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Setup guide NS/G12

How to self-host Plane

Install Plane Community Edition, create a workspace and test backup before moving a real team.

Plane is the project behind this setup. Plane is a multi-service project platform. Give it more care than a personal notes app and test with one disposable project first.

Recommended method
Community Edition setup script
Difficulty
Advanced
Typical time
60–120 minutes

What you need

  • A supported Linux server or Docker Desktop
  • At least the resources listed in current Plane documentation
  • A domain and HTTPS
  • An email delivery plan for invitations

Set it up

  1. Choose Community Edition deliberately

    Plane documents commercial and Community installations on the same page. Confirm which edition and license you intend to run.

  2. Download the current setup script

    Use the latest release asset and inspect the script before executing it.

    mkdir plane-selfhost && cd plane-selfhost
    curl -fsSL -o setup.sh https://github.com/makeplane/plane/releases/latest/download/setup.sh
    chmod +x setup.sh
  3. Install and edit the environment

    Run the script, choose Install, then configure WEB_URL, allowed origins, ports, storage and secrets.

  4. Start the services

    Run the setup script again and choose Start. Create the first workspace and a disposable project.

  5. Test backup and upgrade commands

    Use the provided management options before inviting a real team.

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Reserved for launch

Verify it works

Do not call the setup finished until these small tests pass:

  • The workspace loads over HTTPS
  • A second user receives an invitation
  • An issue survives a restart
  • A backup can be restored

Protect the service

  • Keep registration controlled
  • Use external database and storage for serious production use when recommended
  • Protect SMTP and object-storage credentials
  • Review edition and license changes before upgrades

Official resources

Videos are supplemental. Use the official documentation for current commands, versions and security guidance.

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