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Copy file name to clipboardExpand all lines: docs/introduction/core-concepts.mdx
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@@ -8,7 +8,7 @@ This page explains how Plane is structured and how its features work together. U
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## Understand Plane's structure
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Plane is organized in a hierarchy that reflects how teams naturally work together:
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At the top level, **Workspaces** contain everything—typically one per organization, team, or client. Inside workspaces, you create **Projects** for specific products, initiatives, or goals. Within projects, you manage **Work items** (the individual tasks your team completes). You can organize these work items using **Cycles** (time-boxed periods) and **Views** (saved filters and layouts). Finally, **Pages** provide space to document context and decisions alongside your work.
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At the top level, **Workspaces** contain everything - typically one per organization. Inside workspaces, you create **Projects** for specific products, initiatives, or goals. Within projects, you manage **Work items** (the individual tasks your team completes). You can organize these work items using **Cycles** (time-boxed periods) and **Views** (saved filters and layouts). Finally, **Pages** provide space to document context and decisions alongside your work.
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This structure gives you flexibility to work at whatever level makes sense. Sometimes you'll focus on a single work item. Other times, you'll view an entire project or cycle to understand the bigger picture.
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### Workspaces
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Think of a workspace as the central hub for everything you do on Plane. It’s the top-level space where all your projects and work items live. Workspaces are typically set up for a team, department, or company, and everyone within a workspace can collaborate on projects and access shared resources. You can also think of each workspace as a different organization or client you're working with, keeping things separate and organized.
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Think of a workspace as the central hub for everything you do on Plane. It’s the top-level space where all your projects and work items live. Workspaces are typically set up for a company or client, and everyone within a workspace can collaborate on projects and access shared resources. You can also think of each workspace as a different organization or client you're working with, keeping things separate and organized.
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Inside a workspace, you have the freedom to create projects on your own or invite collaborators to join and share it as a team—it’s entirely up to you!
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Inside a workspace, you have the freedom to create projects on your own or invite collaborators to join and share it as a team — it’s entirely up to you!
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Learn more about [Workspaces](/core-concepts/workspaces/overview).
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Cycles help you organize work into time-bound periods, like sprints or phases. They’re perfect for planning work over specific intervals, letting your team know what’s coming up and what needs to be wrapped up. Cycles can contain multiple work items from different projects, making it easy to see your team’s workload at a glance and keep an eye on deadlines.
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- You can move existing work items into a new or ongoing cycle or create new work items directly within a cycle.
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- Bulk operations are supported--you can add or update multiple work items to cycles at once.
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- Bulk operations are supported - you can add or update multiple work items to cycles at once.
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- You can't update work items after a cycle is completed, however, the pending work items can be transferred to a new or upcoming cycle.
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Learn more about [Cycles](/core-concepts/cycles).
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### Pages
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Pages are where you can jot down notes, add documentation, or outline plans—think of them as an AI-powered notepad. They’re perfect for quickly capturing ideas, taking notes during meetings, or starting your day with an organized list. Pages help you keep all your project-related information in one place, and because they’re easily accessible, you can refer to them whenever needed.
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Pages are where you can jot down notes, add documentation, or outline plans — think of them as an AI-powered notepad. They’re perfect for quickly capturing ideas, taking notes during meetings, or starting your day with an organized list. Pages help you keep all your project-related information in one place, and because they’re easily accessible, you can refer to them whenever needed.
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Use Pages to record processes, share best practices, or simply keep team notes that everyone can refer to as needed.
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Learn more about [Pages](/core-concepts/pages/overview).
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---
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With these core concepts under your belt, you’re ready to start exploring Plane and putting it to work for your team. Each feature is designed to help you and your team stay organized, collaborate effectively, and deliver your projects with ease.
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Have questions? Ask the [Plane Community](https://discord.com/invite/29tPNhaV).
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With these core concepts under your belt, you’re ready to start exploring Plane and putting it to work for your team. Each feature is designed to help you and your team stay organized, collaborate effectively, and deliver your projects with ease.
