Workflows and Approvals

Control how work moves without the config overhead

State transitions, approval gates, and role-based permissions per project. Configure visually and go live in minutes.

screenshot-workflows-hero

Guardrails that enforce process,
not slow it down

screenshot-state-trasition-cards

State transitions your team controls

  • Define which states a work item can move to and who can make the transition.

screenshot-approvals-cards

Approval gates before critical transitions

  • Require sign-off from designated approvers before work progresses. Rejected items route to a fallback state.

screenshot-type-specific-cards

Type-specific workflows

  • Bugs, features, and improvements follow different paths. Assign workflows per work item type.

WORKFLOW BUILDER

Configure in clicks,
update on the fly

  • Build workflows visually with states, transitions, and approvals. Preview changes before going live.

  • show-filled

    Visual workflow builder with live preview

  • toggle-filled

    Toggle active or inactive without deleting

  • Search, filter, and sort workflows by status or type

screenshot-preview-cards
THE ULTIMATE STATE MACHINE

Five state groups, unlimited custom states

  • Backlog, Unstarted, Started, Completed, Cancelled. Create custom states inside each group to match your process.

  • edit-filled

    Add, edit, reorder, and delete states per project

  • cursor-02

    Control which states accept new work items

  • State

    Set default states for new work items

screenshot-state-cards

AI that routes work before your
team has to

Suggest the right transition

AI recommends the next state based on work item context, recent activity, and workflow rules.

screenshot-transition-bento

Flag stuck items

AI highlights work items that haven't moved states in an unusual amount of time. Surface blockers before the standup does.

screenshot-flag-work-items-bento
Beyond the workflow

Small details that make
workflows easy to love

Designed to keep your team in flow, not in process

screenshot-history-grids

Full change history

  • Every edit to a workflow is logged. See who changed what and when.

screenshot-type-specific-grids

Workflow precedence

  • Type-specific workflows override the default for matching work item types. Everything else follows the default path.

screenshot-admin-grids

Admin-controlled changes

  • Only project owners and admins set up and edit workflows. Approvers are controlled uniquely per project.

screenshot-default-workflow-grids

Default workflow per project

  • Every project ships with a default workflow. Previous state configurations are preserved automatically.

screenshot-delete-grids

Delete without disruption

  • Remove a workflow and items fall back to the default. Nothing gets stuck.

screenshot-blocker-messages-grids

Blocker messages on invalid moves

  • Unauthorized transitions trigger clear blocker messages. Team members see exactly why an item can't move.

Connected features

Workflows connect to everything downstream

Workflows govern how work moves. Every connected feature respects that governance.

screenshot-wi-detail-tabs

Your workflows. 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.

certified-project-management

Certified across four compliance standards

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

uptime-projectmanagement

Fully committed uptime SLA

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

authenticate-project-management

Identity and access at every layer

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

Next-gen project

management starts here

Plane
Nacelle