From 1bc00b42187b8925bdacbe9de35512fb6fd44f1f Mon Sep 17 00:00:00 2001 From: danciaclara Date: Fri, 14 Nov 2025 19:44:18 +0530 Subject: [PATCH 1/2] Updated title tags, added Sync plan and Draw.io integration --- docs/ai/pi-chat.mdx | 18 ++++++--- docs/ai/plane-ai-credits.mdx | 5 ++- docs/automations/custom-automations.mdx | 3 +- .../comments-and-activity.mdx | 3 +- .../project-updates.mdx | 3 +- docs/core-concepts/account/overview.mdx | 3 +- docs/core-concepts/analytics.mdx | 3 +- docs/core-concepts/cycles.mdx | 3 +- docs/core-concepts/deploy.mdx | 2 +- docs/core-concepts/export.mdx | 3 +- docs/core-concepts/inbox.mdx | 3 +- docs/core-concepts/intake.mdx | 3 +- docs/core-concepts/issues/bulk-ops.mdx | 3 +- docs/core-concepts/issues/display-options.mdx | 3 +- docs/core-concepts/issues/epics.mdx | 3 +- docs/core-concepts/issues/estimates.mdx | 3 +- docs/core-concepts/issues/labels.mdx | 3 +- docs/core-concepts/issues/layouts.mdx | 3 +- docs/core-concepts/issues/time-tracking.mdx | 3 +- .../issues/timeline-dependency.mdx | 4 +- .../core-concepts/issues/visualise_filter.mdx | 3 +- docs/core-concepts/modules.mdx | 3 +- docs/core-concepts/pages/editor-blocks.mdx | 7 +++- docs/core-concepts/pages/inline-comments.mdx | 3 +- docs/core-concepts/pages/nested-pages.mdx | 3 +- docs/core-concepts/pages/overview.mdx | 3 +- docs/core-concepts/pages/wiki.mdx | 3 +- docs/core-concepts/projects/initiatives.mdx | 3 +- .../projects/manage-project-members.mdx | 3 +- docs/core-concepts/projects/milestones.mdx | 3 +- docs/core-concepts/projects/overview.mdx | 3 +- .../projects/recurring-work-items.mdx | 3 +- docs/core-concepts/stickies.mdx | 3 +- docs/core-concepts/views.mdx | 3 +- docs/core-concepts/workspaces/members.mdx | 3 +- docs/core-concepts/workspaces/overview.mdx | 3 +- docs/core-concepts/workspaces/teamspaces.mdx | 3 +- docs/customers.mdx | 3 +- docs/dashboards.mdx | 3 +- docs/devices/mobile.mdx | 3 +- docs/importers/asana.mdx | 3 +- docs/importers/clickup.mdx | 3 +- docs/importers/confluence.mdx | 3 +- docs/importers/csv.mdx | 3 +- docs/importers/jira.mdx | 9 +++-- docs/importers/linear.mdx | 3 +- docs/importers/notion.mdx | 3 +- docs/importers/overview.mdx | 3 +- docs/intake/intake-email.mdx | 3 +- docs/intake/intake-forms.mdx | 3 +- docs/integrations/about.mdx | 3 +- docs/integrations/draw-io.mdx | 37 +++++++++++++++++++ docs/integrations/github.mdx | 3 +- docs/integrations/gitlab.mdx | 3 +- docs/integrations/sentry.mdx | 3 +- docs/integrations/slack.mdx | 3 +- docs/introduction/home.mdx | 3 +- docs/introduction/quickstart.mdx | 3 +- docs/support/get-help.mdx | 3 +- docs/support/keyboard-shortcuts.mdx | 3 +- docs/templates/page-templates.mdx | 3 +- docs/templates/project-templates.mdx | 3 +- docs/templates/work-item-templates.mdx | 3 +- docs/workflows-and-approvals/workflows.mdx | 3 +- docs/workspaces-and-users/manage-licenses.mdx | 18 ++++++++- .../workspaces-and-users/search-workspace.mdx | 5 ++- docs/workspaces-and-users/upgrade-plan.mdx | 3 +- docs/your-work.mdx | 3 +- sidebars.ts | 3 +- 69 files changed, 206 insertions(+), 79 deletions(-) create mode 100644 docs/integrations/draw-io.mdx diff --git a/docs/ai/pi-chat.mdx b/docs/ai/pi-chat.mdx index 0bb2281..e71845d 100644 --- a/docs/ai/pi-chat.mdx +++ b/docs/ai/pi-chat.mdx @@ -1,5 +1,6 @@ --- -title: Plane AI +title: AI powered assistant for project management +sidebar_label: Plane AI hide_title: true description: Plane AI is your intelligent assistant for finding project data, analyzing work items, and managing tasks using natural language. --- @@ -28,6 +29,12 @@ Plane AI excels at finding and analyzing information from your Plane workspace: - Access official Plane documentation and feature guides. - Cross-project discovery to find related content across multiple projects +**Creation and management** + +- Create work items through natural language commands +- Generate projects, cycles, and modules with AI assistance +- Automatically populate properties and descriptions based on context + **Data analysis and insights** - Analyze project progress and team performance with real-time queries. - Generate reports on work item status and trends using complex filtering and aggregations @@ -45,10 +52,10 @@ Plane AI excels at finding and analyzing information from your Plane workspace: ## What Plane AI cannot do (yet) -Plane AI is currently **read-only**. It cannot perform actions that modify your workspace: +While Plane AI can now create and edit work items, projects, cycles, and modules, some capabilities are still in development: -- ❌ Execute automated task workflows. -- ❌ Handle bulk operations or routine project management tasks. +- ❌ Execute complex automated workflows +- ❌ Handle bulk operations across multiple items simultaneously ## How to use Plane AI @@ -237,9 +244,8 @@ Plane AI is continuously learning and improving. The more you use it, the better ## What's coming next We're actively working on expanding Plane AI's capabilities: -- **Action execution**: Create and update work items through conversation +- **Advanced action execution**: Handle bulk