How to Deploy Plane - An Opensource Jira Alternative

Updated on July 25, 2024
How to Deploy Plane - An Opensource Jira Alternative header image

Introduction

Plane is a highly extensible open-source project management tool that supports several types of frameworks such as Agile, Kanban, waterfall, and timelines. It’s an alternative to platforms such as Jira, Asana, and Linear that lets you self-host all application resources in a containerized environment using tools such as Docker or Kubernetes.

This guide explains how to deploy Plane on a Vultr cloud server and set up an issue-tracking environment with trusted SSL certificates, email notifications, and authentication methods to secure your application.

Prerequisites

Create the Plane Database

The default Plane PostgreSQL database installed within the application's Docker environment does not offer the best performance in production environments. Offload the Plane database privileges to a Vultr Managed Database for PostgreSQL to improve the application's availability and performance in addition to offsite data storage. Follow the steps below to create a new Plane database using your Vultr Managed Database for PostgreSQL.

  1. Log in to your Vultr Managed Database for PostgreSQL using a connection string. Replace abcd.vultrdb.com with your actual database host URL.

    console
    $ psql postgres://vultradmin:password@abcd.vultrdb.com:16751/defaultdb
    

    When prompted, enter your Vultr Managed Database for PostgreSQL user password to access the cluster.

  2. Create a new database to use with Plane. For example, planedb.

    postgresql
    defaultdb=> CREATE DATABASE planedb;
    
  3. Switch to the database.

    postgresql
    defaultdb=> \c planedb;
    
  4. Create a new sample table to verify that your PostgreSQL user has CREATE permissions on the database.

    postgresql
    planedb=> CREATE TABLE people ( country VARCHAR(255), continent VARCHAR(255), age INT);
    
  5. Exit the PostgreSQL console.

    postgresql
    planedb=> \q
    

    Plane requires a super user PostgreSQL account such as vultradmin to successfully migrate data and create all necessary resources in the database. Non-super user accounts are not compatible with Plane when using external databases due to required root-level permissions.

Install Plane on the Server

  1. Create a new Plane project directory.

    console
    $ mkdir plane
    
  2. Switch to the directory.

    console
    $ cd plane
    
  3. Download the latest Plane installation script using Curl.

    console
    $ curl -fsSL -o setup.sh https://raw.githubusercontent.com/makeplane/plane/master/deploy/selfhost/install.sh
    
  4. Grant execute privileges on the script.

    console
    $ chmod +x setup.sh
    
  5. Run the Plane installation script.

    console
    $ ./setup.sh
    

    Output:

    ---------------------------------------
    ____  _                  
    |  _ \| | __ _ _ __   ___ 
    | |_) | |/ _` | '_ \ / _ \
    |  __/| | (_| | | | |  __/
    |_|   |_|\__,_|_| |_|\___|    
    
    ---------------------------------------
    Project management tool from the future
    ---------------------------------------
    
    Select a Action you want to perform:
     1) Install (x86_64)
     2) Start
     3) Stop
     4) Restart
     5) Upgrade
     6) View Logs
     7) Exit
    
    Action []: 
  6. Enter 1 as the action value and press Enter to install the initial Plane configuration on your server.

  7. Verify that the process is successful similar to the output below:

    Installing Plane..........
    WARN[0000] /root/plane/plane-app/docker-compose.yaml: `version` is obsolete
    [+] Pulling 10/10
    ✔ plane-redis Skipped - Image is already present locally                                                0.0s 
    ✔ worker Skipped - Image is already being pulled by beat-worker                                         0.0s 
    ✔ api Skipped - Image is already being pulled by beat-worker                                            0.0s 
    ✔ migrator Skipped - Image is already being pulled by beat-worker                                       0.0s 
    ✔ plane-db Skipped - Image is already present locally                                                   0.0s 
    ✔ proxy Pulled                                                                                          2.5s 
    ✔ plane-minio Pulled                                                                                    2.7s 
    ✔ space Pulled                                                                                          2.5s 
    ✔ beat-worker Pulled                                                                                    2.5s 
    ✔ web Pulled                                                                                            2.5s 
    
    Latest version is now available for you to use
  8. Enter 7 as the action value and press Enter to exit the installation script.

