Triage Plane Intake Requests Before Adding Backlog Work
Plane Intake keeps submissions in a Triage holding state until your team accepts, declines, snoozes or marks them as duplicates. Accepting lets you choose the destination project state.
A Project Admin enables Intake in settings. Use an authorized triager account. Current official overview and in-app guides differ on declined-item placement, so check your deployment’s Closed tab rather than assuming normal backlog behavior.
Example: accept a reproducible payment failure, snooze a request awaiting logs, and mark a second report as a duplicate of the existing issue.
Step-by-step guide
Enable and open Intake
In project settings, choose Intake under Features and enable the feature. Open Intake from the project sidebar and review the Open requests rather than mixing them into committed work.
Inspect and enrich the request
Read the report, reproduction details and affected behavior. Confirm the priority and assignee; guest-supplied properties can be reviewed by the team before acceptance.
Accept actionable work
Click Accept on a pending request. Review its title, description and properties, choose the appropriate project state and click Add to project.
Resolve other requests explicitly
Use Snooze with a review date for missing evidence, or Mark as duplicate and select the canonical item. Review Closed requests for the recorded disposition rather than recreating declined work.
Common mistakes
Treating Triage as an ordinary workflow state
Intake’s Triage is separate from the project state groups. Choose the real workflow destination during acceptance.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.