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Copy file name to clipboardExpand all lines: docs/automations/custom-automations.mdx
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---
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title: Automations
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description: Automate repetitive project tasks with trigger-based workflows. Set up rules to automatically update issue properties, assign team members, and manage priorities when specific conditions are met.
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description: Automate repetitive project tasks with trigger-based workflows. Set up rules to automatically update work item properties, assign team members, and manage priorities when specific conditions are met.
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importTagsfrom"@site/src/components/Tags";
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Automations let you streamline your project management workflow by automatically performing actions based on specific triggers and conditions. This powerful feature eliminates repetitive manual tasks, ensures consistency in your processes, and helps your team maintain focus on high-value work by letting the system handle routine operations.
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Think of automations as your digital assistant that watches for specific events in your projects and responds according to rules you define. Whether it's updating issue statuses, assigning team members, adding labels, or posting comments, automations work behind the scenes to keep your projects moving smoothly.
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Think of automations as your digital assistant that watches for specific events in your projects and responds according to rules you define. Whether it's updating work item statuses, assigning team members, adding labels, or posting comments, automations work behind the scenes to keep your projects moving smoothly.
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Automatically transition work items between workflow states and update status when specific conditions are met.
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-**Team assignment and handoffs**
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Automatically assign team members when issues reach specific stages, reassign work based on type or priority, and ensure proper handoffs between different teams or departments.
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Automatically assign team members when work items reach specific stages, reassign work based on type or priority, and ensure proper handoffs between different teams or departments.
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-**Priority and categorization**
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Auto-adjust issue priorities based on labels or assignees, apply consistent labeling across similar issue types, and maintain project organization through automated property updates.
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Auto-adjust work item priorities based on labels or assignees, apply consistent labeling across similar work item types, and maintain project organization through automated property updates.
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-**Communication and notifications**
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Post automatic comments when issues are assigned or reassigned, add context when issues move between stages, and ensure stakeholders receive updates on critical changes.
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Post automatic comments when work items are assigned or reassigned, add context when work items move between stages, and ensure stakeholders receive updates on critical changes.
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Automations transform reactive project management into proactive workflow orchestration, allowing teams to focus on solving problems rather than managing processes. With the ability to monitor, edit, and control when automations run, you maintain full control over your automated workflows while reducing manual overhead.
Copy file name to clipboardExpand all lines: docs/core-concepts/cycles.mdx
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# Manage and track your sprints using Cycles
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A Cycle is a set period of time where your team focuses on completing specific tasks or issues, similar to sprints in Agile. Each Cycle is flexible, allowing you to prioritize and tackle backlog items at your own pace.
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A Cycle is a set period of time where your team focuses on completing specific tasks or work items, similar to sprints in Agile. Each Cycle is flexible, allowing you to prioritize and tackle backlog items at your own pace.
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Using Cycles, your team stays organized, meets deadlines, and keeps moving forward efficiently. It’s all about getting things done without the overwhelm!
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Automate the creation and management of cycles according to predefined configurations, eliminating manual setup while ensuring consistent cycle planning and team predictability.
- Maintain regular cycle rhythms automatically without manual intervention.
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- Keep future cycles pre-scheduled so teams can plan ahead with confidence.
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- Eliminate repetitive administrative work from cycle creation.
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- Ensure reliable, consistent sprint schedules across projects.
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### Configuration
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1. Navigate to **Project Settings → Features → Cycles**.
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2. Turn on the **Auto-schedule cycles** toggle and configure:
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- Cycle Title — Set a naming convention for automatically created cycles.
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- Cycle Duration — Define the length of each cycle in weeks (e.g., 1 week, 2 weeks).
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- Cooldown Period — Add an optional buffer between cycles in days for planning and retrospectives.
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- Cycle starts day — Choose the start date for the first auto-scheduled cycle.
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- Number of future cycles — Specify how many upcoming cycles to keep pre-scheduled.
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- Auto-rollover work items — Enable to automatically move incomplete work items from one cycle to the next.
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Once enabled, the system automatically:
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- Generates the configured number of future cycles based on your settings.
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- Creates a new cycle when the current one concludes to maintain the specified schedule.
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- Ensures cycles don't overlap and follow the defined cadence.
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- Applies consistent naming conventions and durations across all cycles.
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All auto-scheduled cycles appear in your Cycles view with clear dates and durations. Admins can update configuration settings anytime to adjust the schedule, and the system will adapt future cycles accordingly.
