons, maki Creates visually distinct sections with customizable icons and colors for highlighting warnings, tips , and calls-to-action. -## AI block +## AI block + +
Generate or transform content directly within your pages using AI. The AI Block lets you draft new content, summarize existing text, or run custom prompts without leaving the editor. @@ -176,9 +190,11 @@ Type `/ai` to insert an AI Block. The block appears with a prompt input area and Generates a concise summary of your page content. Useful for creating executive summaries, TL;DRs, or quick overviews of longer documents. **Custom prompt** -Write your own instructions to generate or transform content. Use this for drafting sections, rewriting text, structuring notes, expanding ideas, or any other AI-assisted writing task.
 +Write your own instructions to generate or transform content. Use this for drafting sections, rewriting text, structuring notes, expanding ideas, or any other AI-assisted writing task. + +## Work item -## Work item +
References work items directly in the editor to track details and progress. diff --git a/docs/core-concepts/pages/inline-comments.md b/docs/core-concepts/pages/inline-comments.md index 64445f1..2cf03a8 100644 --- a/docs/core-concepts/pages/inline-comments.md +++ b/docs/core-concepts/pages/inline-comments.md @@ -3,7 +3,9 @@ title: Inline comments for collaborative page discussions description: Collaborate directly in Plane pages with inline comments. Highlight text, mention teammates, and resolve discussions across projects, wikis, and teamspaces. --- -# Page Inline Comments +# Page Inline Comments + +
Inline comments allow you to collaborate directly within your documentation by highlighting specific text and starting focused discussions. This feature is available across Project pages, Wiki pages, and Teamspace pages. diff --git a/docs/core-concepts/pages/nested-pages.md b/docs/core-concepts/pages/nested-pages.md index 4003687..7e1a7e6 100644 --- a/docs/core-concepts/pages/nested-pages.md +++ b/docs/core-concepts/pages/nested-pages.md @@ -3,7 +3,9 @@ title: Nested pages for hierarchical documentation structure description: Create structured documentation with Nested Pages. Build parent-child hierarchies, organize content logically, and improve navigation for your team's knowledge base. --- -# Nested Pages +# Nested Pages + +
Nested Pages allows you to create a hierarchical structure for your 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. diff --git a/docs/core-concepts/pages/overview.md b/docs/core-concepts/pages/overview.md index 22d8a92..5f0ec04 100644 --- a/docs/core-concepts/pages/overview.md +++ b/docs/core-concepts/pages/overview.md @@ -45,7 +45,9 @@ Plane allows you to use Markdown in Pages, making it easy to format content quic 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. -## AI helper +## AI helper + +
![AI helper](https://media.docs.plane.so/pages/ai-helper.webp#hero-tl) @@ -55,7 +57,9 @@ Plane’s AI tools enhance content creation by helping you refine, reframe, and - 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. -## Mention work items +## Mention work items + +
Link directly to work items within your pages using the `@` mention feature. This creates a connection between your documentation and the actual work being tracked in your project. @@ -79,7 +83,9 @@ Mentioned work items appear as interactive links in your page. Clicking them tak You can perform several actions on any block within a page. Just hover over the block and click the **⋮⋮ icon** that appears. -### Copy link to block +### Copy link to block + +
Get a direct URL to this specific block. When someone opens this link, they'll jump straight to this block in the page, making it easy to reference specific sections in discussions or work items. @@ -92,7 +98,9 @@ Create a copy of the block to reuse content without starting from scratch. Remove the block entirely from the page. These quick actions help you manage and reference your content efficiently, especially in longer documents where you need to point teammates to specific sections. -## Convert selected text to work items +## Convert selected text to work items + +
Turn any text selection in your page into a work item instantly. This feature helps you capture action items or tasks directly from your documentation without interrupting your flow. @@ -133,7 +141,9 @@ Share the page by copying its link to send to your teammates or link it in a wor Duplicate an existing page to jumpstart new content. -### Move Page +### Move Page + +
Transfer a page to Wiki, Teamspace or a different Project in your workspace. @@ -188,7 +198,9 @@ But it goes beyond just knowing who's there - you can actually see where your te 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 +## Publish Page + +
