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Tutorials

Master Plane's core features with hands-on, step-by-step tutorials designed to get you and your team productive quickly. These tutorials follow a logical progression from workspace setup to advanced collaboration, ensuring you build skills systematically.

Getting started with Plane​

Build your workspace and team structure:

Create workspace
Set up your dedicated workspace, navigate the Plane interface, and understand the sidebar. Learn to switch between workspaces and access essential settings and support resources. Time: 5 minutes

Invite members
Bring your team into Plane with appropriate roles and permissions. Master workspace roles, manage team members, and handle invitations effectively. Time: 3-5 minutes

Create projects
Set up your first project where teams organize work and collaborate. Configure project settings, add team members, customize workflows, and organize work with labels. Time: 8-10 minutes

Working with tasks and collaboration​

Learn to create, manage, and collaborate on work:

Create work items
Add your first tasks with clear titles, descriptions, and properties. Navigate different views, move work through workflow states, and complete the full work item lifecycle. Time: 8-10 minutes

Collaborate on work items
Transform individual tasks into team collaboration opportunities. Use comments and mentions, create sub-work items, manage notifications, and track activity effectively. Time: 10-12 minutes

Organization and planning​

Organize and plan work for maximum team effectiveness:

Organize and view your work
Master work organization using layouts, filters, and custom views. Create workspace-level views, use personal dashboards, and build effective daily routines. Time: 12-15 minutes

Plan work with Cycles
Transform scattered work into focused, time-boxed periods. Create cycles with clear boundaries, track team velocity, and build sustainable planning rhythms. Time: 10-12 minutes

Write content with Pages
Create professional documentation, meeting notes, and project requirements. Master the block-based editor, share pages effectively, and configure settings for different use cases. Time: 5 minutes

Tutorial pathways​

For workspace administrators​

  • Create workspace → Invite members → Create projects → Advanced organization features

For project managers​

  • Create projects → Create work items → Plan with Cycles → Organize and view work

For team contributors​

  • Create work items → Collaborate on work items → Organize and view work → Write content with Pages

What you'll accomplish​

By completing these tutorials, you'll have:

Essential skills:

  • Functional workspace with proper team access and permissions
  • Project structure that matches your team's workflow
  • Work creation and management capabilities
  • Effective collaboration patterns and communication practices

Advanced capabilities:

  • Custom views and organization systems that support different work contexts
  • Time-based planning with cycles for consistent delivery
  • Documentation and knowledge sharing through Pages
  • Personal productivity systems that integrate with team workflows

These tutorials provide the foundation for effective team collaboration in Plane. Work through them at your own pace, and don't hesitate to revisit sections as your team grows and workflow needs evolve.