Create, configure and manage Projects

Projects let you manage your teams, tasks, and everything you need to get things done within your workspace. Once you've set up your Workspace, the next step is to create a Project. Each project acts as a container for your work, bringing together the work items, cycles, modules, and all the other tasks you and your team need to manage.

Create project

To create a new project in your workspace, you can either press P or head over to the Projects tab in the sidebar and click Add Project. You’ll need to fill in a few key details to set up your project:

• Project name
  Give your project a clear and meaningful name.
• Project ID
  This is like a unique ID attached to every work item in the project, making it easier to track and differentiate them across your workspace. You can update this identifier later if needed.
• Description (optional)
  Provide a brief description to help your team understand what the project is about.
• Access
  Choose whether the project is Private or Public. A public project lets anyone in your workspace join, while a private project means admins will need to invite members.
• Lead (optional)
  You can designate a lead for the project. This person will be the go-to for queries related to the project's execution.

These attributes can always be edited later under the General tab in the project's settings.

Project settings

Click the … icon next to your project name on the sidebar and click Settings.

Project timezone

Each project can have its own timezone setting, managed by project admins. The project timezone affects how dates and times are displayed within the project context. For example, the Cycle schedules (start and end) will align with the timezone set here. However, Members will see Cycles starting and stopping based on the timezone set in their profile settings.

Add and manage members

To get others involved in your project, they first need to be part of your workspace. Invite them to the workspace.

Once they’re in the workspace, you can invite them to join the project and assign roles like Admin, Member, or Guest. You can always update their roles later if needed.

If you want to make sure every work item gets assigned, you can set a Default assignee for when work items are created without one. This ensures nothing slips through the cracks.

Enable features

After creating a project, you can turn on specific features based on your requirements:

• Cycles: Timebox work items in your project, helping to build momentum and keep things moving forward.
• Modules: Group related work items together logically, making it easier to manage large projects.
• Views: Create custom views with filters and save them for quick access later.
• Pages: Document information, ideas, and guides related to your project.
• Intake: Capture incoming requests for your project and quickly add them to your workflow.
• Time Tracking - Log time spent on work items and download worklogs.

Archive Project

You can archive a project in Project settings. Archiving a project will remove it from your sidebar, keeping your workspace clean and focused on active projects. However, you can still access the archived project and easily restore or delete it permanently at any time.

Delete Project

You can delete a project to completely remove it in Project settings. However, be careful—once deleted, everything tied to that project, like work items, cycles, views, modules, and pages, are also deleted.

warning

Right now, Plane doesn’t offer a way to recover a deleted project, so be sure before you hit delete.

Troubleshooting

Unable to create new projects

When attempting to create a new project, the page auto-refreshes, but no project is created.

This issue typically occurs in self-hosted instances when the Unsplash API key configured in your instance has expired or is invalid.

Update the Unsplash Access key in God mode to resolve this issue.