How to Use Plane
A beginner-friendly guide to getting started with Plane in 2026.
Getting Started: Step by Step
Create your Plane account
Visit Plane's website and sign up for a free account. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Plane workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore cycles
One of Plane's key features is cycles. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore modules
One of Plane's key features is modules. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore views
One of Plane's key features is views. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Plane with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Plane for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Plane's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Plane's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Plane isn't the right fit, here are some similar tools:
Ready to Try Plane?
Open-source project tracking that serves as a modern alternative to Jira.