Skip to content

Commit 0ca22d4

Browse files
danciaclaradanciaclara
authored
Workspace Work Item Types and Hierarchy (#417)
1 parent 0f6a16f commit 0ca22d4

10 files changed

Lines changed: 251 additions & 23 deletions

File tree

‎docs/.vitepress/config.ts‎

Lines changed: 6 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -411,8 +411,12 @@ export default defineConfig({
411411
],
412412
},
413413
{
414-
text: "Work Item Types",
415-
link: "/core-concepts/issues/issue-types",
414+
text: "Project Work Item Types",
415+
link: "/work-items/project-work-item-types",
416+
},
417+
{
418+
text: "Workspace Work Item Types",
419+
link: "/work-items/workspace-work-item-types",
416420
},
417421
{ text: "Work Item States", link: "/core-concepts/issues/states" },
418422
{ text: "Work Item Labels", link: "/core-concepts/issues/labels" },

‎docs/importers/asana.md‎

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -16,7 +16,7 @@ The Asana importer is available on Plane Cloud and on all plans of the Commercia
1616
> **Role**: Workspace admins
1717
1818
::: tip
19-
To import issue types from Asana, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
19+
To import issue types from Asana, make sure the [Work item types](/work-items/project-work-item-types) feature is enabled in your Plane project.
2020
:::
2121

2222
To import Asana issues to a Plane project, follow these steps:

‎docs/importers/clickup.md‎

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -17,7 +17,7 @@ The ClickUp importer is available on Plane Cloud and on all plans of the Commerc
1717
- ClickUp Lists organized within Folders.
1818

1919
::: tip
20-
To import custom task types from ClickUp, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
20+
To import custom task types from ClickUp, make sure the [Work item types](/work-items/project-work-item-types) feature is enabled in your Plane project.
2121
:::
2222

2323
## Import from ClickUp

‎docs/importers/flatfile.md‎

Lines changed: 15 additions & 15 deletions
Original file line numberDiff line numberDiff line change
@@ -109,21 +109,21 @@ Here's how to get started:
109109

110110
When bringing your data from CSV into Plane, here's exactly what you can transfer over:
111111

112-
| Field | Notes |
113-
| -------------- | ----------------------------------------------------------------------------------------------------------- |
114-
| Title | Required for all items |
115-
| Description | Plain text only - any formatting, images, or tags will be imported as raw text |
116-
| Work Item Type | Make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project |
117-
| State | Must map to valid states in your Plane project |
118-
| Assignees | **Must be email addresses**, not usernames - this is how Plane connects work items to users |
119-
| Priority | Must map to valid priority values in your Plane project |
120-
| Created By | **Must be email addresses** - allows Plane to track who originally created the item |
121-
| Start Date | |
122-
| Target Date | |
123-
| Labels | |
124-
| Cycle | |
125-
| Module | |
126-
| Created At | |
112+
| Field | Notes |
113+
| -------------- | ------------------------------------------------------------------------------------------------------------- |
114+
| Title | Required for all items |
115+
| Description | Plain text only - any formatting, images, or tags will be imported as raw text |
116+
| Work Item Type | Make sure the [Work item types](/work-items/project-work-item-types) feature is enabled in your Plane project |
117+
| State | Must map to valid states in your Plane project |
118+
| Assignees | **Must be email addresses**, not usernames - this is how Plane connects work items to users |
119+
| Priority | Must map to valid priority values in your Plane project |
120+
| Created By | **Must be email addresses** - allows Plane to track who originally created the item |
121+
| Start Date | |
122+
| Target Date | |
123+
| Labels | |
124+
| Cycle | |
125+
| Module | |
126+
| Created At | |
127127

128128
## Managing your imports
129129

‎docs/importers/jira.md‎

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -16,7 +16,7 @@ The Jira importer is available on Plane Cloud and on all plans of the Commercial
1616
> **Role**: Workspace admins
1717
1818
::: tip
19-
To import issue types from Jira, make sure the [Issue types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
19+
To import issue types from Jira, make sure the [Issue types](/work-items/project-work-item-types) feature is enabled in your Plane project.
2020
:::
2121

2222
To import Jira issues to a Plane project, follow these steps:

‎docs/importers/linear.md‎

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -16,7 +16,7 @@ The Linear importer is available on Plane Cloud and on all plans of the Commerci
1616
> **Role**: Workspace admins
1717
1818
::: tip
19-
To import issue types from Linear, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project.
19+
To import issue types from Linear, make sure the [Work item types](/work-items/project-work-item-types) feature is enabled in your Plane project.
2020
:::
2121

2222
To import Linear issues to a Plane project, follow these steps:

‎docs/intake/intake-forms.md‎

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -32,7 +32,7 @@ All work items submitted through forms appear in Intake under the **Triage** sta
3232

3333
## Custom intake forms
3434

35-
Plane provides a default intake form structure for quick setup. However, if you need more control over what information you collect, you can build custom forms using your project's [work item types](/core-concepts/issues/issue-types).
35+
Plane provides a default intake form structure for quick setup. However, if you need more control over what information you collect, you can build custom forms using your project's [work item types](/work-items/project-work-item-types).
3636

3737
When you build forms with work item types, you design the form around a specific type's properties.
3838

docs/core-concepts/issues/issue-types.md renamed to docs/work-items/project-work-item-types.md

Lines changed: 5 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -3,14 +3,16 @@ title: Work Item Types
33
description: Create specialized work item types in Plane with custom properties, icons, and colors for different teams and workflows to streamline project management.
44
---
55

6-
# Work Item Types <Badge type="info" text="Pro" />
6+
# Project Work Item Types <Badge type="info" text="Pro" />
77

88
Work item Types unlock a whole new way of adding, editing, and moving work forward in Plane. The default work item type called `Issue` is great for starting with Plane, but as you advance in your project management journey, you find the need for names and properties unique to the type of work you are doing.
99

1010
For example, your Marketing team may need a work item type called `Content` with the properties, `Channel`, `SEO done?`, and `Reviewer` — properties that aren't available on the default Work items. Your Engineering team, on the other hand, may want a work item type called `Bugs` with the properties `Version` and `Environment` to have more upfront info per bug reported.
1111

1212
Work item Types make these and infinite other use cases possible.
1313

14+
On the Enterprise Grid, work item types are managed at the workspace level for consistency across projects. See [Workspace Work Item Types](/work-items/workspace-work-item-types).
15+
1416
<div style="position: relative; padding-bottom: calc(56.67989417989418% + 41px); height: 0; width: 100%">
1517
<iframe
1618
src="https://demo.arcade.software/V1jNWxXip4waqo9CgkO3?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true"
@@ -104,6 +106,8 @@ Here's a list of all the property types and attributes that Plane provides for c
104106
| **Date** | Date Format | Consistent date format across all properties. |
105107
| **Member&nbsp;picker** | Single Select, Multi select | Displays a list of all project members. Members selected via a member picker property are automatically added as subscribers to the work item, so they receive notifications for updates, comments, and status changes. |
106108

109+
| **URL** | A URL field for linking to external resources. |
110+
107111
### Examples of custom properties
108112

109113
- _Product launch_

0 commit comments

Comments
 (0)