From f798b9d18a6c80f117fe2c86d6748225ec4ee678 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Wed, 15 Jul 2026 12:46:21 +0530 Subject: [PATCH 1/6] Update mobile page --- docs/devices/mobile.md | 201 +++++++++++++++++++++++++++++++++++++---- 1 file changed, 183 insertions(+), 18 deletions(-) diff --git a/docs/devices/mobile.md b/docs/devices/mobile.md index a98ee0bd..922d5302 100644 --- a/docs/devices/mobile.md +++ b/docs/devices/mobile.md @@ -3,30 +3,41 @@ title: Project management mobile app for iOS and Android description: Learn how to use Plane's mobile app for iOS and Android. --- -# Plane Mobile App +# Plane mobile app -The Plane mobile app is available on Android and iOS devices. +The Plane mobile app puts your work in your pocket. -With the mobile app, you can easily manage your projects on the go. Whether you're creating, assigning, or tracking work items, stay connected with your team and keep work moving forward no matter where you are. Download the app to experience project management at your fingertips! +Create and update work items, comment and mention teammates, track cycles, and stay on top of notifications from your phone. It is available for iOS and Android, and works alongside the web app: anything you change on mobile syncs to the web and everywhere else you use Plane. + +This page covers what is specific to mobile: getting the app, signing in, finding your way around, and managing notifications. ## System requirements -| OS | Version | -| ------- | ------------------------------- | -| Android | Android 10+ (SDK 29+) or higher | -| iOS | iOS 13 or higher | +| Platform | Minimum version | +|---|---| +| iOS | iOS 14.0 or later | +| Android | Android 10 or later (SDK 29+) | -## Download +**Editions and plans** -Head over to [Download](https://plane.so/download) to install the app for Android or iOS. +- Available on **Plane Cloud** and **self-hosted Commercial Edition** (from version `v1.12.0`). +- Supported on **all plans, including Free**. -::: warning Limitation -Sign-up isn't available through the mobile app. To use the app, you'll need to be a member of at least one workspace. -::: +## Download and install + +Head over to [Download](https://plane.so/download) to install the app for Android or iOS. + +Once installed, open the app and sign in to your workspace. ## Sign in -The app is available on Cloud and for self-hosted instances on all plans of the Commercial Edition starting from version `v1.12.0`. Here’s how you can get started: +You can sign in to the mobile app with the same credentials you use on the web. + +:::warning +You cannot create a new account from the mobile app. You must already belong to at least one workspace. If you are new to Plane, sign up on the web first, then sign in on mobile. +::: + +Here’s how you can get started: - **For cloud users** Tap **Cloud sign in** and enter your credentials to log in. @@ -43,7 +54,75 @@ The app is available on Cloud and for self-hosted instances on all plans of the -## Navigate the app +### Switching workspaces + +To switch between different workspaces, simply tap your workspace icon in the top left corner and switch between them from the workspace switcher. Your data, projects, and notifications update to reflect the selected workspace. + +The app is built around a bottom bar with three tabs and a central Create button. + +### The three tabs +- Home - your starting point for the workspace. +- Inbox - your notification center, with an unread badge. +- Search - search across the workspace for projects, work items, cycles, modules, pages, and more. + +### Create +Tap the central + Create button to add new content from anywhere. Depending on your role and enabled features, you can create a project, work item, a page, or a sticky. + +### Home +Home mirrors the web and is organized into sections you can rearrange or hide (tap Manage widgets icon next to youy profile to customize). +- Your work — assigned and recent items +- Recent activity — projects, cycles, modules, pages, and work items you've opened recently +- Favorites — the projects and items you've starred +- Stickies — your quick notes (when enabled) + +The Home header also holds the workspace switcher and a catch-up card. + +### Projects +Your projects are reached from within Home. Open a project to see its Work items, Cycles, Modules, and Pages. Tap the star icon to add it to Favorites. + +### Gestures +- Pull down to refresh a list or screen. +- Tap a work item to open its detail view. +- Swipe on some list items for quick actions. +- Long-press and drag to reorder items where supported. + +### Appearance +The app supports Light, Dark, and System themes. System follows your device's appearance setting automatically. + +## Work on the go +The mobile app supports the core of your day-to-day work. Each area links to its full documentation. + +### Work items + +Create work items and edit their title, description, state, priority, assignees, labels, and start/due dates. Open