FAQ
The questions people actually ask. Short answers, with links to the detail.
Product & concepts
What's the difference between a cycle and a module?
Time versus scope.
A cycle is a time-box — a sprint. It has a start date and an end date, and you pull work into it that you intend to finish in that window. When it ends, it ends: anything unfinished can be transferred to the next one. Cycles answer "what are we doing over the next two weeks?"
A module is a chunk of scope — a feature, a deliverable, a workstream. It has no fixed length. It exists until the thing is built. Modules answer "what does 'Checkout v2' still need?"
A work item can be in a cycle and a module at the same time, and usually is. "Fix the card validation bug" belongs to the Checkout v2 module, and it's scheduled into Sprint 14.
Rule of thumb: cycles are when, modules are what.
Do I have to use cycles and modules?
No. Projects, work items and views are enough to run a team. Cycles and modules are there when you want them, and every project can turn features on and off individually in its settings.
What's a "work item"?
A task, bug, story — whatever you want to call it. It's the unit of work. It has a state, a priority, assignees, labels, dates, and a description. See Work items.
Plans & licensing
How many members do I get on the Free plan?
Five. The Free plan is the full core platform — unlimited projects and work items, cycles, modules, views, pages — for up to 5 members, plus Active Cycles, Importers and Bulk Operations. It's a genuine free tier, not a time-limited trial.
How do I upgrade my plan?
Pricing and upgrades go through our sales team. The Choose / Upgrade button on any plan takes you to cocolevio.com/contact — we'll get you on the right plan and issue a licence for your instance. Plan changes take effect immediately, with nothing to reinstall or redeploy.
See Pricing for what's in each plan.
What happens if my licence expires?
Nothing happens to your data. Ever.
Premium features simply stop being available — they step down to the core platform. Your projects, work items, cycles, modules, pages, comments, attachments and history all stay exactly where they are, untouched and fully accessible. Reports and AI features go quiet; your work doesn't.
Renew, and everything comes straight back on. Nothing is deleted, nothing is archived, nothing needs re-importing.
Can I mix and match features instead of buying a whole plan?
Yes — features are also sold in add-on bundles (the AI suite, the delivery suite, the collaboration suite) on top of a base plan. Talk to us at cocolevio.com/contact and we'll work out the cheapest shape for what you actually need.
Hosting & data
Can I self-host?
Yes. Coco Kanban runs in your own infrastructure if you need it to — that's the right answer when you have data-residency, compliance or air-gapped requirements, or you want it inside an existing internal platform.
The default is that we run it for you: you click install in the console and get your own dedicated, isolated instance — your own database, not a shared tenant — with upgrades, backups, HTTPS, monitoring and scaling handled. Most teams want that.
Same plans and same price either way. See Getting set up, and talk to us about self-hosting.
Where is my data?
In your instance's own database. Managed instances are isolated — your data is never mixed with another customer's. Self-hosted instances are in whatever infrastructure you put them in, which is usually the point.
We'll confirm the region for a managed instance during setup. If you have a specific residency requirement, say so up front — it's the sort of thing that's easy to arrange before provisioning and annoying afterwards.
Is my data used to train AI models?
No. Your work items and pages are not used as training data.
Can I export my data?
Yes — everything in the app is reachable through the API, so a full export is a script away. If you're leaving, ask us and we'll help.
Getting data in
Can I import from Jira?
Yes. There's a built-in Jira importer that brings across your projects, issues, epics, comments and attachments. It's a guided flow — connect, pick what to bring, map the fields, import.
See Import from Jira.
Can I import from a spreadsheet or somewhere else?
The importers live under Workspace settings → Imports. For anything without a first-class importer, the API will do it — but be aware of the 60-requests-per-minute rate limit before you fire a few thousand creates at it.
AI
Can I use AI with it?
Yes, and it's the point of the product rather than a bolt-on. Depending on your plan you get:
- AI Agent — ask questions and make changes in plain language.
- Proactive AI — briefings on what needs attention before you go looking.
- AI Sprint Planner — help planning a cycle.
- Duplicate Scanner — catches duplicate work items as they're created.
- AI writing help inside work items — generate and rewrite descriptions.
AI features start at the Pro plan.
Can I connect Claude?
Yes. Coco Kanban speaks the Model Context Protocol, so Claude — or Cursor, or any other MCP client — can read and change your work directly. Ask Claude to "create a bug in the Payments project about the login timeout" and it happens.
The easiest route is Workspace settings → Connect to Claude, which mints a key and gives you the config to paste in.
Everything Claude does is attributed to you and limited to your permissions — it can't reach a workspace you're not in.
Integrations & extending
Is there an API?
Yes — a REST API at /api/v1/, authenticated with a personal API key in the
X-Api-Key header. It covers projects, work items, cycles, modules, states,
labels, comments, links, attachments and members. It's available on every
plan, including Free.
Get a key from profile settings → API tokens. See the API reference.
Does it connect to GitHub, Slack or Microsoft Teams?
Yes — on the Business plan and above. See Integrations.
Can I use SSO?
SSO/SAML is on the Enterprise plan. Microsoft (Entra ID) and Google sign-in are also supported. Talk to us.
Everyday things
Are there keyboard shortcuts?
Plenty. Ctrl / ⌘ + K opens the command palette, Ctrl / ⌘ + / lists every shortcut. See Keyboard shortcuts.
Something's broken. What now?
Start with Troubleshooting. If that doesn't cover it, get in touch — Enterprise customers get priority support with an SLA.