Help Section for Planbox Work

Welcome to Planbox Work support and help section! We take pride in providing exceptional customer service, if you can't find the answer you are looking for in our knowledge base, please don't hesitate to contact us. 

To obtain support for Planbox Innovate please visit Planbox Innovate support portal.

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Knowledge Base

  1. Getting Started 

    1. Getting Started Guide
    2. Tutorial Initiatives
    3. Planbox Work Breakdown Structure
    4. Inviting People
  2. Changes - What's new in Planbox 

    1. 2016 Updates
    2. 2015 Updates
    3. 2014 Updates
    4. 2013 Updates
  3. Frequently Asked Questions - FAQ 

    1. I do not see the value of projects in the hierarchy structure. I see them only on the dashboard view. Am I missing something?
    2. I don't remember my password (i.e Password Reset)
    3. I initially logged in with my Google credentials but would also like a Planbox password
    4. What happens if I delete a user?
    5. Can I change my email address?
  4. Reporting 

    1. Reporting
    2. The Dashboard
    3. Points & Velocity
  5. Support and Cloud Services 

    1. Planbox Status, Uptime, Planned and Unplanned Outages
    2. Cloud-based solution
    3. How to report a bug
  6. Videos 

    1. Features & Demo
    2. Agile Methodology and Planbox
    3. Customer Stories
    4. Integrations
  7. Plans & Billing 

    1. How does the 15 day free trial work?
    2. Pricing Structure
    3. How do I sign up for Planbox Work
    4. Once I pick a plan, can I upgrade later?
    5. Can I change plans at any time?
  8. Boards 

    1. Intro to Boards
    2. Iteration Planning Board
    3. Project Planning Board
  9. Items & Tasks 

    1. Introduction - Items & Tasks Page
    2. Items
    3. Tasks
    4. Filters
    5. Sorting
  10. Organizations 

    1. What is an Organization?
    2. Creating Organizations
    3. Inviting People to an Organization
    4. Organization Settings
    5. How are organizations paid for?
  11. Initiatives 

    1. Initiatives
    2. Suggestions for Initiative Structures
    3. Creating Initiatives
    4. Initiative Settings
    5. Invite Members to Initiatives
  12. Projects 

    1. Projects
    2. Creating Projects
    3. Invite Members to Projects
    4. Cloning a Project
    5. Deleting a Project
  13. Agile Project Management Resources 

    1. Intro to Agile Project Management
    2. Agile Project Management - Vocabulary & Artifacts
    3. Building your Product Backlog
    4. Prioritizing your Product Backlog
    5. Agile Project Management Meetings
  14. Integrations 

    1. Calendar Integration
    2. Third Party Integration
    3. API Initiative Token
    4. Github Integration
    5. Zendesk Integration
  15. Feedback Loop 

    1. Video - Managing Feedback in Planbox
    2. Activating User Feedback
    3. Capturing user feedback with Planbox
    4. Linking User Feedback to an Item
    5. Planbox User Feedback Widget
  16. Import / Export 

    1. Import - Generic CSV file format
    2. Import - Pivotal Tracker CSV file format
    3. Export an Initiative to a CSV File
    4. Import/Export on the Items & Tasks Page
  17. Advanced Users 

    1. Using the Right Features (Edit Features)
    2. Using the iteration board (tiles)
    3. Progress & People (Tile)
    4. Latest Activities
    5. Capacity
  18. API Documentation 

    1. Introduction to the Planbox API
    2. HTTP API
    3. Authentication
    4. Products & Projects
    5. Iterations
  19. Security and Permissions 

    1. Is my data secure at Planbox?
    2. How do Planbox permissions work?
    3. Organization Permissions
    4. Initiative Permissions
    5. Project Permissions
  20. Miscellaneous 

    1. Who owns my account?
    2. Profile Settings
    3. How do I delete my account?
    4. If someone leaves my company can I remove them as a member without losing any of their past tasks?
    5. Profile Picture / Avatar
  21. All articles 

    1. Who owns my account?
    2. Using the Right Features (Edit Features)
    3. Reporting
    4. How does the 15 day free trial work?
    5. Introduction - Items & Tasks Page
    160 articles 

Feedback and Knowledge Base