Copy file name to clipboardExpand all lines: docs/introduction/quickstart.mdx
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What you'll accomplish:
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-Branded workspace ready for your team
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-Workspace ready for your team
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- Team members invited and working
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- First project with real work items
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- Sprint planning with cycles
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## Before you begin
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-[Create a Plane account](/#get-plane)
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## Set up your Workspace
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## Set up your workspace
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When you sign up for the first time on Plane, we'll prompt you to create a new Workspace. In this guide, you'll see how to customize the Workspace and invite your team members. Your workspace is the central hub where all your projects and team collaboration will happen, so let’s make it feel like home.
2. In the **General** tab under **Administration**:
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- Upload your company logo.
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- Type the email address in the provided box.
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- Select the role you want them to have.
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- Admin: Full workspace control and settings access.
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- Member (Default): Can create projects, issues, and collaborate fully.
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- Member (Default): Can create projects, work items, and collaborate fully.
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- Guest: Limited access to specific projects they're invited to.
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- Use the **+ Add more** link to invite multiple people at once.
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4. Click **Send invitation**.
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2. Click the **Add Project** button.
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4. In the project creation form:
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1. Enter the name and write a brief description explaining what this project aims to accomplish.
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2. Select `Planning` in the **State** dropdown.
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3. By default, the project access is **Public** This means that all Workspace Admins and Members can see and join this project. Change this to **Private** if you want members to join only through invite.
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4. Select start and end dates if you want to and set a priority level.
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5. Assign a project Lead and add the Members you want to part of this project.
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2. By default, the project access is **Public**. This means that all Workspace Admins and Members can see and join this project. Change this to **Private** if you want members to join only through invite.
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3. Assign a project Lead and add the Members you want to be part of this project.
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5. Click **Create project** to finish the basic setup.
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6. You’ll see a modal with all the features enabled for this project. Leave the defaults as they are and click **Open project**.
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- Click **Create cycle**.
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4. Click on your newly created cycle name to open it.
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5. Click **Add existing work item**
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6. Select the issues you created earlier.
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6. Select the work items you created earlier.
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7. Click **Add to cycle**.
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8. Return to the main Cycles page to view your active cycle with progress indicators.
Copy file name to clipboardExpand all lines: docs/introduction/tutorials/create-project.mdx
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4. This is where all workspace projects are displayed.
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### Understand project visibility
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- Public projects show for all workspace members with the **Join** option.
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- Projects you're part ofdisplay directly in your sidebar under the **Projects** section.
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- Public projects show for all workspace members (except Guests) with the **Join** option.
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- Projects you're part of display directly in your sidebar under the **Projects** section.
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- Private projects are only visible if you're specifically invited.
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## Create your project
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-**Description**: Add 1-2 sentences explaining the project's purpose.
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*Example*: "Complete redesign of company website focusing on improved user experience and modern design"
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-**Project ID**: Plane automatically suggests a Project ID based on your project name (like "WEB" for "Website Redesign"). This ID will prefix all your issues (WEB-1, WEB-2, etc.).You can customize it, but keep it short (3-5 characters).
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-**Project ID**: Plane automatically suggests a Project ID based on your project name (like "WEB" for "Website Redesign"). This ID will prefix all your work items (WEB-1, WEB-2, etc.).You can customize it, but keep it short (3-5 characters).
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-**Set project access**: Keep **Public** selected for now. This allows all workspace Admins and Members to see and join the project. You can change this to **Private** later if needed.
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1.**Access labels configuration**
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- In project settings, click **Labels** in the sidebar.
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*These tutorials provide the foundation for effective team collaboration in Plane. Work through them at your own pace, and don't hesitate to revisit sections as your team grows and workflow needs evolve.*
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*These tutorials provide the foundation for effective team collaboration in Plane. Work through them at your own pace, and don't hesitate to revisit sections.*
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