  9. List the project directory files and verify that a new plane-app directory is available.

    console
    $ ls
    
  10. Switch to the directory.

    console
    $ cd plane-app
    
  11. List all directory files to verify that new docker-compose.yaml and .env files are available.

    console
    $ ls -a
    

    Output:

    .  ..  archive  docker-compose.yaml  .env
  12. Open the .env environment variables file to modify the Plane installation values.

    console
    $ nano .env
    
  13. Find the NGINX_PORT field and replace the default port 80 with another port such as 8080.

    NGINX_PORT=8080

    Save the file.

  14. Find WEB_URL and replace http://localhost with your domain URL. For example, https://plane.example.com.

    WEB_URL=https://plane.example.com

    Save the file.

  15. Find the NEXT_PUBLIC_DEPLOY_URL field and change http://localhost/spaces to your domain URL while maintaining the /spaces path.

    NEXT_PUBLIC_DEPLOY_URL=https://plane.example.com/spaces

    Save the file.

  16. Scroll to the CORS_ALLOWED_ORIGINS field and change http://localhost to your domain URL.

    CORS_ALLOWED_ORIGINS=https://plane.example.com

    Save the file.

  17. Find the DB Settings section and replace all default variable values with your Vultr Managed Database for PostgreSQL details. In particular, replace the DATABASE_URL variable value with your full Vultr Managed Database for PostgreSQL connection string similar to the configuration below.

    #DB SETTINGS
    PGHOST=abcd.vultrdb.com
    PGDATABASE=planedb
    POSTGRES_USER=vultradmin
    POSTGRES_PASSWORD=password
    POSTGRES_DB=planedb
    PGDATA=/var/lib/postgresql/data
    DATABASE_URL=postgres://vultradmin:password@abcd.vultrdb.com:16751/planedb

    Save and close the file.

    Replace the above Vultr Managed Database for PostgreSQL connection details with your matching values depending on the variable field:

    • PGHOST: Your Vultr Managed Database for PostgreSQL URL.
    • PGDATABASE: The target PostgreSQL database to use with Plane.
    • POSTGRES_USER: Your PostgreSQL Database Username.
    • POSTGRES_PASSWORD: Your PostgreSQL database user password
    • POSTGRES_DB: The PostgreSQL Database to use with Plane.
    • PGDATA: The host directory path to store your PostgreSQL data files.
    • DATABASE_URL: The Vultr Managed Database for PostgreSQL connection string to use when connecting to the database.
  18. Scroll to the DATA STORE SETTINGS section to set up the Plane connection to Vultr Object Storage.

  19. Modify the default variable values with your Vultr Object Storage details to use with Plane.

    # DATA STORE SETTINGS
    USE_MINIO=0
    AWS_REGION=ewr
    AWS_ACCESS_KEY_ID=example-access-key
    AWS_SECRET_ACCESS_KEY=example-secret
    AWS_S3_ENDPOINT_URL=https://ewr1.vultrobjects.com
    AWS_S3_BUCKET_NAME=plane
    MINIO_ROOT_USER=access-key
    MINIO_ROOT_PASSWORD=secret-key
    BUCKET_NAME=uploads
    FILE_SIZE_LIMIT=5242880

    Save and close the file.

    Replace the above Vultr Object Storage example connection details with your actual values. Below is what each variable represents:

    • USE_MINIO: The value 0 disables the default MinIO object storage and enables external access variables.
    • AWS_REGION: Sets your Vultr Object Storage location. Replace ewr with your object storage location ID depending on the deployment region.
    • AWS_ACCESS_KEY_ID: Sets the Vultr Object Storage access key to use when connecting with Plane. Replace example-access-key with your actual object storage access key string.
    • AWS_SECRET_ACCESS_KEY: Sets the Vultr Object Storage secret key to authenticate with your access key. Replace example-secret with your actual secret key.
    • AWS_S3_ENDPOINT_URL: Sets the Vultr Object Storage host URL to store your Plane data files. Replace ewr1.vultrobjects.com with your actual object storage URL.
    • AWS_S3_BUCKET_NAME: Defines your Vultr Object Storage bucket to use with Plane. If the bucket does not exist, it’s auto-created upon installation. Replace the plane value with your desired bucket name.
  20. Switch back to your main Plane project directory.

    console
    $ cd ../
    
  21. Run the Plane installation script again.

    console
    $ ./setup.sh
    
  22. Enter the action value 2 (start) and press Enter to start the Plane installation.

  23. During installation, all database objects migrate to your Vultr Managed Database for PostgreSQL, and Vultr Object Storage is enabled as the default storage medium. When the installation is successful, your output should look like the one below:

    ✔ web Pulled            2.7s 
    ✔ api Pulled            2.6s 
    ✔ migrator Pulled       2.7s 
    ✔ beat-worker Pulled    2.7s 
    ✔ proxy Pulled          2.7s 
    ✔ worker Pulled         2.8s 
    ✔ space Pulled          2.6s 
    ⠏ Network plane-app_default     Created  2.9s 
    ⠇ Volume "plane-app_redisdata"  Created  2.8s 
    ⠇ Volume "plane-app_uploads"    Created  2.8s 
    ⠇ Volume "plane-app_pgdata"     Created  2.8s 
    ✔ Container plane-app-plane-db-1 Started  0.6s 
    ✔ Container plane-app-plane-redis-1 Started  0.6s 
    ✔ Container plane-app-plane-minio-1 Started  0.5s 
    ✔ Container plane-app-api-1     Started  0.9s 
    ✔ Container plane-app-migrator-1 Started  1.1s 
    ✔ Container plane-app-worker-1  Started  1.3s 
    ✔ Container plane-app-beat-worker-1 Started  1.4s 
    ✔ Container plane-app-web-1     Started  1.7s 
    ✔ Container plane-app-space-1   Started  2.1s 
    ✔ Container plane-app-proxy-1   Started  2.7s 
    
    
    1) Install (x86_64)
    2) Start
    3) Stop
    4) Restart
    5) Upgrade
    6) View Logs
    7) Exit
  24. Enter the action value 7 and press Enter to close the Plane installation script and verify the installation.

  25. View the list of running Docker containers and verify all active Plane instances.

    console
    $ docker ps
    

    Output:

    CONTAINER ID   IMAGE                             COMMAND                  CREATED         STATUS              PORTS                                   NAMES
    3709c99e7f33   makeplane/plane-proxy:latest      "/docker-entrypoint.…"   2 minutes ago   Up About a minute   0.0.0.0:8080->80/tcp, :::8080->80/tcp   plane-app-proxy-1
    747480ec5bd6   makeplane/plane-space:latest      "docker-entrypoint.s…"   2 minutes ago   Up About a minute   3000/tcp                                plane-app-space-1
    9ed0792056e5   makeplane/plane-frontend:latest   "docker-entrypoint.s…"   2 minutes ago   Up 2 minutes        3000/tcp                                plane-app-web-1
    da03e3631f32   makeplane/plane-backend:latest    "./bin/beat"             2 minutes ago   Up 2 minutes        8000/tcp                                plane-app-beat-worker-1
    46eeef24aad2   makeplane/plane-backend:latest    "./bin/worker"           2 minutes ago   Up 2 minutes        8000/tcp                                plane-app-worker-1
    a64a2737f813   makeplane/plane-backend:latest    "./bin/takeoff"          2 minutes ago   Up 2 minutes        8000/tcp                                plane-app-api-1
    eac0ca80f5d6   minio/minio                       "/usr/bin/docker-ent…"   2 minutes ago   Up 2 minutes        9000/tcp                                plane-app-plane-minio-1
    12c94f7b2291   redis:6.2.7-alpine                "docker-entrypoint.s…"   2 minutes ago   Up 2 minutes        6379/tcp                                plane-app-plane-redis-1
    662eea3ef147   postgres:15.2-alpine              "docker-entrypoint.s…"   2 minutes ago   Up 2 minutes        5432/tcp                                plane-app-plane-db-1
  26. Send an HTTP request to the Plane host port 8080 and test access to the application interface.

    console
    $ curl 127.0.0.1:8080
    

    Your output should look like the one below:

