Help Section for Planbox

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


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Knowledge Base

  1. Reporting 

    1. Reporting
    2. The Dashboard
  2. Getting Started 

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

    1. Features & Demo
    2. Agile Methodology and Planbox
    3. Customer Stories
    4. Integrations
  4. 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?
  5. Items & Tasks 

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

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

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

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

    1. How do Planbox permissions work?
    2. Organization Permissions
    3. Initiative Permissions
    4. Project Permissions
    5. Setting Someone as Owner
  10. 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
  11. Integrations 

    1. Third Party Integration
    2. API Initiative Token
    3. Github Integration
    4. Zendesk Integration
    5. SnapEngage Integration
  12. 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
  13. 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
  14. Advanced Users 

    1. Using the Right Features (Edit Features)
    2. Using the iteration board (tiles)
    3. Progress & People (Tile)
    4. Capacity
    5. Next Iteration Planning
  15. API Documentation 

    1. Introduction to the Planbox API
    2. HTTP API
    3. Authentication
    4. Products & Projects
    5. Iterations
  16. 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
  17. 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
    131 articles 

Feedback and Knowledge Base