87 lines
4.2 KiB
Markdown
87 lines
4.2 KiB
Markdown
---
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title: "Plane"
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category: "Business operations"
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tagline: "Project and issue tracking with sprints, roadmaps, and docs, for software and beyond."
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replaces: ["Jira", "Linear", "Asana", "Monday.com", "ClickUp"]
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address: "plane.example.com"
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website: "https://plane.so/"
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upstreamDocs: "https://docs.plane.so/"
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links:
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- name: "Plane documentation"
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url: "https://docs.plane.so/"
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- name: "Plane developer docs"
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url: "https://developers.plane.so/"
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- name: "Plane on GitHub"
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url: "https://github.com/makeplane/plane"
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---
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## Overview
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Plane is a project management tool for planning, tracking, and shipping work. It's popular with software teams as a Jira or Linear alternative, but it works for any team that manages work as tasks moving through stages.
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Main capabilities:
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- **Work items** (issues) with states, priorities, assignees, labels, due dates, estimates, and sub-items.
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- **Cycles**: time-boxed iterations (sprints) with progress charts.
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- **Modules**: groups of work items for a feature, initiative, or milestone.
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- **Views**: list, kanban board, spreadsheet, calendar, and Gantt, with saved filters.
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- **Pages**: documents for specs, meeting notes, and plans, linked to work.
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- **Intake** for requests from outside the project team.
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- **Workspaces** and **projects** with member roles.
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Some features (for example certain importers, advanced views, and workflows) are part of Plane's paid editions. The community edition is what most installations run.
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### What it replaces
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Plane replaces Jira, Linear, Asana, Monday.com, ClickUp, and Trello.
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## Signing in
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Open your Plane address and sign in. If it's your first time, you'll be asked to join or create a **workspace**; your administrator will usually have invited you to an existing one.
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## Set up a project
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1. In the sidebar, select **+** next to **Projects** and give the project a name and identifier (a short code, such as `WEB`, used in work item IDs like `WEB-42`).
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{{< screenshot src="plane/new-project.png" alt="The Plane new project dialog with name Website relaunch and identifier WEB" caption="A new project with the identifier `WEB`." >}}
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2. Open **Project settings** to:
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- Add **members** and set their roles.
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- Customize **states** (for example Backlog, Todo, In progress, In review, Done).
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- Create **labels** and set an **estimate** system (points or hours).
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- Turn features like Cycles, Modules, Pages, and Intake on or off.
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{{< screenshot src="plane/project-states.png" alt="Plane project settings showing the States page" caption="**Project settings**, **States**." >}}
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## Work items
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- Press <kbd>C</kbd> anywhere in a project to create a work item.
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- Set the state, priority, assignee, labels, and dates from the item's properties.
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- Add **sub-items** to break work down, and **relations** (blocking, blocked by, duplicate) to link items.
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- Comment and @mention colleagues. Mentions and assignments show up in **Inbox** (notifications).
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## Plan with cycles and modules
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- **Cycles**: create a cycle with start and end dates, then drag work items into it. The cycle page shows a burn-down chart and progress by state, assignee, and label. Unfinished items can be carried over to the next cycle.
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- **Modules**: group items that make up a feature or project, with a lead, members, and target date.
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## Views
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Switch the layout from the top bar: **List**, **Kanban**, **Spreadsheet**, **Calendar**, or **Gantt**. Apply filters and display options, then save as a **View** to share with the team.
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## Pages
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Create pages under **Pages** in a project for specs and notes. Type `/` for blocks (headings, lists, tables, images), and convert lines into work items directly from the page.
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## Administer Plane
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- **Workspace settings** (from the workspace name menu): members, invites, billing (for paid editions), and integrations.
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- **Instance admin** (sometimes called "god mode", at `/god-mode`): instance-wide settings such as sign-up rules, email, and authentication methods. Only instance administrators can open it.
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## Superpanel settings
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{{< review "confirm Superpanel option names for Plane." >}}
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- **Access**: choose which groups are given the Plane address.
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- **Instance administrator**: Federated Computer sets up the first instance admin; contact support to change it.
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