a work item to manage its sub-items, attachments, and relations. +See [Work items][/core-concepts/issues/overview]. + +### Comments and mentions + +Comment on any work item and @mention teammates to notify them. React to comments. Comments and mentions sync across web and mobile. +See [Comments and mentions][/communication-and-collaboration/comments-and-activity]. + +### Cycles and modules + +View cycles and modules, open them to see their work items, and add or move work items between them. +See [Cycles][/core-concepts/cycles] and [Modules][/core-concepts/modules]. + +### Pages + +Read and edit pages in the mobile editor, with rich-text formatting, images, and more. +See [Pages][/core-concepts/pages/overview]. + +### Intake + +Review and manage incoming work items from intake. +See [Intake][/intake/overview]. + +### Plane AI (Pi) + +When AI is enabled for your workspace, use the Pi assistant to chat, ask questions, and work with AI threads from the app. +See [Plane AI][/ai/plane-ai]. + +## Get around the app The navigation bar at the bottom of your screen helps you quickly access key areas of the app. @@ -116,10 +195,6 @@ The navigation bar at the bottom of your screen helps you quickly access key are At the top of the Home screen, you’ll find the global search bar, which helps you quickly find projects, work items, cycles, modules, or pages. It's a powerful tool to jump right to what you need. -### Switch workspaces - -To switch between different workspaces, simply tap your workspace icon in the top-right corner or navigate to your profile settings at the bottom right of the screen. - ## Track projects Stay on top of your work by tracking all your project's elements with ease: @@ -181,6 +256,96 @@ Push notifications are currently available only for Plane Cloud users. The Plane mobile app supports push notifications to keep you updated on important activities. To start receiving notifications, make sure to turn them on in the app settings. Once turned on, you'll be notified about relevant updates, ensuring you never miss an important change or task. + +## Notifications + +Notifications are where the mobile app is especially useful, letting you respond to what needs your attention without opening your laptop. + +### Push notifications + +The app sends push notifications for events that involve you, such as new assignments, comments, and mentions on work items, epics, and intake items. Notifications appear on your device's lock screen and update your app badge count. + +Push notifications are delivered through your device's native system (Apple Push Notification service on iOS, Firebase Cloud Messaging on Android). To receive them, allow notifications for Plane when the app first asks, or enable them later in your device settings. + +### Managing notification preferences + +Control which notifications you receive from your notification settings in the app. Adjust these to reduce noise or focus only on what matters most to you. + +### The notification center + +Open the **Notifications** tab to see your inbox. From here you can: + +- Read updates, mentions, and assignments +- **Snooze** a notification to be reminded later +- **Archive** a notification once you have dealt with it + +Your notification inbox stays in sync across mobile and web. + +See [Notifications] [link]. + +--- + + + + + +--- + +## What's different on mobile + +The mobile app focuses on the work you are most likely to do away from your desk. Some capabilities available on the web are not present on mobile, or work differently. + +Feature availability also depends on your plan. Features such as epics, initiatives, teamspaces, pages, and AI capabilities appear in the app only when they are enabled for your workspace. + + +## Privacy and security +- Privacy Screen — blurs the app's contents in the app switcher and background so sensitive work isn't visible in previews. +- Device integrity — Plane doesn't run on jailbroken or rooted devices. +> There's no Face ID / Touch ID / fingerprint or PIN lock to open the app. + +## Offline and syncing +The app caches recently viewed data so those screens load quickly and stay viewable when your connection drops. Editing requires a connection — there is no offline edit queue. When back online, pull to refresh to sync. + +## What's different on mobile +- Sign-up/account creation happen on the web — mobile is sign-in only. +- Navigation is condensed into Home, Inbox, and Search + a Create button. +- Saved views and advanced filtering are best used on the web. +- Home-screen widgets are iOS-only. +- Offline editing isn't supported. +- Biometric/PIN app lock isn't available (a Privacy Screen blur is). + +Feature availability also depends on your plan and workspace settings. + +## Notifications +### Push notifications +The app sends push notifications for creates, updates, and deletes on work items, epics, and intake items — for example new assignments, comments, and mentions. Notifications appear on