Knowledge Base

  1. Getting Started 

    1. Getting Started Guide
    2. Tutorial Initiatives
    3. Our unique project architecture
    4. Inviting People
  2. Changes - What's new in Planbox 

    1. 2015 Updates
    2. 2014 Updates
    3. 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. Reporting 

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

    1. Planbox Status, Uptime, Planned and Unplanned Outages
  6. Videos 

    1. Features & Demo
    2. Agile Methodology and Planbox
    3. Customer Stories
    4. Integrations
  7. 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?
  8. Items & Tasks 

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

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

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

    1. Projects
    2. Creating Projects
    3. Invite Members to Projects
    4. Cloning a Project
    5. Deleting a Project
  12. 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
  13. Integrations 

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

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

    1. Introduction to the Planbox API
    2. HTTP API
    3. Authentication
    4. Products & Projects
    5. Iterations
  18. 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
  19. 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
  20. 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

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