New features - Milestones, Auto-schedule cycles and more

Author: danciaclara

docs/ai/pi-chat.mdx

@@ -63,7 +63,7 @@ Plane AI is accessible from the left sidebar (AI icon for a dedicated chat inter
 1. Type your question in the chat input at the bottom of the Plane AI interface.
 2. Plane AI will process your query and provide a response.
 3. You can ask follow-up questions to dive deeper into the results.
-4. Use `@mentions` for direct entity reference, for eg., "@WEB-4651 what's the status of this issue?"
+4. Use `@mentions` for direct entity reference, for eg., "@WEB-4651 what's the status of this work items?"
 
 ![Plane AI chat mentions](https://media.docs.plane.so/pi-chat/pi-chat-mentions.webp#hero)
 
@@ -99,7 +99,7 @@ Plane AI can create work items, projects, cycles, and modules through natural la
 
 The newly created work item will include:
 - Automatically generated title based on your description
-- AI-generated description summarizing the issue
+- AI-generated description summarizing the work items
 - Appropriate work item type (bug, feature, etc.) inferred from your command
 - Default project properties
 

docs/automations/custom-automations.mdx

@@ -1,7 +1,7 @@
 ---
 title: Automations
 hide_title: true
-description: Automate repetitive project tasks with trigger-based workflows. Set up rules to automatically update issue properties, assign team members, and manage priorities when specific conditions are met.
+description: Automate repetitive project tasks with trigger-based workflows. Set up rules to automatically update work item properties, assign team members, and manage priorities when specific conditions are met.
 ---
 
 import Tags from "@site/src/components/Tags";
@@ -13,7 +13,7 @@ import Tags from "@site/src/components/Tags";
 
 Automations let you streamline your project management workflow by automatically performing actions based on specific triggers and conditions. This powerful feature eliminates repetitive manual tasks, ensures consistency in your processes, and helps your team maintain focus on high-value work by letting the system handle routine operations.
 
-Think of automations as your digital assistant that watches for specific events in your projects and responds according to rules you define. Whether it's updating issue statuses, assigning team members, adding labels, or posting comments, automations work behind the scenes to keep your projects moving smoothly.
+Think of automations as your digital assistant that watches for specific events in your projects and responds according to rules you define. Whether it's updating work item statuses, assigning team members, adding labels, or posting comments, automations work behind the scenes to keep your projects moving smoothly.
 
 ![Create automations](https://media.docs.plane.so/automations/create-automation.webp#hero)
 
@@ -104,13 +104,13 @@ Toggle automations on or off as needed without deleting them. This is useful for
 Automatically transition work items between workflow states and update status when specific conditions are met. 
 
 - **Team assignment and handoffs**  
-Automatically assign team members when issues reach specific stages, reassign work based on type or priority, and ensure proper handoffs between different teams or departments.
+Automatically assign team members when work items reach specific stages, reassign work based on type or priority, and ensure proper handoffs between different teams or departments.
 
 - **Priority and categorization**  
-Auto-adjust issue priorities based on labels or assignees, apply consistent labeling across similar issue types, and maintain project organization through automated property updates.
+Auto-adjust work item priorities based on labels or assignees, apply consistent labeling across similar work item types, and maintain project organization through automated property updates.
 
 - **Communication and notifications**  
-Post automatic comments when issues are assigned or reassigned, add context when issues move between stages, and ensure stakeholders receive updates on critical changes.
+Post automatic comments when work items are assigned or reassigned, add context when work items move between stages, and ensure stakeholders receive updates on critical changes.
 
