Quickstart
This page helps you get comfortable with Plane and find your way around more effectively.
Signup and onboarding
If you have signed up for the first time, one of the steps during onboarding is to create a new workspace.
- If you are part of a team, you can invite your team members to the workspace before you can begin.
- If you are using Plane for personal use, you can skip the invitation part and be directly redirected to the workspace.
During the onboarding process, the invited users will be assigned a Member role by default. You can adjust the permissions of invited users for your project in the workspace or project settings page based on your specific.
The Dashboard
After signing up or signing in to a workspace, you will be redirected to the Dashboard. This is where you will see all of the issues that are assigned and pending for you.
Creating Workspaces
Think of each workspace on Plane as a home for your content. Ideally, you can consider a workspace as a different company or organization you work with.
- Inside the workspace, you can create projects as an individual, or invite collaborators to share a workspace as a team - it's up to you!
When you sign up for the first time, we'll prompt you to create a new workspace. If you're invited to join, you can directly join the workspace without creating a new one.
Creating Projects
Projects let you manage teams and issues within your workspace. After creating your workspace, you will need to create a new project.
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If you want to invite other members to a project, you'll need to first add them to a workspace and give them access directly under Project settings after they have been invited.
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You can manage members either by navigating to Project > Settings > Members or Workspace settings > Members .
Creating Issues
In Plane, an issue is a task or piece of work. It could be small, like Update the primary color to blue, or large, like Building GitHub integration on plane. It all depends on how you and your team decide to break down your work into issues.
Issues are identified by a project-specific and unique number (Example, VIH-19), and they must be provided with a title and a state. All the other properties and relations are optional, know more about them here.
You can create issues by clicking on the New Issue button in the right-hand corner of your project, or by using C shortcut.
There's a lot more about Issues, learn about them here.
Creating Cycles
A cycle is a group of issues with a custom time period in which a team works to complete items assigned to them. Cycles are similar to sprints in the agile world.
Only one Cycle can be ongoing at a time to follow the principles of AGILE. However, you can have your upcoming issues or draft issues already created for the next cycles.
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You can move existing issues to a new or existing cycle, or create a new issue directly inside the Cycle.
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Bulk operations are supported--you can add or update multiple issues to cycles at once.
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You can't update issues after a cycle is completed, however, the pending issues can be transferred to a new or upcoming cycle.
Creating Modules
Modules are a flexible way to organize issues in your project. They allow you to break down your work into manageable chunks and track progress toward specific goals or objectives.
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You can create as many modules as you need within your workspace, and customize each one with its own set of issues, milestones, and team members.
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Modules allow you to add documents and links within them, providing a convenient way to share resources with others within the module.
Creating Pages
You can think of Pages as an AI-powered notepad. You can use Pages to quickly jot down issues when you're in a meeting or starting a day. Later, you can directly push them to the respective projects to convert them into an issue.
You've reached the end of this section. But there's more to it. Here are useful resources for you to deep dive into each of these components of Plane.
Have questions? Ask the Plane Community.