Plane 101 — The Basics
Welcome to Plane 101! This course covers the fundamental building blocks of Plane. By the end of this course, you'll understand how to navigate Plane confidently and use its core features to manage your work effectively.
What You'll Learn
- How workspaces and projects organize your team's work
- Creating and managing work items
- Using cycles and modules to plan sprints and group related work
- Documenting with pages
- Customizing workflow states and labels
- Collecting external requests with intake
- Viewing your work in different layouts
- Staying on top of updates with notifications
- Navigating quickly with keyboard shortcuts
Lessons
- Intro to Workspaces
- Intro to Projects
- Intro to Work Items and Types
- Intro to Cycles
- Intro to Modules
- Intro to Pages
- Intro to Workflow States
- Intro to Templates
- Intro to Labels
- Intro to Intake
- Intro to Layouts
- Intro to Display Options and Filters
- Intro to Stickies
- Intro to Your Work
- Intro to Work Item Detail and Comments
- Intro to Inbox (Notifications)
- Intro to Power+K
Prerequisites
- A Plane account (sign up free at plane.so)
- No prior Plane experience required
Estimated Time
Approximately 60-90 minutes to complete all lessons.
Let's get started with your first lesson: Intro to Workspaces