Help Section for Planbox

Welcome to Planbox's Help Section! We take pride in providing exceptional customer service, if you can't find the answer you are looking for in our knowledgebase, please don't hesitate to contact us. 


I suggest you ... 

Top ideas from the community (127 ideas)

Recently updated ideas

Knowledge Base

  1. 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
  2. Reporting 

    1. Reporting
    2. The Dashboard
    3. Points & Velocity
  3. Getting Started 

    1. Getting Started Guide
    2. Tutorial Initiatives
    3. Our unique project architecture
    4. Inviting People
  4. Videos 

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

    1. How does the 30 day free trial work?
    2. Pricing Structure
    3. Once I pick a plan, can I upgrade later?
    4. Can I change plans at any time?
    5. What type of payments do you accept?
  6. Items & Tasks 

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

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

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

    1. Projects
    2. Creating Projects
    3. Invite Members to Projects
    4. Cloning a Project
    5. Deleting a Project
  10. Permissions 

    1. How do Planbox permissions work?
    2. Organization Permissions
    3. Initiative Permissions
    4. Project Permissions
    5. Setting Someone as Owner
  11. 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
  12. Integrations 

    1. Third Party Integration
    2. API Initiative Token
    3. Github Integration
    4. Zendesk Integration
    5. SnapEngage Integration
  13. 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
  14. 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
  15. Advanced Users 

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

    1. Introduction to the Planbox API
    2. HTTP API
    3. Authentication
    4. Products & Projects
    5. Iterations
  17. 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
  18. All articles 

    1. Who owns my account?
    2. Using the Right Features (Edit Features)
    3. Reporting
    4. How does the 30 day free trial work?
    5. Introduction - Items & Tasks Page
    139 articles 

Feedback and Knowledge Base