your lock screen and update your app-icon badge. + +Push is delivered through Firebase Cloud Messaging (Apple Push Notification service on iOS, Firebase on Android). Allow notifications for Plane when first asked, or enable them later in device settings. + +### The Inbox +Open the Inbox tab to read notifications and tap to jump to the item; mark as read, snooze, archive, and filter (e.g. unread only). Your inbox stays in sync across mobile and web. + +## Home-screen widgets and shortcuts (iOS) +On iOS/iPadOS, add Plane widgets for one-tap capture: Create Work Item and Create Page. You can also long-press the app icon for Quick Actions. +> Home-screen widgets are not available on Android yet. + ## Troubleshooting ### Unable to log in to the mobile app From 2a1c259b03ece73ca9975442b29093661b04a2a6 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Wed, 15 Jul 2026 16:50:50 +0530 Subject: [PATCH 2/6] added fixes --- docs/devices/mobile.md | 226 +++++------------------------------------ 1 file changed, 27 insertions(+), 199 deletions(-) diff --git a/docs/devices/mobile.md b/docs/devices/mobile.md index 922d5302..656c6768 100644 --- a/docs/devices/mobile.md +++ b/docs/devices/mobile.md @@ -3,7 +3,7 @@ title: Project management mobile app for iOS and Android description: Learn how to use Plane's mobile app for iOS and Android. --- -# Plane mobile app +# Plane Mobile App The Plane mobile app puts your work in your pocket. @@ -54,11 +54,13 @@ Here’s how you can get started: -### Switching workspaces +## Switching workspaces To switch between different workspaces, simply tap your workspace icon in the top left corner and switch between them from the workspace switcher. Your data, projects, and notifications update to reflect the selected workspace. -The app is built around a bottom bar with three tabs and a central Create button. +The app is built around a bottom bar with three tabs and a central **+** create button. + +## Get around the app ### The three tabs - Home - your starting point for the workspace. @@ -66,7 +68,7 @@ The app is built around a bottom bar with three tabs and a central Create button - Search - search across the workspace for projects, work items, cycles, modules, pages, and more. ### Create -Tap the central + Create button to add new content from anywhere. Depending on your role and enabled features, you can create a project, work item, a page, or a sticky. +Tap the central **+ Create** button to add new content from anywhere. Depending on your role and enabled features, you can create a project, work item, a page, or a sticky. ### Home Home mirrors the web and is organized into sections you can rearrange or hide (tap Manage widgets icon next to youy profile to customize). @@ -79,6 +81,14 @@ The Home header also holds the workspace switcher and a catch-up card. ### Projects Your projects are reached from within Home. Open a project to see its Work items, Cycles, Modules, and Pages. Tap the star icon to add it to Favorites. +
+
+ Home +
+
+ Projects +
+
### Gestures - Pull down to refresh a list or screen. @@ -122,147 +132,16 @@ See [Intake][/intake/overview]. When AI is enabled for your workspace, use the Pi assistant to chat, ask questions, and work with AI threads from the app. See [Plane AI][/ai/plane-ai]. -## Get around the app - -The navigation bar at the bottom of your screen helps you quickly access key areas of 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. - -
-
- Home -
-
- Projects -
-
- -- **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. - -
-
- Create project -
-
- Create page -
-
- - - **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. - -
-
- Create work item -
-
- Work item properties -
-
- -- **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. - -
-
- Inbox -
-
- Profile -
-
- -### Global search - -At the top of the Home screen, you’ll find the global search bar, which helps you quickly find projects, work items, cycles, modules, or pages. It's a powerful tool to jump right to what you need. - -## Track projects - -Stay on top of your work by tracking all your project's elements with ease: - -1. Tap the **Projects** icon in the bottom navigation bar. -2. Select the project you want to track. - -You will notice that the bottom navigation bar now shows different buttons: - -- **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. - -
-
- Work items -
-
- Work item details -
-
-
- - ::: tip - 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. +## Notifications -
-
- Cycles -
-
- Modules -
-
-
