Create Initiatives by Importing Data ("Create Imported Initiative") : Planbox Agile

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

Modified on: Thu, 21 Mar, 2019 at 10:10 AM

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.

Go to the organization settings page
Select "initiatives" from the left menu
Click "Create New" (top right)
Select "Create Imported Initiative" and upload your csv file

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

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