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Getting Started with Plan

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Logging In

Plan uses your Blank account. Sign in and you’ll land on the Dashboard showing recent activity.

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Finding Your Way Around

The sidebar shows:

• Teams — Your teams with a ”+” button to create new ones
• Discussions — Recent discussions feed
• My Tasks — Tasks assigned to you
• Search — Find anything
• Bookmarks — Saved discussions
• Notifications — Activity alerts
• Pinned Projects — Your favorite projects as shortcuts

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Your First Tasks

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Create a team

Click the + button next to “Teams” in the sidebar. Give it a name (e.g., “Engineering”). Team members are managed from the team’s Overview tab.

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Create a project

Open a team and click Create Project. Enter a name, optional description, and emoji icon. The project gets its own discussion board and task board.

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Start a discussion

Open a project and go to the Discussions tab. Click New Discussion, write a title and content (markdown supported), and post it. Team members can comment and react with emoji.

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Create a task

Open a project and go to the Tasks tab. You’ll see a Kanban board with columns: Backlog, To Do, In Progress, Done, and Cancelled. Click + in any column to add a task. Set a title, priority, assignee, and due date.

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Move tasks on the board

Drag and drop task cards between columns to update their status. Changes save automatically.

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Check your tasks

Go to My Tasks in the sidebar to see all tasks assigned to you across all projects. Filter by status or priority.

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Bookmark a discussion

Open a discussion and click the menu → Bookmark. Bookmarked discussions appear in the sidebar under Bookmarks.

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Pin a project

On a project page, click the menu → Pin. Pinned projects appear as shortcuts in the sidebar.

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Real-Time Updates

Plan uses live updates — new comments, reactions, and task changes appear instantly without refreshing.

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Language

Plan supports English, Spanish, Portuguese, French, and German. Switch from the user menu.