operations - **Advanced workflows**: Automate routine project management tasks -- **Voice interface**: Speak your queries instead of typing - **Enhanced analytics**: Predictive insights and recommendations Plane AI represents the future of project management, where natural conversation replaces complex interfaces, and your AI assistant helps you focus on what matters most: building great products. \ No newline at end of file diff --git a/docs/ai/plane-ai-credits.mdx b/docs/ai/plane-ai-credits.mdx index 0e28708..803e3f9 100644 --- a/docs/ai/plane-ai-credits.mdx +++ b/docs/ai/plane-ai-credits.mdx @@ -1,5 +1,6 @@ --- -title: AI credits +title: How AI credits work for team usage and billing +sidebar_label: AI credits hide_title: true description: Learn how Plane AI's credit system works, why different tasks consume different amounts, and how workspace pooling helps teams manage AI usage efficiently. --- @@ -33,7 +34,7 @@ Here's how these factors translate into typical usage: | --- | --- | --- | | **Short query** | ~10 credits | Quick questions, status checks, brief clarifications | | **Long query** | ~50 credits | Detailed explanations, code generation, analytical responses | -| **Action** | ~100 credits | Creating or editing multiple issues, generating project structures | +| **Action** | ~100 credits | Creating or editing multiple work items, generating project structures | | **Heavy action** | ~250 credits | Bulk operations, file analysis, complex workflow automation | To illustrate with a real workflow: diff --git a/docs/automations/custom-automations.mdx b/docs/automations/custom-automations.mdx index a4b684d..aae48fe 100644 --- a/docs/automations/custom-automations.mdx +++ b/docs/automations/custom-automations.mdx @@ -1,5 +1,6 @@ --- -title: Automations +title: Automate project tasks with trigger based workflows +sidebar_label: Automations hide_title: true 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. --- diff --git a/docs/communication-and-collaboration/comments-and-activity.mdx b/docs/communication-and-collaboration/comments-and-activity.mdx index be7422f..79a739b 100644 --- a/docs/communication-and-collaboration/comments-and-activity.mdx +++ b/docs/communication-and-collaboration/comments-and-activity.mdx @@ -1,5 +1,6 @@ --- -title: Work Item Comments +title: Comments for collaboration and activity tracking +sidebar_label: Work Item Comments description: Add comments, mention team members, and track activity on work items --- diff --git a/docs/communication-and-collaboration/project-updates.mdx b/docs/communication-and-collaboration/project-updates.mdx index cf76acf..88929d2 100644 --- a/docs/communication-and-collaboration/project-updates.mdx +++ b/docs/communication-and-collaboration/project-updates.mdx @@ -1,5 +1,6 @@ --- -title: Project Updates +title: Project updates to share status and track progress +sidebar_label: Project Updates description: Share project status and track progress over time --- diff --git a/docs/core-concepts/account/overview.mdx b/docs/core-concepts/account/overview.mdx index 6805431..fe53b49 100644 --- a/docs/core-concepts/account/overview.mdx +++ b/docs/core-concepts/account/overview.mdx @@ -1,5 +1,6 @@ --- -title: Personalize homepage +title: Personalize your homepage +sidebar_label: Personalize homepage description: Customize your Home page with quick links, recent activity, and sticky notes to create a personalized dashboard for improved productivity. --- diff --git a/docs/core-concepts/analytics.mdx b/docs/core-concepts/analytics.mdx index 3830f04..ad1fd9e 100644 --- a/docs/core-concepts/analytics.mdx +++ b/docs/core-concepts/analytics.mdx @@ -1,5 +1,6 @@ --- -title: Analytics +title: Analytics to visualize work data and track performance +sidebar_label: Analytics description: Visualize work item data, track team capacity, measure progress, and create custom charts. --- diff --git a/docs/core-concepts/cycles.mdx b/docs/core-concepts/cycles.mdx index e75c208..9b8099a 100644 --- a/docs/core-concepts/cycles.mdx +++ b/docs/core-concepts/cycles.mdx @@ -1,5 +1,6 @@ --- -title: Cycles +title: Manage sprints and track agile workflows +sidebar_label: Cycles description: Create and manage sprints using Cycles in Plane. Track progress, transfer incomplete tasks, and monitor active cycles across projects for efficient Agile workflows. --- diff --git a/docs/core-concepts/deploy.mdx b/docs/core-concepts/deploy.mdx index fa57bf1..3f836d6 100644 --- a/docs/core-concepts/deploy.mdx +++ b/docs/core-concepts/deploy.mdx @@ -1,5 +1,5 @@ --- -title: Publish project +title: Publish projects description: Publish your projects as public boards with customizable layouts, commenting, and voting features. Share your roadmap with zero setup on a free domain. --- diff --git a/docs/core-concepts/export.mdx b/docs/core-concepts/export.mdx index 6c57b47..e29a56c 100644 --- a/docs/core-concepts/export.mdx +++ b/docs/core-concepts/export.mdx @@ -1,5 +1,6 @@ --- -title: Export +title: Export work items from project +sidebar_label: Export description: Export work items from Plane in