Skip to main content

Plan

Plan is a team collaboration tool for discussions and task management. Organize your work into teams and projects, have threaded discussions, manage tasks on a Kanban board, and stay updated with real-time notifications.

Modules

Roles

Key Concepts

  • Team — A group of people (e.g., “Engineering”, “Marketing”) that contains projects
  • Project — A workspace under a team with its own discussions and task board
  • Discussion — A threaded conversation within a project — supports markdown, pinning, closing, and emoji reactions
  • Task — A work item with status (Backlog, To Do, In Progress, Done, Cancelled), priority, assignee, and due date
  • Bookmark — A saved discussion for quick access from the sidebar
  • Pinned Project — A project shortcut in your sidebar

Guides

Bookmarks

Bookmarks guides

Cycles

Cycles guides

Dashboard

Dashboard guides

Discussions

Discussions guides

Notifications

Notifications guides

Projects

Projects guides

Search

Search guides

Settings

Settings guides

Tasks

Tasks guides

Teams

Teams guides