Manage your work by customer priorities

Business

The Customers feature transforms how you organize and prioritize work by placing your clients at the center of your process. Instead of managing tasks in isolation, Customers creates direct connections between your work items and the people they serve, helping teams make better decisions about what to prioritize and ensuring customer requests receive proper attention.

With Customers, you can create comprehensive client profiles, track specific requests, link those requests to your work items, and maintain important context about why certain work matters throughout your organization.

Enable Customers

1. Go to Workspace Settings.
2. Select the Customers tab on the right pane.
3. Toggle the feature on at the top right. Alternatively, you can click the Enable Customers button.

Configure custom properties

Default properties

Plane comes with essential customer fields pre-configured. These properties appear on every customer record and help organize your customer data consistently.

• Customer name
• Description
• Email
• Website
• Employees
• Industry
• Stage
• Contract status
• Revenue

Custom properties

You can extend customer records with properties specific to your business. Custom properties appear in customer records alongside default properties.

1. Navigate to Workspace Settings → Customers.
2. Find the Custom properties section.
3. Click Add new property.

Create customer records

1. Navigate to Customers in the sidebar.
2. Click Create customer record in the top-right corner.
3. Enter the required information. Here you will see the default and custom properties (if any).
4. Click Create customer record.

View and manage your customers

The Customers page displays all your customer records. Each customer appears with their logo and website for easy identification.

1. Click on a customer record to view all details.
2. Use the options menu (three dots) for actions:
   • Edit - Update customer information.
   • Copy link to customer - Share the customer record.
   • Delete - Remove the customer record.
3. To update customer information:
   • Click the options menu (three dots) and select Edit.
   • Update any fields as needed.
   • Click Update customer to save your changes.

The customer detail view shows all properties on the right side and requests on the left, making it easy to see all customer information at a glance.

Create and manage customer requests

Customer requests serve as the bridge between what your clients need and the actual work your team performs. Each request captures a specific client requirement or feedback that can then be translated into actionable work items in your projects.

Add a request

1. Open a customer record.
2. Go to the Requests tab.
3. Click Add request.
4. Name your request and add a description.
5. Add source links to document where the request originated and connect it directly to work items in your project that will fulfill this request.
6. Click Create request.

Link work to requests

• Add source information

  1. From a request, click Add source.
  2. Enter the URL for the source.
  3. Click Submit.

• Connect existing work items

  1. From a request, click Link work items.
  2. Search and select relevant Work Items or Epics.
  3. Click Add selected work items to confirm.
  4. In the Work item and Epic properties panel, a new Customers field displays all associated customers. This connection helps your teams instantly see which customers are impacted by or have requested specific work items, maintaining customer context throughout your workflow.
  5. Admins can hover over the Customer name to view details.

  

What's next

Soon, you'll be able to bulk upload customer records via CSV files.