![Publish Page](https://media.docs.plane.so/pages/publish-page.webp#hero-tr) diff --git a/docs/core-concepts/pages/wiki.md b/docs/core-concepts/pages/wiki.md index ff61038..af0d95a 100644 --- a/docs/core-concepts/pages/wiki.md +++ b/docs/core-concepts/pages/wiki.md @@ -3,7 +3,9 @@ title: Wiki for company wide knowledge base description: Create and organize company-wide documentation, policies, guides, and knowledge that extends beyond individual projects. --- -# Wiki +# Wiki + +
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. @@ -36,7 +38,9 @@ Where project pages zoom in on team-specific details, the Wiki gives you a bird' 4. Need to find something quick? Use the sidebar's search function to locate specific pages or information. -## Share private pages +## Share private pages + +
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. diff --git a/docs/core-concepts/projects/initiatives.md b/docs/core-concepts/projects/initiatives.md index a642eba..2f390b7 100644 --- a/docs/core-concepts/projects/initiatives.md +++ b/docs/core-concepts/projects/initiatives.md @@ -3,7 +3,9 @@ title: Align multiple projects with Initiatives description: Create and manage Initiatives to align multiple projects with strategic goals, track cross-project epics, and monitor aggregated progress. --- -# Initiatives +# Initiatives + +
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. diff --git a/docs/core-concepts/projects/manage-project-members.md b/docs/core-concepts/projects/manage-project-members.md index 5345f73..d650a22 100644 --- a/docs/core-concepts/projects/manage-project-members.md +++ b/docs/core-concepts/projects/manage-project-members.md @@ -135,7 +135,9 @@ By default, Guests can only see work items they've created through the Intake se This setting is project-specific. Enabling it in one project doesn't affect Guest permissions in other projects. Even with view access, Guests remain isolated to invited projects only. -## View project member activity +## View project member activity + +
::: info The Enterprise plan is currently only available for self-hosted instances. If you're interested in Enterprise features for your self-hosted deployment, contact [sales@plane.so](mailto:sales@plane.so) for pricing and licensing information. diff --git a/docs/core-concepts/projects/milestones.md b/docs/core-concepts/projects/milestones.md index 48a2b32..c424560 100644 --- a/docs/core-concepts/projects/milestones.md +++ b/docs/core-concepts/projects/milestones.md @@ -3,7 +3,9 @@ title: Align work toward target dates with Milestones description: Align work items toward shared completion dates with milestones. Track progress on quarterly objectives, product launches, and strategic initiatives in Plane. --- -# Milestones +# Milestones + +
Milestones provide a layer to align work items and epics toward shared completion dates, helping teams focus on strategic objectives and critical deliverables. Whether tracking quarterly goals, product launches, or major feature releases, milestones give you visibility into progress and ensure teams stay on track. diff --git a/docs/core-concepts/projects/project-labels.md b/docs/core-concepts/projects/project-labels.md index 1844baf..50bd389 100644 --- a/docs/core-concepts/projects/project-labels.md +++ b/docs/core-concepts/projects/project-labels.md @@ -3,7 +3,9 @@ title: Project labels description: Organize and categorize projects across your workspace with reusable labels. --- -# Project Labels +# Project Labels + +
Project labels let you categorize projects across your workspace by team, function, priority, or any custom classification. Labels are defined at the workspace level and can be applied to any project. A project can have multiple labels. diff --git a/docs/core-concepts/projects/project-overview.md b/docs/core-concepts/projects/project-overview.md index c96c578..7ae64a9 100644 --- a/docs/core-concepts/projects/project-overview.md +++ b/docs/core-concepts/projects/project-overview.md @@ -3,7 +3,9 @@ title: Project Overview description: Track metrics, share status updates, and monitor overall project health from a centralized dashboard for better team alignment. --- -# Project Overview +# Project Overview + +
Without a centralized project view, teams often face challenges like fragmented information, inefficient progress tracking, and communication gaps. diff --git a/docs/core-concepts/projects/project-states.md b/docs/core-concepts/projects/project-states.md index c9dc0f1..fe8c0ca 100644 --- a/docs/core-concepts/projects/project-states.md +++ b/docs/core-concepts/projects/project-states.md @@ -3,7 +3,9 @@ title: Project States description: Use Project States to categorize and track project progress across your workspace. --- -# Project States +# Project States + +
