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Work item details ​

Everything about a single work item lives in its detail view: the description, properties, sub-work items, relations, files, comments, and a full history of changes. This page walks through each part of the detail view and what you can do there.

Mobile App work items in the List layout with the side peek open on Personalized onboarding checklist, showing its state, priority, assignees and dates, the description, the toolbar, three sub-work items and its dependencies

Open a work item ​

Click a work item in any layout. It opens in side peek by default, a panel next to your list, so you can move between work items without losing your place.

To change how the work item opens, use the peek mode switcher at the top of the panel:

  • Side peek opens a panel next to the list.
  • Modal opens the work item as a window in the center of the screen.
  • Full screen fills the whole content area.

Side peek comes back as the default each time you open a new work item. To open the work item on its own page, click Open work item in full screen at the top of the peek view, or choose Open in new tab from the ••• menu.

Parts of the detail view ​

The full page of Personalized onboarding checklist: the header with votes, subscribers and actions, the ID, title and meta row, the description, the widget toolbar, sub-work items and dependencies, and the Properties sidebar with Details, Project structure and who created it and when

The header shows where the work item lives, with a breadcrumb of the project and the work item ID. It also holds the actions for the whole work item:

  • Approve and Reject appear when the work item is waiting for your approval in a workflow.
  • Votes show how many people upvoted or downvoted the work item. See Vote on a work item.
  • Subscribe turns notifications for this work item on or off. See Subscribers.
  • Copy link copies the work item's URL.
  • Copy as prompt copies the work item for an AI coding tool. See Send a work item to a coding agent.
  • The ••• menu has Make a copy, Open in new tab, Archive, Delete, and, when the work item is in a cycle or module, options to remove it from them. See Create and manage work items.

The work item's ••• menu open in the header with Make a copy, Open in new tab, Archive (unavailable until the work item is completed or cancelled) and Delete

Title, ID, and type ​

Click the title to edit it. The title can be up to 255 characters.

The work item's ID appears above the title. Click the ID to copy it. If the project uses work item types, hover over the ID and click Switch work item type to change the type. When you switch types, custom property values that the new type doesn't have move into the description as text. You can't undo this.

If the work item has a parent, the parent appears above the title. Click the ••• next to the parent to see its other sub-work items or to remove the parent.

Meta row ​

The row under the title holds the properties you change most often: state, priority, assignees, start date, and due date. Click any of them to change it.

  • If time in state is on for your workspace, a badge next to the state shows how long the work item has been in its current state. The badge doesn't appear for Completed or Cancelled states.
  • If the work item belongs to a milestone and its due date is after the milestone's target date, a warning icon appears next to the due date.

The sidebar on the right groups the rest of the work item's properties into sections you can collapse:

  • Details has the parent, labels, estimate, and tracked time.
  • Project structure has the cycle, modules, customers, milestone, and releases. Each one only appears when that feature is on for the project.
  • Custom properties appear below, in the order the work item type defines.

The bottom of the sidebar shows who created the work item, when, when it was last updated, and when it was completed.

For what each property means and who can set it, see Work item properties.

Widget toolbar ​

The toolbar under the description adds things to the work item. Each button opens a section below the toolbar:

  • Add sub-work item
  • Add dependency
  • Add relation
  • Add link
  • Attach
  • Link pages
  • Customer requests, when Customers is on
  • Copy branch name

The rest of this page covers each of these.

Write the description ​

Click the description to start typing. The editor supports headings, lists, checklists, tables, code blocks, images, and @ mentions of people and work items. Type / to see every block you can add. See Editor blocks for the full list.

Plane saves the description as you type. When you @ mention a project member in the description, Plane notifies them and subscribes them to the work item.

See and restore earlier versions ​

Plane keeps a version of the description each time someone edits it.

  1. Click Last edited by at the bottom of the description.
  2. Pick a version from the list to open it.
  3. In the version window, click Copy markdown to copy that version's text, or Restore to replace the current description with it.

You need edit access to the work item to restore a version.