 ---
 Automations transform reactive project management into proactive workflow orchestration, allowing teams to focus on solving problems rather than managing processes. With the ability to monitor, edit, and control when automations run, you maintain full control over your automated workflows while reducing manual overhead.

docs/core-concepts/cycles.mdx

@@ -92,6 +92,42 @@ Once the due date of an active Cycle passes, it’s automatically marked as comp
 
 ![Transfer work items](https://media.docs.plane.so/cycles/transfer-issues.webp#hero-tr)
 
+
+<div className="tag-wrapper">
+  ## Auto-schedule cycles
+  <Tags tags={[{ name: "Business", link: "https://plane.so/pricing", additionalClass: "business" }]} />
+</div>
+
+Automate the creation and management of cycles according to predefined configurations, eliminating manual setup while ensuring consistent cycle planning and team predictability.
+
+![Autoschedule cycles](https://media.docs.plane.so/cycles/auto-schedule-cycles.webp#hero-br)
+
+### Benefits
+- Maintain regular cycle rhythms automatically without manual intervention.
+- Keep future cycles pre-scheduled so teams can plan ahead with confidence.
+- Eliminate repetitive administrative work from cycle creation.
+- Ensure reliable, consistent sprint schedules across projects.
+
+### Configuration
+
+1. Navigate to **Project Settings → Features → Cycles**.
+2. Turn on the **Auto-schedule cycles** toggle and configure:
+    - Cycle Title — Set a naming convention for automatically created cycles.
+    - Cycle Duration — Define the length of each cycle in weeks (e.g., 1 week, 2 weeks).
+    - Cooldown Period — Add an optional buffer between cycles in days for planning and retrospectives.
+    - Cycle starts day — Choose the start date for the first auto-scheduled cycle.
+    - Number of future cycles — Specify how many upcoming cycles to keep pre-scheduled.
+    - Auto-rollover work items — Enable to automatically move incomplete issues from one cycle to the next.
+
+Once enabled, the system automatically:
+
+- Generates the configured number of future cycles based on your settings.
+- Creates a new cycle when the current one concludes to maintain the specified schedule.
+- Ensures cycles don't overlap and follow the defined cadence.
+- Applies consistent naming conventions and durations across all cycles.
+
+All auto-scheduled cycles appear in your Cycles view with clear dates and durations. Admins can update configuration settings anytime to adjust the schedule, and the system will adapt future cycles accordingly.
+
 ## Track active cycle
 
 Once a cycle is active and contains work items, you can monitor its progress, assess the team's productivity, and review the breakdown of priorities in the Cycles page of the project. This section also allows you to investigate any discrepancies if the cycle is not proceeding as expected.

docs/core-concepts/deploy.mdx

@@ -29,7 +29,7 @@ You can publish your project in either **Kanban** or **List** layouts. Choose wh
 
 - Project name
 - Project work items
-  - Issue ID
+  - Work item ID
   - Title
   - Description
   - State, due-date, priority
@@ -40,7 +40,7 @@ You can publish your project in either **Kanban** or **List** layouts. Choose wh
 **Non-visible attributes**
 
 - Attachments
-- Issue links
+- Work item links
 - Relations
 - Cycles
 - Modules
@@ -55,7 +55,7 @@ When turned on, users can sign up on the public board and add comments to work i
 
 When turned on, users can upvote or downvote any work item on the deployed board. This helps project managers or owners prioritize which work items need attention.
 
-### Issue reactions
+### Work item reactions
 
 When this feature is on, users can react to work items on the public board using predefined emoticons. This provides a quick way for team members and the public to express their sentiments about specific work items, aiding in gauging overall opinion and urgency.
 

docs/core-concepts/export.mdx

@@ -3,6 +3,8 @@ title: Export
 description: Export work items from Plane in CSV, Excel, or JSON formats for backup, analysis, or sharing.
 ---
 
+import Tags from "@site/src/components/Tags";
+
 # Export data
 
 Plane allows you to export all your work items—from a single project or multiple projects—so you can access your data outside of Plane. You can export work items into CSV, Excel, or JSON formats. Additionally, you can choose how you'd like the data to be packaged: in a single consolidated file or split into separate files (downloaded as a ZIP).
@@ -11,7 +13,7 @@ Plane allows you to export all your work items—from a single project or multip
 All key fields related to your work items are included in the export, except for work item types, custom properties, relations, links, attachments, and estimates. We're actively working on adding these soon.
 :::
 
