# Plane Docs

> Plane is open-source, modern project management software for planning, tracking, and shipping work.

This documentation covers workspaces, projects, work items, cycles, modules, pages and wikis, integrations, importers, automations, and Plane AI.

## Table of Contents

### Get started

- [Modern project management software](https://docs.plane.so/introduction/home.md): Discover Plane, the enterprise project management software for teams of all sizes. Learn how our issue tracking, sprint management, and knowledge tools can streamline your workflow.
- [Set up Plane for your team](https://docs.plane.so/introduction/quickstart.md): Get a functional workspace with team members working on their first project.
- [Core concepts](https://docs.plane.so/introduction/core-concepts.md): Learn the essential building blocks of Plane - workspaces, projects, work items, cycles, views, and pages. Master these concepts to organize your team's workflow effectively.
- [Tutorials](https://docs.plane.so/introduction/tutorials/overview.md): Step-by-step guides to master Plane's essential features and build effective team workflows.

#### Tutorials

- [Create workspace](https://docs.plane.so/introduction/tutorials/create-workspace.md): Learn how to create and set up your first Plane workspace. Get started with workspace naming and basic navigation.
- [Invite members](https://docs.plane.so/introduction/tutorials/invite-members.md): Learn how to invite team members to your Plane workspace, assign roles, and manage member permissions.
- [Create projects](https://docs.plane.so/introduction/tutorials/create-project.md): Learn how to create and configure your first Plane project with the right features, workflow states, and team members
- [Create work items](https://docs.plane.so/introduction/tutorials/create-work-items.md): Learn how to create, organize, and track work items in Plane with titles, descriptions, priorities, assignments, and workflow states.
- [Collaborate on work items](https://docs.plane.so/introduction/tutorials/collaborate-on-work-items.md): Learn how to collaborate effectively on work items in Plane using comments, mentions, sub-work items, and activity tracking.
- [Organize and view your work](https://docs.plane.so/introduction/tutorials/organize-and-view-work.md): Learn how to organize and visualize your work items using layouts, filters, display options, and custom views in Plane to boost your team's productivity.
- [Plan work with Cycles](https://docs.plane.so/introduction/tutorials/plan-and-create-cycles.md): Learn how to create and manage cycles in Plane to organize work into time-boxed periods, track progress, and deliver results as a team.
- [Write content with Pages](https://docs.plane.so/introduction/tutorials/create-pages.md): Learn to create documentation, meeting notes, and project requirements using Plane's built-in rich text editor with blocks and formatting options.

### Workspace management

- [Roles and permissions](https://docs.plane.so/roles-and-permissions/overview.md): Understand how roles, permissions, and access control work in Plane — including system roles, custom roles, conditional grants, and how access is evaluated across workspaces, projects, and teamspaces.
- [Account settings](https://docs.plane.so/core-concepts/account/settings.md): Reference for personal account settings including profile, preferences, notifications, security, and activity.

#### Workspaces

- [Create and manage workspaces](https://docs.plane.so/core-concepts/workspaces/overview.md): Create and manage Workspaces in Plane.
- [Manage workspace members](https://docs.plane.so/core-concepts/workspaces/members.md): Add, update, and remove workspace members
- [Search your workspace](https://docs.plane.so/workspaces-and-users/search-workspace.md): Find work items, projects, pages, and other content across your workspace.
- [Personalize your homepage](https://docs.plane.so/core-concepts/account/overview.md): Customize your Home page with quick links, recent activity, and sticky notes to create a personalized dashboard for improved productivity.
- [Power K](https://docs.plane.so/core-concepts/power-k.md): Use the Power K command palette to quickly search across projects, access settings, create new items, and navigate efficiently with keyboard shortcuts.
- [Customize navigation settings](https://docs.plane.so/workspaces-and-users/customize-navigation.md): Personalize your Plane sidebar by showing or hiding sections. Customize your navigation to match your workflow.

