Merge pull request #326 from makeplane/june-24-2025-fixes

Multiple updates - New Analytics and other minor fixes

Author: srinivaspendem

docs/core-concepts/analytics.mdx

@@ -2,6 +2,8 @@
 title: Analytics
 description: Visualize work item data, track team capacity, measure progress, and create custom charts.
 ---
+import Tags from '@site/src/components/Tags';
+
 
 # Analytics
 
@@ -30,50 +32,103 @@ The new analytics experience provides comprehensive views across six key areas:
 ### Overview
 Get a bird's-eye view of your entire workspace with essential performance indicators that drive strategic decision-making. The workspace metrics section displays comprehensive user statistics including total users, admins, members, and guests, alongside project count and distribution across your organization. You can monitor the overall work item count across all projects and track active cycles and intake statistics to understand your team's current workload.
 
+<div className="tag-wrapper">
 ### Projects analysis
+<Tags 
+  tags={[ 
+    { name: "Pro", link:"https://plane.so/pricing", additionalClass: "pro" }
+  ]} 
+ />
+</div>
+![Analytics Projects](https://media.docs.plane.so/analytics/projects-analytics.webp#center)
+
+The Projects analytics tab gives you a clear snapshot of how all your projects are performing across your workspace. Right at the top, you'll see the big picture numbers - your total project count along with a health check showing how many are on-track, off-track, or at risk. This instant overview helps you quickly spot if anything needs your attention.
+
+The *Projects by status* chart breaks things down by where each project sits in its lifecycle. You can see how many projects are still in draft phase versus those that are actively in execution. It's a handy way to understand your project pipeline and see if you've got a good balance between planning and doing.
 
-The project status tracking features provide a complete breakdown of your total project count with comprehensive status analysis, enabling you to quickly identify on-track, off-track, and at-risk projects. Visual charts display project distribution by current state, whether in draft, execution, or other phases, helping you understand your project pipeline at a glance.
+Below that, you'll find a detailed table that shows you the nitty-gritty details - how many team members are involved, the number of epics and work items, which cycles and modules are part of the project, and even how many pages and views have been created. There's also an intake column that tracks incoming requests or ideas for each project.
+
+What's really useful here is that you can search through all your projects if you're looking for something specific, and of course, export everything to CSV if you want to do some deeper analysis or create reports for stakeholders.
 
 ### Work items analysis
 ![Analytics Work Items](https://media.docs.plane.so/analytics/work-item-analytics.webp#center)
 
-The work item metrics section displays total work items with state-based breakdown, showing started, backlog, unstarted, and completed counts to give you a complete picture of your team's workload distribution. The created vs resolved trend analysis tracks progress over time, while velocity and completion rate tracking helps you understand team performance patterns.
+The Work Items tab is where you can really dig into what your team is actually working on day-to-day. The top section gives you the essential numbers at a glance -total work items with state-based breakdown, showing started, backlog, unstarted, and completed counts to give you a complete picture of your team's workload distribution. It's a great way to get a sense of your team's current workload and how much is getting done versus how much is piling up.
+
+The *Created vs Resolved* chart tells about your team's workflow patterns. The green area shows your resolution rate - how many items are actually getting closed out over time. The gap between created and resolved items gives you a visual sense of whether you're keeping up with demand or if things are starting to pile up. 
 
 #### Customized insights
 ![Customized insights](https://media.docs.plane.so/analytics/customized-insights.webp#center)
 
-The interactive chart builder offers flexible measure options including work item count and estimate points, allowing you to focus on the metrics that matter most to your team. Dimension analysis capabilities cover state name, state group, priority, label, assignee, estimate point, and cycle, providing multiple perspectives on your data.
-
-The priority section delivers a comprehensive breakdown by priority levels including high, medium, low, urgent, and none categories.
+The interactive chart builder lets you choose what you want to measure and then break it down by any dimension that matters to you - whether that's priority, assignee, state, labels, or cycles. You can quickly spot things like priority distribution imbalances, workload concentration among team members, or bottlenecks in specific workflow states. The visual breakdown makes it easy to see proportions and identify outliers at a glance.
 
 You can easily export all your analytics data to CSV format, making it simple to dive deeper into the numbers using spreadsheets or other analysis tools you prefer.
 
+<div className="tag-wrapper">
 ### Cycles analysis
+<Tags 
+  tags={[ 
+    { name: "Pro", link:"https://plane.so/pricing", additionalClass: "pro" }
+  ]} 
+ />
+</div>
+
 ![Analytics Cycles](https://media.docs.plane.so/analytics/cycle-analytics.webp#center)
 
-The cycle metrics section provides total cycle count with comprehensive status breakdown, tracking current, upcoming, and completed cycles to help you manage your sprint planning effectively. Cycle progress visualization displays completion percentages and performance indicators to keep teams aligned on sprint goals.
 