+Notifications are where the mobile app is especially useful, letting you respond to what needs your attention without opening your laptop. -## Push notifications +### Push notifications ::: info Push notifications are currently available only for Plane Cloud users. ::: -The Plane mobile app supports push notifications to keep you updated on important activities. To start receiving notifications, make sure to turn them on in the app settings. Once turned on, you'll be notified about relevant updates, ensuring you never miss an important change or task. - - -## Notifications - -Notifications are where the mobile app is especially useful, letting you respond to what needs your attention without opening your laptop. - -### Push notifications - The app sends push notifications for events that involve you, such as new assignments, comments, and mentions on work items, epics, and intake items. Notifications appear on your device's lock screen and update your app badge count. Push notifications are delivered through your device's native system (Apple Push Notification service on iOS, Firebase Cloud Messaging on Android). To receive them, allow notifications for Plane when the app first asks, or enable them later in your device settings. @@ -271,80 +150,29 @@ Push notifications are delivered through your device's native system (Apple Push Control which notifications you receive from your notification settings in the app. Adjust these to reduce noise or focus only on what matters most to you. -### The notification center - -Open the **Notifications** tab to see your inbox. From here you can: - -- Read updates, mentions, and assignments -- **Snooze** a notification to be reminded later -- **Archive** a notification once you have dealt with it +### The Inbox +Open the Inbox tab to read notifications and tap to jump to the item; mark as read, snooze, archive, and filter (e.g. unread only). Your inbox stays in sync across mobile and web. Your notification inbox stays in sync across mobile and web. -See [Notifications] [link]. - ---- - - - - - ---- +## Home-screen widgets and shortcuts (iOS) +On iOS/iPadOS, add Plane widgets for one-tap capture: Create Work Item and Create Page. You can also long-press the app icon for Quick Actions. +> Home-screen widgets are not available on Android yet. ## What's different on mobile The mobile app focuses on the work you are most likely to do away from your desk. Some capabilities available on the web are not present on mobile, or work differently. -Feature availability also depends on your plan. Features such as epics, initiatives, teamspaces, pages, and AI capabilities appear in the app only when they are enabled for your workspace. - +Feature availability also depends on your plan. Features such as Wiki and AI capabilities appear in the app only when they are enabled for your workspace. ## Privacy and security -- Privacy Screen — blurs the app's contents in the app switcher and background so sensitive work isn't visible in previews. -- Device integrity — Plane doesn't run on jailbroken or rooted devices. -> There's no Face ID / Touch ID / fingerprint or PIN lock to open the app. +- Privacy Screen - blurs the app's contents in the app switcher and background so sensitive work isn't visible in previews. +- Device integrity - Plane doesn't run on jailbroken or rooted devices. ## Offline and syncing -The app caches recently viewed data so those screens load quickly and stay viewable when your connection drops. Editing requires a connection — there is no offline edit queue. When back online, pull to refresh to sync. - -## What's different on mobile -- Sign-up/account creation happen on the web — mobile is sign-in only. -- Navigation is condensed into Home, Inbox, and Search + a Create button. -- Saved views and advanced filtering are best used on the web. -- Home-screen widgets are iOS-only. -- Offline editing isn't supported. -- Biometric/PIN app lock isn't available (a Privacy Screen blur is). - -Feature availability also depends on your plan and workspace settings. - -## Notifications -### Push notifications -The app sends push notifications for creates, updates, and deletes on work items, epics, and intake items — for example new assignments, comments, and mentions. Notifications appear on your lock screen and update your app-icon badge. - -Push is delivered through Firebase Cloud Messaging (Apple Push Notification service on iOS, Firebase on Android). Allow notifications for Plane when first asked, or enable them later in device settings. - -### The Inbox -Open the Inbox tab to read notifications and tap to jump to the item; mark as read, snooze, archive, and filter (e.g. unread only). Your inbox stays in sync across mobile and web. - -## Home-screen widgets and shortcuts (iOS) -On iOS/iPadOS, add Plane widgets for one-tap capture: Create Work Item and Create Page. You can also long-press the app icon for Quick Actions. -> Home-screen widgets are not available on Android yet. +The app caches recently viewed data so those screens load quickly and stay viewable when your connection drops. Editing requires a connection - there is no offline edit queue. When back online, pull to refresh to sync. ## Troubleshooting From eb757709e2e1a55a46a4eca7a8cf9bdefd7edc5e Mon Sep 17 00:00:00 2001 From: danciaclara Date: Wed, 15 Jul 2026 19:49:12 +0530 Subject: [PATCH 3/6] review fixes --- docs/devices/mobile.md | 60 ++++++++++++++++++------------------------ 