#### Roles and permissions

- [Member roles](https://docs.plane.so/roles-and-permissions/member-roles.md): Reference for every system role in Plane — Owner, Admin, Member, Guest at the workspace level, and Admin, Contributor, Commenter, Guest at the project level. Includes plan availability, role slugs, and guidance on when to use each.
- [Create permission schemes](https://docs.plane.so/roles-and-permissions/permission-schemes.md): Build reusable permission bundles that can be combined to compose custom roles. Permission schemes group related permissions so you can manage access in modular pieces.
- [Custom roles](https://docs.plane.so/roles-and-permissions/custom-roles.md): Create custom workspace and project roles tailored to your organization. Compose roles from permission schemes, base them on system roles, and assign them to members.
- [Permissions matrix](https://docs.plane.so/roles-and-permissions/permissions-matrix.md): Complete permissions reference for every role in Plane. Organized by the same permission groups used in the role builder so you can compare exactly what each role can and can't do.

#### Authentication

- [Single sign-on (SSO)](https://docs.plane.so/authentication/sso.md): Configure SAML or OIDC authentication to let your team sign in to Plane using corporate identity provider credentials.
- [Manage project access with IdP groups](https://docs.plane.so/authentication/group-sync.md): Automatically provision project memberships based on identity provider groups.

#### Billing and plans

- [Upgrade to paid plans](https://docs.plane.so/workspaces-and-users/upgrade-plan.md): Upgrade to paid plans in Plane, activate license keys on self-hosted instances, manage seats, and handle subscription changes.
- [Manage licenses](https://docs.plane.so/workspaces-and-users/manage-licenses.md): Upgrade to paid plans in Plane, activate license keys on self-hosted instances, manage seats, and handle subscription changes.
- [Add or remove seats](https://docs.plane.so/workspaces-and-users/add-remove-seats.md): Manage paid seats in your workspace
- [How billing works](https://docs.plane.so/workspaces-and-users/billing-and-plans.md): Learn how Plane's per-seat billing works, and how billing cycles, upgrades, and payments are handled.

### Project management

- [Project States](https://docs.plane.so/core-concepts/projects/project-states.md): Use Project States to categorize and track project progress across your workspace.
- [Project labels](https://docs.plane.so/core-concepts/projects/project-labels.md): Organize and categorize projects across your workspace with reusable labels.
- [Project Overview](https://docs.plane.so/core-concepts/projects/project-overview.md): Track metrics, share status updates, and monitor overall project health from a centralized dashboard for better team alignment.
- [Project templates to standardize new project setup](https://docs.plane.so/templates/project-templates.md): Create and use Project Templates to standardize projects, save setup time, and ensure consistency across your workspace with predefined settings.

#### Projects

- [Create and manage projects](https://docs.plane.so/core-concepts/projects/overview.md): Create and manage projects, configure settings, add team members, and enable features.
- [Manage project members](https://docs.plane.so/core-concepts/projects/manage-project-members.md): Add members to projects, assign roles, configure default assignee and project lead, manage subscribers, and understand how teamspace memberships interact with direct project access.
- [Publish projects](https://docs.plane.so/core-concepts/deploy.md): Publish your projects as public boards with customizable layouts, commenting, and voting features. Share your roadmap with zero setup on a free domain.

### Work item management

- [Work Item Types](https://docs.plane.so/work-items/project-work-item-types.md): Create specialized work item types in Plane with custom properties, icons, and colors for different teams and workflows to streamline project management.
- [Workspace Work Item Types](https://docs.plane.so/work-items/workspace-work-item-types.md): Define work item types and custom properties at the workspace level, then import them into projects for consistent tracking across your organization.
- [Workflow States](https://docs.plane.so/core-concepts/issues/states.md): Manage work item progress with customizable states in Plane. Organize tasks through backlog, unstarted, started, completed, and cancelled state groups.
- [Categorize and tag project tasks](https://docs.plane.so/core-concepts/issues/labels.md): Use labels to categorize work items, simplify filtering, and organize tasks by component, feature, or custom attributes beyond standard properties.
- [Work item templates for recurring tasks](https://docs.plane.so/templates/work-item-templates.md): Create and use Work Item Templates to standardize recurring tasks, save setup time, and ensure consistency with predefined fields and properties.
- [Recurring work items to automate repetitive tasks](https://docs.plane.so/core-concepts/projects/recurring-work-items.md): Learn how to set up recurring work items to automatically create repetitive tasks, maintenance schedules, and routine work on a predefined schedule.