CSV, Excel, or JSON formats for backup, analysis, or sharing. --- diff --git a/docs/core-concepts/inbox.mdx b/docs/core-concepts/inbox.mdx index f749e57..109020a 100644 --- a/docs/core-concepts/inbox.mdx +++ b/docs/core-concepts/inbox.mdx @@ -1,5 +1,6 @@ --- -title: Inbox +title: Inbox for in app notifications and work item updates +sidebar_label: Inbox description: Use Inbox to monitor task updates, filter notifications, and manage mentions. --- diff --git a/docs/core-concepts/intake.mdx b/docs/core-concepts/intake.mdx index f356299..d2b8a9f 100644 --- a/docs/core-concepts/intake.mdx +++ b/docs/core-concepts/intake.mdx @@ -1,5 +1,6 @@ --- -title: Intake +title: Intake to collect and triage external work requests +sidebar_label: Intake description: Use Intake feature to collect, triage, and manage external work item submissions from stakeholders, clients, and guests before adding them to your workflow. --- diff --git a/docs/core-concepts/issues/bulk-ops.mdx b/docs/core-concepts/issues/bulk-ops.mdx index d67bf73..dee6855 100644 --- a/docs/core-concepts/issues/bulk-ops.mdx +++ b/docs/core-concepts/issues/bulk-ops.mdx @@ -1,5 +1,6 @@ --- -title: Bulk Ops +title: Bulk update multiple work items to save time +sidebar_label: Bulk Ops hide_title: true description: Learn how to save time by updating multiple work items at once in Plane. Change states, priorities, assignees, dates, and more with efficient bulk operations. --- diff --git a/docs/core-concepts/issues/display-options.mdx b/docs/core-concepts/issues/display-options.mdx index b87643f..3c1be31 100644 --- a/docs/core-concepts/issues/display-options.mdx +++ b/docs/core-concepts/issues/display-options.mdx @@ -1,5 +1,6 @@ --- -title: Display options +title: Display options for viewing work items +sidebar_label: Display options description: Customize display by showing specific properties, grouping by attributes, subgrouping, and ordering items to create the perfect project view. --- diff --git a/docs/core-concepts/issues/epics.mdx b/docs/core-concepts/issues/epics.mdx index fd5163b..9510b22 100644 --- a/docs/core-concepts/issues/epics.mdx +++ b/docs/core-concepts/issues/epics.mdx @@ -1,5 +1,6 @@ --- -title: Epics +title: Organize related work items with Epics +sidebar_label: Epics hide_title: true description: Create and manage Epics in Plane to organize related work items, track progress across multiple tasks, and align your team around larger objectives. --- diff --git a/docs/core-concepts/issues/estimates.mdx b/docs/core-concepts/issues/estimates.mdx index 738112c..fbb8d97 100644 --- a/docs/core-concepts/issues/estimates.mdx +++ b/docs/core-concepts/issues/estimates.mdx @@ -1,5 +1,6 @@ --- -title: Estimates +title: Task estimates using points, time or categories +sidebar_label: Estimates description: Set up and customize work item estimation using points, categories, or time to quantify task complexity and effort. --- diff --git a/docs/core-concepts/issues/labels.mdx b/docs/core-concepts/issues/labels.mdx index 49a894f..c554bea 100644 --- a/docs/core-concepts/issues/labels.mdx +++ b/docs/core-concepts/issues/labels.mdx @@ -1,5 +1,6 @@ --- -title: Labels +title: Categorize and tag project tasks +sidebar_label: Labels description: Use labels to categorize work items, simplify filtering, and organize tasks by component, feature, or custom attributes beyond standard properties. --- diff --git a/docs/core-concepts/issues/layouts.mdx b/docs/core-concepts/issues/layouts.mdx index 5f18bdc..e41d050 100644 --- a/docs/core-concepts/issues/layouts.mdx +++ b/docs/core-concepts/issues/layouts.mdx @@ -1,5 +1,6 @@ --- -title: Layouts +title: Project layouts +sidebar_label: Layouts toc_max_heading_level: 2 description: Use layouts to visualize, organize, and manage your work items based on your team's workflow preferences. --- diff --git a/docs/core-concepts/issues/time-tracking.mdx b/docs/core-concepts/issues/time-tracking.mdx index 68c13de..cb33c37 100644 --- a/docs/core-concepts/issues/time-tracking.mdx +++ b/docs/core-concepts/issues/time-tracking.mdx @@ -1,5 +1,6 @@ --- -title: Time Tracking +title: Time tracking to log hours on tasks +sidebar_label: Time Tracking hide_title: true description: Log hours on work items, view timesheet records, and download comprehensive reports for project time management. --- diff --git a/docs/core-concepts/issues/timeline-dependency.mdx b/docs/core-concepts/issues/timeline-dependency.mdx index 45fbb2d..9e239cc 100644 --- a/docs/core-concepts/issues/timeline-dependency.mdx +++ b/docs/core-concepts/issues/timeline-dependency.mdx @@ -1,5 +1,5 @@ --- -title: Timeline dependencies +title: Task dependencies hide_title: true description: Create and manage visual task dependencies in Plane with timeline connectors. --- @@ -7,7 +7,7 @@ description: Create and manage visual task dependencies in Plane with timeline c import Tags from "@site/src/components/Tags";
-

Set up task dependencies visually

+

Set up task dependencies in Timeline layout

