Epics and Initiatives

Give every project the
hierarchy it deserves

Group work into epics, align projects into initiatives, and let progress roll up on its own. No spreadsheets, no status decks, no premium add-ons.

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The right hierarchy makes
everything easier

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Bundle work into epics

  • Bundle related work items into one epic with a lead, timeline, and progress tracking.

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Align projects into initiatives

  • Pull epics and projects from across the workspace into a single initiative. See scope, progress, and status in one view.

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Progress rolls up automatically

  • Completion flows from work items to epics to initiatives. Every level updates the one above it.

INSIDE EVERY EPIC

Full depth per project, zero overhead to set up

  • Enable epics per project and start grouping work immediately. Custom properties, updates, and full history from day one.

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    Enable with one toggle in project settings

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    Custom properties: text, dropdown, member fields and more

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    Duplicate epics within a project or across the workspace

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INITIATIVE LAYOUTS

Three layouts for every level of planning

  • List for quick scanning, board for stage tracking, timeline for scheduling across quarters. Switch views without losing context.

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    List, board, and timeline layouts with flexible grouping

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    Timeline view with week, month, and quarter zoom levels

  • Filter

    Filter by lead, state, labels, and dates

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AI that tracks the big picture before your team has to

Ask questions in natural language

Query any initiative or epic in plain language. Scope, blockers, completion, who owns what. Plane AI answers from live data.

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Summarize progress across levels

AI reads work item states across every epic and initiative and generates a single progress summary. One click replaces the weekly status deck.

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Under the hood

Small details that make epics and initiatives easy to love

Designed to keep your team aligned, not buried in configuration.

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Five initiative states

  • Drafts, Planned, Active, Completed, and Closed track every initiative through its full lifecycle.

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One epic per work item

  • Each work item belongs to exactly one epic, so scope stays clean and ownership stays clear.

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Threaded status updates

  • Post On Track, At Risk, or Off Track updates on any epic or initiative with threaded discussions and emoji reactions.

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Duplicate across projects

  • Copy an epic to a different project with properties, descriptions, and custom field values intact.

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Progressive complexity

  • Turn on epics or initiatives only when the team is ready. Complexity is a choice, never a prerequisite.

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Convert when scope shifts

  • Convert any epic into a standard work item when the scope changes. Nothing is lost.

Connected features

Epics and initiatives connect to everything downstream

Hierarchy is only useful when it touches execution. Every connected feature makes the structure more valuable.

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Your epics and initiatives. Your infrastructure.

Everything you get on cloud, deployed on your infrastructure. Same speed, same capabilities, zero trade-offs.

  • Install in under 10 minutes

  • Deploy on Docker or Kubernetes

  • One-click backups

  • God mode for instance config

  • Air-gapped available

  • Migrate from Jira DC seamlessly

  • Admin panel for SMTP, auth, and more

  • Prime CLI to manage your instance

Enterprise-grade security, compliance, and control

Plane is built for teams where trust boundaries matter. Certified, encrypted, and governed for organizations that take security seriously.

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Certified across four compliance standards

  • SOC 2, ISO 27001, GDPR, and CCPA compliance out of the box. Independently audited, continuously monitored.

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Fully committed uptime SLA

  • Automatic backups, real-time scaling, and multi-layer failovers. Built to stay up when it matters most.

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Identity and access at every layer

  • SSO, SAML, and LDAP across every workspace. Authenticate your way.

Next-gen project

management starts here

Plane
Nacelle