1 file changed, 26 insertions(+), 34 deletions(-) diff --git a/docs/devices/mobile.md b/docs/devices/mobile.md index 656c6768..60ab9501 100644 --- a/docs/devices/mobile.md +++ b/docs/devices/mobile.md @@ -33,10 +33,6 @@ Once installed, open the app and sign in to your workspace. You can sign in to the mobile app with the same credentials you use on the web. -:::warning -You cannot create a new account from the mobile app. You must already belong to at least one workspace. If you are new to Plane, sign up on the web first, then sign in on mobile. -::: - Here’s how you can get started: - **For cloud users** @@ -56,9 +52,9 @@ Here’s how you can get started: ## Switching workspaces -To switch between different workspaces, simply tap your workspace icon in the top left corner and switch between them from the workspace switcher. Your data, projects, and notifications update to reflect the selected workspace. +To switch between different workspaces, simply tap your workspace icon in the top left corner on the Home page and switch between them from the workspace switcher. Your data, projects, and notifications update to reflect the selected workspace. -The app is built around a bottom bar with three tabs and a central **+** create button. +The app is built around a bottom bar with three tabs and a floating **+** create button. ## Get around the app @@ -68,32 +64,29 @@ The app is built around a bottom bar with three tabs and a central **+** create - Search - search across the workspace for projects, work items, cycles, modules, pages, and more. ### Create -Tap the central **+ Create** button to add new content from anywhere. Depending on your role and enabled features, you can create a project, work item, a page, or a sticky. +Tap the floating **+ Create** button to add new content from anywhere. Depending on your role and enabled features, you can create a project, work item, a page, or a sticky. ### Home -Home mirrors the web and is organized into sections you can rearrange or hide (tap Manage widgets icon next to youy profile to customize). -- Your work — assigned and recent items -- Recent activity — projects, cycles, modules, pages, and work items you've opened recently -- Favorites — the projects and items you've starred -- Stickies — your quick notes (when enabled) +Home mirrors the web and is organized into sections you can rearrange or hide (tap Manage widgets icon next to your profile to customize). -The Home header also holds the workspace switcher and a catch-up card. +At the top of Home is a row of quick-access tiles for Plane's products, mirroring the web. Tap a tile to open that product: + +- **Projects** — always available. Your projects and everything inside them: work items, cycles, modules, and pages. This is where most of your day-to-day work happens. +- **Wiki** — your workspace's knowledge base of pages, kept separate from any single project. Appears when Wiki is enabled and you have permission to edit. +- **Plane AI** — the Pi assistant, for chatting, asking questions about your work, and picking up your AI threads. Appears when AI is enabled for your workspace. + +Below the tiles are sections you can rearrange or hide. +- Your work - assigned work items and pages you have created +- Recent activity - projects, cycles, modules, pages, and work items you've opened recently +- Favorites - the projects and items you've starred +- Stickies - your quick notes (when enabled) -### Projects -Your projects are reached from within Home. Open a project to see its Work items, Cycles, Modules, and Pages. Tap the star icon to add it to Favorites. -
-
- Home -
-
- Projects -
-
+The Home header also holds the workspace switcher and a catch-up card. ### Gestures - Pull down to refresh a list or screen. - Tap a work item to open its detail view. -- Swipe on some list items for quick actions. +- Swipe on some list items for quick actions. - Long-press and drag to reorder items where supported. ### Appearance @@ -104,7 +97,7 @@ The mobile app supports the core of your day-to-day work. Each area links to its ### Work items -Create work items and edit their title, description, state, priority, assignees, labels, and start/due dates. Open a work item to manage its sub-items, attachments, and relations. +Create work items and edit their properties. Open a work item to manage its sub-work items, links, attachments, and more. See [Work items][/core-concepts/issues/overview]. ### Comments and mentions @@ -127,11 +120,6 @@ See [Pages][/core-concepts/pages/overview]. Review and manage incoming work items from intake. See [Intake][/intake/overview]. -### Plane AI (Pi) - -When AI is enabled for your workspace, use the Pi assistant to chat, ask questions, and work with AI threads from the app. -See [Plane AI][/ai/plane-ai]. - ## Notifications Notifications are where the mobile app is especially useful, letting you respond to what needs your attention without opening your laptop. @@ -146,12 +134,12 @@ The app sends push notifications for events that involve you, such as new assign Push notifications are delivered through your device's native system (Apple Push Notification service on iOS, Firebase Cloud Messaging on Android). To receive them, allow notifications for Plane when the app first asks, or enable them later in your device settings. -### Managing notification preferences +### Managing notification preferences Control which notifications you receive from your notification settings in the app. Adjust these to reduce noise or focus only on what matters most to you. ### The Inbox -Open the Inbox tab to read notifications and tap to jump to the item; mark as read, snooze, archive, and filter (e.g. unread only). Your inbox stays in sync across mobile and web. +Open the Inbox tab to read notifications and tap to jump to the item; mark as read and filter your inbox (e.g. unread, snoozed, or archived only). Your inbox stays in sync across mobile and web. Your notification inbox stays in sync across mobile and web. @@ -159,7 +147,10 @@ See [Notifications](/communication-and-collaboration/notifications). ## Home-screen widgets and shortcuts (iOS) On iOS/iPadOS, add Plane widgets for one-tap capture: Create Work Item and Create Page. You can also long-press the app icon for Quick Actions. -> Home-screen widgets are not available on Android yet. + +:::info +Home-screen widgets are not available on Android yet, but coming soon. We'll also be adding more widgets. +::: ## What's different on mobile @@ -168,8 +159,9 @@ The mobile app focuses on the work you are most likely to do away from your desk Feature availability also depends on your plan. Features such as Wiki and AI capabilities appear in the app only when they are enabled for your workspace. ## Privacy and security -- Privacy Screen - blurs the app's contents in the app switcher and background so sensitive work isn't visible in previews. +- Privacy Screen - blurs the app's contents in the app switcher and background so sensitive work isn't visible in previews. Enable it in your Profile settings. - Device integrity - Plane doesn't run on jailbroken or rooted devices. +- Secure storage - all sensitive data is securely stored using the Android Keystore and iOS Keychain. ## Offline and syncing The app caches recently viewed data so those screens load quickly and stay viewable when your connection drops. Editing requires a connection - there is no offline edit queue. When back online, pull to refresh to sync. From a710774acd00c3d7e1426cb9144b6d8f18bbdc83 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Wed, 15 Jul 2026 19:49:46 +0530 Subject: [PATCH 4/6] formatting fixes --- docs/devices/mobile.md | 25 ++++++++++++++++++------- 1 file changed, 18 insertions(+), 7 deletions(-) diff --git a/docs/devices/mobile.md b/docs/devices/mobile.md index 60ab9501..0ac9559b 100644 --- a/docs/devices/mobile.md +++ b/docs/devices/mobile.md @@ -5,7 +5,7 @@ description: Learn how to use Plane's mobile app for iOS and Android. # Plane Mobile App -The Plane mobile app puts your work in your pocket. +The Plane mobile app puts your work in your pocket. Create and update work items, comment and mention teammates, track cycles, and stay on top of notifications from your phone. It is available for iOS and Android, and works alongside the web app: anything you change on mobile syncs to the web and everywhere else you use Plane. @@ -13,10 +13,10 @@ This page covers what is specific to mobile: getting the app, signing in, findin ## System requirements -| Platform | Minimum version | -|---|---| -| iOS | iOS 14.0 or later | -| Android | Android 10 or later (SDK 29+) | +| Platform | Minimum version | +| -------- | ----------------------------- | +| iOS | iOS 14.0 or later | +| Android | Android 10 or later (SDK 29+) | **Editions and plans** @@ -25,7 +25,7 @@ This page covers what is specific to mobile: getting the app, signing in, findin ## Download and install -Head over to [Download](https://plane.so/download) to install the app for Android or iOS. +Head over to [Download](https://plane.so/download) to install the app for Android or iOS. Once installed, open the app and sign in to your workspace. @@ -59,14 +59,17 @@ The app is built around a bottom bar with three tabs and a floating **+** create ## Get around the app ### The three tabs + - Home - your starting point for the workspace. - Inbox - your notification center, with an unread badge. - Search - search across the workspace for projects, work items, cycles, modules, pages, and more. ### Create + Tap the floating **+ Create** button to add new content from anywhere. Depending on your role and enabled features, you can create a project, work item, a page, or a sticky. ### Home + Home mirrors the web and is organized into sections you can rearrange or hide (tap Manage widgets icon next to your profile to customize). At the top of Home is a row of quick-access tiles for Plane's products, mirroring the web. Tap a tile to