diff --git a/docs/core-concepts/issues/visualise_filter.mdx b/docs/core-concepts/issues/visualise_filter.mdx index 79590e1..dc44aa3 100644 --- a/docs/core-concepts/issues/visualise_filter.mdx +++ b/docs/core-concepts/issues/visualise_filter.mdx @@ -1,5 +1,6 @@ --- -title: Work Item Filters +title: Filter work items +sidebar_label: Work Item Filters description: Learn how to filter work items in Plane. --- diff --git a/docs/core-concepts/modules.mdx b/docs/core-concepts/modules.mdx index 416dd70..b416de4 100644 --- a/docs/core-concepts/modules.mdx +++ b/docs/core-concepts/modules.mdx @@ -1,5 +1,6 @@ --- -title: Modules +title: Organize project features with Modules +sidebar_label: Modules description: Use Modules to organize work items, track feature development, and break down projects into manageable components with progress tracking and multiple layouts. --- diff --git a/docs/core-concepts/pages/editor-blocks.mdx b/docs/core-concepts/pages/editor-blocks.mdx index beb0935..0175434 100644 --- a/docs/core-concepts/pages/editor-blocks.mdx +++ b/docs/core-concepts/pages/editor-blocks.mdx @@ -1,5 +1,6 @@ --- -title: Editor blocks +title: Editor blocks for pages +sidebar_label: Editor blocks description: Explore all available content blocks in Plane's Page editor. --- @@ -121,6 +122,10 @@ Both equation types support full LaTeX rendering with built-in validation and er /> +:::tip[Prerequisites] +Before you can add Draw.io diagrams to Pages or Wiki, you need to [connect the Draw.io integration](/integrations/drawio) from Workspace Settings. +::: + 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. ![Draw.io diagram](https://media.docs.plane.so/pages/draw-io-diagram.webp#hero) diff --git a/docs/core-concepts/pages/inline-comments.mdx b/docs/core-concepts/pages/inline-comments.mdx index 4c8fbbf..3e86714 100644 --- a/docs/core-concepts/pages/inline-comments.mdx +++ b/docs/core-concepts/pages/inline-comments.mdx @@ -1,5 +1,6 @@ --- -title: Page Inline Comments +title: Inline comments for collaborative page discussions +sidebar_label: Page Inline Comments hide_title: true description: Collaborate directly in Plane pages with inline comments. Highlight text, mention teammates, and resolve discussions across projects, wikis, and teamspaces. --- diff --git a/docs/core-concepts/pages/nested-pages.mdx b/docs/core-concepts/pages/nested-pages.mdx index 0b3ce8d..e4dd4d5 100644 --- a/docs/core-concepts/pages/nested-pages.mdx +++ b/docs/core-concepts/pages/nested-pages.mdx @@ -1,5 +1,6 @@ --- -title: Nested Pages +title: Nested pages for hierarchical documentation structure +sidebar_label: Nested Pages hide_title: true description: Create structured documentation with Nested Pages. Build parent-child hierarchies, organize content logically, and improve navigation for your team's knowledge base. --- diff --git a/docs/core-concepts/pages/overview.mdx b/docs/core-concepts/pages/overview.mdx index c1d6409..4254962 100644 --- a/docs/core-concepts/pages/overview.mdx +++ b/docs/core-concepts/pages/overview.mdx @@ -1,5 +1,6 @@ --- -title: Manage project pages +title: Pages for project documentation +sidebar_label: Manage project pages description: Create, format, and share project documentation with AI assistance, content blocks, version history, and web publishing options. --- diff --git a/docs/core-concepts/pages/wiki.mdx b/docs/core-concepts/pages/wiki.mdx index 69c3b94..3d22ed3 100644 --- a/docs/core-concepts/pages/wiki.mdx +++ b/docs/core-concepts/pages/wiki.mdx @@ -1,5 +1,6 @@ --- -title: Wiki +title: Wiki for company wide knowledge base +sidebar_label: Wiki hide_title: true description: Create and organize company-wide documentation, policies, guides, and knowledge that extends beyond individual projects. --- diff --git a/docs/core-concepts/projects/initiatives.mdx b/docs/core-concepts/projects/initiatives.mdx index aa49071..9793b44 100644 --- a/docs/core-concepts/projects/initiatives.mdx +++ b/docs/core-concepts/projects/initiatives.mdx @@ -1,5 +1,6 @@ --- -title: Initiatives +title: Align multiple projects with Initiatives +sidebar_label: Initiatives hide_title: true description: Create and manage Initiatives to align multiple projects with strategic goals, track cross-project epics, and monitor aggregated progress. --- diff --git a/docs/core-concepts/projects/manage-project-members.mdx b/docs/core-concepts/projects/manage-project-members.mdx index 8b017d2..a6b88f6 100644 --- a/docs/core-concepts/projects/manage-project-members.mdx +++ b/docs/core-concepts/projects/manage-project-members.mdx @@ -1,5 +1,6 @@ --- -title: Manage members +title: Manage project members +sidebar_label: Manage members description: Add members to projects, assign roles, and configure access --- diff --git a/docs/core-concepts/projects/milestones.mdx b/docs/core-concepts/projects/milestones.mdx index b8aad41..cb2d61d 100644 --- a/docs/core-concepts/projects/milestones.mdx +++ b/docs/core-concepts/projects/milestones.mdx @@ -1,5 +1,6 @@ --- -title: Milestones +title: Align work toward target dates with Milestones +sidebar_label: Milestones hide_title: true description: Align work items toward shared completion dates with milestones. Track