Memory Pro
Memory lets Plane AI carry context from one conversation to the next. It remembers how you like answers written, what your role is, how a project runs, and how your workspace is organized, so you don't have to explain it again in every chat. You can read everything it remembers, and you can edit it.
Requirement
Memory is part of Plane AI and is available when Plane AI is enabled for your workspace. A workspace admin also has to turn memory on. It's off by default.
Types of memory
Plane AI keeps a separate memory for you, for each project, for the workspace, and for each agent.
| Memory | What it holds | Where to find it | Who can see it | Who can edit it | Length limit |
|---|---|---|---|---|---|
| Personal | Your preferences for style, format, and language, your role and team, your tools, your corrections | Memory in the Plane AI sidebar | Only you | Only you | 5,000 characters |
| Project | How the project runs: required fields, approval steps, who owns what, cadence, and conventions | Project settings → Memory | Project members | Project admins | 8,000 characters |
| Workspace | How the workspace is organized: roles, team structure, the standard project setup, core projects | Workspace settings → Plane AI → Manage workspace memory | Workspace admins | Workspace admins | 12,000 characters |
| Agent | Operating rules and lessons an agent has learned | The Memory tab on the agent's detail page | Workspace members | Workspace admins and the agent's creator | 5,000 characters |
How Plane AI uses memory
When you chat with Plane AI, it reads your personal memory first, then the project's memory if the chat is about a project, then the workspace's memory. It reads the narrowest one first, so when two memories disagree, the more specific one wins. Guests don't get project or workspace memory.
An agent reads its own memory, then the project's, then the workspace's, at the start of every run. An agent never reads anyone's personal memory. It works for the whole team, so it behaves the same no matter who starts it.
Plane AI treats memory as background, not as instructions. You can ask it what it remembers, and it will tell you.
How memory gets written
Plane AI fills in memory in different ways depending on the type.
- Personal memory updates after a conversation in which you've sent at least three messages. Plane AI also saves a fact the moment you share something worth keeping: a preference, your role or team, a correction like "we don't use X anymore", or a direct "remember this". It doesn't save secrets, short-lived task details, or data it can look up, such as work item counts or sprint status.
- Project and workspace memory are built from activity in Plane. An admin can generate them on demand with Generate memory. See Generate project or workspace memory.
- Agent memory updates after people chat with the agent. A run started by a trigger, with no one in the conversation, doesn't change it. On the agent's Memory tab, a banner reads Memory updated after every run.
Plane AI won't shrink a memory to less than half its length in one update unless you asked it to forget something. To remove something from your personal memory, tell Plane AI to forget it, or edit the memory yourself.
Memory updates use your workspace's credits. See AI credits.
Turn memory on or off
Workspace admins turn memory on for the whole workspace, including every project and member.
- Go to Workspace settings → Plane AI.
- Under Memory, turn on Enable memory for this workspace.
Plane AI starts filling in memory in the background. It can take a few minutes before anything shows up.
To turn memory off, turn off the same switch and confirm with Turn off memory. This stops memory for the workspace, every project, and every member. Plane AI doesn't read or write any memory while it's off. What's already written is kept, and it comes back when you turn memory on again.
While memory is off, every memory page shows Memory is disabled with a Go to Workspace settings button.
View and edit memory
Every memory opens as a document titled View and manage memory, with the time it was last updated.
- Open the memory you want:
- Your personal memory: click Memory in the Plane AI sidebar.
- A project's memory: go to Project settings → Memory.
- The workspace's memory: go to Workspace settings → Plane AI and click Manage workspace memory. It opens in a panel on the right.
- An agent's memory: open the agent and select the Memory tab.
- Click Edit.
- Change the text, then click Save.
Click Cancel to throw away your changes. If the text is over the length limit, Save is turned off until you shorten it. Closing the workspace memory panel while you edit discards the edit.
You can write into an empty memory yourself. Plane AI keeps what you write and adds to it.
Generate project or workspace memory
Project and workspace memory can be built from what's already happening in Plane. When one of them is empty, project admins (for a project) and workspace admins (for the workspace) see Generate memory. Click it to have Plane AI write a summary.
When it's done, a message tells you what happened:
| Message | Meaning |
|---|---|
| Memory updated | Plane AI wrote or updated the memory and shows a short summary of the change. |
| Memory unchanged | There was nothing new to add. |
| Memory kept as-is | The new draft removed too much, so Plane AI kept the existing memory. |
| Nothing to synthesize | There's no recent activity to build memory from yet. |
| Memory is off | Memory is turned off for the workspace. Turn it on first. |
Personal and agent memory can't be generated this way. They fill in from conversations.