If you're coming from Pivotal Tracker, Planbox can automate the transition. Inside Pivotal Tracker, export your project to a CSV file. Then import that into Planbox. That will:

  • Import all stories and tasks and map those to items and tasks.
  • Create Past, Current and Next iterations.
  • Create your Backlog.
  • Detect users and allow you to invite them.

NOTE: Column estimate in Pivotal's CSV file is mapped to points in Planbox. And column labels is mapped to tags.

Step 1: From you organization settings page, create a new initiative (choose "Create Imported Initiative")

Step 2: Upload the .csv file that you exported from Pivotal Tracker