progress on quarterly objectives, product launches, and strategic initiatives in Plane. --- diff --git a/docs/core-concepts/projects/overview.mdx b/docs/core-concepts/projects/overview.mdx index 7716f34..d4d928a 100644 --- a/docs/core-concepts/projects/overview.mdx +++ b/docs/core-concepts/projects/overview.mdx @@ -1,5 +1,6 @@ --- -title: Manage projects +title: Create and manage projects +sidebar_label: Manage projects description: Create and manage projects, configure settings, add team members, and enable features. --- diff --git a/docs/core-concepts/projects/recurring-work-items.mdx b/docs/core-concepts/projects/recurring-work-items.mdx index 5ebaf6e..e8ed2c6 100644 --- a/docs/core-concepts/projects/recurring-work-items.mdx +++ b/docs/core-concepts/projects/recurring-work-items.mdx @@ -1,5 +1,6 @@ --- -title: Recurring Work Items +title: Recurring work items to automate repetitive tasks +sidebar_label: Recurring Work Items hide_title: true description: Learn how to set up recurring work items to automatically create repetitive tasks, maintenance schedules, and routine work on a predefined schedule. --- diff --git a/docs/core-concepts/stickies.mdx b/docs/core-concepts/stickies.mdx index a3ba1f2..82a07f9 100644 --- a/docs/core-concepts/stickies.mdx +++ b/docs/core-concepts/stickies.mdx @@ -1,5 +1,6 @@ --- -title: Stickies +title: Quick notes and reminders for project tasks +sidebar_label: Stickies description: Use Stickies in Plane to capture quick ideas, reminders, and notes without leaving your workspace. --- diff --git a/docs/core-concepts/views.mdx b/docs/core-concepts/views.mdx index 509beb2..a262fab 100644 --- a/docs/core-concepts/views.mdx +++ b/docs/core-concepts/views.mdx @@ -1,5 +1,6 @@ --- -title: Views +title: Save custom views for filtered work items +sidebar_label: Views description: Create, save, and share Views in Plane to quickly access filtered work items. --- diff --git a/docs/core-concepts/workspaces/members.mdx b/docs/core-concepts/workspaces/members.mdx index 694d48c..86df63d 100644 --- a/docs/core-concepts/workspaces/members.mdx +++ b/docs/core-concepts/workspaces/members.mdx @@ -1,5 +1,6 @@ --- -title: Manage members +title: Manage workspace members +sidebar_label: Manage members description: Add, update, and remove workspace members --- diff --git a/docs/core-concepts/workspaces/overview.mdx b/docs/core-concepts/workspaces/overview.mdx index eb7bd27..2a8e2bf 100644 --- a/docs/core-concepts/workspaces/overview.mdx +++ b/docs/core-concepts/workspaces/overview.mdx @@ -1,5 +1,6 @@ --- -title: Manage workspace +title: Create and manage workspaces +sidebar_label: Manage workspace description: Create and manage Workspaces in Plane. --- diff --git a/docs/core-concepts/workspaces/teamspaces.mdx b/docs/core-concepts/workspaces/teamspaces.mdx index 866c2c7..c998411 100644 --- a/docs/core-concepts/workspaces/teamspaces.mdx +++ b/docs/core-concepts/workspaces/teamspaces.mdx @@ -1,5 +1,6 @@ --- -title: Teamspaces +title: Track team work with Teamspaces +sidebar_label: Teamspaces hide_title: true description: Organize team members across projects, track team-specific work items, and create dedicated spaces for team knowledge and collaboration. --- diff --git a/docs/customers.mdx b/docs/customers.mdx index dc66582..1798290 100644 --- a/docs/customers.mdx +++ b/docs/customers.mdx @@ -1,5 +1,6 @@ --- -title: Customers +title: Customer management to track client requests and priorities +sidebar_label: Customers hide_title: true description: Track client requests, link work items to specific customers, and prioritize tasks based on customer importance. --- diff --git a/docs/dashboards.mdx b/docs/dashboards.mdx index eaea639..e406e00 100644 --- a/docs/dashboards.mdx +++ b/docs/dashboards.mdx @@ -1,5 +1,6 @@ --- -title: Dashboards +title: Custom dashboards to visualize project metrics and data +sidebar_label: Dashboards hide_title: true description: Build custom dashboards in Plane to visualize project metrics. --- diff --git a/docs/devices/mobile.mdx b/docs/devices/mobile.mdx index 57904ac..ea2e097 100644 --- a/docs/devices/mobile.mdx +++ b/docs/devices/mobile.mdx @@ -1,5 +1,6 @@ --- -title: Mobile +title: Project management mobile app for iOS and Android +sidebar_label: Mobile description: Learn how to use Plane's mobile app for iOS and Android. --- diff --git a/docs/importers/asana.mdx b/docs/importers/asana.mdx index 64ea328..b733b71 100644 --- a/docs/importers/asana.mdx +++ b/docs/importers/asana.mdx @@ -1,5 +1,6 @@ --- -title: Asana +title: Import data from Asana +sidebar_label: Asana description: Migrate your Asana data to Plane. --- diff --git a/docs/importers/clickup.mdx b/docs/importers/clickup.mdx index 905fd26..5050e0c 100644 --- a/docs/importers/clickup.mdx +++ b/docs/importers/clickup.mdx @@ -1,5 +1,6 @@ --- -title: ClickUp +title: Import data from ClickUp +sidebar_label: ClickUp description: Import work items from ClickUp to Plane. --- # Import your ClickUp data to Plane diff --git a/docs/importers/confluence.mdx b/docs/importers/confluence.mdx index 9532c35..9ccfc84 100644 --- a/docs/importers/confluence.mdx +++ b/docs/importers/confluence.mdx @@ -1,5 +1,6 @@ --- -title: Confluence +title: Import data from Confluence +sidebar_label: Confluence description: Import data from Confluence to Plane. --- diff --git a/docs/importers/csv.mdx b/docs/importers/csv.mdx index d77d9e2..4c2a605 100644 --- a/docs/importers/csv.mdx +++ b/docs/importers/csv.mdx @@ -1,5 +1,6 @@ --- -title: CSV +title: Import data from CSV file +sidebar_label: CSV description: Import work items from CSV files to Plane. --- diff --git a/docs/importers/jira.mdx b/docs/importers/jira.mdx index 04d43a0..57c7076 100644 --- a/docs/importers/jira.mdx +++ b/docs/importers/jira.mdx @@ -1,11 +1,12 @@ --- -title: Jira -description: Migrate your Jira Cloud or Server data to Plane. +title: Import data from Jira +sidebar_label: Jira +description: Import your projects and issues from Jira Cloud, Jira Server, or Jira Data Center into Plane. --- -# Import your Jira Server or Cloud data to Plane +# Import from Jira (Cloud, Server, or Data Center) -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. +Plane supports importing from Jira Cloud, Jira Server, and Jira Data Center. Choose the import option that matches your Jira deployment. :::info The Jira importert is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. diff --git a/docs/importers/linear.mdx b/docs/importers/linear.mdx index 024b3d0..8d31c8f 100644 --- a/docs/importers/linear.mdx +++ b/docs/importers/linear.mdx @@ -1,5 +1,6 @@ --- -title: Linear +title: Import data from Linear +sidebar_label: Linear description: Migrate your Linear data to Plane. --- diff --git a/docs/importers/notion.mdx b/docs/importers/notion.mdx index a83d5a9..2be7ea1 100644 --- a/docs/importers/notion.mdx +++ b/docs/importers/notion.mdx @@ -1,5 +1,6 @@ --- -title: Notion +title: Import data from Notion +sidebar_label: Notion description: Import data from Notion to Plane. --- diff --git a/docs/importers/overview.mdx b/docs/importers/overview.mdx index 244e28d..ffd3874 100644 --- a/docs/importers/overview.mdx +++ b/docs/importers/overview.mdx @@ -1,5 +1,6 @@ --- -title: Overview +title: Importers overview +sidebar_label: Overview description: Importers to migrate your project data to Plane --- diff --git a/docs/intake/intake-email.mdx b/docs/intake/intake-email.mdx index 73d213e..9450eec 100644 --- a/docs/intake/intake-email.mdx +++ b/docs/intake/intake-email.mdx @@ -1,5 +1,6 @@ --- -title: Intake Email +title: Intake emails to collect work items from email submissions +sidebar_label: Intake Email hide_title: true description: Set up a dedicated email address for your project that automatically converts incoming messages into work items for easy review and processing. --- diff --git a/docs/intake/intake-forms.mdx b/docs/intake/intake-forms.mdx index c87fa12..6b5f566 100644 --- a/docs/intake/intake-forms.mdx +++ b/docs/intake/intake-forms.mdx @@ -1,5 +1,6 @@ --- -title: Intake Forms +title: Intake to collect and triage external work requests +sidebar_label: Intake Forms hide_title: true description: Set up public web forms to collect bug reports, feature requests, and support tickets from external users without giving them project access. --- diff --git a/docs/integrations/about.mdx b/docs/integrations/about.mdx index e12f5d6..0882dd6 100644 --- a/docs/integrations/about.mdx +++ b/docs/integrations/about.mdx @@ -1,5 +1,6 @@ --- -title: Overview +title: Integrations overview +sidebar_label: Overview description: Connect your workspace to external tools for synchronized workflows, reduced context switching, and improved team efficiency. --- diff --git a/docs/integrations/draw-io.mdx b/docs/integrations/draw-io.mdx new file mode 100644 index 0000000..2fe7348 --- /dev/null +++ b/docs/integrations/draw-io.mdx @@ -0,0 +1,37 @@ +--- +title: Connect Draw.io integration +sidebar_label: Draw.io +hide_title: true +description: Connect Draw.io to your Plane workspace to create and edit diagrams and whiteboards directly inside Plane Pages. +--- + +import Tags from "@site/src/components/Tags"; + +
+

Connect Draw.io integration

+ +
+ +Connect Draw.io to create and edit powerful diagrams and whiteboards directly inside Plane Pages and Wiki. + +## Before you start + +You need workspace admin permissions to connect integrations. + +## Install Draw.io app + +1. Go to **Workspace Settings > Integrations**. +2. Find the **Draw.io** card. +3. Click **Configure**. +4. Review the permissions Draw.io is requesting: + - Read-only access to your workspace + - Write access to your workspace + - Read-only access to your user profile + - Write access to your user profile +5. Click **Accept**. + +Draw.io is now connected to your workspace. + +## What you can do next + +Once connected, you can add Draw.io diagrams and whiteboards to any page in your workspace. See [Add Draw.io diagrams to Pages](/core-concepts/pages/editor-blocks#drawio-diagrams) to get started. diff --git a/docs/integrations/github.mdx b/docs/integrations/github.mdx index 0b917fd..051892f 100644 --- a/docs/integrations/github.mdx +++ b/docs/integrations/github.mdx @@ -1,5 +1,6 @@ --- -title: GitHub +title: Integrate GitHub to sync repositories with projects +sidebar_label: GitHub hide_title: true description: Integrate Plane with GitHub Cloud and GitHub Enterprise Server to synchronize issues and pull requests. Connect repositories to projects for bidirectional updates and seamless workflows. --- diff --git a/docs/integrations/gitlab.mdx b/docs/integrations/gitlab.mdx index d24af1b..35f32c4 100644 --- a/docs/integrations/gitlab.mdx +++ b/docs/integrations/gitlab.mdx @@ -1,5 +1,6 @@ --- -title: GitLab +title: Integrate GitLab to sync repositories with projects +sidebar_label: GitLab hide_title: true description: Integrate Plane with GitLab and Self-managed GitLab to automate pull requests and work item state mapping. Connect repositories to projects for bidirectional updates and seamless workflows. --- diff --git a/docs/integrations/sentry.mdx b/docs/integrations/sentry.mdx index d0c13b7..61dcd4f 100644 --- a/docs/integrations/sentry.mdx +++ b/docs/integrations/sentry.mdx @@ -1,5 +1,6 @@ --- -title: Sentry +title: Integrate Sentry for automatic error tracking sync +sidebar_label: Sentry hide_title: true description: Integrate Plane with Sentry to automatically create work items from Sentry issues, sync issue states, and streamline your error tracking workflow. --- diff --git a/docs/integrations/slack.mdx b/docs/integrations/slack.mdx index 4dfec55..2f18feb 100644 --- a/docs/integrations/slack.mdx +++ b/docs/integrations/slack.mdx @@ -1,5 +1,6 @@ --- -title: Slack +title: Integrate Slack to sync threads and create work items +sidebar_label: Slack hide_title: true description: Integrate Plane with Slack to create work items from messages, sync thread conversations, and take actions directly from your chat interface. --- diff --git a/docs/introduction/home.mdx b/docs/introduction/home.mdx index 5289b93..f23ffd7 100644 --- a/docs/introduction/home.mdx +++ b/docs/introduction/home.mdx @@ -1,5 +1,6 @@ --- -title: Introduction +title: Modern project management software +sidebar_label: Introduction description: Discover Plane, the enterprise project management software for teams of all sizes. Learn how our issue tracking, sprint management, and knowledge tools can streamline your workflow. slug: / --- diff --git a/docs/introduction/quickstart.mdx b/docs/introduction/quickstart.mdx index 672feb2..c075082 100644 --- a/docs/introduction/quickstart.mdx +++ b/docs/introduction/quickstart.mdx @@ -1,5 +1,6 @@ --- -title: Quickstart guide +title: Set up Plane for your team +sidebar_label: Quickstart guide description: Get a functional workspace with team members working on their first project. --- diff --git a/docs/support/get-help.mdx b/docs/support/get-help.mdx index 139ef98..e36f667 100644 --- a/docs/support/get-help.mdx +++ b/docs/support/get-help.mdx @@ -1,5 +1,6 @@ --- -title: Get help +title: Support and help resources +sidebar_label: Get help description: Find support for Plane through in-app chat, email, Discord community, and developer resources. Report bugs, request features, and get answers to your questions. --- diff --git a/docs/support/keyboard-shortcuts.mdx b/docs/support/keyboard-shortcuts.mdx index 8629391..66d2ae8 100644 --- a/docs/support/keyboard-shortcuts.mdx +++ b/docs/support/keyboard-shortcuts.mdx @@ -1,5 +1,6 @@ --- -title: Keyboard shortcuts +title: Complete list of keyboard shortcuts and hotkeys +sidebar_label: Keyboard shortcuts description: Complete list of keyboard shortcuts in Plane. Speed up your workflow with shortcuts for work items, navigation, cycles, modules, pages, and more. Press Cmd+/ to access anytime. --- diff --git a/docs/templates/page-templates.mdx b/docs/templates/page-templates.mdx index 9551564..264f413 100644 --- a/docs/templates/page-templates.mdx +++ b/docs/templates/page-templates.mdx @@ -1,5 +1,6 @@ --- -title: Page Templates +title: Page templates to standardize documentation structure +sidebar_label: Page Templates hide_title: true description: Create Page templates to standardize documentation and build reusable page structures. Save time and ensure consistency with our step-by-step guide. --- diff --git a/docs/templates/project-templates.mdx b/docs/templates/project-templates.mdx index fab526b..2a297ed 100644 --- a/docs/templates/project-templates.mdx +++ b/docs/templates/project-templates.mdx @@ -1,5 +1,6 @@ --- -title: Project Templates +title: Project templates to standardize new project setup +sidebar_label: Project Templates hide_title: true description: Create and use Project Templates to standardize projects, save setup time, and ensure consistency across your workspace with predefined settings. --- diff --git a/docs/templates/work-item-templates.mdx b/docs/templates/work-item-templates.mdx index c75755c..5bf496c 100644 --- a/docs/templates/work-item-templates.mdx +++ b/docs/templates/work-item-templates.mdx @@ -1,5 +1,6 @@ --- -title: Work Item Templates +title: Work item templates for recurring tasks +sidebar_label: Work Item Templates hide_title: true description: Create and use Work