From 16b40336579d3031a9fdee14f568ab44eb4a292e Mon Sep 17 00:00:00 2001 From: danciaclara Date: Fri, 27 Mar 2026 06:01:42 +0530 Subject: [PATCH 1/5] Added CSV importer and other updates --- docs/.vitepress/config.ts | 5 +- docs/.vitepress/theme/components/Card.vue | 1 + docs/ai/pi-chat.md | 4 + .../issues/plane-query-language.md | 2 +- docs/core-concepts/projects/overview.md | 2 +- docs/core-concepts/workspaces/overview.md | 2 +- docs/importers/confluence.md | 4 - docs/importers/csv.md | 103 ++++++++++-------- docs/importers/flatfile.md | 76 +++++++++++++ docs/importers/notion.md | 4 - docs/importers/overview.md | 18 +-- docs/workflows-and-approvals/workflows.md | 4 +- 12 files changed, 156 insertions(+), 69 deletions(-) create mode 100644 docs/importers/flatfile.md diff --git a/docs/.vitepress/config.ts b/docs/.vitepress/config.ts index e041fc51..add323bc 100644 --- a/docs/.vitepress/config.ts +++ b/docs/.vitepress/config.ts @@ -302,7 +302,7 @@ export default defineConfig({ collapsed: true, items: [ { text: "Single sign-on (SSO)", link: "/authentication/sso" }, - { text: "Group Sync", link: "/authentication/group-sync" }, + { text: "IdP Group Sync", link: "/authentication/group-sync" }, { text: "Self-hosted authentication", link: "https://developers.plane.so/self-hosting/govern/authentication", @@ -472,7 +472,7 @@ export default defineConfig({ text: "Time Tracking", link: "/core-concepts/issues/time-tracking", }, - { text: "Workflows", link: "/workflows-and-approvals/workflows" }, + { text: "Workflows and Approvals", link: "/workflows-and-approvals/workflows" }, { text: "Automations", link: "/automations/custom-automations", @@ -561,6 +561,7 @@ export default defineConfig({ { text: "Confluence", link: "/importers/confluence" }, { text: "ClickUp", link: "/importers/clickup" }, { text: "CSV", link: "/importers/csv" }, + { text: "Flatfile", link: "/importers/flatfile" }, { text: "Jira", link: "/importers/jira" }, { text: "Linear", link: "/importers/linear" }, { text: "Notion", link: "/importers/notion" }, diff --git a/docs/.vitepress/theme/components/Card.vue b/docs/.vitepress/theme/components/Card.vue index 8764ba7e..6aa23298 100644 --- a/docs/.vitepress/theme/components/Card.vue +++ b/docs/.vitepress/theme/components/Card.vue @@ -20,6 +20,7 @@ const customSvgIcons = { jira: ``, linear: ``, notion: ``, + flatfile: ``, sentry: ``, slack: ``, }; diff --git a/docs/ai/pi-chat.md b/docs/ai/pi-chat.md index fed1dfac..dc0c3076 100644 --- a/docs/ai/pi-chat.md +++ b/docs/ai/pi-chat.md @@ -7,6 +7,10 @@ description: Plane AI is your intelligent assistant for finding project data, an Plane AI is an AI assistant that helps you interact with your Plane workspace using natural language. Instead of navigating through menus and filters, you can simply ask Plane AI questions about your projects, work items, and documentation in plain English. +> [!CAUTION] Plane self-hosted instances +> If you're running a self-hosted instance of Plane, you'll need to first configure Plane AI services to get it working. Follow this [setup guide](https://developers.plane.so/self-hosting/govern/plane-ai) first to use Plane AI. + + Think of Plane AI as a knowledgeable team member who has instant access to all your project data. You can ask it to find specific issues, analyze project progress, search through documentation, or help you understand complex relationships between work items. ![Plane AI chat sidebar](https://media.docs.plane.so/pi-chat/pi-chat-sidebar.webp#hero) diff --git a/docs/core-concepts/issues/plane-query-language.md b/docs/core-concepts/issues/plane-query-language.md index afe2236f..d2dd9eca 100644 --- a/docs/core-concepts/issues/plane-query-language.md +++ b/docs/core-concepts/issues/plane-query-language.md @@ -3,7 +3,7 @@ title: Plane Query Language description: Filter work items using text-based queries with Plane Query Language (PQL). --- -# Plane Query Language +# Plane Query Language Plane Query Language (PQL) lets you filter work items using text-based queries. Write structured expressions to quickly find exactly what you need. diff --git a/docs/core-concepts/projects/overview.md b/docs/core-concepts/projects/overview.md index ed30cd21..717c4b3e 100644 --- a/docs/core-concepts/projects/overview.md +++ b/docs/core-concepts/projects/overview.md @@ -9,7 +9,7 @@ Projects organize your team's work within a workspace. Each project contains wor ## Create a project -**Quick access:** Press `P` from anywhere in Plane. +**Quick access:** Press `N` then `P` from anywhere in Plane. 1. Navigate to **Projects** in the sidebar. 2. Click **Add Project**. diff --git a/docs/core-concepts/workspaces/overview.md b/docs/core-concepts/workspaces/overview.md index 09bddd65..93184166 100644 --- a/docs/core-concepts/workspaces/overview.md +++ b/docs/core-concepts/workspaces/overview.md @@ -7,7 +7,7 @@ description: Create and manage Workspaces in Plane. Think of a Workspace in Plane as your command center, the place where everything comes together. It’s the top-level space that holds all your projects, work items, cycles, modules, and pages. -Picture it like this. A Workspace in Plane is similar to a workspace in Slack. It’s where your team gathers to work on projects, track progress, and get things done. You can create your own projects, invite others to join, and collaborate as a group, or just do your own thing if that’s how you roll. +The workspace is where your team gathers to work on projects, track progress, and get things done. You can create your own projects, invite others to join, and collaborate as a group, or just do your own thing if that’s how you roll. ## What's inside a workspace diff --git a/docs/importers/confluence.md b/docs/importers/confluence.md index a0e1f663..9e131c14 100644 --- a/docs/importers/confluence.md +++ b/docs/importers/confluence.md @@ -7,10 +7,6 @@ description: Import data from Confluence to Plane. The Confluence to Plane importer lets you transfer your Confluence pages and content to Plane's Wiki. This is useful when you want to bring your documentation, notes, and structured content from Confluence into your Plane workspace as Wiki pages. -::: info -The Confluence importer is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. -::: - The importer takes exported Confluence content and converts it into Plane Wiki pages. It preserves your page structure, including subpages, and maintains the hierarchical organization of your Confluence space within Plane's Wiki system. ## Export your Confluence content diff --git a/docs/importers/csv.md b/docs/importers/csv.md index aa57f34f..bcb629f2 100644 --- a/docs/importers/csv.md +++ b/docs/importers/csv.md @@ -1,76 +1,85 @@ --- title: Import data from CSV file -description: Import work items from CSV files to Plane. +description: Import work items from CSV files to Plane using the CSV Importer --- # Import your CSV data to Plane -With the CSV importer, you can easily import work items from your CSV file to Plane. +The CSV Importer lets you bring work items into Plane from a CSV file. -::: info -The CSV importer is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. +:::info +Plane also offers a [Flatfile Importer](/importers/flatfile) with interactive field mapping and inline editing. The Flatfile Importer is only available on Plane Cloud. ::: -## Import from CSV +## Prepare your CSV + +Your CSV file should include columns for the fields you want to import. + +[Download the sample CSV](https://media.docs.plane.so/importers/csv/plane_csv_sample.csv) to see the expected format, or use it as a starting point. + +The expected columns are: + +```csv +name,description_html,priority,start_date,target_date,state_group +Quarterly report,

Compile Q2 results for stakeholder review.

