Create Initiatives by Importing Data ("Create Imported Initiative")

Planbox allows you to create an initiative from scratch using its own generic csv format. You may build a file from scratch or use an initiative that you previously exported from Planbox.
  1. Go to the organization settings page 
  2. Select "initiatives" from the left menu
  3. Click "Create New" (top right)
  4. Select "Create Imported Initiative" and upload your csv file

Feedback and Knowledge Base