open that product: @@ -76,6 +79,7 @@ At the top of Home is a row of quick-access tiles for Plane's products, mirrorin - **Plane AI** — the Pi assistant, for chatting, asking questions about your work, and picking up your AI threads. Appears when AI is enabled for your workspace. Below the tiles are sections you can rearrange or hide. + - Your work - assigned work items and pages you have created - Recent activity - projects, cycles, modules, pages, and work items you've opened recently - Favorites - the projects and items you've starred @@ -84,15 +88,18 @@ Below the tiles are sections you can rearrange or hide. The Home header also holds the workspace switcher and a catch-up card. ### Gestures + - Pull down to refresh a list or screen. - Tap a work item to open its detail view. - Swipe on some list items for quick actions. - Long-press and drag to reorder items where supported. ### Appearance + The app supports Light, Dark, and System themes. System follows your device's appearance setting automatically. ## Work on the go + The mobile app supports the core of your day-to-day work. Each area links to its full documentation. ### Work items @@ -134,11 +141,12 @@ The app sends push notifications for events that involve you, such as new assign Push notifications are delivered through your device's native system (Apple Push Notification service on iOS, Firebase Cloud Messaging on Android). To receive them, allow notifications for Plane when the app first asks, or enable them later in your device settings. -### Managing notification preferences +### Managing notification preferences Control which notifications you receive from your notification settings in the app. Adjust these to reduce noise or focus only on what matters most to you. ### The Inbox + Open the Inbox tab to read notifications and tap to jump to the item; mark as read and filter your inbox (e.g. unread, snoozed, or archived only). Your inbox stays in sync across mobile and web. Your notification inbox stays in sync across mobile and web. @@ -146,6 +154,7 @@ Your notification inbox stays in sync across mobile and web. See [Notifications](/communication-and-collaboration/notifications). ## Home-screen widgets and shortcuts (iOS) + On iOS/iPadOS, add Plane widgets for one-tap capture: Create Work Item and Create Page. You can also long-press the app icon for Quick Actions. :::info @@ -159,11 +168,13 @@ The mobile app focuses on the work you are most likely to do away from your desk Feature availability also depends on your plan. Features such as Wiki and AI capabilities appear in the app only when they are enabled for your workspace. ## Privacy and security + - Privacy Screen - blurs the app's contents in the app switcher and background so sensitive work isn't visible in previews. Enable it in your Profile settings. - Device integrity - Plane doesn't run on jailbroken or rooted devices. - Secure storage - all sensitive data is securely stored using the Android Keystore and iOS Keychain. ## Offline and syncing + The app caches recently viewed data so those screens load quickly and stay viewable when your connection drops. Editing requires a connection - there is no offline edit queue. When back online, pull to refresh to sync. ## Troubleshooting From 680b55793f4047738b5c7d410b4c45eebd5d75cb Mon Sep 17 00:00:00 2001 From: danciaclara Date: Thu, 16 Jul 2026 00:03:23 +0530 Subject: [PATCH 5/6] added images --- docs/devices/mobile.md | 69 ++++++++++++++++++++++++++++++++---------- 1 file changed, 53 insertions(+), 16 deletions(-) diff --git a/docs/devices/mobile.md b/docs/devices/mobile.md index 0ac9559b..d4547dab 100644 --- a/docs/devices/mobile.md +++ b/docs/devices/mobile.md @@ -7,6 +7,15 @@ description: Learn how to use Plane's mobile app for iOS and Android. The Plane mobile app puts your work in your pocket. +
+
+ Home +
+
+ Projects +
+
+ Create and update work items, comment and mention teammates, track cycles, and stay on top of notifications from your phone. It is available for iOS and Android, and works alongside the web app: anything you change on mobile syncs to the web and everywhere else you use Plane. This page covers what is specific to mobile: getting the app, signing in, finding your way around, and managing notifications. @@ -43,10 +52,10 @@ Here’s how you can get started:
- Home + Home
- Projects + Projects
@@ -60,9 +69,18 @@ The app is built around a bottom bar with three tabs and a floating **+** create ### The three tabs -- Home - your starting point for the workspace. -- Inbox - your notification center, with an unread badge. -- Search - search across the workspace for projects, work items, cycles, modules, pages, and more. +- **Home** - your starting point for the workspace. +- **Inbox** - your notification center, with an unread badge. +- **Search** - search across the workspace for projects, work items, cycles, modules, pages, and more. + +
+
+ Home +
+
+ Projects +
+