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## Track active cycle
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Once a cycle is active and contains work items, you can monitor its progress, assess the team's productivity, and review the breakdown of priorities in the Cycles page of the project. This section also allows you to investigate any discrepancies if the cycle is not proceeding as expected.
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### Cycle summary
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At the top of the cycle view, you’ll see the overall progress percentage. Hover over it to get a breakdown of completed and pending issues, along with the number of days left in the cycle.
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At the top of the cycle view, you’ll see the overall progress percentage. Hover over it to get a breakdown of completed and pending work items, along with the number of days left in the cycle.
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To the left, there’s a color-coded summary that shows if the cycle is leading or trailing based on the burn-down and build-up. This gives you instant feedback about how things are going and highlights risks so you can make quick decisions and ensure nothing slips through the cracks.
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The burn-down and build-up charts are straightforward ways to gauge your cycle’s momentum. You can customize them to show progress based on the **count of issues** or **point estimates** for each task, giving you the flexibility to use the metrics that work best for your team.
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The burn-down and build-up charts are straightforward ways to gauge your cycle’s momentum. You can customize them to show progress based on the **count of work items** or **point estimates** for each task, giving you the flexibility to use the metrics that work best for your team.
Copy file name to clipboardExpand all lines: docs/core-concepts/deploy.mdx
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- Project name
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- Project work items
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-Issue ID
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-Work item ID
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- Title
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- Description
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- State, due-date, priority
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**Non-visible attributes**
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- Attachments
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-Issue links
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-Work item links
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- Relations
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- Cycles
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- Modules
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When turned on, users can upvote or downvote any work item on the deployed board. This helps project managers or owners prioritize which work items need attention.
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### Issue reactions
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### Work item reactions
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When this feature is on, users can react to work items on the public board using predefined emoticons. This provides a quick way for team members and the public to express their sentiments about specific work items, aiding in gauging overall opinion and urgency.
Copy file name to clipboardExpand all lines: docs/core-concepts/export.mdx
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description: Export work items from Plane in CSV, Excel, or JSON formats for backup, analysis, or sharing.
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# Export data
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Plane allows you to export all your work items—from a single project or multiple projects—so you can access your data outside of Plane. You can export work items into CSV, Excel, or JSON formats. Additionally, you can choose how you'd like the data to be packaged: in a single consolidated file or split into separate files (downloaded as a ZIP).
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All key fields related to your work items are included in the export, except for work item types, custom properties, relations, links, attachments, and estimates. We're actively working on adding these soon.
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## Export data
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## Export projects
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> **Role**: Workspace Admins
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:::caution
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Exported files remain downloadable for a limited time (7 days).
Exportfilteredworkitems, cycles, views, ormodulesdirectlyfromyourproject. Customexportslet you export exactly what you see after applying filters and display options—perfect for reports, analysis, or sharing specific data sets.
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You can export data from:
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- Work items: Export filtered work item lists from any view
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- Cycles: Export work items within a specific cycle
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- Modules: Export work items within a specific module
Create and manage interactive diagrams and whiteboards directly within your Pages using the integrated Draw.io editor. Whether you need professional flowcharts, system architecture diagrams, or freehand sketches for brainstorming, the diagram feature provides powerful visual documentation capabilities without leaving Plane.
Create professional diagrams, flowcharts, and visual documentation using the full Draw.io editor with comprehensive shape libraries. Perfect for technical documentation, process flows, system architecture, network diagrams, and organizational charts.
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Use the `/diagram` or `/drawio-diagram` slash command to insert a diagram block. Click the placeholder to launch the Draw.io editor.
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### Board
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Create whiteboards with freehand drawing and sketching capabilities using a simplified interface. Ideal for brainstorming sessions, quick mockups, concept visualization, and collaborative ideation.
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Use the `/board` or `/drawio-board` slash command to insert a whiteboard block. Click the placeholder that says "Click to start editing whiteboard" to launch the board interface.
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Both modes feature a consistent toolbar with **Save** and **Exit** buttons, making it easy to preserve your work and return to your Page. All diagrams are fully interactive—simply click any saved diagram to edit it again.
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## Callout
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Creates visually distinct sections with customizable icons and colors for highlighting warnings, tips , and calls-to-action.
description: Align work items toward shared completion dates with milestones. Track progress on quarterly objectives, product launches, and strategic initiatives in Plane.
Milestones provide a layer to align work items and epics toward shared completion dates, helping teams focus on strategic objectives and critical deliverables. Whether tracking quarterly goals, product launches, or major feature releases, milestones give you visibility into progress and ensure teams stay on track.
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## Set up milestones
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Workspace and project admins can turn on the Milestones feature in the project.
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