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28 changes: 28 additions & 0 deletions docs/devices/mobile.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -191,6 +191,32 @@ This error occurs when attempting to log in to the mobile app with a self-hosted

- Retry logging in and ensure the self-hosted URL is entered correctly in the app.

### Sign-in issues on Android
If you're having trouble signing into the Plane app on your Android device, here are a few steps you can follow to get things working:

**Sign-in button doesn’t open the app?**
Make sure you have a browser (like Chrome, Firefox, or Edge) installed on your phone.

**App still not opening, even with a browser installed?**
1. Check which profile the Plane app is installed under — Personal or Work.
2. Make sure the browser is also installed in the same profile.

**Browser opens, but sign-in keeps looping?**
This might be due to default browser settings. Try the following:

1. Open your device’s **Settings**.
2. Go to **Apps** or **Default Apps**.
3. Find and tap on the browser you're using.
4. Look for an option like **Clear defaults** or **Reset default app**
5. Clear the defaults, then try signing in again.

You’ll be prompted to choose a browser. Choose one that's in the same profile as the Plane app.

**Still stuck?**
Try clearing site data:
1. When the web sign-in page opens, tap the three-dot menu (usually in the top-right corner of the browser).
2. Go to **Settings → Site settings → Clear data** (wording may vary slightly by browser).
3. Try the sign-in process again.