,high,2025-04-01,2025-04-10,started +Update vendor contracts,,medium,2025-04-05,2025-04-20,unstarted +Office supply restock,,low,,,backlog +``` + +A few things to note: -> **Role**: Workspace admins +- **description_html** supports HTML markup. Plain text works too, but wrap it in `

` tags if you want paragraph formatting preserved. +- **priority** accepts `urgent`, `high`, `medium`, `low`, or `none`. +- **start_date** and **target_date** use `YYYY-MM-DD` format. +- **state_group** maps to Plane's state groups: `backlog`, `unstarted`, `started`, `completed`, or `cancelled`. -::: warning Work Item Types -To import work item types, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project. +:::warning +Make sure your CSV is properly formatted before uploading. Malformed rows or mismatched columns may cause individual rows to fail during import. ::: -Here's how to get started: +## Import from CSV + +> **Role**: Workspace Admin + +1. Go to **Workspace Settings > Imports**. -1. Click your Workspace name at the top left on the sidebar. +2. Find the **CSV** tile and click **Import**. -2. Select **Settings**. + ![CSV Importer](https://media.docs.plane.so/csv-importer/csv-importer-landing.webp#hero) -3. In the right pane, click on **Imports**. +3. On the **Select Project** step, choose the Plane project where you want to import your work items. The project must already exist — create it first if needed. -4. You'll see several import options - look for the **CSV Importers** tile and click the **Import** button. + ![Select project](https://media.docs.plane.so/importers/csv/select-project.webp#hero) -5. Use the dropdown to select the project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first. +4. Click **Next**. -6. Click the **Upload CSV** button. +5. On the **Upload CSV** step, upload your CSV file by dragging it onto the upload area or clicking to browse. - ::: warning Prepare your CSV - When importing user fields like **Assignee**, make sure to use email addresses rather than usernames. This ensures your team members are correctly linked to their work items. - ::: + ![Upload CSV](https://media.docs.plane.so/importers/csv/upload-csv.webp#hero) -7. You can either drag and drop your file onto the upload area or click **Upload file** to browse your files. Alternatively, you can click **Manually enter data** if you prefer to input information directly. +6. Click **Import CSV**. -8. You'll need to match your CSV columns to Plane fields: - - You'll see your CSV fields listed under **INCOMING FIELDS** on the left. - - On the right, under **DESTINATION FIELDS**, select the corresponding Plane field for each item. Fields will be automatically mapped when names match, but you can adjust as needed. - - Required fields are marked with an asterisk (\*). +The importer processes your file and creates work items in the selected project. You'll see the import job appear in the **Migrations** table with a status of **Transforming** while it's in progress. -9. Once you've mapped your fields, click **Continue** to proceed. +Once complete, the status changes to **Finished**. -10. You'll see a preview of your data in a table view: - - Review the data to make sure everything looks correct. - - If something's not right, you can click Back to adjust your field mapping. - - When you're ready, click **Submit** to import your data. +![Import finished](https://media.docs.plane.so/importers/csv/import-finished.webp#hero) -11. That's it! Your CSV data is now imported into your Plane project. For very large datasets, the import might take a few minutes to process. +## View import summary -12. Once it's done, go to **Work Items** in your Plane project to confirm that the data import is successful. +After an import finishes, click **Summary** in the Migrations table to download a JSON report. The report includes the total number of rows processed, how many were successfully imported, and how many failed. For failed rows, the report lists the specific errors so you can fix your CSV and re-import. + +:::tip +The CSV Importer creates new work items on every import — it does not update existing ones. If you import the same file twice, you'll get duplicate work items. +::: ## Imported fields -When bringing your data from CSV into Plane, here's exactly what you can transfer over: - -| Field | Notes | -| -------------- | ----------------------------------------------------------------------------------------------------------- | -| Title | Required for all items | -| Description | Plain text only - any formatting, images, or tags will be imported as raw text | -| Work Item Type | Make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project | -| State | | -| Assignee | **Must be email addresses**, not usernames - this is how Plane connects work items to users | -| Priority | | -| Created by | **Must be email addresses** - allows Plane to track who originally created the item | -| Start date | | -| Due date | | -| Modules | | -| Cycle | | -| Labels | | -| Created At | | +| Column | Notes | +| --- | --- | +| `name` | Required. Used as the work item title. | +| `description_html` | Supports HTML markup. Plain text is also accepted. | +| `priority` | Accepts `urgent`, `high`, `medium`, `low`, or `none`. | +| `start_date` | Format: `YYYY-MM-DD`. | +| `target_date` | Format: `YYYY-MM-DD`. Used as the work item's due date. | +| `state_group` | Maps to Plane's state groups: `backlog`, `unstarted`, `started`, `completed`, or `cancelled`. | diff --git a/docs/importers/flatfile.md b/docs/importers/flatfile.md new file mode 100644 index 00000000..534811e0 --- /dev/null +++ b/docs/importers/flatfile.md @@ -0,0 +1,76 @@ +--- +title: Import data from CSV file +description: Import work items from CSV files to Plane. +--- + +# Import your CSV data to Plane + +With the Flatfile importer, you can easily import work items from your CSV file to Plane. + +::: info +The Flatfile importer is only available on Plane Cloud. A separate [CSV importer](/importers/csv) is available on both Cloud and the self-hosted Commercial Edition. +::: + +## Import from CSV + +> **Role**: Workspace admins + +::: warning Work Item Types +To import work item types, make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project. +::: + +Here's how to get started: + +1. Click your Workspace name at the top left on the sidebar. + +2. Select **Settings**. + +3. In the right pane, click on **Imports**. + +4. You'll see several import options - look for the **Flatfile Importers** tile and click the **Import** button. + +5. Use the dropdown to select the project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first. + +6. Click the **Upload CSV** button. + + ::: warning Prepare your CSV + When importing user fields like **Assignee**, make sure to use email addresses rather than usernames. This ensures your team members are correctly linked to their work items. + ::: + +7. You can either drag and drop your file onto the upload area or click **Upload file** to browse your files. Alternatively, you can click **Manually enter data** if you prefer to input information directly. + +8. You'll need to match your CSV columns to Plane fields: + - You'll see your CSV fields listed under **INCOMING FIELDS** on the left. + - On the right, under **DESTINATION FIELDS**, select the corresponding Plane field for each item. Fields will be automatically mapped when names match, but you can adjust as needed. + - Required fields are marked with an asterisk (\*). + +9. Once you've mapped your fields, click **Continue** to proceed. + +10. You'll see a preview of your data in a table view: + - Review the data to make sure everything looks correct. + - If something's not right, you can click Back to adjust your field mapping. + - When you're ready, click **Submit** to import your data. + +11. That's it! Your CSV data is now imported into your Plane project. For very large datasets, the import might take a few minutes to process. + +12. Once it's done, go to **Work Items** in your Plane project to confirm that the data import is successful. + +## Imported fields + +When bringing your data from CSV into Plane, here's exactly what you can transfer over: + +| Field | Notes | +| -------------- | ----------------------------------------------------------------------------------------------------------- | +| Title | Required for all items | +| Description | Plain text only - any formatting, images, or tags will be imported as raw text | +| Work Item Type | Make sure the [Work item types](/core-concepts/issues/issue-types) feature is enabled in your Plane project | +| State | | +| Assignee | **Must be email addresses**, not usernames - this is how Plane connects work items to users | +| Priority | | +| Created by | **Must be email addresses** - allows Plane to track who originally created the item | +| Start date | | +| Due date | | +| Modules | | +| Cycle | | +| Labels | | +| Created At | | diff --git a/docs/importers/notion.md b/docs/importers/notion.md index 6e4de26f..76a3da3a 100644 --- a/docs/importers/notion.md +++ b/docs/importers/notion.md @@ -7,10 +7,6 @@ description: Import data from Notion to Plane. The Notion to Plane importer lets you transfer your Notion pages and content to Plane's Wiki. This is useful when you want to bring your documentation, notes, and structured content from Notion into your Plane workspace as Wiki pages. -::: info -The Notion importer is available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. -::: - The importer takes exported Notion content and converts it into Plane wiki pages. It preserves your page structure, including subpages, and maintains the hierarchical organization of your Notion workspace within Plane's wiki system. ## Export your Notion content diff --git a/docs/importers/overview.md b/docs/importers/overview.md index ea57cb04..3f2fa214 100644 --- a/docs/importers/overview.md +++ b/docs/importers/overview.md @@ -8,7 +8,7 @@ description: Importers to migrate your project data to Plane Switching to Plane? No need to start from scratch. Our importers make it simple to move your project data from other tools, saving you time and effort. Instead of manually setting up your structure and history, you can directly transfer your existing issues into Plane, keeping your team's progress intact for a smooth transition. ::: info -Importers are available on Plane Cloud and on all plans of the Commercial Edition for self-hosted