    <!DOCTYPE html><html><head><meta charSet="utf-8"/><meta name="viewport" content="width=device-width"/><title>Plane | Simple, extensible, open-source project management tool.</title><meta name="next-head-count" content="3"/><meta property="og:site_name" content="Plane | Simple, extensible, open-source project management tool."/><meta property="og:title" content="Plane | Simple, extensible, open-source project management tool."/><meta property="og:url" content="https://app.plane.so/"/><meta name="description" content="Open-source project management tool to manage issues, sprints, and product roadmaps with peace of mind."/><meta property="og:description" content="Open-source project management tool to manage issues, sprints, and product roadmaps with peace of mind."/><meta name="keywords" content="software development, plan, ship, software, accelerate, code management, release management, project management, issue tracking, agile, scrum, kanban, collaboration"/><meta name="twitter:site" content="@Plane | Simple, extensible, open-source project management tool."/><meta name="theme-color" content="#fff"/><link rel="apple-touch-icon" sizes="180x180" href="/favicon/apple-touch-icon.png"/><link rel="icon" type="image/png" sizes="32x32" href="/favicon/favicon-32x32.png"/><link rel="icon" type="image/png" sizes="16x16" href="/favicon/favicon-16x16.png"/><link rel="manifest" href="/site.webmanifest.json"/><link rel="shortcut icon" href="/favicon/favicon.ico"/><link rel="preload" href="/_next/static/css/54a545252dd6995d.css" as="style" crossorigin=""/><link rel="stylesheet" href="/_next/static/css/54a545252dd6995d.css" crossorigin="" data-n-g=""/><noscript data-n-css=""></noscript><script defer="" crossorigin="" nomodule="" src="/_next/static/chunks/polyfills-c67a75d1b6f99dc8.js"></script><script src="/_next/static/chunks/webpack-1b4c5bc8f318bd96.js" defer="" crossorigin="">

    Based on your Plane configuration, the application runs on the host port 8080 defined by your NGINX_PORT value in the .env file. When the connection is successful, the request outputs HTML raw data that represents a successful connection to the Plane application.

Secure Plane

Plane is a project tracking platform normally used with specific teams, departments, or organizations. Secure Plane with production environment practices including secure firewall rules and trusted SSL certificates to expose the application using your domain name. Follow the sections below to generate valid SSL certificates using the Let’s Encrypt Certificate authority (CA) and allow connection-only ports through the default server firewall application.

Configure the Server Firewall

By default, Uncomplicated Firewall (UFW) is available and active as the default firewall package on Vultr Debian servers. Configure UFW to allow connection-only ports through the firewall to enable secure access to the Plane application resources.

  1. Confirm the firewall status.

    console
    $ sudo ufw status
    

    Output:

    Status: active
    
    To                         Action      From
    --                         ------      ----
    22/tcp                     ALLOW       Anywhere                  
    22/tcp (v6)                ALLOW       Anywhere (v6)      

    If disabled, allow the SSH port 22 and enable the firewall using the following commands.

    console
    $ sudo ufw allow 22/tcp
    
    $ sudo ufw enable
    
  2. Allow the HTTP connection port 80 through the firewall.

    console
    $ sudo ufw allow 80/tcp
    
  3. Allow the HTTPS connection port 443 to enable secure TLS/SSL connections.

    console
    $ sudo ufw allow 443/tcp
    
  4. Reload the firewall table to apply the new port changes.

    console
    $ sudo ufw reload
    
  5. View the firewall table to verify all available ports.

    console
    $ sudo ufw status
    

    Output:

    Status: active
    
    To                         Action      From
    --                         ------      ----
    22/tcp                     ALLOW       Anywhere                  
    80/tcp                     ALLOW       Anywhere                  
    443/tcp                    ALLOW       Anywhere                  
    22/tcp (v6)                ALLOW       Anywhere (v6)             
    80/tcp (v6)                ALLOW       Anywhere (v6)             
    443/tcp (v6)               ALLOW       Anywhere (v6)    

Install the Nginx Proxy Manager to Expose Plane using a Domain Name

Nginx Proxy Manager is a reverse proxy application that securely exposes Docker applications for external access on a server. In the following steps, install the Nginx Proxy Manager and attach it to the internal Plane Docker network. In addition, enable access to Plane using the domain name URL plane.example.com you defined in your .env configuration.

  1. Print your working directory and verify that you are actively using the Plane project directory.

    console
    $ pwd
    

    Output:

    /home/user/plane
  2. Create a new data directory to store your Docker files. For example, nginx-proxy-man.

    console
    $ mkdir nginx-proxy-man
    
  3. Switch to the new data directory.

    console
    $ cd nginx-proxy-man
    
  4. Create a new Docker Compose file.

    console
    $ touch docker-compose.yaml
    
  5. Open the file using a text editor of your choice such as Nano.

    console
    $ nano docker-compose.yaml
    
  6. Add the following contents to the file.

    yaml
    version: '3.8'
    services:
      app:
        image: 'jc21/nginx-proxy-manager:latest'
        container_name: nginx-proxy-manager
        restart: unless-stopped
        ports:
          - '80:80'
          - '81:81'
          - '443:443'
        volumes:
          - ./data:/data
          - ./letsencrypt:/etc/letsencrypt
    

    Save and close the file.

