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Overview

In Plane, an issue serves as the fundamental unit of work, which can be assigned, managed, and completed. Issues represent the tasks you need to accomplish to make progress. They are analogous to tasks in the project management domain.

Create issues

An issue can only be created within a project. The fastest way to create a new issue in a project is to simply press C on your keyboard. The project you are on or last visited is automatically considered as the default project to create an issue in.

Create issue modal

  1. This is the default method to add issues in your project. You can open this modal in the following ways:
    • Press C on your keyboard.
    • Click on the "New issue" button in the side navigation bar.
    • Click on the "New issue" button in your project/cycle/module issue.

When you open the create issue modal, you can add almost all attributes of an issue and create the issue. This gives you the convenience of having all properties at your disposal. You can also choose to create multiple issues one after the other if you enable "Create more".

Issues you create can be saved as drafts to access them later. The last draft you have in your session can be accessed via the dropdown beside the "New issue" button in your side navigation bar, and all draft issues can be found in your project's draft issues section.

Create issue

Quick add

The quick add mode of issue addition offers a quicker way to add issues when you're browsing through a layout and feel the need to add an issue promptly.

Create issue

Once an issue is created successfully, a sequential issue identifier based on your project is assigned to the issue (Eg: PROJ-1)

View an issue

An issue in your board opens by default in the peek overview mode, which allows for easy switching between contexts when browsing multiple issues simultaneously. In this mode, you can choose different styles of the peek overview, such as modal, full screen, or side peek, with side peek being the default option.

issue-side-peek

Issue activity

Within each issue, all updates and comments are recorded in the activity area. Any change to a property of the issue is treated as an update and logged accordingly. Additionally, comments can be added to discuss the issue or its progress. Comments support multiple blocks for enhanced content structuring.

issue-activity-comments

Sub issues

After creating an issue, you have the option to add sub-issues to it either by creating them or by linking to existing issues. Sub-issues allow you to divide the work into different functional components or break it down into smaller, achievable tasks.

sub-issues

Remove Issues

Issues can be removed in two ways:

  1. Archive Issues: Completed or canceled issues can be archived, and automations can be set up to archive such issues. It's recommended to conclude an issue by closing it before archiving. Archived issues are present in the project's additional options and can be found under the three dots menu next to the project name.

archived-issues

  1. Delete Issues: Issues that are created accidentally or no longer relevant to the project can be deleted from the board.