Plan: Plane Pro
Role: Project Admins

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Overview

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.

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Create issue types

The Issue Types feature cannot be disabled once enabled for a Plane project.
  1. Click the … icon next to your project name on the sidebar and click Settings.
  2. Select Issue Types on the right pane.
    Create issue
  3. Click the Enable button to start creating issue types for your project.
    Create issue
  4. The default type is called Issue. Click the Add Issue Type button to create a new issue type.
    Create issue
  5. 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.
    Create issue
  6. Switch on the toggle button to allow users to select the issue type when creating issues and sub-issues.
    Create issue

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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

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Add custom properties

Adding custom properties to the default issue type Issue and other newly created issue types is possible.

  1. Under the issue type, click Add New Property to create custom fields.
    Create issue
  2. 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.
    Create issue
  3. 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.

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Property types

Here’s a list of all the property types and attributes that Plane provides for creating custom fields:

Property typeAttributesNotes
TextSingle line, Paragraph, Read-onlyThe Read-only attribute cannot be marked as mandatory. Enter text in the Read only data box for this option.
NumberDefault valueAn optional default value can be given to this property type.
DropdownSingle select, Multi select, Add optionsSpecify the values for the dropdown under Add options.
BooleanTrue/FalseDefault value is false. This attribute cannot be marked as mandatory.
DateDate FormatConsistent date format across all properties.
Member pickerSingle Select, Multi selectDisplays a list of all project members.

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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

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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.
    Create 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.

Visualise and filter issuesTime Tracking