    The above Docker configuration creates a new Nginx Proxy Manager container and exposes the application for access on the following host ports:

    • 80: The default HTTP port used by the Nginx Proxy Manager to expose applications.
    • 81: Enables access to the Nginx Proxy Manager control panel
    • 443: Enables secure HTTPS access for exposed applications with valid SSL certificates generated by the Nginx Proxy Manager.
  7. Test access to the HTTP and HTTPS host ports to verify that no existing conflicts are active on your server.

    console
    $ sudo lsof -i :80,443
    

    If no application actively uses the ports, your output appears empty similar to the one below:

    COMMAND     PID USER   FD   TYPE DEVICE SIZE/OFF NODE NAME

    If any application is using the ports, stop the application using the Kill command to avoid port conflicts with the Nginx Proxy Manager. For example, stop the process ID 1234.

    console
    $ kill 1234
    
  8. Install the Nginx Proxy Manager using your Docker Compose file.

    console
    $ docker compose up -d
    

    Monitor the installation and verify that it’s successful similar to the output below:

    0ce5af7edd8a: Pull complete
    0745a37aa26c: Pull complete
    5460cddfb366: Pull complete
    Digest: sha256:7f67eed835ed95108623183b35471f953630a7be480d6a2009bd79c68667ac77
    Status: Downloaded newer image for jc21/nginx-proxy-manager:latest
    Creating nginx-proxy-manager ... done
  9. View all running Docker containers and verify that the Nginx Proxy Manager container is active.

    console
    $ docker ps
    

    Output:

    CONTAINER ID   IMAGE                             COMMAND                  CREATED          STATUS          PORTS                                                                                  NAMES
    6b5cccf3a26a   jc21/nginx-proxy-manager:latest   "/init"                  19 seconds ago   Up 18 seconds   0.0.0.0:80-81->80-81/tcp, :::80-81->80-81/tcp, 0.0.0.0:443->443/tcp, :::443->443/tcp   nginx-proxy-manager
    3709c99e7f33   makeplane/plane-proxy:latest      "/docker-entrypoint.…"   5 minutes ago    Up 5 minutes    0.0.0.0:8080->80/tcp, :::8080->80/tcp                                                  plane-app-proxy-1
    747480ec5bd6   makeplane/plane-space:latest      "docker-entrypoint.s…"   5 minutes ago    Up 5 minutes    3000/tcp                                                                               plane-app-space-1
    9ed0792056e5   makeplane/plane-frontend:latest   "docker-entrypoint.s…"   5 minutes ago    Up 5 minutes    3000/tcp                                                                               plane-app-web-1
    da03e3631f32   makeplane/plane-backend:latest    "./bin/beat"             5 minutes ago    Up 5 minutes    8000/tcp                                                                               plane-app-beat-worker-1
    46eeef24aad2   makeplane/plane-backend:latest    "./bin/worker"           5 minutes ago    Up 5 minutes    8000/tcp                                                                               plane-app-worker-1
    a64a2737f813   makeplane/plane-backend:latest    "./bin/takeoff"          5 minutes ago    Up 5 minutes    8000/tcp                                                                               plane-app-api-1
    eac0ca80f5d6   minio/minio                       "/usr/bin/docker-ent…"   5 minutes ago    Up 5 minutes    9000/tcp                                                                               plane-app-plane-minio-1
    12c94f7b2291   redis:6.2.7-alpine                "docker-entrypoint.s…"   5 minutes ago    Up 5 minutes    6379/tcp                                                                               plane-app-plane-redis-1
    662eea3ef147   postgres:15.2-alpine              "docker-entrypoint.s…"   5 minutes ago    Up 5 minutes    5432/tcp                                                                               plane-app-plane-db-1
  10. Verify the available Docker networks and keep note of the Plane network name.

    console
    $ docker network ls
    

    Output:

    NETWORK ID     NAME                      DRIVER    SCOPE
    7ec823c55c9d   bridge                    bridge    local
    fa2aca31dd03   host                      host      local
    2254ef893bb3   nginx-proxy-man_default   bridge    local
    2ed043be89df   none                      null      local
    ce8716e47741   plane-app_default         bridge    local
  11. Attach Nginx Proxy Manager to the Plane network to enable internal access to the application.

    console
    $ docker network connect plane-app_default nginx-proxy-manager
    
  12. Access your server IP address on port 81 to open the Nginx Proxy Manager control panel using a web browser such as Firefox. Replace 172.16.0.2 with your actual server IP address.

    http://172.16.0.2:81

    Access Nginx Proxy Manager

    Enter the following default administrator information to log in to the application:

    • USER: admin@example.com
    • PASSWORD: changeme

    Change the administrative user details or close the Edit User dialog to access the application control panel.