### Create @@ -72,11 +90,20 @@ Tap the floating **+ Create** button to add new content from anywhere. Depending Home mirrors the web and is organized into sections you can rearrange or hide (tap Manage widgets icon next to your profile to customize). -At the top of Home is a row of quick-access tiles for Plane's products, mirroring the web. Tap a tile to open that product: +At the top of Home is a row of quick-access tiles for Plane's products, mirroring the web. Tap a tile to open that product. -- **Projects** — always available. Your projects and everything inside them: work items, cycles, modules, and pages. This is where most of your day-to-day work happens. -- **Wiki** — your workspace's knowledge base of pages, kept separate from any single project. Appears when Wiki is enabled and you have permission to edit. -- **Plane AI** — the Pi assistant, for chatting, asking questions about your work, and picking up your AI threads. Appears when AI is enabled for your workspace. +- **Projects** - always available. Your projects and everything inside them: work items, cycles, modules, and pages. This is where most of your day-to-day work happens. +- **Wiki** - your workspace's knowledge base of pages, kept separate from any single project. Appears when Wiki is enabled and you have permission to edit. +- **Plane AI** - the Pi assistant, for chatting, asking questions about your work, and picking up your AI threads. Appears when AI is enabled for your workspace. + +
+
+ Home +
+
+ Projects +
+
Below the tiles are sections you can rearrange or hide. @@ -98,6 +125,16 @@ The Home header also holds the workspace switcher and a catch-up card. The app supports Light, Dark, and System themes. System follows your device's appearance setting automatically. + +
+
+ Home +
+
+ Projects +
+
+ ## Work on the go The mobile app supports the core of your day-to-day work. Each area links to its full documentation. @@ -105,27 +142,27 @@ The mobile app supports the core of your day-to-day work. Each area links to its ### Work items Create work items and edit their properties. Open a work item to manage its sub-work items, links, attachments, and more. -See [Work items][/core-concepts/issues/overview]. +See [Work items](/core-concepts/issues/overview). ### Comments and mentions Comment on any work item and @mention teammates to notify them. React to comments. Comments and mentions sync across web and mobile. -See [Comments and mentions][/communication-and-collaboration/comments-and-activity]. +See [Comments and mentions](/communication-and-collaboration/comments-and-activity). ### Cycles and modules View cycles and modules, open them to see their work items, and add or move work items between them. -See [Cycles][/core-concepts/cycles] and [Modules][/core-concepts/modules]. +See [Cycles](/core-concepts/cycles) and [Modules](/core-concepts/modules). ### Pages Read and edit pages in the mobile editor, with rich-text formatting, images, and more. -See [Pages][/core-concepts/pages/overview]. +See [Pages](/core-concepts/pages/overview). ### Intake Review and manage incoming work items from intake. -See [Intake][/intake/overview]. +See [Intake](/intake/overview). ## Notifications @@ -153,7 +190,7 @@ Your notification inbox stays in sync across mobile and web. See [Notifications](/communication-and-collaboration/notifications). -## Home-screen widgets and shortcuts (iOS) +## Home-screen widgets and shortcuts On iOS/iPadOS, add Plane widgets for one-tap capture: Create Work Item and Create Page. You can also long-press the app icon for Quick Actions. @@ -200,7 +237,7 @@ Make sure you have a browser (like Chrome, Firefox, or Edge) installed on your p **App still not opening, even with a browser installed?** -1. Check which profile the Plane app is installed under — Personal or Work. +1. Check which profile the Plane app is installed under - Personal or Work. 2. Make sure the browser is also installed in the same profile. **Browser opens, but sign-in keeps looping?** From c436d2c8637b8ba786a7f8d7312a276740e17ec1 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Thu, 16 Jul 2026 00:05:00 +0530 Subject: [PATCH 6/6] formatting fixes --- docs/devices/mobile.md | 17 ++++++++--------- 1 file changed, 8 insertions(+), 9 deletions(-) diff --git a/docs/devices/mobile.md b/docs/devices/mobile.md index d4547dab..9167ddb3 100644 --- a/docs/devices/mobile.md +++ b/docs/devices/mobile.md @@ -52,10 +52,10 @@ Here’s how you can get started:
- Home + Onboarding
- Projects + Selfhosted sign in
@@ -75,10 +75,10 @@ The app is built around a bottom bar with three tabs and a floating **+** create
- Home + Inbox
- Projects + Quick actions
@@ -98,10 +98,10 @@ At the top of Home is a row of quick-access tiles for Plane's products, mirrorin
- Home + Wiki
- Projects + AI
@@ -125,13 +125,12 @@ The Home header also holds the workspace switcher and a catch-up card. The app supports Light, Dark, and System themes. System follows your device's appearance setting automatically. -
- Home + Profile
- Projects + Manage widgets