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4 changes: 3 additions & 1 deletion docs/ai/pi-chat.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
# Plane AI

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/authentication/group-sync.md
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Expand Up @@ -5,7 +5,9 @@ hide_title: true
description: Automatically provision project memberships based on identity provider groups.
---

# IdP Group Sync <Badge type="warning" text="Enterprise Grid" />
# IdP Group Sync

<div align="right"><Badge type="warning" text="Enterprise Grid" /></div>

:::info
Group syncing is currently available on the self-hosted Commercial Edition and supports OIDC only. SAML and LDAP support is coming soon.
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4 changes: 3 additions & 1 deletion docs/authentication/sso.md
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Expand Up @@ -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) <Badge type="tip" text="Business" />
# Single sign-on (SSO)

<div align="right"><Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/automations/custom-automations.md
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Expand Up @@ -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 <Badge type="tip" text="Business" />
# Automations

<div align="right"><Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/communication-and-collaboration/project-updates.md
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Expand Up @@ -3,7 +3,9 @@ title: Project updates to share status and track progress
description: Share project status and track progress over time
---

# Project Updates <Badge type="info" text="Pro" />
# Project Updates

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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16 changes: 12 additions & 4 deletions docs/core-concepts/analytics.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
### Projects analysis

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

![Analytics Projects](https://media.docs.plane.so/analytics/projects-analytics.webp#hero)

Expand Down Expand Up @@ -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 <Badge type="info" text="Pro" />
### Cycles analysis

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

![Analytics Cycles](https://media.docs.plane.so/analytics/cycle-analytics.webp#hero)

Expand All @@ -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 <Badge type="info" text="Pro" />
### Modules analysis

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

![Analytics Modules](https://media.docs.plane.so/analytics/module-analytics.webp#hero)

Expand All @@ -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 <Badge type="info" text="Pro" />
### Intake analysis

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

![Analytics Intake](https://media.docs.plane.so/analytics/Intake-analytics.webp#hero)

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20 changes: 15 additions & 5 deletions docs/core-concepts/cycles.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
## Start and stop cycles

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

Expand Down Expand Up @@ -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 <Badge type="tip" text="Business" />
## Auto-schedule cycles

<div align="right"><Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

Automate the creation and management of cycles according to predefined configurations, eliminating manual setup while ensuring consistent cycle planning and team predictability.

Expand Down Expand Up @@ -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 <Badge type="info" text="Pro" />
## Cycle progress charts

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

Expand Down Expand Up @@ -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 <Badge type="info" text="Pro" />
## Active cycles across projects

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

Expand All @@ -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 <Badge type="info" text="Pro" />
## Export cycles

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/core-concepts/export.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
## Custom exports

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/core-concepts/inbox.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
## Stacked notifications

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/core-concepts/issues/bulk-ops.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
# Bulk Operations

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

Working with multiple work items at once can save you significant time.

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12 changes: 9 additions & 3 deletions docs/core-concepts/issues/epics.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
# Epics

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

Expand Down Expand Up @@ -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 <Badge type="info" text="Pro" />
## Duplicate Epics

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

Expand Down Expand Up @@ -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 <Badge type="tip" text="Business" />
## Convert Epics to Work Items

<div align="right"><Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/core-concepts/issues/estimates.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
### Time

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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:

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4 changes: 3 additions & 1 deletion docs/core-concepts/issues/issue-types.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
# Work Item Types

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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16 changes: 12 additions & 4 deletions docs/core-concepts/issues/overview.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
## Duplicate work items

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

Expand Down Expand Up @@ -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 <Badge type="info" text="Pro" />
## Link pages to work items

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

Connect relevant project pages and wiki documentation to your work items to provide instant access to related context, specifications, or reference materials.

Expand All @@ -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 <Badge type="tip" text="Business" />
## Convert work items to epics

<div align="right"><Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

Expand Down Expand Up @@ -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 <Badge type="info" text="Pro" />
## Export work items

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/core-concepts/issues/plane-query-language.md
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Expand Up @@ -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) <Badge type="warning" text="Enterprise Grid" />
# Plane Query Language (PQL)

<div align="right"><Badge type="warning" text="Enterprise Grid" /></div>

Plane Query Language (PQL) lets you filter work items using text-based queries. Write structured expressions to quickly find exactly what you need.

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4 changes: 3 additions & 1 deletion docs/core-concepts/issues/time-tracking.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
# Time Tracking

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

> **Role**: Project Admins

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4 changes: 3 additions & 1 deletion docs/core-concepts/issues/timeline-dependency.md
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Expand Up @@ -3,7 +3,9 @@ title: Task dependencies
description: Create and manage visual task dependencies in Plane with timeline connectors.
---

# Dependencies in Timeline <Badge type="info" text="Pro" />
# Dependencies in Timeline

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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4 changes: 3 additions & 1 deletion docs/core-concepts/modules.md
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Expand Up @@ -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 <Badge type="info" text="Pro" />
## Export modules

<div align="right"><Badge type="info" text="Pro" /> <Badge type="tip" text="Business" /> <Badge type="warning" text="Enterprise Grid" /></div>

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.

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