The version window for Ethan Brooks's edit from 3 days ago, with his avatar, the description as it was then, arrows to step between versions, a copy icon, Cancel and Restore

React and vote ​

React with an emoji ​

Below the description, click the emoji icon and choose a reaction. Click a reaction someone else added to add yours to it, or click your own to remove it.

Vote on a work item ​

Use votes to show how much the team wants something done, which is useful for feature requests and bug triage.

  • Click Upvote or Downvote in the header. Click it again to take your vote back.
  • Click the vote count to see who voted.

You can't vote on archived work items. To filter work items by votes, use PQL.

Add sub-work items ​

Sub-work items break a large piece of work into smaller ones that can have their own assignees, states, and dates.

  1. Click Add sub-work item in the toolbar.
  2. Choose Create new to open the create modal with this work item already set as the parent, or Add existing to search for work items and pick one or more.

Add sub-work item open in the work item's toolbar with Create new and Add existing, above the Sub-work items list

A sub-work item can be in a different project from its parent. The search in Add existing covers every project in the workspace.

If your workspace has hierarchy levels, Plane only lets you add sub-work items of the types allowed under the parent's type.

Work with the sub-work items list ​

The Sub-work items section shows a progress bar for the sub-work items. From the section header you can:

  • Filter the list by priority, state group, assignee, work item type, or project.
  • Change how the list is grouped and ordered, and which properties show on each row.

You can also change a sub-work item's properties right from its row.

Remove a sub-work item from its parent ​

Open the sub-work item, click the ••• next to the parent above the title, and choose Remove parent work item. The sub-work item stays in its project as a standalone work item.

WARNING

Deleting a parent work item also deletes all of its sub-work items. Remove the parent first from any sub-work item you want to keep.

Set or change the parent ​

To give a work item a parent, click Parent in the sidebar's Details section and search for the parent. You can pick a work item from any project in the workspace.

Add relations ​

Relations show how two work items are connected without affecting their dates.

  1. Click Add relation in the toolbar.
  2. Choose the relation type.
  3. Search for the other work item and select it.
RelationUse it when
Relates toThe two work items are about the same thing, but neither depends on the other.
Duplicate ofThis work item describes the same thing as another one. You'll usually close the duplicate and keep the other.
ImplementsThis work item delivers what the other one describes, such as a task that implements a requirement.
Implemented byThe other work item delivers what this one describes. It's the reverse of Implements.

Plane adds the matching relation to the other work item for you. If you mark A as Implements B, then B shows Implemented by A.

Implements and Implemented by are available when timeline dependencies are on.

To add your own relation types, such as Tested by or Caused by, see Custom relations.

Add dependencies ​

Dependencies set the order work has to happen in. Plane draws them as connectors in the Timeline layout.

  1. Click Add dependency in the toolbar.
  2. Choose the dependency type.
  3. Search for the other work item and select it. You can select more than one, and switch the search to the whole workspace.
DependencyMeaning
Blocked byThis work item can't start until the other one finishes.
BlockingThe other work item can't start until this one finishes.
Starts BeforeThis work item has to start before the other one starts.
Starts AfterThis work item can only start after the other one starts.
Finishes BeforeThis work item has to finish before the other one finishes.
Finishes AfterThis work item can only finish after the other one finishes.

Blocked by and Blocking are always available. The start and finish dependencies are available when timeline dependencies are on.

Dependencies appear in the work item's Dependencies section. The search leaves out work items that already have a dependency with this one, because two work items can have only one dependency between them. You need permission to edit the work item to add a dependency.

When timeline dependencies are on, the Timeline layout draws the dependency as a line once the two dates it connects are set: the blocking work item's due date and the blocked work item's start date for Blocked by and Blocking, both start dates for Starts Before and Starts After, and both due dates for Finishes Before and Finishes After. A red line means the dates break the dependency, such as a work item that starts on or before the due date of the one blocking it.

  1. Click Add link in the toolbar.
  2. Paste the URL. Optionally, add a display title.
  3. Save the link.

Add link dialog with a URL and the display title Checklist API reference filled in

Links appear in the Links section of the work item.

