Knowledge Base

  1. Getting Started 

    1. Getting Started Guide
    2. Do you offer a downloadable version of Planbox?
    3. Supported Browsers
    4. Tutorial Initiatives
    5. Our unique project architecture
  2. Videos 

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

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

    1. Introduction - Items & Tasks Page
    2. Filters
    3. Sorting
    4. Working with Items
    5. Moving Items
  5. Organizations 

    1. What is an Organization?
    2. Organization Settings
    3. How are organizations paid for?
    4. How does the 30 day free trial work?
    5. Transfer the ownership of an organization
  6. Initiatives 

    1. Initiative Settings
    2. Template Initiatives
    3. Creating Initiatives from Template Initiatives
    4. Initiative Members
    5. Moving an initiative from one organization to another
  7. Projects 

    1. Cloning a Project
    2. Deleting a Project
  8. Permissions 

    1. How do Planbox permissions work?
  9. 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
  10. Integrations 

    1. Third Party Integration
    2. Github Integration
    3. Zendesk Integration
    4. SnapEngage Integration
    5. UserVoice Integration
  11. 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
  12. 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
  13. Advanced Users 

    1. Using the iteration board (tiles)
    2. Capacity
    3. Next Iteration Planning
    4. Reporting
    5. Iterations
  14. API Documentation 

    1. Introduction to the Planbox API
    2. HTTP API
    3. Authentication
    4. Products & Projects
    5. Iterations
  15. Miscellaneous 

    1. Who owns my account?
    2. How do I delete my account?
    3. If someone leaves my company can I remove them as a member without losing any of their past tasks?
    4. Profile Picture / Avatar
    5. I invited someone but they can't signup?
  16. All articles 

    1. Activating SnapEngage and Planbox Integration
    2. Activating User Feedback
    3. Agile Methodology and Planbox
    4. Agile Project Management - Vocabulary & Artifacts
    5. Agile Project Management Meetings

Feedback and Knowledge Base