### Unable to log in using SSO

Expand All @@ -205,3 +231,5 @@ Ensure the correct Redirect URI is configured in your OAuth service:
https://<plane.example.com>/auth/mobile/github/callback/
```
Verify that the `<plane.example.com>` part of the URL matches your self-hosted instance's domain.


4 changes: 4 additions & 0 deletions docs/importers/asana.mdx
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Expand Up @@ -7,6 +7,10 @@ description: Migrate your Asana data to Plane.

With the Asana importer, you can easily import issues, states, labels, priorities and user data from Asana to Plane and continue managing your existing projects.

:::info
The Asana importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances.
:::

## Import from Asana
> **Role**: Workspace admins

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8 changes: 6 additions & 2 deletions docs/importers/csv.mdx
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Expand Up @@ -7,13 +7,17 @@ description: Import work items from CSV files to Plane.

With the CSV importer, you can easily import work items from your CSV file to Plane.

:::caution[Work Item Types]
To import work item types, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
:::info
The CSV importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances.
:::

## Import from CSV
> **Role**: Workspace admins

:::caution[Work Item Types]
To import work item types, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
:::

Here's how to get started:

1. Click your Workspace name at the top left on the sidebar.
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33 changes: 22 additions & 11 deletions docs/importers/jira.mdx
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Expand Up @@ -7,6 +7,10 @@ description: Migrate your Jira Cloud or Server data to Plane.

With the Jira importer, you can easily import issues, states, labels, priorities and user data from Jira to Plane and continue managing your existing projects.

:::info
The Jira importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances.
:::

## Import from Jira
> **Role**: Workspace admins

Expand All @@ -20,54 +24,61 @@ To import Jira issues to a Plane project, follow these steps:
2. Select **Imports** on the right pane and click the **Import** button in the Jira section.
![Import from Jira](https://media.docs.plane.so/importers/jira/import-jira-cloud-server.webp#center)

4. In the **Jira to Plane Migration Assistant** screen, enter your **Personal Access Token**, **User email** and the **Jira domain** to allow Plane access to your Atlassian account.
3. In the **Jira to Plane Migration Assistant** screen, enter your **Personal Access Token**, **User email** and the **Jira domain** to allow Plane access to your Atlassian account.
![Connect Jira](https://media.docs.plane.so/importers/jira/jira-plane-migration-assitant.webp#center)

5. Click the **Connect Jira** button to link the accounts.
4. Click the **Connect Jira** button to link the accounts.

6. Click the **Import** button.
5. Click the **Import** button.
![Import Jira](https://media.docs.plane.so/importers/jira/import-jira-data.webp#center)

7. **Configure Plane**
6. **Configure Plane**
Select the Plane project where you want to import your Jira data and and click **Next**.
![Configure Plane](https://media.docs.plane.so/importers/jira/configure-plane.webp#center)

8. **Configure Jira**
7. **Configure Jira**
Choose the workspace and project in Jira from where you want to import data.
![Configure Jira](https://media.docs.plane.so/importers/jira/configure-jira.webp#center)

:::info[Work item types]
If you're on a paid plan (Pro or higher), issue types in Jira will be imported as work item types in Plane. On the free plan, issue types from Jira won't be imported.
:::

10. **Import users**
8. **Import users**

Choose one of the following:
- **Upload CSV**
Click the **Upload CSV** button to import users to your Plane project. Refer to [Export users from a site](https://support.atlassian.com/organization-administration/docs/export-users-from-a-site/) to download the CSV file from Jira. *(recommended)*

Admin or Member role users invited to your workspace count toward your billed seats right away, but the importer only treats them as active members once they accept the invitation. So, when importing users, you have two options:

- Don't invite users to the workspace manually and let the importer handle user creation.
- Invite users first and wait for all of them to accept before running the import.

- **Skip user import**
You can select the **Skip Importing User data** checkbox and manually add users later.
:::warning
If you skip user import, work items and comments will show the name of the person who performed the migration, and the Assignees field will be empty.
:::
![Import users](https://media.docs.plane.so/importers/jira/import-users.webp#center)

10. **Map states**
9. **Map states**
1. Map **Jira status** to their equivalent **Plane states**.
2. Select the **Auto create and map the remaining Jira states** checkbox to automatically create and map any missing states.
![Map states](https://media.docs.plane.so/importers/jira/map-states.webp#center)

11. **Map priorities**
10. **Map priorities**
Map the **Jira priorities** to the corresponding **Plane priorities**. If there's no match, select **None** in the **Plane priorities** list.
![Map priorities](https://media.docs.plane.so/importers/jira/map-priorities.webp#center)

12. **Summary**
11. **Summary**
Review the mappings and make any changes if needed. Click **Back** to adjust, or click **Confirm** to start the migration.
![Review mappings](https://media.docs.plane.so/importers/jira/import-summary.webp#center)

13. The data migration begins and takes a few minutes to complete depending on the number of issues in your Jira workspace.
12. The data migration begins and takes a few minutes to complete depending on the number of issues in your Jira workspace.
![Migration complete](https://media.docs.plane.so/importers/jira/jira-import-complete.webp#center)

14. Once it's done, go to **Work items** in your Plane project to confirm that the data import is successful.
13. Once it's done, go to **Work items** in your Plane project to confirm that the data import is successful.

## Imported entities

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4 changes: 4 additions & 0 deletions docs/importers/linear.mdx
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Expand Up @@ -7,6 +7,10 @@ description: Migrate your Linear data to Plane.

With the Linear importer, you can easily import issues, states, labels, priorities and user data from Linear to Plane and continue managing your existing projects.

:::info
The Linear importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances.
:::

## Import from Linear
> **Role**: Workspace admins