Item Templates to standardize recurring tasks, save setup time, and ensure consistency with predefined fields and properties. --- diff --git a/docs/workflows-and-approvals/workflows.mdx b/docs/workflows-and-approvals/workflows.mdx index c17dc69..3d898c0 100644 --- a/docs/workflows-and-approvals/workflows.mdx +++ b/docs/workflows-and-approvals/workflows.mdx @@ -1,5 +1,6 @@ --- -title: Workflows +title: Workflows to control work item state transitions +sidebar_label: Workflows hide_title: true description: Set up Workflows to control work item transitions, require approval from specific reviewers, and ensure work follows your team's established processes. --- diff --git a/docs/workspaces-and-users/manage-licenses.mdx b/docs/workspaces-and-users/manage-licenses.mdx index ce066d6..0cea919 100644 --- a/docs/workspaces-and-users/manage-licenses.mdx +++ b/docs/workspaces-and-users/manage-licenses.mdx @@ -30,7 +30,23 @@ Activate a paid plan license on your self-hosted Plane instance using a license ![Manage subscription](https://media.docs.plane.so/activate-license/pro-activated-cloud.webp#hero-tr) -## Delink license +Here's a shorter version: + +## Sync plan + +If you've made changes to your subscription, like renewing your license, upgrading your plan, or adjusting seats, use **Sync plan** to pull those updates into your workspace. + +Syncing refreshes your workspace with the latest subscription information from the Prime server, including plan type, seat count, expiration dates, and feature access. + +**To sync your plan:** + +1. Navigate to **Workspace Settings > Billing and plans**. +2. Click **Sync plan**. +3. Wait for the sync to complete. You'll see a confirmation once your workspace is updated. + +Use this whenever you see a mismatch between what's in the Prime portal and what appears in your workspace, or after making any subscription changes externally. + +## Delink license key Your license key is linked to both a workspace and an instance, meaning it can only be used on one workspace on one machine at a time. If you switch machines or reinstall the Commercial edition, you’ll need to reactivate your workspace. This helps prevent any misuse of the license on multiple machines or workspaces. diff --git a/docs/workspaces-and-users/search-workspace.mdx b/docs/workspaces-and-users/search-workspace.mdx index 5436786..d4b63de 100644 --- a/docs/workspaces-and-users/search-workspace.mdx +++ b/docs/workspaces-and-users/search-workspace.mdx @@ -1,9 +1,10 @@ --- -title: Search workspace +title: Search your workspace +sidebar_label: Search workspace description: Find work items, projects, pages, and other content across your workspace. --- -# Search in your workspace +# Search your workspace Use workspace search to quickly find work items, projects, cycles, modules, pages, and other content across your entire workspace. diff --git a/docs/workspaces-and-users/upgrade-plan.mdx b/docs/workspaces-and-users/upgrade-plan.mdx index 4f31ff8..2bc51ec 100644 --- a/docs/workspaces-and-users/upgrade-plan.mdx +++ b/docs/workspaces-and-users/upgrade-plan.mdx @@ -1,5 +1,6 @@ --- -title: Upgrade plan +title: Upgrade to paid plans +sidebar_label: Upgrade plan description: Upgrade to paid plans in Plane, activate license keys on self-hosted instances, manage seats, and handle subscription changes. --- # Upgrade to a paid plan diff --git a/docs/your-work.mdx b/docs/your-work.mdx index 4b44718..e6331c9 100644 --- a/docs/your-work.mdx +++ b/docs/your-work.mdx @@ -1,5 +1,6 @@ --- -title: Your Work +title: Dashboard to track assigned tasks and workload +sidebar_label: Your Work description: Track assigned tasks, monitor your workload, visualize priorities, and stay on top of your personal project contributions. --- diff --git a/sidebars.ts b/sidebars.ts index c4f75ba..eab6fdb 100644 --- a/sidebars.ts +++ b/sidebars.ts @@ -243,10 +243,11 @@ const sidebars: SidebarsConfig = { collapsed: false, link: { type: "doc", id: "integrations/about" }, items: [ + "integrations/draw-io", "integrations/github", - "integrations/slack", "integrations/gitlab", "integrations/sentry", + "integrations/slack", ], }, { From 912a95524ca4d729ee50588aed4f54dc855c255b Mon Sep 17 00:00:00 2001 From: danciaclara Date: Fri, 14 Nov 2025 19:49:44 +0530 Subject: [PATCH 2/2] fixed broken links --- docs/core-concepts/pages/editor-blocks.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/core-concepts/pages/editor-blocks.mdx b/docs/core-concepts/pages/editor-blocks.mdx index 0175434..7ff92ae 100644 --- a/docs/core-concepts/pages/editor-blocks.mdx +++ b/docs/core-concepts/pages/editor-blocks.mdx @@ -123,7 +123,7 @@ Both equation types support full LaTeX rendering with built-in validation and er :::tip[Prerequisites] -Before you can add Draw.io diagrams to Pages or Wiki, you need to [connect the Draw.io integration](/integrations/drawio) from Workspace Settings. +Before you can add Draw.io diagrams to Pages or Wiki, you need to [connect the Draw.io integration](/integrations/draw-io) from Workspace Settings. ::: 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.