Attach a file ​

Click Attach in the toolbar and choose one or more files. You can also paste or drag images straight into the description.

Each file can be up to 5 MB. On Plane Cloud, paid plans can attach files up to 100 MB. On self-hosted Plane, your instance admin sets the limit with the FILE_SIZE_LIMIT environment variable.

Plane accepts these file types:

CategoryFormats
ImagesJPEG, PNG, GIF, SVG, WebP, TIFF, BMP
DocumentsPDF, Word, Excel, PowerPoint, plain text, RTF, Markdown, OpenDocument text, spreadsheet, presentation, and graphics
AudioMP3, WAV, OGG, MIDI, AAC, FLAC, M4A
VideoMP4, MPEG, OGG video, WebM, QuickTime, AVI, WMV
ArchivesZIP, RAR, TAR, GZIP
DiagramsMicrosoft Visio
3D modelsGLTF binary, GLTF JSON, OBJ
FontsTrueType, OpenType, WOFF, WOFF2
Code and dataCSS, JavaScript, JSON, XML, CSV, SQL
OtherNetpbm images (PGM, PBM, PPM) and OpenOffice Base databases

Self-hosted instance admins can allow every file type by setting ALLOW_ALL_ATTACHMENT_TYPES=1.

Link the project or wiki pages that hold the spec, design notes, or decisions for this work item, so anyone working on it can find them.

  1. Click Link pages in the toolbar.
  2. Search for pages in the project. Turn on Show Wiki pages to include pages from the workspace wiki.
  3. Select the pages you want and click Confirm.

Linked pages appear in the Pages section of the work item.

Post work item updates ​

Updates are short status reports on a work item, separate from comments. Each update has a status, so anyone reading the work item can see at a glance whether it's on track.

  1. In the activity area at the bottom of the work item, click the Updates tab.
  2. Click Add Update.
  3. Choose a status: On Track, At Risk, or Off Track.
  4. Write the update and click Add update.

Each update also shows the progress of the work item's sub-work items since the last update. Other members can react to an update and comment on it. If the work item is part of an initiative, its updates show up there too.

The Updates tab of a work item with Maya Rodriguez's On track update from 2 days ago, its sub-work item progress of 1/3 done, a rocket reaction, and Ethan Brooks's comment on it, next to the Add update button

Copy the branch name ​

Click Copy branch name in the toolbar to copy a Git branch name for this work item. The name uses your display name and the work item ID, such as sarah/WEB-142. Spaces in your display name become hyphens.

Using the same branch name pattern across the team makes it easy to find the branch for a work item. To link a pull request or merge request back to the work item, put the work item ID in its title or description. This needs the GitHub, GitLab, or Bitbucket integration.

Development Pro ​

The Development section lists the branches, pull requests, and commits that mention this work item, so you can follow the code side of the work without leaving Plane. It fills in from the GitHub, GitLab, and Bitbucket integrations, including GitHub Enterprise, GitLab Self-managed, and Bitbucket Data Center.

The Development section of a work item with one branch card, maya/MOB-31 in acme/mobile-app, its open pull request #418 marked Review required with lines added and removed and files changed, the target and source branches, and five commits by Maya Rodriguez and Ethan Brooks (their MR and EB avatars)

How code gets linked ​

Plane links code to a work item when the work item ID, such as WEB-142, appears in any of these:

  • The branch name, such as sarah/WEB-142. The name from Copy branch name already follows this pattern.
  • The pull request or merge request title or description.
  • A commit message.

The project identifier in the ID has to be in capital letters. web-142 doesn't link.

When a pull request names a work item, Plane also links the pull request's source branch to that work item. Plane updates the section as your Git provider sends new pushes and pull request events. There is nothing to add by hand.

The section only appears when something is linked. A work item with no linked branches, pull requests, or commits doesn't show it.

What the section shows ​

The section header shows how many items are linked. Each linked branch gets its own card with the repository and branch name, and counts of its pull request and commits. When the work item has one branch, its card opens by itself. With more than one, click a card to open it.

