# Plane

> Project and issue tracking with sprints, roadmaps, and docs, for software and beyond.

- Web page: https://documentation.federated.computer/apps/plane/
- Category: Business operations
- Use instead of: Jira, Linear, Asana, Monday.com, ClickUp
- Typical address: `plane.example.com`
- Project website: https://plane.so/
- Official docs: https://docs.plane.so/

## Overview

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.

Main capabilities:

- **Work items** (issues) with states, priorities, assignees, labels, due dates, estimates, and sub-items.
- **Cycles**: time-boxed iterations (sprints) with progress charts.
- **Modules**: groups of work items for a feature, initiative, or milestone.
- **Views**: list, kanban board, spreadsheet, calendar, and Gantt, with saved filters.
- **Pages**: documents for specs, meeting notes, and plans, linked to work.
- **Intake** for requests from outside the project team.
- **Workspaces** and **projects** with member roles.

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.

### What it replaces

Plane replaces Jira, Linear, Asana, Monday.com, ClickUp, and Trello.

## Signing in

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.

## Set up a project

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`).

   ![The Plane new project dialog with name Website relaunch and identifier WEB](https://documentation.federated.computer/screenshots/plane/new-project.png)

   *A new project with the identifier `WEB`.*

2. Open **Project settings** to:
   - Add **members** and set their roles.
   - Customize **states** (for example Backlog, Todo, In progress, In review, Done).
   - Create **labels** and set an **estimate** system (points or hours).
   - Turn features like Cycles, Modules, Pages, and Intake on or off.

   ![Plane project settings showing the States page](https://documentation.federated.computer/screenshots/plane/project-states.png)

   ***Project settings**, **States**.*

## Work items

- Press <kbd>C</kbd> anywhere in a project to create a work item.
- Set the state, priority, assignee, labels, and dates from the item's properties.
- Add **sub-items** to break work down, and **relations** (blocking, blocked by, duplicate) to link items.
- Comment and @mention colleagues. Mentions and assignments show up in **Inbox** (notifications).

## Plan with cycles and modules

- **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.
- **Modules**: group items that make up a feature or project, with a lead, members, and target date.

## Views

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.

## Pages

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.

## Administer Plane

- **Workspace settings** (from the workspace name menu): members, invites, billing (for paid editions), and integrations.
- **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.

## Superpanel settings

- **Access**: choose which groups are given the Plane address.
- **Instance administrator**: Federated Computer sets up the first instance admin; contact support to change it.

## Further reading

- [Plane documentation](https://docs.plane.so/)
- [Plane developer docs](https://developers.plane.so/)
- [Plane on GitHub](https://github.com/makeplane/plane)