#### Work Items

- [Manage work items](https://docs.plane.so/core-concepts/issues/overview.md): Create, manage and organize work items in Plane with sub-tasks, relations, file attachments, automations, and activity tracking for efficient project management
- [Work item properties](https://docs.plane.so/core-concepts/issues/properties.md): Explore all available work item properties in Plane including states, priorities, dates, relationships, and more. A comprehensive guide to configuring your tasks effectively.
- [Create work items via URL](https://docs.plane.so/core-concepts/issues/work-item-url.md): Use a URL to trigger the creation of a new work item in Plane and pre-fill fields using query parameters.
- [Save draft work items](https://docs.plane.so/core-concepts/drafts.md): Drafts feature automatically saves your work item progress. Create, edit, copy, and move drafts to projects when ready, with no risk of losing your work.

### Planning and organization

- [Manage sprints and track agile workflows](https://docs.plane.so/core-concepts/cycles.md): Create and manage sprints using Cycles in Plane. Track progress, transfer incomplete tasks, and monitor active cycles across projects for efficient Agile workflows.
- [Organize project features with Modules](https://docs.plane.so/core-concepts/modules.md): Use Modules to organize work items, track feature development, and break down projects into manageable components with progress tracking and multiple layouts.
- [Epics](https://docs.plane.so/core-concepts/issues/epics.md): Epics are now a work item type in Plane. Learn what changed, what stayed the same, and where to go next.
- [Task dependencies](https://docs.plane.so/core-concepts/issues/timeline-dependency.md): Create and manage visual task dependencies in Plane with timeline connectors.
- [Align multiple projects with Initiatives](https://docs.plane.so/core-concepts/projects/initiatives.md): Create and manage Initiatives to align multiple projects with strategic goals, track cross-project work items, and monitor aggregated progress.
- [Track team work with Teamspaces](https://docs.plane.so/core-concepts/workspaces/teamspaces.md): Organize team members across projects, track team-specific work items, and create dedicated spaces for team knowledge and collaboration.
- [Align work toward target dates with Milestones](https://docs.plane.so/core-concepts/projects/milestones.md): Align work items toward shared completion dates with milestones. Track progress on quarterly objectives, product launches, and strategic initiatives in Plane.
- [Releases](https://docs.plane.so/releases.md): Group work items under named versions, track delivery progress, and publish changelogs to keep your team aligned on what ships and when.
- [Quick notes and reminders for project tasks](https://docs.plane.so/core-concepts/stickies.md): Use Stickies in Plane to capture quick ideas, reminders, and notes without leaving your workspace.

### Views and layouts

- [Project layouts](https://docs.plane.so/core-concepts/issues/layouts.md): Use layouts to visualize, organize, and manage your work items based on your team's workflow preferences.
- [Filter work items](https://docs.plane.so/core-concepts/issues/visualise_filter.md): Learn how to filter work items in Plane.
- [Plane Query Language](https://docs.plane.so/core-concepts/issues/plane-query-language.md): Filter work items using text-based queries with Plane Query Language (PQL).
- [Display options for viewing work items](https://docs.plane.so/core-concepts/issues/display-options.md): Customize display by showing specific properties, grouping by attributes, subgrouping, and ordering items to create the perfect project view.
- [Save custom views for filtered work items](https://docs.plane.so/core-concepts/views.md): Create, save, and share Views in Plane to quickly access filtered work items.
- [Dashboard to track assigned tasks and workload](https://docs.plane.so/your-work.md): Track assigned tasks, monitor your workload, visualize priorities, and stay on top of your personal project contributions.

### Knowledge management

- [Wiki for company wide knowledge base](https://docs.plane.so/core-concepts/pages/wiki.md): Create and organize company-wide documentation with Wiki. Use collections to group pages by topic, share private pages with specific members, and build a knowledge base that lives beyond any single project.
- [Organize your Plane Wiki](https://docs.plane.so/pages/collections.md): Organize your Plane wiki with Collections. Create public or Invite Only collections and control access with View, Comment, and Edit roles.
- [Nested pages for hierarchical documentation structure](https://docs.plane.so/core-concepts/pages/nested-pages.md): Create structured documentation with Nested Pages. Build parent-child hierarchies, organize content logically, and improve navigation for your team's knowledge base.
- [Page templates to standardize documentation structure](https://docs.plane.so/templates/page-templates.md): Create Page templates to standardize documentation and build reusable page structures. Save time and ensure consistency with our step-by-step guide.

