Intro to Pages
Video Placeholder Duration: 4-6 minutes Topics covered: What are pages, creating pages, editor features, collaboration, page management
What is a Page?
Pages in Plane are built-in documentation tools that let you capture and organize project-related information without leaving the platform.
Use pages to document:
- Meeting notes
- Technical specifications
- Product requirements
- Design decisions
- Onboarding guides
- Project wikis
Creating a Page
Quick Method
Press D anywhere in your project to create a new page.
Standard Method
- Navigate to the Pages section in your project
- Click Add Page
- Give your page a title
- Start writing!
Page Visibility
When creating a page, choose its visibility:
- Public — Visible to all workspace members
- Private — Only visible to you (the creator)
The Page Editor
Plane's editor is powerful yet easy to use. Here's what you can do:
Formatting Toolbar
A static toolbar provides quick access to:
- Headings (H1 through H6)
- Bold, italic, underline, strikethrough
- Text color and highlighting
- Text alignment
- Lists (bulleted, numbered, checklists)
Markdown Support
Plane supports native Markdown syntax:
# Heading 1**bold**and*italic*- bullet points1. numbered lists[links](url)`code`
Content Blocks
Type / to access 16 different content block types:
| Block Type | Use Case |
|---|---|
| Text | Standard paragraphs |
| Heading | Section titles (H1-H6) |
| Bulleted List | Unordered lists |
| Numbered List | Ordered sequences |
| Checklist | Task lists |
| Quote | Blockquotes |
| Code | Code snippets with syntax highlighting |
| Divider | Horizontal line separator |
| Table | Data tables |
| Image | Pictures and screenshots |
| File | Document attachments |
| Embed | External content (YouTube, etc.) |
| Work Item | Embed Plane work items |
Rearranging Blocks
Drag blocks using the ⋮⋮ handle to reorganize your content.
Real-Time Collaboration
Pages support real-time collaboration:
- Multiple team members can edit simultaneously
- See colored cursors showing where others are working
- Changes sync instantly across all viewers
AI Assistant (Pro)
Plane's AI can help you write better:
- Rephrase — Improve clarity and tone
- Summarize — Create concise summaries
- Expand — Add more detail to your writing
- Continue — Generate the next paragraph
Work Item Integration (Business)
Mentions
Use @ to mention and link to work items directly in your documentation.
Convert to Work Item
Select any text and convert it into a work item with one click — perfect for turning notes into actionable tasks.
Page Management
Page Actions
| Action | Description |
|---|---|
| Export to PDF | Download a PDF version |
| Export to Markdown | Download as .md file |
| Version History | View and restore previous versions |
| Lock | Prevent further editing |
| Archive | Move to archive (reversible) |
| Delete | Permanently remove |
Table of Contents
Long pages automatically generate a table of contents for easy navigation.
Page Info Panel
View metadata about your page:
- Word count
- Character count
- Estimated read time
- Created/updated timestamps
- Editor information
Nested Pages
Organize complex documentation with nested pages:
📄 Product Docs
├── 📄 Getting Started
│ ├── 📄 Installation
│ └── 📄 Configuration
├── 📄 Features
│ ├── 📄 Feature A
│ └── 📄 Feature B
└── 📄 API ReferenceCreate nested pages by:
- Opening a parent page
- Creating a new page from within it
- The new page becomes a child of the parent
Publishing Pages (Pro)
Share your pages publicly:
- Click the Publish option
- Generate a public link
- Anyone with the link can view the page
- Enable comments for public feedback
Best Practices
- One topic per page — Keep pages focused
- Use headings — Structure content for easy scanning
- Link work items — Connect documentation to actual tasks
- Regular updates — Keep documentation current
- Archive old pages — Don't delete — archive for reference
Key Takeaways
- Pages are Plane's built-in documentation tool
- Press
Dto quickly create a page - Use the
/command to insert different content blocks - Real-time collaboration lets multiple people edit together
- Pages can be public or private
- Export to PDF or Markdown for external sharing
Next Steps
Now that you can document your work, let's learn how to customize Workflow States to match your team's process.
Next Lesson: Intro to Workflow States