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Plane 101

See how Plane fits together, then give work its structure: work items for the details, cycles for a period of work, and modules for the feature you're building.

  • 10 lessons
  • 42 min
  • For evaluators and new users
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The Plane window with Work open: the rail with Work, Wiki, and AI, the project sidebar, and a board of work items

Lessons

  1. The Plane window with Work open: the rail with Work, Wiki, and AI, the project sidebar, and a board of work items
    1:53

    Lesson 1 · 1:53

    What is Plane?

    See how Work, Wiki, and AI fit together in one workspace, with projects inside Work and people reviewing an agent's response.

  2. The Plane window with Work open and the Core Platform work items board, grouped into state columns
    4:20

    Lesson 2 · 4:20

    Work items

    How work is structured in Plane: work items hold the work, states show where each one stands, and work item types define what each kind of work needs.

  3. The Reports launch cycle card, with its dates, work items, and progress chart labelled.
    4:22

    Lesson 3 · 4:22

    Cycles

    How a cycle works in Plane, from planning it to letting Plane schedule the next ones.

    ProBusinessEnterprise Grid
  4. The Scheduled reports module card, with its work items, lead and members, and progress labelled.
    3:34

    Lesson 4 · 3:34

    Modules

    How a module tracks one part of a project, from creating it to following it across cycles.

  5. The Launch blockers view card, with its filters, display, and access labelled.
    5:06

    Lesson 5 · 5:06

    Views

    How a view saves a question about your work items, from the filters that ask it to who can see the answer.

    Pro
  6. The Scheduled reports spec page, with a to-do item selected and the selection toolbar open above it.
    4:19

    Lesson 6 · 4:19

    Pages

    How a project page keeps the notes and decisions behind your work, from writing it to connecting work items, reviewing changes, and choosing who can read it.

    FreeProBusiness
  7. An Intake request card, with its source, Triage state, and decision controls labelled.
    5:20

    Lesson 7 · 5:20

    Intake

    How Intake turns requests into work items, from the moment a request arrives, in the app, by email, or through a form, to the moment it joins the project.

    Business
  8. A work item's properties, with the Estimate dropdown open on the Points values 1, 2, 3, 5, 8, and 13.
    3:10

    Lesson 8 · 3:10

    Estimates

    How estimates describe the effort a work item needs, from choosing a project's estimate system to reading progress in points.

    FreePro
  9. The epics WEB-50 and MOBILE-32 in an initiative's scope, each with the work items beneath it.
    5:15

    Lesson 9 · 5:15

    Initiatives

    How an initiative connects work across projects to a shared goal, from creating it and choosing its scope to reading its progress and keeping the goal's context with the work.

    Pro
  10. The Payments weekly dashboard, with a bar of work by state group, a donut of work by priority, three counts, and the Urgent work table.
    4:40

    Lesson 10 · 4:40

    Dashboards

    How a dashboard brings counts, charts, and tables together for regular review, from choosing its data and widgets to filtering what you see and deciding who can read it.

    ProBusinessEnterprise Grid

Next-gen project management starts here.

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