-## Export data
+## Export projects
 
 > **Role**: Workspace Admins
 
@@ -48,3 +50,32 @@ Exporting large workspaces may take some time depending on the number of work it
 :::caution
 Exported files remain downloadable for a limited time (7 days).
 :::
+
+<div className="tag-wrapper">
+  ## Custom exports
+  <Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
+</div>
+
+Export filtered work items, cycles, views, or modules directly from your project. Custom exports let you export exactly what you see after applying filters and display options—perfect for reports, analysis, or sharing specific data sets.
+
+You can export data from:
+
+- Work items: Export filtered issue lists from any view
+- Cycles: Export work items within a specific cycle
+- Modules: Export work items within a specific module
+- Views: Export custom filtered views you've saved
+
+### How to export
+
+![Export work items](https://media.docs.plane.so/issues/export-work-items.webp#hero)
+
+1. Navigate to the work items, cycle, module, or view you want to export.
+2. Apply any filters or display options to narrow down your data.
+3. Click the ⋯ (more options) menu in the top right.
+4. Select **Export**.
+5. Choose your format:
+    - CSV: For spreadsheet applications.
+    - JSON: For programmatic use or data processing.
+6. Click **Continue** to download your file.
+
+The exported file will include all visible work items based on your current filters and settings.

docs/core-concepts/pages/editor-blocks.mdx

@@ -111,6 +111,30 @@ Or use single dollar syntax:
 
 Both equation types support full LaTeX rendering with built-in validation and error handling for invalid mathematical expressions.
 
+
+<div className="tag-wrapper">
+## Draw.io diagrams
+<Tags 
+  tags={[ 
+    { name: "Business", link:"https://plane.so/pricing", additionalClass: "business" }
+  ]} 
+ />
+</div>
+
+Create and manage interactive diagrams and whiteboards directly within your Pages using the integrated Draw.io editor. Whether you need professional flowcharts, system architecture diagrams, or freehand sketches for brainstorming, the diagram feature provides powerful visual documentation capabilities without leaving Plane.
+
+![Diaw.io diagram](https://media.docs.plane.so/pages/draw-io-diagram.webp#hero)
+
+### Diagram
+Create professional diagrams, flowcharts, and visual documentation using the full Draw.io editor with comprehensive shape libraries. Perfect for technical documentation, process flows, system architecture, network diagrams, and organizational charts.
+Use the `/diagram` or `/drawio-diagram` slash command to insert a diagram block. Click the placeholder to launch the Draw.io editor.
+
+### Board
+Create whiteboards with freehand drawing and sketching capabilities using a simplified interface. Ideal for brainstorming sessions, quick mockups, concept visualization, and collaborative ideation.
+Use the `/board` or `/drawio-board` slash command to insert a whiteboard block. Click the placeholder that says "Click to start editing whiteboard" to launch the board interface.
+
+Both modes feature a consistent toolbar with **Save** and **Exit** buttons, making it easy to preserve your work and return to your Page. All diagrams are fully interactive—simply click any saved diagram to edit it again.
+
 ## Callout   
 Creates visually distinct sections with customizable icons and colors for highlighting warnings, tips , and calls-to-action.
 

docs/core-concepts/pages/inline-comments.mdx

@@ -84,7 +84,7 @@ Replies are threaded under the original comment, keeping related discussions org
 
 ### Resolve comments
 
-When a discussion is complete or an issue has been addressed:
+When a discussion is complete or an work item has been addressed:
 
 1. Locate the checkmark icon next to the comment (in the top-right area).
 2. Click the checkmark icon.
@@ -94,7 +94,7 @@ The comment will be hidden from the default view and moved to the resolved comme
 
 ### Unresolve comments
 
-If a discussion needs to be reopened or the issue resurfaces:
+If a discussion needs to be reopened or the work item resurfaces:
 
 1. Use the Filters button to show resolved comments.
 2. Locate the resolved comment you want to reopen.

docs/core-concepts/pages/overview.mdx

@@ -104,7 +104,7 @@ Duplicate an existing page to jumpstart new content.
   ### Move Page
   <Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
 </div>
-Transfer a Page to a different project in your workspace.
+Transfer a page to Wiki, Teamspace or a different Project in your workspace.
 
