Invite your team
Plenar plans around your team’s actual capacity, so the plan is only as accurate as the team you model. This tutorial gets the people in and assigned; the linked guides go deeper on each piece.
Add members to your organization
- Go to Settings → Members.
- Click Invite Members.
- Enter their email.
Members belong to the organization and can join any number of projects.
Assign members to your project
A member is invisible to Plenar until they’re on the project — being in the organization isn’t enough.
- Open the project.
- Go to Team in project settings.
- Click Add Member and pick from your roster.
Now they’re in the scheduling pool, and Plenar can start giving them work.
Point Plenar at skills and time off
Two inputs make the schedule match reality:
plenar_add_time_off. Full guide: Availability.A quick illustration of why availability matters: give Build event ingestion API (a 3-day task) to two people — Sarah Chen with no time off runs Monday–Wednesday, while David Kim with Wednesday off runs Monday–Thursday. Both consume 3 working days; David’s just spans an extra calendar day. Plenar handles that automatically.
Common questions
Why doesn’t a new hire appear in the schedule? They’re in the organization but not on the project. Assign them under Team in project settings.
Do I have to set skills? Skills sharpen who gets what: Plenar always auto-assigns from skills and capacity, and you lock a task’s assignee to pin a specific person.
How do I model someone who’s only part-time available? Log partial-capacity time off (like on-call at 50%) or a daily override. See Availability for the options.
What to do next
- Team management — roles, the team page, and managing members over time.
- Skills and assignment — tag skills and tune auto-assignment.
- Availability — time off, holidays, calendar sync, and capacity.
- Manage your schedule — the edit → preview → apply loop.