Add, configure and control your issue types
Issue Types unlock a whole new way of adding, editing, and moving work forward in Plane. The default issue 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 an issue type called Content
with the properties, Channel
, SEO done?
, and Reviewer
— properties that aren't available on the default Issues. Your Engineering team, on the other hand, may want an issue type called Bugs
with the properties Version
and Environment
to have more upfront info per bug reported.
Issue Types make these and infinite other use cases possible.
Create issue types
The Issue Types feature cannot be disabled once enabled for a Plane project.
Role: Project Admins
- Click the … icon next to your project name on the sidebar and click Settings.
- Select Issue Types on the right pane.
- Click the Enable button to start creating issue types for your project.
- The default type is called
Issue
. Click the Add Issue Type button to create a new issue type. - In the Create issue type modal, type name, and description, and choose a background color and an icon to represent the issue type. Click the Create issue type button.
- Switch on the toggle button to allow users to select the issue type when creating issues and sub-issues.
Examples of issue 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
Adding custom properties to the default issue type Issue and other newly created issue types is possible.
- Under the issue type, click Add New Property to create custom fields.
- Specify values for Name, Type and Attributes of the new property. Select the Mandatory checkbox if it's a required field. Switch on the Active toggle button to make the property visible in issues.
- Click Confirm (green checkmark icon) to add the property to the issue type.
Before you delete properties, switch off the Active toggle button to avoid data loss.
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
-
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 issue types
Once the project Admin sets up the issue types any project member can use them when creating issues or sub-issues.
- In the Create new issue modal, the user can choose the desired issue type from the list at the top left corner. By default, the issue type
Issue
is selected displaying both system-defined and custom properties. - Changing the issue 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 issue.
When viewing issues, the issue 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 issue's activity trail.