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. diff --git a/docs/core-concepts/projects/recurring-work-items.md b/docs/core-concepts/projects/recurring-work-items.md index a42f620..d9cc1bd 100644 --- a/docs/core-concepts/projects/recurring-work-items.md +++ b/docs/core-concepts/projects/recurring-work-items.md @@ -3,7 +3,9 @@ title: Recurring work items to automate repetitive tasks description: Learn how to set up recurring work items to automatically create repetitive tasks, maintenance schedules, and routine work on a predefined schedule. --- -# Recurring Work Items +# Recurring Work Items + +
Keep your team on track with repetitive tasks by setting them up once and letting them automatically repeat on your schedule. diff --git a/docs/core-concepts/views.md b/docs/core-concepts/views.md index 9561e29..36ea213 100644 --- a/docs/core-concepts/views.md +++ b/docs/core-concepts/views.md @@ -35,7 +35,9 @@ For Workspace Views, click the **Add view** button in the **Views** section of y Learn more about how to apply filters [here](/core-concepts/issues/visualise_filter). After creating a view, you can share the link to collaborate and investigate with members. -## Private views +## Private views + +
By default, views are visible to all members. On Pro and above, you can make a view private so only you can see it. Toggle between public and private using the globe and lock icons in the create or edit view modal. @@ -55,7 +57,9 @@ After creating a view, you can: Workspace Views are visualized using the spreadsheet layout, while project Views support all layouts. Learn more about layouts and grouping options [here](/core-concepts/issues/layouts). -## Publish Views +## Publish Views + +
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: @@ -79,7 +83,9 @@ You can remove views by deleting them from the list of views in your workspace o - 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. -## Export views +## Export views + +
You can export data from any saved view to analyze filtered work items, create custom reports, or share specific subsets of your project data. Exports respect all filters applied to the view. diff --git a/docs/core-concepts/workspaces/members.md b/docs/core-concepts/workspaces/members.md index 467b27f..d8140ae 100644 --- a/docs/core-concepts/workspaces/members.md +++ b/docs/core-concepts/workspaces/members.md @@ -30,7 +30,9 @@ The invited person receives an email notification with instructions to join your - The invitation remains pending until accepted or declined. - You can manually remove pending invitations using the Remove option (see below). -## Import members from CSV +## Import members from CSV + +
Workspace admins can bulk invite members by importing a CSV file. This is useful when onboarding teams or migrating users from another system. @@ -89,7 +91,9 @@ Ensure your SMTP server is properly configured to send invite emails successfull The role change takes effect immediately. -## View workspace member activity +## View workspace member activity + +
Track member actions like invitations, role changes, and removals to maintain visibility over workspace management. diff --git a/docs/core-concepts/workspaces/teamspaces.md b/docs/core-concepts/workspaces/teamspaces.md index b72be54..9010f79 100644 --- a/docs/core-concepts/workspaces/teamspaces.md +++ b/docs/core-concepts/workspaces/teamspaces.md @@ -3,7 +3,9 @@ title: Track team work with Teamspaces description: Organize team members across projects, track team-specific work items, and create dedicated spaces for team knowledge and collaboration. --- -# Teamspaces +# Teamspaces + +
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. diff --git a/docs/customers.md b/docs/customers.md index db7b1dc..9173dd4 100644 --- a/docs/customers.md +++ b/docs/customers.md @@ -3,7 +3,9 @@ title: Customer management to track client requests and priorities description: Track client requests, link work items to specific customers, and prioritize tasks based on customer importance. --- -# Customers +# Customers + +
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. diff --git a/docs/dashboards.md b/docs/dashboards.md index 48357fc..baa72b2 100644 --- a/docs/dashboards.md +++ b/docs/dashboards.md @@ -3,7 +3,9 @@ title: Custom dashboards to visualize project metrics and data description: Build custom dashboards in Plane to visualize project metrics. --- -# Dashboards +# Dashboards + +
