Merge pull request #376 from makeplane/export-filters

Workspace export filters

Author: srinivaspendem

docs/core-concepts/cycles.mdx

@@ -213,3 +213,12 @@ You can archive completed cycles, allowing you to conceal significantly older cy
 ## Delete cycles
 
 You can delete a Cycle to remove it entirely. When you do, all associated analytics and progress reports will be erased. Any work items linked to that Cycle will also be automatically unlinked.
+
+<div className="tag-wrapper">
+  ## Export cycles
+  <Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
+</div>
+
+You can export cycle data to analyze sprint performance, create reports, or share progress with stakeholders outside of Plane. Exports include all work items within the cycle along with their key details.
+
+Learn more about [custom exports](/core-concepts/export#custom-exports).

docs/core-concepts/export.mdx

@@ -8,48 +8,47 @@ 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).
-
-:::caution[Limitation]
-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.
-:::
+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.
 
 ## Export projects
 
 > **Role**: Workspace Admins
 
-1.  Go to your **Workspace Settings**.
-2.  In the right pane, select **Exports**.
-3.  **Choose format**  
-    You can export work items in one of the following formats: - CSV: A plain text file with values separated by commas. - Excel: A formatted spreadsheet file. - JSON: A lightweight, machine-readable format.
-
-        Click the **Export** button for your preferred format.
+1.  Go to your [Workspace Settings](/core-concepts/workspaces/overview#access-workspace-settings).
+2.  In the left pane, select **Exports**.
 
-        ![Export work items](https://media.docs.plane.so/workspaces/export-issues.webp#hero)
+    ![Export data](https://media.docs.plane.so/workspaces/export-data.webp#hero)
 
-4.  **Select Project**  
-    After selecting your format:
+3.  **Select Project**  
     - Choose to export work items from all projects or a specific project using the dropdown.
-    - _Optional_: If exporting work items from all projects, you can split the data into separate files. This will package the exports into a ZIP file.
 
-    ![Select project](https://media.docs.plane.so/workspaces/select-projects.webp#hero)
+4.  **Choose format**  
+    You can export work items in one of the following formats: 
+    - CSV: A plain text file with values separated by commas. 
+    - Excel: A formatted spreadsheet file. 
+    - JSON: A lightweight, machine-readable format.
+
+5. **Apply filters**  
+Narrow down your export by filtering work items based on available filters. 
+
+6. **Click Export**    
+This will package the export into a ZIP file.
 
 :::info
 Exporting large workspaces may take some time depending on the number of work items.
 :::
 
-5. **Download file**  
+7. **Download file**  
    You can view the history of your exports under **Previous exports**. For each export:
 
 - You'll see its status (e.g., Queued, Completed).
 - The date and the name of the user who triggered the export.
-- Once completed, you can download the file by clicking **Download**.
-- Click the **Refresh status** button to ensure the latest updates.
+- The format used for the export.
 
-![Download file](https://media.docs.plane.so/workspaces/download-file.webp#hero)
+Once completed, click **Download** to get your file. Use the **Refresh status** button to check for the latest updates.
 
 :::caution
-Exported files remain downloadable for a limited time (7 days).
+Exported files remain downloadable for a limited time (7 days). After this period, they will show as "Expired" and you'll need to create a new export.
 :::
 
 <div className="tag-wrapper">

docs/core-concepts/issues/overview.mdx

@@ -201,3 +201,14 @@ Within your project, you can set up automations to perform the following tasks:
   You can also automate the closing of work items that are still open after a certain period of time. This is useful for ensuring that work items don’t remain open unnecessarily, helping to keep your project board organized and up to date. The automation will move all open work items matching the time period to a selected closed state.
 
   ![Project close automation](https://media.docs.plane.so/projects/auto-close-issues.webp#hero)
+
+<div className="tag-wrapper">
+  ## Export work items
+  <Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
+</div>
+
+You can export your work items to access and analyze your data outside of Plane. Exports support CSV and JSON formats, and you can filter exactly which work items to include.
+
+This is useful when you need to create reports, perform external analysis, or share data with stakeholders who don't use Plane.
+
+Learn more about [custom exports](/core-concepts/export#custom-exports).

docs/core-concepts/modules.mdx

@@ -3,6 +3,8 @@ title: Organize project features with Modules
 sidebar_label: Modules
 description: Use Modules to organize work items, track feature development, and break down projects into manageable components with progress tracking and multiple layouts.
 ---
+import Tags from "@site/src/components/Tags";
+
 
 # Break your project down into Modules
 
@@ -102,3 +104,12 @@ Archive completed Modules to declutter your views while preserving historical da
 ## Delete Module
 
 If a Module is no longer needed, you can delete it. Deleting a Module removes its progress analytics and de-links all associated work items.
+
+<div className="tag-wrapper">
+  ## Export modules
+  <Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
+</div>
+
+You can export module data to track progress, create reports, or share module updates with stakeholders outside of Plane. Exports include all work items within the module along with their key details.
+
+Learn more about [custom exports](/core-concepts/export#custom-exports).

docs/core-concepts/views.mdx

@@ -78,3 +78,12 @@ You can remove views by deleting them from the list of views in your workspace o
 
 - Mark frequently used views as favorites for quick access. Favorited views appear on the sidebar under **Your Favorites** section.
 - Use the search bar in the **Views** section to locate specific views quickly.
+
+<div className="tag-wrapper">
+  ## Export views
+  <Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
+</div>
+
+You can export data from any saved view to analyze filtered work items, create custom reports, or share specific subsets of your project data. Exports respect all filters applied to the view.
+
+Learn more about [custom exports](/core-concepts/export#custom-exports).