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.

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Guardrails that enforce process,
not slow it down

State rules, approval gates, and type-specific paths, all configured per project.

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State transitions you control

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

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Approval gates before critical transitions

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

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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

    Pause workflows without deleting them

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

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STATE GROUPS

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

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AI WORKFLOW ASSIST

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.

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Flag stuck items

AI highlights work items that have not moved states in longer than expected. Surface blockers before the standup does.

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WORKFLOW DETAILS

Small details that make
workflows easy to love

Designed to keep your team in flow, not in process

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Full change history

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

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Workflow precedence

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

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Admin-controlled changes

  • Only project owners and admins can set up and edit workflows. Approvers are assigned per project.

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Default workflow per project

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

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Delete without disruption

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

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Blocker messages on invalid moves

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

Connected features

Workflows connect to everything downstream

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

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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 end-to-end.

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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. 100% Cloud uptime, 99.99% API uptime.

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Identity and access at every layer

  • SSO, SAML, and LDAP across every workspace. RBAC, granular access control, and audit logs included.

Next-gen project

management starts here

Plane
Nacelle