Manage projects on your mobile

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System requirements​

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Download​

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Sign in​

• For cloud users Tap Cloud sign in and enter your credentials to log in.
• For self-Hosted users Tap Self hosted sign in, then enter your Plane app URL. Once that’s done, log in with your credentials to access your workspace.

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Navigate the app​

• Home Your dashboard includes a search box and familiar sections like Your Work and Favorites. There’s also a Jump back in section to easily access your recent projects, cycles, modules, pages, and work items.
• Projects This screen shows all the projects you have access to, along with your role and the active work items count. Tap the star icon to add a project to your Favorites for quick access.
• Create Need to create a new project, work item, or page? Tap the + Create button.
  • New project Add the project details such as icon, name, description, and the lead. Mark it public or private. Hit the Create button.
  • New page
    • Select the project by clicking the project name at the top.
    • Add an icon and the page title.
    • You can use the toolbar at the bottom to add different content blocks and format them as needed.
    • Hit the Create button to add it to your project.
  
  • New work item
    • Select the project by clicking the project name at the top.
    • Add work item details like title and description. For the description, you can use the toolbar at the bottom to add different blocks and format the text as needed.
    • Tap the + icon at the bottom left to assign members, priority, state, and other properties.
    • Hit the Create button to add it to your project.
  
• Inbox Stay updated with notifications about work items you’ve created, are assigned to, or where you’ve been mentioned. You’ll never miss an important update again.
• Profile View your profile and manage your account here. You can also switch between workspaces or log out of the app from this screen.

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Global search​

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Switch workspaces​

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Track projects​

1. Tap the Projects icon in the bottom navigation bar.
2. Select the project you want to track.

• Work items View a list of all, active and backlog work items.
  • You can search, sort, and filter work items using the icon buttons on the top right.
  • Tap any work item to view or modify work item details and view the activity. You can also add comments, copy the link, and share the work item with a personalized message via other apps.
  • Click the + Add button on the bottom left to add sub-work items and relations. You can also swipe left or right to view sub-work items, relations, links, and attachments.
  
  You can add or edit the priority, state, start date, target date, cycle, and module by tapping the pencil icon in the Properties section. Alternatively, use the icons on the top right for choosing Priority, Cycle, and Module.
• Cycles Track active and upcoming cycles, and dive into the work items within each cycle.
• Create Similar to the Create button on the main navigation bar, except that you can only create new work items and pages here.
• Modules See all modules in your project and their progress. Tap the module to view the work items that are a part of it.
• Pages View all project pages, whether public, private, or archived. You can mark important pages as favorites or search for specific content.

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Push notifications​

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Troubleshooting​

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Unable to log in to the mobile app​

• Ensure your Plane instance is running the Commercial Edition version v1.5.0 or higher. If you are using an older version, update to the latest version.
• If you are on the Community Edition, upgrade to the Commercial Edition to access mobile app functionality.
• Retry logging in and ensure the self-hosted URL is entered correctly in the app.

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Unable to log in using SSO​

• For Google Sign-In: Add the following URL to the Redirect URIs section in your Google Cloud Console:
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  https://<plane.example.com>/auth/mobile/google/callback/
  

• For GitHub Sign-In: Add the following URL to the Callback URL section in your GitHub OAuth app:
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  https://<plane.example.com>/auth/mobile/github/callback/