Inside a branch card:

  • Pull request shows the branch's pull request with its number, title, status, and review state. It also shows lines added and removed and files changed when the provider reports them, plus when the pull request was opened and who opened it. Below it, you can see the target branch and the source branch, such as main ← sarah/WEB-142.
  • Commits lists the branch's newest commits with the short commit hash, the first line of the message, when it was committed, and the author. Commits with no message show as Untitled commit. Plane shows five commits at first. Click Show more to see the rest of what Plane has loaded, and Show less to collapse them. When the branch has more commits than Plane loads, View all commits opens the branch on your Git provider.

A Deleted badge on a branch card means the branch was deleted in the repository. Plane keeps the card, its pull request, and its commits in the section.

Pull requests and commits that mention the work item but aren't on a linked branch, such as a commit pushed straight to main, appear in a separate card under Pull requests and Commits.

Click any pull request or commit to open it on your Git provider. Hover over an avatar to see who opened the pull request or wrote the commit.

Pull request status and review state ​

Each pull request shows one status:

StatusMeaning
DraftThe pull request is a draft. A title that starts with Draft: or WIP: also counts as a draft on GitLab and Bitbucket.
OpenThe pull request is open.
MergedThe pull request was merged.
ClosedThe pull request was closed without merging.

When the provider reports reviews, a second badge shows the review state: Review required, Changes requested, or Approved.

Who can see it ​

Anyone who can view the work item can see its Development section. It appears on the full work item page and in the peek view. The section is read-only. To change what's linked, change the branch name, the pull request, or the commit message in your Git provider.

Send a work item to a coding agent ​

Plane can package a work item as a prompt for an AI coding tool, so the agent starts with the full context instead of a one-line summary. The prompt includes the work item's ID, title, description, project, labels, sub-work items, relations, and comments.

Click Copy as prompt in the header to copy the prompt to your clipboard, then paste it into any AI tool. To send it straight to a coding tool, open the menu next to Copy as prompt and choose one under Open in:

  • Cursor and Codex open the desktop app with the prompt filled in. If the prompt is too long to pass in a link, Plane copies it to your clipboard instead and opens the app, so you can paste it.
  • Claude Code copies a terminal command that starts Claude Code with the prompt. Paste it into your terminal and press Enter.

Activity and history ​

The tabs at the bottom of the work item show everything that has happened to it.

TabWhat it shows
AllComments, activity, and worklogs together in one feed, in time order.
ActivityEvery change to the work item, such as state, assignee, and date changes, including changes made by automations.
CommentsOnly comments and their replies.
UpdatesStatus updates posted on the work item. See Post work item updates.
WorklogsTime logged against the work item. Appears when time tracking is on for the project.
TransitionEvery state change, with how long the work item stayed in each state.
HistoryA full before-and-after record of every property change.

Click Filters to show only some kinds of activity, such as state changes, assignee changes, comments, worklogs, or custom property changes. Use the sort button to switch between newest first and oldest first.

Comments ​

Add a comment in the box at the top of the Comments tab. Comments support rich text, @ mentions, images, and file attachments, and you can reply to any comment to start a thread. See Work item comments for everything you can do with comments, and Comments moderation for hiding comments that shouldn't be in the thread.

Transition ​

The Transition tab lists every state the work item has been in, who moved it, and when. Between two transitions, a badge shows how long the work item stayed in the earlier state, such as 3d or 54m. Use it to spot where work gets stuck. For example, a work item that spent three days in In Review and ten minutes in QA was waiting on review, not testing.

The Transition tab of a work item, oldest first: Maya Rodriguez moved it from Backlog to Todo 12 days ago after 2 days in Backlog, then from Todo to In Progress 7 days ago after 5 days in Todo, and it has been In Progress for 6 days

History ​

The History tab records each property change with the old value, the new value, who made the change, and when. Use it to answer questions like when a due date moved or who changed the assignee. Changes made by automations show the automation as the actor, such as "Cycle Automation Bot set the cycle to Cycle 1".