-Progress tracking includes sophisticated scatter plot analysis showing cycle completion rates across different time periods, individual cycle performance data with lead and project information for accountability, and comprehensive start and end date tracking with completion percentages.
+The Cycles tab gives you a comprehensive look at how your sprints and cycles are performing across your workspace. The summary metrics at the top provide an instant snapshot of your cycle pipeline - you can see your total cycle count broken down into current, upcoming, and completed cycles, which helps you understand your team's sprint cadence and planning horizon.
+
+The *Cycle progress* scatter plot shows each cycle's completion percentage, giving you an immediate visual sense of how different sprints are progressing. You can quickly spot cycles that might be falling behind or identify patterns in how your team typically performs throughout a sprint. The color coding makes it easy to distinguish between current work, future planning, and completed cycles at a glance.
+
+What makes this view particularly valuable is the detailed hover information that appears when you examine individual cycles. You get a complete breakdown of the work within each cycle - how many items are completed, started, unstarted, in backlog, or cancelled. This level of detail helps you understand not just whether a cycle is on track, but why it might be ahead or behind schedule.
 
+The cycle table at the bottom provides all the essential management information in one place - who's leading each cycle, which project it belongs to, the planned timeline, and current completion percentage. This makes it easy to spot potential issues like cycles that are running over their planned end dates or identify which team leads might need support.
+
+This kind of cycle analysis is invaluable for sprint retrospectives and improving your team's estimation accuracy over time. You can identify patterns in cycle performance and use that data to make better decisions about sprint planning and workload distribution.
+
+<div className="tag-wrapper">
 ### Modules analysis
+<Tags 
+  tags={[ 
+    { name: "Pro", link:"https://plane.so/pricing", additionalClass: "pro" }
+  ]} 
+ />
+</div>
+
 ![Analytics Modules](https://media.docs.plane.so/analytics/module-analytics.webp#center)
 
-The module overview section displays total module count across all projects with detailed status distribution covering completed, in progress, planned, and paused modules. Module progress visualization includes scatter plots with completion percentages to help you understand development velocity and identify potential delays.
+The Modules tab gives you visibility into how your bigger pieces of work are progressing. The summary at the top shows your module pipeline - you can see how many modules are completed, actively in progress, still in planning, or paused. 
+
+The module progress scatter plot is really useful for getting a visual sense of where everything stands. Each dot represents a module, and you can quickly scan across to see which ones are making good progress, which might be stalled, or which are just getting started. The color coding helps you distinguish between different module states at a glance - whether something's in backlog, planned, in progress, completed, or cancelled.
 
-Individual module tracking provides detailed information including lead assignment and responsibility mapping, project-wise module distribution for cross-project visibility, and progress percentage analysis with timeline tracking.
+When you hover over any module in the chart, you get a detailed breakdown of the work within it - how many work items are completed, started, unstarted, or cancelled. It's especially helpful for spotting modules that might look like they're progressing but actually have a lot of work still sitting unstarted.
 
+The table gives you all the management essentials - who's leading each module, which project it belongs to, planned timelines, and current completion status. This makes it easy to identify modules that might need attention, whether that's because they're running behind schedule, don't have a clear lead assigned, or are sitting at 0% completion when they should have started by now.
+
+<div className="tag-wrapper">
 ### Intake analysis
+<Tags 
+  tags={[ 
+    { name: "Pro", link:"https://plane.so/pricing", additionalClass: "pro" }
+  ]} 
+ />
+</div>
+
 ![Analytics Intake](https://media.docs.plane.so/analytics/Intake-analytics.webp#center)
 
-The intake metrics section tracks total intake items with status breakdown, monitoring accepted, declined, and duplicate requests to help you understand demand patterns. 
+The Intake tab gives you valuable insights into how work requests flow into your system and how your team manages that incoming demand. The summary metrics at the top provide a quick overview of your total intake volume along with the breakdown of what's been accepted, declined, or marked as duplicate. This helps you understand both the volume of requests coming in and how effectively your team is triaging and processing them.
+
+The *Intake trends* chart is particularly useful for understanding demand patterns over time. You can see when request volume spikes or dips, which helps with capacity planning and understanding seasonal patterns in your workload. The timeline view shows both accepted and declined requests, giving you insight into not just when demand is high, but also when your team's filtering process is most active.
+
+This kind of trend analysis is really valuable for predicting future demand and understanding whether your intake process is keeping up with the flow of requests. If you see periods where lots of requests come in but very few get accepted or declined, it might indicate bottlenecks in your triage process.
 
-Trend analysis capabilities include historical intake pattern recognition that reveals seasonal variations and cyclical demand, acceptance rate monitoring to understand how well requests align with team capacity, and project-wise intake distribution analysis. 
+The project breakdown table at the bottom shows how intake is distributed across different areas of your organization. This helps you identify which projects are generating the most requests, and how different areas handle their intake processing. You can spot patterns like certain projects having higher acceptance rates, or identify areas where requests might be sitting unprocessed.
 
 ## Export analytics
 
 You can export comprehensive data from every analytics view with our CSV export functionality, giving you the flexibility to perform deeper analysis using your preferred external tools. The export process is designed for simplicity with one-click data downloads that include detailed datasets containing all relevant metrics and dimensions from your selected view.
 