  13. Click Hosts on the application navigation menu and select Proxy Hosts to create a new host configuration.

  14. Click Add Proxy Host to open the host configuration page.

    Add Proxy Hosts

  15. Enter your domain name in the Domain Names field and click the Add overlay to save your host domain.

  16. Click the Scheme field and keep http as the connection type to access the internal Plane network.

  17. Enter your main Plane container name plane-app-proxy-1 in the Forward Hostname/IP field.

  18. Enter the internal Plane proxy container port 80 in the Forward Port field.

    Add the Plane Port to Nginx Proxy Manager

  19. Keep Publicly Accessible as the access list value and click Save to apply the new host changes.

  20. Open a new web browser tab and visit your domain to verify access to the Plane application interface.

    http://plane.example.com

Generate Trusted SSL Certificates to use with Plane

Nginx Proxy Manager uses Let’s Encrypt as the default SSL certificate authority. In the following steps, modify the Plane host configuration and generate trusted SSL certificates to use with your domain name.

  1. Login to the Nginx Proxy Manager control panel.

  2. Click Hosts to access your host configurations.

  3. Click the options : symbol next to Status and select Edit from the list to modify the host configuration.

    Edit Proxy Hosts

  4. Click the SSL tab in the Edit Host pop-up dialog.

  5. Click the SSL Certificate field and select Request a new SSL certificate with Let's Encrypt from the list.

  6. Toggle Force SSL to enable automatic redirections from HTTP to HTTPS.

  7. Enter your email address to associate with the Let’s Encrypt certificate request.

  8. Toggle I Agree to the Let’s Encrypt Terms of Service option to agree to the SSL certificate authority terms.

    Save SSL Settings

  9. Click Save to apply the host configuration changes.

  10. Open a new web browser tab and visit your domain over HTTPS to verify access to the Plane application using a secure connection.

    https://plane.example.com

    Access Plane over HTTPS

Configure Plane

Plane requires additional configurations when installed on your server to set up your application structure and invite additional users. In the following steps, configure the Plane interface and enable global options to activate with additional users for access on your server.

  1. Open a new web browser window and access your Plane domain using the /god-mode path to access the application configuration screen.

    https://plane.example.com/god-mode
  2. Enter your email address in the name@company.com field.

  3. Enter a strong password in the Enter password field to associate with the administrator email.

    Create a Plane Administrator

  4. Click Sign in to create your Plane administrator account.

  5. Click Go to God Mode to access the Plane instance configuration page.

  6. Enter your desired Plane application name in the Name of instance field and click Save Changes to save your instance details.

    Setup Plane Instance details

  7. Click Email on the navigation bar to modify your Plane email notification settings and assign the application an SMTP host and a from address to send user emails.

  8. Click Save Changes to apply your Plane application settings.

  9. Click the Exit symbol on the top bar to exit God Mode and access your Plane instance.

  10. Enter your new workspace name in the Name it field, verify your domain URL, and click Make it live to create the workspace.

    Create a new Plane Workspace

  11. Enter your first user name in the Enter your full name field, select your plane usage category to personalize the workspace, and click Continue to apply the new changes.

  12. Enter your team email addresses and select the appropriate permissions to assign the new workspace users.

    Invite new Plane Workspace members

  13. Click Invite members to send email notifications to the user email addresses or click Do this later to skip the invitation process depending on your email server settings.

  14. Confirm your new Plane instance workspace and click Take a Product Tour to explore all application features such as cycles, views, modules, analytics, and issues.

    Create a Plane Project

  15. Click Create my first project to set up the first workspace project and access the main application interface.

  16. To invite additional team members to the Plane application, click the Workspace name and select Settings to access the project Members list.

  17. To modify your application settings, click your username icon on the top left bar and select Enter God Mode to access the instance configuration page.

    Access the Plane Workspace Interface

Conclusion

In this guide, you have successfully deployed Plane on a Vultr cloud server and configured the application with production environment settings. The Vultr Managed Database for PostgreSQL works as the main database while Vultr Object Storage stores all Plane application assets. This improves the instance availability and performance similar to closed-source applications such as Jira and Linear. For more information, visit the official Plane documentation.