Intake overview
Intake helps you collect, review, and triage work items from external sources before adding them to your project workflow. Whether you're gathering bug reports from customers, feature requests from stakeholders, or support tickets from clients, Intake provides a dedicated space to evaluate and organize incoming requests.
How Intake works
Intake creates a buffer between external submissions and your active project work. Items submitted through any intake channel land in a Triage state where your team can review, add context, and decide whether to accept them into your workflow or decline them.
This approach helps you:
- Keep your project backlog focused and intentional
- Give external users an easy way to submit requests without project access
- Review and add context to submissions before they enter your workflow
- Maintain control over what work enters your project
Intake channels
Plane offers three ways to collect work items through Intake:
Intake In-app
Allow guests in a project to create work items through Plane's interface. Best for stakeholders who need regular access to submit requests.
Intake Forms
Share a public web form where anyone can submit work items without creating an account. Perfect for collecting bug reports, feature requests, or support tickets from a wider audience.
Intake Email
Get a dedicated email address that automatically converts incoming messages into work items. Ideal for customers or clients who prefer email communication.
Turn on Intake
Intake operates at the project level and is disabled by default. Project admins can enable Intake and choose which channels to activate:
- Navigate to your project settings.
- Select the Features tab.
- Toggle on the Intake feature to enable the core functionality.
- Enable individual channels (Forms, Email) as needed for your workflow.
Once enabled, you'll see an Intake section under your project in the sidebar where all incoming work items appear.
Intake responsbility
Assign a team member to take ownership of incoming work items and ensure nothing falls through the cracks. When you designate an intake responsible person, they'll automatically be assigned to and notified about every new work item that comes through any intake channel (in-app, forms, or email).
This helps teams:
- Ensure someone is always accountable for reviewing new requests
- Get timely notifications when work items arrive
- Smooth the transition from intake to your project workflow
- Avoid missed or overlooked requests
Assign intake responsibility
Role: Project Admin
- Go to your project settings.
- Navigate to the Features > Intake section.
- Scroll to Intake responsibility.
- Select the team member who should receive intake assignments.
The designated person will now be automatically assigned to all new work items created through in-app intake, intake forms, or intake email. They'll receive notifications for each new item, allowing them to triage, add details, or reassign as needed.
The intake responsible person can still reassign work items after initial review. This role is about ensuring accountability for the intake process, not permanent ownership of every request.
Intake state
All work items in Intake use a single state called Triage, regardless of which channel they came through. This intake-specific state keeps incoming requests separate from your project's workflow and doesn't appear in your project's state groups.
When you accept an intake work item into your project, you can choose which project state it should move to. By default, it moves to your project's default state, but you can select any state during the acceptance process.
Work items that are declined or marked as duplicates remain in Intake under the Triage state for your records.