instances. +Importers are available on Plane Cloud and the Commercial Edition for self-hosted instances. ::: @@ -21,16 +21,20 @@ Importers are available on Plane Cloud and on all plans of the Commercial Editio Migrate tasks from Asana to Plane, keeping your workflow intact and organized. - - Import work items from CSV files, perfect for migrating data from spreadsheets or other tools. - - + Transfer tasks from ClickUp to Plane, maintaining your project structure. + + Migrate pages from Notion to Plane, keeping your knowledge base organized. + Import pages from Confluence to Plane, preserving your documentation. - - Migrate pages from Notion to Plane, keeping your knowledge base organized. + + Import CSV data with interactive field mapping. + + + Import work items from a CSV file with a simple two-step upload. + diff --git a/docs/workflows-and-approvals/workflows.md b/docs/workflows-and-approvals/workflows.md index c845bda3..e37f6130 100644 --- a/docs/workflows-and-approvals/workflows.md +++ b/docs/workflows-and-approvals/workflows.md @@ -121,7 +121,7 @@ You'll land on the workflow detail page, where you can [define its states and fl Once a workflow is active, work items in the project follow its rules: -**State creation restrictions** +**State creation restrictions** Items can only be created in states where **Allow new work items** is enabled. If a member tries to create a work item in a restricted state, they won't be able to. **Transition enforcement** @@ -134,5 +134,5 @@ When a work item reaches a state with an approval flow, it enters a pending stat ![Approve and reject buttons on a work item](https://media.docs.plane.so/workflows/approval-buttons.webp#hero) -**Workflow precedence** +**Workflow precedence** If a work item's type matches a type-specific workflow, that workflow's rules apply instead of the default. For example, if you have a type-specific workflow for bugs, any bug in the project follows that workflow's transition and approval rules. All other work item types continue to follow the default workflow. From 7ddcc9cbf2ec55a64b02b4577bf63a249abf626e Mon Sep 17 00:00:00 2001 From: danciaclara Date: Fri, 27 Mar 2026 06:02:39 +0530 Subject: [PATCH 2/5] formatting fixes --- docs/ai/pi-chat.md | 1 - docs/importers/csv.md | 16 ++++++++-------- docs/workflows-and-approvals/workflows.md | 2 +- 3 files changed, 9 insertions(+), 10 deletions(-) diff --git a/docs/ai/pi-chat.md b/docs/ai/pi-chat.md index dc0c3076..ae04dc03 100644 --- a/docs/ai/pi-chat.md +++ b/docs/ai/pi-chat.md @@ -10,7 +10,6 @@ Plane AI is an AI assistant that helps you interact with your Plane workspace us > [!CAUTION] Plane self-hosted instances > If you're running a self-hosted instance of Plane, you'll need to first configure Plane AI services to get it working. Follow this [setup guide](https://developers.plane.so/self-hosting/govern/plane-ai) first to use Plane AI. - Think of Plane AI as a knowledgeable team member who has instant access to all your project data. You can ask it to find specific issues, analyze project progress, search through documentation, or help you understand complex relationships between work items. ![Plane AI chat sidebar](https://media.docs.plane.so/pi-chat/pi-chat-sidebar.webp#hero) diff --git a/docs/importers/csv.md b/docs/importers/csv.md index bcb629f2..143d42b0 100644 --- a/docs/importers/csv.md +++ b/docs/importers/csv.md @@ -75,11 +75,11 @@ The CSV Importer creates new work items on every import — it does not update e ## Imported fields -| Column | Notes | -| --- | --- | -| `name` | Required. Used as the work item title. | -| `description_html` | Supports HTML markup. Plain text is also accepted. | -| `priority` | Accepts `urgent`, `high`, `medium`, `low`, or `none`. | -| `start_date` | Format: `YYYY-MM-DD`. | -| `target_date` | Format: `YYYY-MM-DD`. Used as the work item's due date. | -| `state_group` | Maps to Plane's state groups: `backlog`, `unstarted`, `started`, `completed`, or `cancelled`. | +| Column | Notes | +| ------------------ | --------------------------------------------------------------------------------------------- | +| `name` | Required. Used as the work item title. | +| `description_html` | Supports HTML markup. Plain text is also accepted. | +| `priority` | Accepts `urgent`, `high`, `medium`, `low`, or `none`. | +| `start_date` | Format: `YYYY-MM-DD`. | +| `target_date` | Format: `YYYY-MM-DD`. Used as the work item's due date. | +| `state_group` | Maps to Plane's state groups: `backlog`, `unstarted`, `started`, `completed`, or `cancelled`. | diff --git a/docs/workflows-and-approvals/workflows.md b/docs/workflows-and-approvals/workflows.md index e37f6130..e279eae5 100644 --- a/docs/workflows-and-approvals/workflows.md +++ b/docs/workflows-and-approvals/workflows.md @@ -134,5 +134,5 @@ When a work item reaches a state with an approval flow, it enters a pending stat ![Approve and reject buttons on a work item](https://media.docs.plane.so/workflows/approval-buttons.webp#hero) -**Workflow precedence** +**Workflow precedence** If a work item's type matches a type-specific workflow, that workflow's rules apply instead of the default. For example, if you have a type-specific workflow for bugs, any bug in the