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Copy file name to clipboardExpand all lines: docs/core-concepts/account/overview.mdx
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Once logged in and within a workspace, the home page reflects your involvement in issues - those assigned to you, created by you, and completed by you. You can readily identify both due and overdue issues. Additionally, you have the option to view issues assigned to you categorized by their state and priority. Your recent activities, projects, and collaborators are also easily accessible on the home page.
Your workspace profile consolidates information regarding your individual work and progress. It includes your workload, activity log, and a breakdown of issues by status and priority. Additionally, you'll find a list of all the issues assigned to you, created by you, and explicitly subscribed.
Your profile includes details about you, primarily your name and display name, which are visible to others, especially in the assignee or creator sections of issues and other entities. You can update this information here.
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- Sidebar background color: Sets the background color of the side navigation bar.
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- Sidebar text color: Specifies the color of text displayed on the side navigation bar.
By default, email-based notifications are disabled for new users. You have the option to enable all notifications or select specific types of notifications. Once you save your preferences, you will only receive email notifications for issues that match the preferences you have selected.
Copy file name to clipboardExpand all lines: docs/core-concepts/analytics.mdx
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Imagine transforming your entire Workspace data into a structured dataset that provides actionable insights, enhancing your understanding of your work. Plane Analytics does just that, acting as your personal analyst. It swiftly answers your queries, forecasts demand, and determines scope within moments. Dive into data with Plane Analytics and make smarter decisions.
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## Analytics Levels
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### **Scope and Demand**
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This tab showcases a pre-designed dashboard focused on Scope and Demand. Functional at both Workspace and Project Levels, this dashboard offers a snapshot of all issues and their progress, calculated based on the states of the issues.
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Copy file name to clipboardExpand all lines: docs/core-concepts/cycles.mdx
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## Create cycles
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To create a new cycle, simply press `Q` from anywhere in your project, or navigate to the cycles page to initiate one. Providing a name is necessary to create a new cycle, and you can also include a description along with start and due dates, which can be added later as well.
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Once a cycle is created, you can add new issues to the cycle or include existing issues from the cycle page. Additionally, you have the option to directly associate the cycle as a property in the issue.
Once a cycle is active and contains issues, you can monitor its progress, assess the team's productivity, and review the breakdown of priorities from the active cycle section of the project. This section also allows you to investigate any discrepancies if the cycle is not proceeding as expected.
If you have multiple projects with cycles running concurrently, you can monitor the progress of all active cycles directly from the active cycles section. This allows you to quickly assess the progress of each cycle and identify any red flags.
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:::note
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Active cycles is a feature included in our Pro plan, but it is currently available on our cloud free plan for a limited time, allowing users to experience its functionality.
After the due date of the active cycle passes, the cycle is automatically marked as completed. Once completed, you have the option to transfer any remaining incomplete issues from the cycle to a different cycle. This facilitates the swift movement of spillover tasks to other cycles. Once a cycle is marked as completed, its progress is locked, allowing you to track and compare the team's progress across cycles effectively.
`Pending` or `Snoozed` issues are considered open issues. Further action can take place on such issues. Whereas, `Accepted`, `Declined`, and `Duplicate` appear under closed issues. No further action is required on closed issues.
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- Intake issue description has a rich text editor that allows you to format text, attach pictures, links and files, or add tables and dividers.
- Intake has an activity and comments section to know the status and see feedback from users and customers. All the changes made to the issue can be tracked in real-time under the **Activity** section.
5. In the **Create issue type** modal, type name, and description, and choose a background color and an icon to represent the issue type. Click the **Create issue type** button.
2. Specify values for **Name**, **Type** and **Attributes** of the new property. Select the **Mandatory** checkbox if it's a required field. Switch on the **Active** toggle button to make the property visible in issues.
3. Click **Confirm** (green checkmark icon) to add the property to the issue type.
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:::warning
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- In the **Create new issue** modal, the user can choose the desired issue type from the list at the top left corner. By default, the issue type `Issue` is selected displaying both system-defined and custom properties.
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- Changing the issue type will update the modal to display the relevant properties for that type.
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- The system ensures that all properties marked as mandatory are filled before creating the issue.
When viewing issues, the issue type is displayed with an icon near the title for easy identification. Any custom properties added will also appear in the list of properties, and changes to these values are tracked in the issue's activity trail.
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Issues you create can be saved as drafts to access them later. The last draft you have in your session can be accessed via the dropdown beside the "New issue" button in your side navigation bar, and all draft issues can be found in your project's draft issues section.
The quick add mode of issue addition offers a quicker way to add issues when you're browsing through a layout and feel the need to add an issue promptly.
Once an issue is created successfully, a sequential issue identifier based on your project is assigned to the issue (Eg: PROJ-1)
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## View an issue
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An issue in your board opens by default in the peek overview mode, which allows for easy switching between contexts when browsing multiple issues simultaneously. In this mode, you can choose different styles of the peek overview, such as modal, full screen, or side peek, with side peek being the default option.
Within each issue, all updates and comments are recorded in the activity area. Any change to a property of the issue is treated as an update and logged accordingly. Additionally, comments can be added to discuss the issue or its progress. Comments support multiple blocks for enhanced content structuring.
After creating an issue, you have the option to add sub-issues to it either by creating them or by linking to existing issues. Sub-issues allow you to divide the work into different functional components or break it down into smaller, achievable tasks.
1.**Archive Issues:** Completed or canceled issues can be archived, and automations can be set up to archive such issues. It's recommended to conclude an issue by closing it before archiving. Archived issues are present in the project's additional options and can be found under the three dots menu next to the project name.
3. You can filter the records by **Users**, **Projects**, **Start date** and **End date**. It also allows you to download the timesheet reports as Excel or CSV files.
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