#### Pages

- [Pages for project documentation](https://docs.plane.so/core-concepts/pages/overview.md): Create, format, and share project documentation with AI assistance, content blocks, version history, and web publishing options.
- [Editor blocks for pages](https://docs.plane.so/core-concepts/pages/editor-blocks.md): Explore all available content blocks in Plane's Page editor.
- [Report a published page](https://docs.plane.so/pages/report-page.md): Learn how to report a publicly published Plane page that contains harmful, misleading, or policy-violating content.

### Advanced management

- [Task estimates using points, time or categories](https://docs.plane.so/core-concepts/issues/estimates.md): Set up and customize work item estimation using points, categories, or time to quantify task complexity and effort.
- [Bulk update multiple work items to save time](https://docs.plane.so/core-concepts/issues/bulk-ops.md): Learn how to save time by updating multiple work items at once in Plane. Change states, priorities, assignees, dates, and more with efficient bulk operations.
- [Time tracking to log hours on tasks](https://docs.plane.so/core-concepts/issues/time-tracking.md): Log hours on work items, view timesheet records, and download comprehensive reports for project time management.
- [Workflows to control work item state transitions](https://docs.plane.so/workflows-and-approvals/workflows.md): Set up workflows to control how work items move through states, define transition rules, and require approvals before work progresses.
- [Define relation types for work items](https://docs.plane.so/work-items/custom-relations.md): Define custom relation types at the workspace level to represent how work items connect across your projects.
- [Automate project tasks with automations](https://docs.plane.so/automations/overview.md): Automate repetitive project tasks in Plane.
- [Plane Runner](https://docs.plane.so/automations/plane-runner.md): Write custom scripts and reusable functions in JavaScript or TypeScript to automate workflows, enforce rules, and extend Plane's behavior.

#### Automations

- [Automate project tasks with trigger based workflows](https://docs.plane.so/automations/custom-automations.md): Automate repetitive project tasks with trigger-based workflows. Set up rules to automatically update work item properties, assign team members, and manage priorities when specific conditions are met.

### Communication

- [Project updates to share status and track progress](https://docs.plane.so/communication-and-collaboration/project-updates.md): Share project status and track progress over time
- [Comments for collaboration and activity tracking](https://docs.plane.so/communication-and-collaboration/comments-and-activity.md): Add comments, mention team members, and track activity on work items
- [Inline comments for collaborative page discussions](https://docs.plane.so/core-concepts/pages/inline-comments.md): Collaborate directly in Plane pages with inline comments. Highlight text, mention teammates, and resolve discussions across projects, wikis, and teamspaces.
- [Subscribers](https://docs.plane.so/communication-and-collaboration/subscribers.md): Learn how to subscribe to work items in Plane, manage subscriber lists, set up project-level auto-subscriptions, and understand how Plane subscribes you automatically.
- [Notifications](https://docs.plane.so/communication-and-collaboration/notifications.md): Understand what triggers notifications in Plane, how in-app, email, and push notifications work, how to set your notification preferences, and how stacked emails reduce inbox noise.
- [Notifications Inbox](https://docs.plane.so/communication-and-collaboration/inbox.md): Learn how to use Plane's notifications inbox — filter by type, mark as read, snooze, archive, and use stacked notifications to quickly catch up on work item activity.

### Intake and customers

- [Collect and triage external work requests](https://docs.plane.so/intake/overview.md): Use Intake to collect work items from guests, forms, and email submissions, then triage and manage them before adding to your project workflow.
- [Intake to collect and triage external work requests](https://docs.plane.so/core-concepts/intake.md): Use Intake feature to collect, triage, and manage external work item submissions from stakeholders, clients, and guests before adding them to your workflow.
- [Intake to collect and triage external work requests](https://docs.plane.so/intake/intake-forms.md): Set up public web forms to collect bug reports, feature requests, and support tickets from external users without giving them project access.
- [Intake emails to collect work items from email submissions](https://docs.plane.so/intake/intake-email.md): Set up a dedicated email address for your project that automatically converts incoming messages into work items for easy review and processing.
- [Customer management to track client requests and priorities](https://docs.plane.so/customers.md): Track client requests, link work items to specific customers, and prioritize tasks based on customer importance.