-Access to export functionality is carefully controlled and available only to users with an Admin role, ensuring your sensitive project data remains secure.
+Export functionality is available only to users with an Admin role.
 
 ---
 Analytics transforms raw data into strategic insights, helping you optimize team performance, predict bottlenecks, and drive successful project outcomes.

docs/core-concepts/issues/overview.mdx

@@ -127,6 +127,16 @@ From any work item, find the **Convert to Epic** option. The system will ask you
 
 You can also [convert Epics to Work Items](/core-concepts/issues/epics#convert-epics-to-work-items). 
 
+## Comment on work items
+
+Keep the conversation flowing on any work item with our built-in commenting system. Whether you need to ask a quick question, provide feedback, or share an update, simply scroll down to the comment section and start typing.
+
+Tag teammates for instant notifications. Just use the @ symbol followed by a team member's name, and they'll get an email notification so nothing slips through the cracks. It's perfect for when you need someone's input or want to loop them into the discussion.
+
+Full editing control - Made a typo or want to add more context? No problem. You can edit your comments anytime to keep things clear and accurate. And if you ever need to remove a comment entirely, the delete option is always there.
+
+The rich text editor gives you all the formatting tools you need - bold text for emphasis, bullet points for clarity, or even code snippets when you're discussing technical details. It's like having a mini word processor right in your work item, making it easy to communicate exactly what you mean.
+
 ## View work item activity
 
 Inside each work item, you’ll find an Activity log tracking updates like status changes, reassignments, or due date modifications. This feed also logs comments, which support rich formatting for discussions, updates, or sharing resources related to the work item.

docs/core-concepts/issues/properties.mdx

@@ -12,7 +12,7 @@ A breakdown of all the properties available in work items for members to update.
 | Description    | A brief about the work item which can contain more information, detailed steps etc.                                             |
 | State          | State of the work item in the workflow of the project. When no state is added, the work item is created in the default backlog state. |
 | Priority       | Priority of the work item when compared to other work items in the project. Priority can be urgent, high, medium, low, or none.     |
-| Assignees      | Members responsible to work on the work item.                                                                                    |
+| Assignees      | Members responsible to work on the work item. Guests cannot be assigned to a work item.                                                                                    |
 | Labels         | Categorize your work item with labels created within the project.                                                                |
 | Start date     | Date when the assignee will start working on the work item.                                                                      |
 | Due date       | Date when the assignee is supposed to close the work item.                                                                       |

docs/core-concepts/pages/overview.mdx

@@ -124,6 +124,13 @@ Pages lets you export your content in various formats, including PDF and Markdow
 
 When you export to PDF, your documents keep their formatting, making them easy to share and print without any hassle. If you choose to export to Markdown, you can seamlessly integrate your content into other tools or platforms, streamlining your workflow.
 
+## Real-time collaboration
+
+Pages comes with built-in real-time collaboration that makes working together seamless. When multiple team members are viewing or editing the same page, you'll see their profile pictures displayed at the top of the document, giving you instant visibility into who's currently active.
+But it goes beyond just knowing who's there - you can actually see where your teammates are working in real-time. Each collaborator gets their own colored cursor that moves around the page as they navigate and edit content. This makes it easy to avoid conflicts when multiple people are making changes, and you can even see what sections others are focusing on.
+
+The live cursors update instantly as people type, select text, or move around the document. It's like having everyone gathered around the same whiteboard, but digitally.
+
 <div className="tag-wrapper">
 ## Publish Page
 <Tags 

docs/core-concepts/projects/overview.mdx

@@ -17,14 +17,25 @@ This is like a unique ID attached to every work item in the project, making it e
 - **Description (optional)**  
 Provide a brief description to help your team understand what the project is about.
 - **Access**  
-Choose whether the project is **Private** or **Public**. A public project lets anyone in your workspace join, while a private project means admins will need to invite members.
+Choose whether the project is **Private** or **Public**. See [Project visibilty](/core-concepts/projects/overview#project-visibility) for details.
 - **Lead (optional)**  
 You can designate a lead for the project. This person will be the go-to for queries related to the project's execution.
 
 These attributes can always be edited later under the **General** tab in the [project's settings](#project-settings).
 
 ![Create project](https://media.docs.plane.so/projects/create-project.webp#center)
 
+## Project visibility
+When creating a new project, you'll need to decide who can access it by choosing between Private and Public visibility.
+
+### Public projects 
+These are open to everyone in your workspace (except guests). Any team member can discover and join these projects on their own, making them perfect for company-wide initiatives, shared resources, or collaborative efforts where you want maximum visibility and participation.
+
+### Private projects 
+This works on an invite-only basis. Only project admins can add new members, giving you complete control over who has access. This is ideal for sensitive work, client projects, or anything that needs to stay within a specific group of people.
+
+You can always change a project's visibility later if your needs evolve. Just remember that switching from private to public will make the project visible to your entire workspace, so make sure that's what you want before making the change.
+
 ## Project settings
 Click the **…** icon next to your project name on the sidebar and click **Settings**. 
 ![Project settings](https://media.docs.plane.so/projects/project-settings.webp#center)