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Plane 201 — The Growth

Welcome to Plane 201! This course covers advanced features that help you scale your project management as your team and projects grow. Master estimation, planning hierarchies, automation, and analytics.

What You'll Learn

  • Estimate work with different systems (points, time, categories)
  • Collect external requests via forms and email
  • Organize large initiatives with Epics and Initiatives
  • Manage dependencies and milestones
  • Collaborate across teams with Teamspaces
  • Automate your workflows
  • Build custom dashboards
  • Create wikis and knowledge bases
  • Track time spent on work

Lessons

  1. Intro to Estimates
  2. Intro to Intake Forms
  3. Intro to Intake Email
  4. Intro to Epics
  5. Intro to Initiatives
  6. Intro to Timeline Dependencies
  7. Intro to Milestones
  8. Intro to Teamspaces
  9. Intro to Cycle Automation
  10. Intro to Workflow Control
  11. Intro to Project States
  12. Intro to Dashboards
  13. Intro to Wiki
  14. Intro to Collections
  15. Intro to Wiki Pages
  16. Intro to Time Tracking

Prerequisites

  • Completion of Plane 101 (The Basics)
  • Familiarity with Plane 102 (AI + Agents) recommended
  • A Plane Pro or Business account for most features

Estimated Time

Approximately 80-120 minutes to complete all lessons.


Ready to grow? Start with: Intro to Estimates

Plane University