From 6205f9e51224100109342e298b97b932c4079138 Mon Sep 17 00:00:00 2001 From: Gori787 Date: Thu, 4 Jun 2026 10:55:20 +0530 Subject: [PATCH 1/2] docs: add getting-started guide for new users MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Added a new getting-started.md guide to help new users set up Plane in under 10 minutes. Addresses navigation gap identified during documentation audit — users looking for practical setup guidance were navigating to Tutorials instead of Quickstart. --- docs/introduction/getting-started.md | 93 ++++++++++++++++++++++++++++ 1 file changed, 93 insertions(+) create mode 100644 docs/introduction/getting-started.md diff --git a/docs/introduction/getting-started.md b/docs/introduction/getting-started.md new file mode 100644 index 0000000..490ec4e --- /dev/null +++ b/docs/introduction/getting-started.md @@ -0,0 +1,93 @@ +# Getting Started with Plane + +> New to Plane? This guide takes you from zero to a working project in under 10 minutes. No theory — just action. +> +> Already familiar with Plane? Head to [Core Concepts](./core-concepts.md) for feature deep-dives or [Tutorials](./tutorials/) for advanced workflows. + +## What is Plane? (30-second overview) + +Plane is an open source project management tool — a free alternative to Jira or Linear. Here is all the terminology you need: + +| Term | What it means | +|---|---| +| **Workspace** | Your organisation's home on Plane — everything lives here | +| **Project** | A specific area of work — e.g. "Website Redesign" | +| **Work Item** | A single task — e.g. "Fix login bug" | +| **Cycle** | A time-boxed sprint — a fixed period to complete work | +| **Module** | A group of related work items — like an epic | +| **View** | A saved filter — see exactly what you need | + +## Before You Begin + +You will need: +- A valid email address +- A browser (Chrome, Firefox, or Edge recommended) + +## Step 1 — Create your Plane account + +1. Go to [app.plane.so](https://app.plane.so) +2. Click **Sign Up** and enter your email address +3. Check your email for a verification link and click it +4. Set your name and password + +> **Tip:** You can also sign up using your Google or GitHub account for faster access. + +## Step 2 — Create your Workspace + +1. After signing up you will be prompted to create a workspace +2. Enter your **Workspace Name** — use your company or team name +3. Choose your workspace URL +4. Select your team size +5. Click **Create Workspace** + +> **Tip:** Choose your workspace name carefully — it is visible to all team members you invite. + +## Step 3 — Invite your team + +1. Click **Settings** in the left sidebar +2. Click **Members** +3. Click **Invite Members** +4. Enter your colleague's email address +5. Choose their role — Member for most people, Admin for those who need full control +6. Click **Send Invite** + +## Step 4 — Create your first Project + +1. Click **Projects** in the left sidebar +2. Click **Create Project** +3. Enter your Project Name — be specific (e.g. "Product Roadmap Q2") +4. Add a description +5. Choose network — Secret (invited members only) or Public (all workspace members) +6. Click **Create Project** + +## Step 5 — Add your first Work Items + +1. Inside your project click **Issues** in the left sidebar +2. Click **Create Issue** +3. Write a clear title — e.g. "Design homepage mockup" not just "Design work" +4. Set a Priority — Urgent, High, Medium, or Low +5. Assign it to a team member +6. Set a Due Date if needed +7. Click **Create Issue** + +## Step 6 — Plan your first Cycle + +1. Click **Cycles** in the left sidebar +2. Click **Create Cycle** +3. Give your Cycle a name — e.g. "Sprint 1 — April" +4. Set a Start Date and End Date — 1 or 2 weeks is a good starting point +5. Add work items from your backlog into the Cycle +6. Click **Create** + +## What to Explore Next + +| I want to... | Go to... | +|---|---| +| Understand all Plane features | Core Concepts | +| Learn advanced workflows | Tutorials | +| Set up Plane on my own server | Self-Host Plane | +| Connect Plane to GitHub or Slack | Integrations | + +--- + +*This guide was contributed by Gori Goyal as part of the Plane Community Documentation Improvement Project (April 2026).* From e0d5f9feb2ce1f99a2c1661bf7168eaf32ada2f4 Mon Sep 17 00:00:00 2001 From: Gori787 Date: Fri, 5 Jun 2026 10:15:04 +0530 Subject: [PATCH 2/2] docs: add quickstart callout banner to tutorials overview Added a callout at the top of the Tutorials overview page directing new users to the Quickstart guide first. Addresses the navigation gap where new users land on Tutorials expecting a setup guide but find advanced workflow content instead. --- docs/introduction/tutorials/overview.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/introduction/tutorials/overview.md b/docs/introduction/tutorials/overview.md index a7074e7..a28999b 100644 --- a/docs/introduction/tutorials/overview.md +++ b/docs/introduction/tutorials/overview.md @@ -3,6 +3,8 @@ title: Tutorials description: Step-by-step guides to master Plane's essential features and build effective team workflows. --- +> 💡 **New to Plane?** If you're setting up Plane for the first time, start with the **[Quickstart guide](/introduction/quickstart)** for a step-by-step setup walkthrough. Come back here once you're set up to master advanced features. + # Tutorials Master Plane's core features with hands-on, step-by-step tutorials designed to get you and your team productive quickly. These tutorials follow a logical progression from workspace setup to advanced collaboration, ensuring you build skills systematically.