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. diff --git a/docs/importers/confluence.md b/docs/importers/confluence.md index 49c1e99..3dbc954 100644 --- a/docs/importers/confluence.md +++ b/docs/importers/confluence.md @@ -3,7 +3,9 @@ title: Import data from Confluence description: Import data from Confluence to Plane. --- -# Confluence importer +# Confluence importer + +
The Confluence to Plane importer lets you transfer your Confluence pages and content to Plane's Wiki. This is useful when you want to bring your documentation, notes, and structured content from Confluence into your Plane workspace as Wiki pages. diff --git a/docs/importers/notion.md b/docs/importers/notion.md index 42ef2ac..f30a155 100644 --- a/docs/importers/notion.md +++ b/docs/importers/notion.md @@ -3,7 +3,9 @@ title: Import data from Notion description: Import data from Notion to Plane. --- -# Notion importer +# Notion importer + +
The Notion to Plane importer lets you transfer your Notion pages and content to Plane's Wiki. This is useful when you want to bring your documentation, notes, and structured content from Notion into your Plane workspace as Wiki pages. diff --git a/docs/intake/intake-email.md b/docs/intake/intake-email.md index 0b7c77e..c05cec3 100644 --- a/docs/intake/intake-email.md +++ b/docs/intake/intake-email.md @@ -3,7 +3,9 @@ title: Intake emails to collect work items from email submissions description: Set up a dedicated email address for your project that automatically converts incoming messages into work items for easy review and processing. --- -# Intake Email +# Intake Email + +
With Intake Emails, you get a dedicated email address where people can send requests that automatically appear in your project's Intake section. diff --git a/docs/intake/intake-forms.md b/docs/intake/intake-forms.md index 530847d..7c57c6e 100644 --- a/docs/intake/intake-forms.md +++ b/docs/intake/intake-forms.md @@ -3,7 +3,9 @@ title: Intake to collect and triage external work requests description: Set up public web forms to collect bug reports, feature requests, and support tickets from external users without giving them project access. --- -# Intake Forms +# Intake Forms + +
Now, you can easily gather bug reports, feature requests, or support tickets from external users, all by sharing a simple form link. diff --git a/docs/intake/overview.md b/docs/intake/overview.md index 53bd4aa..a5369d9 100644 --- a/docs/intake/overview.md +++ b/docs/intake/overview.md @@ -51,7 +51,9 @@ Intake operates at the project level and is disabled by default. Project admins Once enabled, you'll see an **Intake** section under your project in the sidebar where all incoming work items appear. -## Intake responsbility +## Intake responsbility + +
Assign a team member to take ownership of incoming work items and ensure nothing falls through the cracks. When you designate an intake responsible person, they'll automatically be assigned to and notified about every new work item that comes through any intake channel (in-app, forms, or email). diff --git a/docs/integrations/draw-io.md b/docs/integrations/draw-io.md index 9e618b3..de83a85 100644 --- a/docs/integrations/draw-io.md +++ b/docs/integrations/draw-io.md @@ -3,7 +3,9 @@ title: Connect Draw.io integration description: Connect Draw.io to your Plane workspace to create and edit diagrams and whiteboards directly inside Plane Pages. --- -# Draw.io Integration +# Draw.io Integration + +
Connect Draw.io to create and edit powerful diagrams and whiteboards directly inside Plane Pages and Wiki. diff --git a/docs/integrations/github.md b/docs/integrations/github.md index 6220f27..6424f27 100644 --- a/docs/integrations/github.md +++ b/docs/integrations/github.md @@ -3,7 +3,9 @@ title: Integrate GitHub to sync repositories with projects description: Integrate Plane with GitHub Cloud and GitHub Enterprise Server to synchronize issues and pull requests. Connect repositories to projects for bidirectional updates and seamless workflows. --- -# GitHub Integration +# GitHub Integration + +
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. diff --git a/docs/integrations/gitlab.md b/docs/integrations/gitlab.md index c0aada3..9f6710f 100644 --- a/docs/integrations/gitlab.md +++ b/docs/integrations/gitlab.md @@ -3,7 +3,9 @@ title: Integrate GitLab to sync repositories with projects description: Integrate Plane with GitLab and Self-managed GitLab to automate pull requests and work item state mapping. Connect repositories to projects for bidirectional updates and seamless workflows. --- -# GitLab Integration +# GitLab Integration + +
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. diff --git a/docs/integrations/sentry.md b/docs/integrations/sentry.md index dda1b76..f7ca653 100644 --- a/docs/integrations/sentry.md +++ b/docs/integrations/sentry.md @@ -3,7 +3,9 @@ title: Integrate Sentry for automatic error tracking sync description: Integrate Plane with Sentry to automatically create work items from Sentry issues, sync issue states, and streamline your error tracking workflow. --- -# Sentry Integration +# Sentry Integration + +
