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Document with AI-powered Pages

Pages in Plane let you easily capture and organize project-related information. Whether you’re documenting meeting notes or detailing technical or product requirements, Pages allow you to collaborate directly within the context of your project—no need for external tools.

Turn on Pages​

Pages are turned on by default when you create a new project. If needed, you can turn it on or off later in your project settings.

Create Page​

  • To create a new page, simply press D within your project, or head to the Pages section in the sidebar and click the Add page button at the top right of your screen.

    Create page

  • You can set pages to be either public or private. Public pages are visible to everyone in your workspace, while private pages are only accessible to you. To change a page’s visibility, just go to the ••• menu on that page anytime. Public or private pages

Add content​

  • Once you've created a page, you can add content using the / command, which supports 16 different content blocks from lists to images to tables to work item embeds, giving you the flexibility to structure your content exactly how you need it. For a full list of content blocks and to explore each one in detail, see Editor blocks.

    Slash commands

  • You can easily drag and drop content blocks in Plane to rearrange them on the page. Just hover over any block, grab the ⋮⋮ icon that shows up, and drag it to where you want. Let go of it to drop the block in its new spot.

AI helper​

Pro

AI helper

Plane’s AI tools enhance content creation by helping you refine, reframe, and enrich your writing. Whether you need to paraphrase a sentence, simplify complex information, or elaborate on a topic, Pages offers quick solutions right within the editor.

  • Make your content more clearer or concise by rephrasing text or breaking down complex ideas.
  • Quickly generate summaries to highlight key points, ideal for meetings or lengthy documents.
  • Expand on ideas to add context, detail, or depth to your writing.
  • Get suggestions for clear, catchy titles.

Format your content​

Static toolbar

The static toolbar at the top of the page offers a range of styling options for your content, basic blocks like headings and lists and advanced blocks like images, tables, and more.

  • Quickly adjust headings (H1-H6) to create a clear, structured hierarchy in your document.
  • Add emphasis with text or background colors, and style important information with bold, italic, underline, and strikethrough options for better readability.
  • Align your content to the left, right, or center to ensure proper layout and visual balance in your document.

Markdown support​

Plane allows you to use Markdown in Pages, making it easy to format content quickly with familiar Markdown syntax. You can create headings, lists, links, and other common formats right in your page without switching to a separate editor.

To use Markdown in Plane, simply type the relevant symbols (like # for headings or - for lists) directly within the page. Plane will automatically convert your Markdown into the appropriate format, helping you keep your workflow smooth and efficient.

Table of contents​

TOC and Info panel

Pages come with a built-in TOC, which helps you navigate through sections easily. You can toggle this feature on or off depending on your preference, ensuring you have quick access to the relevant content.

Info panel​

The Info panel provides metadata, showing the word count, character count, paragraph count, and reading time helping you manage and understand your document at a glance.

Duplicate or delete block​

Duplicate or delete block

You can quickly delete or duplicate blocks within a page. Just hover over any block and click the ⋮⋮ icon that shows up. Deleting a block removes it entirely, while duplicating allows you to reuse content without starting from scratch.

Page actions​

info

When a Member locks, unlocks, archives, or restores a Page, the action takes effect immediately for all users with access to the Page.

Page actions

Once your page is created, you can click the ••• menu in the top-right corner to perform the following actions:

Full width​

Make your content area wider and shrink the margins on any page.

Copy markdown​

Copy the page's content in markdown format for use in places like your wiki portal.

Copy page link​

Share the page by copying its link to send to your teammates or link it in a work item.

Make a copy​

Duplicate an existing page to jumpstart new content.

Move Page​

Pro

Transfer a Page to a different project in your workspace.

Lock Page​

Prevent others from editing a page by locking it.

Archive Page​

If a page is no longer needed, you can archive it. Archived pages are stored in the archives section, where you can either restore or permanently delete them.

Version history​

Version history

Pages includes a version history feature that lets you track all updates and edits made to a document. This is especially helpful when multiple users are collaborating, as you can easily see who made changes and when. Plus, you can restore the page to a previous version if needed.

Export Page​

Export Page

Pages lets you export your content in various formats, including PDF and Markdown. This feature is a game-changer for project managers and team members who need to share information with stakeholders, clients, or team members who might not be using Plane.

When you export to PDF, your documents keep their formatting, making them easy to share and print without any hassle. If you choose to export to Markdown, you can seamlessly integrate your content into other tools or platforms, streamlining your workflow.

Publish Page​

Pro

Publish Page

With Plane, you can publish Pages to the web, making them accessible to anyone with the link—no login required. This feature is perfect for sharing project updates, documentation, or any other information with external stakeholders. Published pages allow viewers to engage directly by leaving comments, providing an open channel for feedback without needing access to your workspace.

To publish a page, click the Publish button at the top right of your screen. You’ll receive a unique link to share the page.

Troubleshooting​

Page content not visible​

Issue
Page content is not visible to Members, even when the page is set to public. While the page title appears, the content does not, and only the page creator can view it. In some cases, content is visible on certain pages but not others, making the issue inconsistent and unpredictable.

Cause
When using an external reverse proxy, the necessary HTTP upgrade headers must be added to support WebSocket communication. The default configuration does not handle WebSocket connections correctly.

Solution
To resolve this issue, enable WebSocket support by adding specific headers in your external proxy configuration file.

For example, if you are using NGINX, include the following settings:

proxy_http_version 1.1;
proxy_set_header Upgrade $http_upgrade;
proxy_set_header Connection "upgrade";

For more details on configuring an external reverse proxy for Plane and accessing different templates, refer to the External reverse proxy guide.