Knowledge Base

← Help Section for Planbox

  1. 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

  2. Frequently Asked Questions →

    1. What do I need to use Planbox
    2. Once I pick a plan, can I upgrade later?
    3. How does the 30 day free trial work?
    4. Who owns my account?
    5. Do you offer a downloadable version of Planbox?

  3. Getting Started →

    1. Our unique project architecture
    2. Suggestions for Initiative Structures
    3. The dashboard
    4. Creating Initiatives
    5. Creating Items and Tasks

  4. Plans & Billing →

    1. Why was my Credit Card Declined?
    2. Invoices

  5. Items & Tasks →

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

  6. Organizations →

    1. What is an organization?
    2. How are organizations paid for?
    3. How does the 30 day free trial work?

  7. Initiatives →

    1. Initiative Settings
    2. Template Initiatives

  8. Projects →

    1. Cloning a Project

  9. Permissions →

    1. How do Planbox permissions work?

  10. Integrations →

    1. Third Party Integration
    2. Github Integration
    3. Zendesk Integration
    4. SnapEngage Integration
    5. Source Control Management Integration

  11. Feedback Loop →

    1. Video - Managing Feedback in Planbox
    2. Capturing user feedback with Planbox
    3. Capturing User Feedback
    4. Linking User Feedback to an Item
    5. Contacting Users

  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. Next Iteration Planning
    3. Reporting
    4. Iterations
    5. Reviewing Items

  14. API Documentation →

    1. Introduction
    2. HTTP API
    3. Authentication
    4. Products & Projects
    5. Iterations

  15. All articles →

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

Feedback and Knowledge Base

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