Integrating Sentry with Plane allows your team to automatically create work items from Sentry issues and keep your error tracking workflow streamlined. Whether you're syncing issue states, creating work items from errors, or collaborating on bug fixes, this integration brings the power of Sentry and Plane together for a more connected development workflow. diff --git a/docs/integrations/slack.md b/docs/integrations/slack.md index 9d286f4..120085f 100644 --- a/docs/integrations/slack.md +++ b/docs/integrations/slack.md @@ -3,7 +3,9 @@ title: Integrate Slack to sync threads and create work items description: Integrate Plane with Slack to create work items from messages, sync thread conversations, and take actions directly from your chat interface. --- -# Slack Integration +# Slack Integration + +
Plane's Slack integration brings your project management directly into your team's communication flow. Create work items from conversations, get notified about updates, interact with Plane AI, and keep everyone aligned — all without leaving Slack. This guide will walk you through how to set up and connect your Slack account to Plane. diff --git a/docs/templates/page-templates.md b/docs/templates/page-templates.md index 81a9469..0973b90 100644 --- a/docs/templates/page-templates.md +++ b/docs/templates/page-templates.md @@ -3,7 +3,9 @@ title: Page templates to standardize documentation structure description: Create Page templates to standardize documentation and build reusable page structures. Save time and ensure consistency with our step-by-step guide. --- -# Page Templates +# Page Templates + +
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. diff --git a/docs/templates/project-templates.md b/docs/templates/project-templates.md index cacd511..f404c46 100644 --- a/docs/templates/project-templates.md +++ b/docs/templates/project-templates.md @@ -3,7 +3,9 @@ title: Project templates to standardize new project setup description: Create and use Project Templates to standardize projects, save setup time, and ensure consistency across your workspace with predefined settings. --- -# Project Templates +# Project Templates + +
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. diff --git a/docs/templates/work-item-templates.md b/docs/templates/work-item-templates.md index 9d6b178..7b4882b 100644 --- a/docs/templates/work-item-templates.md +++ b/docs/templates/work-item-templates.md @@ -3,7 +3,9 @@ title: Work item templates for recurring tasks description: Create and use Work Item Templates to standardize recurring tasks, save setup time, and ensure consistency with predefined fields and properties. --- -# Work Item Templates +# Work Item Templates + +
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. diff --git a/docs/workflows-and-approvals/workflows.md b/docs/workflows-and-approvals/workflows.md index c4dfb08..7c7c983 100644 --- a/docs/workflows-and-approvals/workflows.md +++ b/docs/workflows-and-approvals/workflows.md @@ -3,7 +3,9 @@ title: Workflows to control work item state transitions description: Set up workflows to control how work items move through states, define transition rules, and require approvals before work progresses. --- -# Workflows and Approvals +# Workflows and Approvals + +
Workflows give you control over how work items move through states in your project. 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. @@ -74,7 +76,9 @@ A transition flow defines a permitted state change. When you add one, you config Click **Save** to confirm the flow, or **Discard** to cancel it. -#### Approval flows +#### Approval flows + +
An approval flow adds a gate: the work item won't move forward until designated approvers accept or reject it. When you add one, you configure: @@ -99,7 +103,9 @@ The three-dot menu on each workflow provides three options: - **View change history** - see a log of all modifications made to the workflow, including who made each change and when. - **Delete** - permanently remove the workflow. Work items previously governed by this workflow will fall back to the default workflow. -## Create a custom workflow +## Create a custom workflow + +
A custom workflow lets you define separate rules for different kinds of work. For example, you might want bug fixes to go through a stricter approval process than feature work, or you might want improvements to skip certain states entirely. When a work item matches a type-specific workflow, that workflow takes precedence over the default.