Plane Agents, upgraded UI, and more | Release v4.0.0

Must read before upgrading to v4.0.0

Create a full backup of your instance. Rolling back to an earlier version is not supported after upgrading to v4.0.0. Before proceeding, back up your entire instance and store it in a secure location where you can restore it if needed.

Put Plane Agents to work on self-hosted Plane

Plane Agents are now available on self-hosted Plane. They can take on recurring tasks directly within your projects, using existing work items and project context to carry out their responsibilities.

For example, an agent can review incoming bugs for related issues, check specifications for missing requirements, or prepare a summary of outstanding release risks.

Define what your agent can do

Give each agent a responsibility, choose which projects it can access, and configure five core capabilities:

• Instructions define its responsibilities and how it approaches work.
• Skills provide reusable methods for specific tasks.
• Triggers determine when it runs, whether through assignments, mentions, work item creation, or schedules.
• Memory retains context across runs.
• Tools connect it to external applications through MCP.

Follow its progress
Each agent run has a dedicated panel showing its progress and the tools it uses. Actions taken on work items are recorded under the agent's identity, giving your team a clear record of what changed.

Guide it when needed
Agents can request input when they need guidance or a decision before proceeding. Respond directly on the work item to help them continue.

Review the output
Once a task is finished, the agent posts its findings on the work item and marks the run Completed. @ Mention it again for follow-up work.

Decide the boundaries of its work
Control which projects each agent can access, whether it's handling bug triage, spec reviews, release checks, or recurring updates.

Explore the refreshed Plane UI, built on Propel

We've updated Plane's interface with a more consistent design across work items, menus, settings, and navigation.

Here's what's new:

• Navigate menus more easily
  Related actions are grouped together, with destructive actions clearly highlighted.
• Find options faster
  Search within pickers and navigate dropdowns that adjust to the available screen space.
• Manage display options
  Properties appear as compact chips, with a simpler layout for Group by and Order by.
• Scan work items more easily
  Consistent property labels and clearer placeholders for Start date and Due date.
• Navigate settings
  Updated icons and table headers that remain visible as you scroll.
• Enjoy a consistent look
  Refined light and dark themes, along with updated workspace icons throughout Plane.

Introducing Databases

Databases has arrived in Plane. You can now create it directly inside Wiki and Pages to organize structured information in a table. Add records, define their properties, and manage everything in one place without creating a separate Page for each record.
Here's what you can do:

• Customize your columns
  Add properties such as text, numbers, dates, checkboxes, dropdowns, workspace members, and linked work items.
• Organize your data
  Create, rename, duplicate, resize, and reorder columns. Show or hide properties to control what appears in the table.
• Filter and sort records
  Apply multiple filters and sort by supported properties to focus on the information you need.

For example, create a release checklist to track deliverables, owners, deadlines, and related work items, all within your release planning Page.

Track development activity right from work items

See the code behind your work without switching between Plane and your Git provider. The new Development panel brings linked branches, commits, and pull requests together on the work item detail page.

Here's how it works:

• Automatic linking
  Include a work item ID in a branch name or commit message, and Plane automatically links the related development activity.
• Follow code progress
  See branches, their commits, and associated pull requests, including their current status.
• Open the source
  Jump directly to the relevant branch, commit, or pull request in your Git provider when you need more detail.

Everything is organised by repository and branch, making it easier to track implementation progress and see the code tied to each work item.

Organize work with cascading custom properties

Custom properties can now follow a hierarchy. The new Cascading property lets you define up to four levels of dependent options, where each selection determines what appears next.

For example, create a Region property with Continent → Country → State → City. Select a continent to see its countries, then a country to see its states, and a state to see its cities.

You can also:

• Build different paths
  Each option can have different sub-levels. Some paths can have four levels, while others can end after one or two.
• Make levels mandatory
  Require specific levels to be filled based on your workflow.

Configure the property in your Work item type settings and use it across work items of that type.

Control access with Work item security

Keep sensitive work within the right group of people, without moving it to a separate private project. With Work item security, you can create Audiences that determine who can see specific work items.

Here's how it works:

• Define your audience
  Choose workspace roles, project roles, or specific members. You can also include the work item's creator and assignees.
• Restrict individual work items or Work item types
  Apply an Audience to a single confidential work item or an entire Work item type, such as Security Incidents type.

For example, restrict all security incidents to your security team or limit a sensitive financial approval to specific reviewers. Keep everything within your existing projects, cycles, and modules while controlling who gets to see it.

Drop comments at the Page-level

Page-level comments let you comment on a Page as a whole without selecting specific text. Use them to share feedback, discuss decisions, and keep broader conversations alongside the content.

• Maintain page and inline comments together
  Use the Page and Inline toggle to switch between comments about the entire page and feedback tied to specific text. Inline comments continue to work as before, while broader discussions now have a dedicated space.

• Keep the conversation in threads
  Reply to any comment to keep a discussion together instead of letting it scatter. Drop an emoji reaction when a quick nod will do, @ mention a teammate to pull them in, and attach an image when a screenshot or mockup adds more context.

• Find the comment you're after
  Filter comments by status to show active, resolved, or both, so a busy page stays readable. Filter by user to see only what one person commented. Copy a link to any comment to send a teammate straight to it, and that link drops them right on the thread.

Subscribe to Pages, receive notifications when the page gets updated

You can now subscribe to individual Pages in Plane, making it easier to follow important documents and ongoing discussions.

Here's what you get:

• Follow important Pages
  Subscribe to project briefs, specifications, release plans, or any Page you want to keep track of.
• Get email notifications
  Receive updates when someone comments on a subscribed Page or mentions you.
• Keep subscriptions current
  Subscriptions automatically end when a member leaves.

Add existing or create new dashboard widgets in Pages

Your project data can now live alongside the documents that need it. Bring dashboard widgets into Wiki and project Pages to keep reporting, planning, and discussions in one place.

There are two ways to do this:

• Link existing widgets
  Add widgets from your dashboards to a Page, so you can reference the same data alongside your documentation.
• Create new widgets
  Build dashboard widgets directly inside a Page without having to set them up separately in Dashboards.