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3 changes: 3 additions & 0 deletions docs/importers/overview.mdx
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Expand Up @@ -9,6 +9,9 @@ import {CardGroup,Card} from '@site/src/components';

Switching to Plane? No need to start from scratch. Our importers make it simple to move your project data from other tools, saving you time and effort. Instead of manually setting up your structure and history, you can directly transfer your existing issues into Plane, keeping your team’s progress intact for a smooth transition.

:::info
Importers are available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances.
:::

<CardGroup cols={2}>
<Card title="Jira" icon="FaJira" href="/importers/jira">
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65 changes: 43 additions & 22 deletions docs/integrations/slack.mdx
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Expand Up @@ -74,32 +74,24 @@ If you don’t have admin access, you can still connect your personal Slack acco
## Use the Slack integration
Now that you’ve connected Slack to Plane, let’s explore what you can do with this integration. We built this to reduce the constant back-and-forth between Plane and Slack—so instead of switching between tools to create work items, update statuses, or share links, you can do it all from Slack.

Here are the key features available with the Slack integration:
### Create work items from Slack
There are two easy ways to create issues from Slack, depending on your workflow: using the message shortcut or the `/plane` command. Any updates in Plane to fields like State, Assignee, or others will automatically reflect in the linked Slack thread.

- **Thread Sync**
Keep Slack conversations and Plane work items in sync.
- **`/plane` command**
Quickly create work items without leaving Slack.
- **Link previews**
Instantly see work item details when sharing Plane links.
#### Message shortcut
If a message sparks an action item, turn it into a Plane work item in just a few clicks:

### Thread sync
One of the biggest pain points in work item tracking is jumping between Slack and Plane—copying messages, creating work items, sharing links, and keeping everyone updated. With Thread Sync, you can create a work item directly from a Slack message and keep the conversation linked between Slack and Plane.
1. Hover over any message in Slack.
2. Click the three-dot menu and select **Create an Issue**.
![Thread sync](https://media.docs.plane.so/integrations/slack/create-plane-issue.webp#center)
3. A modal will open where you can select the project.
4. Add a title and description (the original message is pre-filled).
5. Assign Labels, State, Priority, and Assignee.
6. Enable Thread Sync (optional). When enabled, Thread Sync keeps your conversation and Plane issue comments in sync. Anything you say in the Slack thread appears in the Plane work item comments, and vice versa. It’s the easiest way to keep everyone aligned without repeating updates in two places.
7. Once you hit **Create Issue**, the issue gets added to the Backlog of your selected project, and a preview is posted in the Slack thread so everyone knows it's being tracked.

![Thread sync](https://media.docs.plane.so/integrations/slack/create-plane-issue.webp#center)
#### `/plane` command

1. Hover over any message in Slack and click the three-dot menu.
2. Select **Create Plane Issue**. This pulls the message into Plane as a work item.
3. Add **Assignees**, **Labels**, and select the **State** right from Slack.
4. Choose if you want Thread Sync enabled—when turned on, any replies in the Slack thread will automatically appear as comments in the Plane work item, and vice versa.

![comments sync](https://media.docs.plane.so/integrations/slack/comments-sync.webp#center)

With Thread Sync, discussions remain in sync, reducing the need to manually copy updates or notify team members. If someone comments on the work item in Plane, that comment also appears in the linked Slack thread—keeping everyone in the loop.

### `/plane` command

The `/plane` command lets you create a work item on the fly, without even opening Plane.
The `/plane` command lets you create a work item on the fly, without referencing a specific message.
![Slash Plane command](https://media.docs.plane.so/integrations/slack/slash-plane-command.webp#center)

1. Type `/plane` in any Slack channel or DM.
Expand All @@ -108,6 +100,35 @@ The `/plane` command lets you create a work item on the fly, without even openin

This is great for when an idea or task comes up mid-conversation—you can create the work item in just a couple of clicks without breaking your flow.

### Link work items to Slack threads
If a Plane work item already exists, and you want to connect it to a Slack thread (for updates, visibility, or comments), just use the **Link Work Item** shortcut. Here’s how:

1. Hover over the relevant Slack message or thread.
2. Click the three-dot menu adn select **Link Work Item**.
![Link Work Item](https://media.docs.plane.so/integrations/slack/link-work-item.webp#center)
3. In the modal, search for the work item by title or ID.
4. Select the right issue and hit **Link**.

That’s it. Now the thread and the work item are connected. Comments in the thread can sync to Plane (and vice versa, if **Thread Sync** is enabled on that issue), and the thread will display a rich preview of the linked work item.

This is perfect for situations where someone logs an issue in Plane but the conversation about it happens in Slack. Just link them up and avoid duplication.

### Connect project to Slack channel
Stay on top of project updates without switching tabs. You can now link each Plane project to a default Slack channel to receive notifications whenever new work items are created.
![Connect project to Slack channel](https://media.docs.plane.so/integrations/slack/connect-project-slack-channel.webp#center)

To configure this:

1. Go to your [Workspace Settings](/core-concepts/workspaces/overview#workspace-settings) in Plane.
2. Navigate to **Integrations > Slack**.
3. Click **Configure** on the Slack integration.
4. Under **Project Notifications**, click the **➕** button.
5. Select a Plane Project and the corresponding Slack Channel you’d like to connect.
6. Click Save.

Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project keeping your team informed and your workflows connected.


### Link previews
When you share a Plane Issue, Cycle, or Module link in Slack, you’ll see a live preview of its details, including:

Expand Down
2 changes: 1 addition & 1 deletion vercel.json
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Expand Up @@ -228,7 +228,7 @@
},
{
"source": "/plane-importers/jira-imp",
"destination": "/importers/overview"
"destination": "/importers/jira"
}
]
}