project follows that workflow's transition and approval rules. All other work item types continue to follow the default workflow. From 67e4aad7067df371f4fc10d34d49ff3fe69f23ca Mon Sep 17 00:00:00 2001 From: danciaclara Date: Fri, 27 Mar 2026 09:35:22 +0530 Subject: [PATCH 3/5] delink in prime portal --- docs/workspaces-and-users/manage-licenses.md | 18 +++++++++++++++++- 1 file changed, 17 insertions(+), 1 deletion(-) diff --git a/docs/workspaces-and-users/manage-licenses.md b/docs/workspaces-and-users/manage-licenses.md index 98538fbe..f2afd66e 100644 --- a/docs/workspaces-and-users/manage-licenses.md +++ b/docs/workspaces-and-users/manage-licenses.md @@ -52,7 +52,9 @@ Use this whenever you see a mismatch between what's in the Prime portal and what Your license key is linked to both a workspace and an instance, meaning it can only be used on one workspace on one machine at a time. If you switch machines or reinstall the Commercial edition, you’ll need to reactivate your workspace. This helps prevent any misuse of the license on multiple machines or workspaces. -To make it easier for you to move between machines or workspaces, we've added a new Delink feature. This lets you free up your license from its current workspace, so you can reuse it on a new machine or workspace. +To make it easier for you to move between machines or workspaces, we've added a Delink feature. This lets you free up your license from its current workspace, so you can reuse it on a new machine or workspace. + +### In Workspace Settings Here’s how to delink your license key from a workspace: @@ -64,3 +66,17 @@ Here’s how to delink your license key from a workspace: 3. Restart the instance using `prime-cli restart`. 4. If you’re switching machines or reinstalling the Commercial edition, see [Move Plane instance to another server](https://developers.plane.so/self-hosting/manage/migrate-plane). 5. Ensure you are connected to the internet and reactivate the new workspace using the license key you delinked earlier. + +### In Portal portal + +You can also delink a license key directly from the Prime portal without accessing the Plane instance. This is useful if you've lost access to the instance or can't reach Workspace Settings. + +1. Log in to the [Prime portal](https://prime.plane.so/licenses). +2. Click on the license you want to delink. +3. Click Delink license. + + ![Delink license key in Prime portal](https://media.docs.plane.so/activate-license/ .webp#hero-tl) + +A confirmation dialog warns that your workspace will be disconnected and you'll lose access to paid features. Click Delink license to confirm. + +The license key is now released and available for reactivation on another workspace or instance. From a32cbf83fc84a47132babf34c3666ed322f1bdf5 Mon Sep 17 00:00:00 2001 From: danciaclara Date: Fri, 27 Mar 2026 09:40:03 +0530 Subject: [PATCH 4/5] coderabbit fixes --- docs/importers/flatfile.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/importers/flatfile.md b/docs/importers/flatfile.md index 534811e0..352e029d 100644 --- a/docs/importers/flatfile.md +++ b/docs/importers/flatfile.md @@ -27,7 +27,7 @@ Here's how to get started: 3. In the right pane, click on **Imports**. -4. You'll see several import options - look for the **Flatfile Importers** tile and click the **Import** button. +4. You'll see several import options - look for the **Flatfile Importer** tile and click the **Import** button. 5. Use the dropdown to select the project where you want your CSV data to go. If you haven't created your destination project yet, you'll need to create it first. From 6460e15876a6ad10f0cd33a2fbb6fa34944e155a Mon Sep 17 00:00:00 2001 From: danciaclara Date: Fri, 27 Mar 2026 09:41:59 +0530 Subject: [PATCH 5/5] coderabbit fixes --- docs/workspaces-and-users/manage-licenses.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/workspaces-and-users/manage-licenses.md b/docs/workspaces-and-users/manage-licenses.md index f2afd66e..bbc0735d 100644 --- a/docs/workspaces-and-users/manage-licenses.md +++ b/docs/workspaces-and-users/manage-licenses.md @@ -67,7 +67,7 @@ Here’s how to delink your license key from a workspace: 4. If you’re switching machines or reinstalling the Commercial edition, see [Move Plane instance to another server](https://developers.plane.so/self-hosting/manage/migrate-plane). 5. Ensure you are connected to the internet and reactivate the new workspace using the license key you delinked earlier. -### In Portal portal +### In Prime portal You can also delink a license key directly from the Prime portal without accessing the Plane instance. This is useful if you've lost access to the instance or can't reach Workspace Settings. @@ -75,7 +75,7 @@ You can also delink a license key directly from the Prime portal without accessi 2. Click on the license you want to delink. 3. Click Delink license. - ![Delink license key in Prime portal](https://media.docs.plane.so/activate-license/ .webp#hero-tl) + ![Delink license key in Prime portal](https://media.docs.plane.so/activate-license/delink-license-prime-portal.webp#hero-tl) A confirmation dialog warns that your workspace will be disconnected and you'll lose access to paid features. Click Delink license to confirm.