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Product design / Enterprise SaaS / Open source

Plane.so

Making a powerful project-management platform easier to read, configure, and choose.

View project (opens in a new tab)
Role
Senior Product Designer
Timeline
Sep 2023 – May 2025
Scope
Product, web, and marketing design
Plane product workflows and features designed by Akhil Ram
64%reported improvement in decision-making efficiency
27%reported reduction in navigation time
10×reported increase in marketing traffic and engagement
On this page
ContextContributionDecisionsProcessEvidenceReflection
ContextContributionDecisionsProcessEvidenceReflection
Team
Product · Engineering · Marketing
Methods
Product design · User research · Information architecture · Design systems

Context

At Plane, I worked across the product and the public website from September 2023 to May 2025, designing for everyday teams, technical administrators, and people evaluating the product for the first time.

Original Plane case-study cover showing product screens

My contribution

Designed Active Cycles, webhooks, onboarding, notifications, admin controls, board interactions, and the marketing-site revamp. Partnered with product and engineering to align the interface with technical constraints.

The work crossed feature design, developer setup, self-hosted administration, and marketing. That range meant finding a coherent interaction language while respecting very different user goals.

The design choices

  1. 01

    Make cycle health visible without making the dashboard dense or hard to scan

  2. 02

    Use progressive disclosure and clear fallbacks for technical setup

  3. 03

    Treat empty states, signup, and notifications as part of the product experience

  4. 04

    Build a more coherent marketing path between open-source interest and product evaluation

Work across the product

The original Plane case study documents these feature areas. The problems, design responses, and impact descriptions below preserve its substance while identifying where results were not quantified.

01 / Planning and visibility

Active Cycles

Problem

A workspace could run several cycles across projects. Teams needed to spot progress, bottlenecks, and overdue work in one place without a dashboard that demanded interpretation.

Design response

  • Brought completed and pending issues, burndown, and status distribution into a scannable view.
  • Made blocked or overdue work easier to notice and gave missing data a useful empty state.

Outcome

A single view for cycle health and more proactive issue resolution; it does not give a feature-specific measured result.

Plane Active Cycles dashboard design
02 / Developer workflows

Webhooks

Problem

Event-driven automation required technical configuration, but setup had to remain understandable to teams with different levels of API experience.

Design response

  • Organized event selection, callback URLs, authentication, and configuration management into a guided setup.

Outcome

The design aimed to make integrations more self-serve and support developer and enterprise adoption. No support-volume metric is published for this feature.

Plane webhook setup interface
Plane webhook configuration detail
03 / Activation and monetization

Empty states and upgrades

Problem

A blank product surface gave new users little sense of what a feature was for or what to do first. Free-plan limits also needed an honest path to understanding paid value.

Design response

  • I used empty states to explain features and guide new users to their first action and framed upgrade moments around the capabilities gained, with a clear next step.

Outcome

Clearer first-use moments and a better free-to-paid experience, without publishing conversion figures.

Plane empty-state and upgrade screen exploration
04 / Onboarding

Signup for cloud and self-hosted teams

Problem

Casual cloud users needed a quick path in, while self-hosted teams needed domain and authentication controls. One journey to serve both

Design response

  • Designed email changes, optional product tours, and workspace creation as part of the end-to-end flow.

Outcome

Reduced friction and a more consistent onboarding foundation. It does not publish signup-completion data.

Plane cloud and self-hosted signup flow
05 / Control and attention

Email notifications

Problem

Teams needed important updates without notification fatigue or a maze of settings.

Design response

  • Grouped preferences by event and offered instant, digest, and off states.

Outcome

Fewer complaints about overload and more meaningful engagement; counts were not published.

Plane granular email notification settings
06 / Enterprise and self-hosted

Instance administration

Problem

IT and operations teams needed to configure a self-hosted Plane instance without depending on documentation or developer support for every setting.

Design response

  • Grouped authentication, sign-up rules, integrations, library management, and workspace controls.
  • Used progressive disclosure, validation, and fail-safe states for advanced or consequential settings.

Outcome

The design supported a more self-serve admin experience and enterprise readiness. The original case study does not quantify support reduction.

Plane self-hosted instance admin panel
07 / Board interactions

Swimlanes and drag-and-drop

Problem

Large Kanban boards needed ways to group work and reprioritize it without losing orientation or dropping an issue in the wrong place.

Design response

  • Explored modular swimlanes by assignee, priority, and module.
  • Refined drop zones and feedback when moving issues between lanes or modules with engineering.

Outcome

The original case study describes more navigable boards and clearer drag feedback. It does not provide a measured error rate.

Plane Kanban swimlanes design
Plane drag-and-drop interaction exploration
08 / Concept · unshipped

Cross-project linking

Problem

Related work can live in different projects, but a reference is only useful when the other issue's status and access permissions remain clear.

Design response

  • Prototyped issue search, linked status and owner context, and a visual distinction between local and external issues.
  • Included a fallback for issues a person could not access.

Outcome

This was an early concept in the original case study, not a shipped feature or product outcome.

Unshipped Plane cross-project issue-linking concept
Conceptual exploration · not shipped
09 / Brand and conversion

Website revamp

Problem

The previous public site did not clearly express the product's maturity, open-source position, or route different visitors toward evaluation.

Design response

  • Redesigned the homepage, pricing, feature overview, and navigation system.
  • I revised the visual hierarchy and worked on responsive layouts and performance.

Outcome

The current portfolio reports a 10× increase in marketing traffic and engagement after the redesign; this case study does not present the underlying analytics.

Plane marketing website revamp

Beyond these screens

  • A global Sprint Information System for cross-functional planning.
  • OIDC and SAML enterprise authentication flows.
  • Information-architecture work informed by card sorting and heatmaps.
  • A scalable design system and accessibility-focused delivery.
  • Transactional emails, issue grouping, and batch actions.

Evidence and limits

  • The screens above come from Akhil's original public Plane case study.
  • 64%, 27%, and 10× are portfolio-reported figures; raw study data is not shown here.
  • Cross-project linking is labeled as an unshipped concept.

Reflection

Plane sharpened my product-management instincts. Designing the feature, the setup journey, and the public story together taught me how closely product, business, marketing, and engineering shape one another.
FinwareConnect

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Questions about Plane.so?

Ask about the work described here. Answers draw from this public page.

Need a fuller answer? Contact Akhil