 ### Lock Page
 

docs/core-concepts/projects/milestones.mdx

@@ -0,0 +1,71 @@
+---
+title: Milestones
+hide_title: true
+description: Align work items toward shared completion dates with milestones. Track progress on quarterly objectives, product launches, and strategic initiatives in Plane.
+---
+
+import Tags from "@site/src/components/Tags";
+
+<div className="tag-wrapper">
+  # Track goals with Milestones
+  <Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
+</div>
+
+Milestones provide a layer to align work items and epics toward shared completion dates, helping teams focus on strategic objectives and critical deliverables. Whether tracking quarterly goals, product launches, or major feature releases, milestones give you visibility into progress and ensure teams stay on track.
+
+## Set up milestones
+Workspace and project admins can turn on the Milestones feature in the project.
+
+![Enable Milestones](https://media.docs.plane.so/milestones/set-up-milestones.webp#hero)
+
+To enable milestones in your project:
+
+1. Go to **Project Settings → Features**.
+2. Toggle on **Milestones** under the **Work management** section.
+3. A **Milestones** section will appear in your project's Overview page.
+
+## Create a milestone
+![Create Milestones](https://media.docs.plane.so/milestones/create-milestone.webp#hero)
+
+From your project's Overview page:
+
+1. Scroll down to the **Milestones** section.
+2. Click **Create** or the **+** icon to add a new milestone.
+3. Enter the milestone details:
+    - Title: Name your milestone (e.g., "Q4 Launch", "MVP Release").
+    - Description: Add context about the milestone's purpose and goals.
+    - Target date: Set the completion deadline.
+    - Link work items: Associate relevant work and epics with the milestone.
+4. Click **Create** to save your milestone.
+
+## Manage milestones
+
+### Track progress
+![Manage Milestones](https://media.docs.plane.so/milestones/manage-milestone.webp#hero)
+
+Each milestone displays:
+
+- Completion percentage: Based on linked work items and epics.
+- Target date: Deadline with visual indicators for approaching or overdue milestones
+
+Click on a milestone to expand and see all linked work items. The progress bar updates automatically as work items are completed or cancelled.
+
+### Link work items and epics
+You can link work items and epics to milestones in two ways:
+
+**From the milestone**  
+Click **Link work items** and select work items and epics from your project.
+
+**From the work item or epic**  
+Open any work item or epic and assign it to a milestone from the properties panel.
+
+![Link work items](https://media.docs.plane.so/milestones/link-work-items.webp#hero)
+
+### Edit or delete milestones
+Update milestone details anytime:
+
+- Modify the title, description, or target date.
+- Adjust linked work items.
+- Track metrics and progress indicators.
+- Click the ⋯ menu for additional options.
+

docs/importers/asana.mdx

@@ -85,7 +85,7 @@ Here’s a quick look at what gets imported during the migration from Asana to P
 | Reporter                        | Created by                          |                                                                                                                                                 |
 | Created                         | Created at                          |                                                                                                                                                 |
 | Assignee                        | Assignees                           | If you skip user import during migration, this will be blank.                                                                                   |
-| Issue types                     | Labels \| Prefix in Issue title     |                                                                                                                                                 |
+| Issue types                     | Labels \| Prefix in Work item title     |                                                                                                                                                 |
 | Images in the Issue description | Images in the Work item description |                                                                                                                                                 |
 | Summary                         | Work item title                     |                                                                                                                                                 |
 | Start date                      | Start date                          |                                                                                                                                                 |