### Analytics and reporting

- [Analytics to visualize work data and track performance](https://docs.plane.so/core-concepts/analytics.md): Visualize work item data, track team capacity, measure progress, and create custom charts.
- [Custom dashboards to visualize project metrics and data](https://docs.plane.so/dashboards.md): Build custom dashboards in Plane to visualize project metrics.

### Integrations

- [Integrations overview](https://docs.plane.so/integrations/about.md): Connect your workspace to external tools for synchronized workflows, reduced context switching, and improved team efficiency.

#### Native integrations

- [Cursor integration](https://docs.plane.so/integrations/cursor.md): Connect Plane to Cursor AI to assign coding tasks directly from work items. Cursor reads your spec, writes the code, and opens a pull request in your linked GitHub repository.
- [Connect Draw.io integration](https://docs.plane.so/integrations/draw-io.md): Connect Draw.io to your Plane workspace to create and edit diagrams and whiteboards directly inside Plane Pages.
- [Integrate GitHub to sync repositories with projects](https://docs.plane.so/integrations/github.md): Integrate Plane with GitHub Cloud and GitHub Enterprise Server to synchronize issues and pull requests. Connect repositories to projects for bidirectional updates and seamless workflows.
- [Integrate GitLab to sync repositories with projects](https://docs.plane.so/integrations/gitlab.md): Integrate Plane with GitLab and Self-managed GitLab to automate pull requests and work item state mapping. Connect repositories to projects for bidirectional updates and seamless workflows.
- [Integrate Sentry for automatic error tracking sync](https://docs.plane.so/integrations/sentry.md): Integrate Plane with Sentry to automatically create work items from Sentry issues, sync issue states, and streamline your error tracking workflow.
- [Integrate Slack to sync threads and create work items](https://docs.plane.so/integrations/slack.md): Integrate Plane with Slack to create work items from messages, sync thread conversations, and take actions directly from your chat interface.

### Import and export

- [Importers overview](https://docs.plane.so/importers/overview.md): Importers to migrate your project data to Plane
- [Export work items from project](https://docs.plane.so/core-concepts/export.md): Export work items from Plane in CSV, Excel, or JSON formats for backup, analysis, or sharing.

#### Import data

- [Import data from Asana](https://docs.plane.so/importers/asana.md): Migrate your Asana data to Plane.
- [Import data from Confluence](https://docs.plane.so/importers/confluence.md): Import data from Confluence to Plane.
- [Import data from ClickUp](https://docs.plane.so/importers/clickup.md): Import work items from ClickUp to Plane.
- [Import data from CSV file](https://docs.plane.so/importers/csv.md): Import work items from CSV files to Plane using the CSV Importer
- [Import data from CSV file](https://docs.plane.so/importers/flatfile.md): Import work items from CSV files to Plane using the Flatfile importer.
- [Import data from Jira](https://docs.plane.so/importers/jira.md): Import your projects and issues from Jira Cloud, Jira Server, or Jira Data Center into Plane.
- [Import data from Linear](https://docs.plane.so/importers/linear.md): Migrate your Linear data to Plane.
- [Import data from Notion](https://docs.plane.so/importers/notion.md): Import data from Notion to Plane.

### AI

- [AI powered assistant for project management](https://docs.plane.so/ai/pi-chat.md): Plane AI is your intelligent assistant for finding project data, analyzing work items, and managing tasks using natural language.
- [How Plane AI credits work](https://docs.plane.so/ai/plane-ai-credits.md): Understand seat-based AI credits, what happens when included credits run out, and how workspace overage keeps your team moving.
- [MCP Connectors](https://docs.plane.so/ai/mcp-connectors.md): Connect GitHub, Sentry, Granola, and other tools to Plane AI using MCP connectors. Give the AI real-time context from your external services -no manual copy-paste required.

### Devices

- [Project management mobile app for iOS and Android](https://docs.plane.so/devices/mobile.md): Learn how to use Plane's mobile app for iOS and Android.

### Support and resources

- [Support and help resources](https://docs.plane.so/support/get-help.md): Find support for Plane through in-app chat, email, community forum, and developer resources. Report bugs, request features, and get answers to your questions.
- [Complete list of keyboard shortcuts and hotkeys](https://docs.plane.so/support/keyboard-shortcuts.md): Complete list of keyboard shortcuts in Plane. Speed up your workflow with shortcuts for work items, navigation, cycles, modules, pages, and more. Press Cmd+/ to access anytime.