Administrator
You can archive a project in any given initiative. You do so by checking the Archive checkbox (located at the bottom left of the project details pane). Arch...
Tue, 26 Mar, 2019 at 4:28 PM
In Planbox you can set email notifications per initiative. The email will be sent out on the same dates as the due dates. If you want customized reminders, ...
Tue, 21 Aug, 2018 at 2:37 PM
Owner A user who creates an organization becomes the owner of the organization. He is the only one who can delete an organization All other rights a...
Tue, 19 Mar, 2019 at 12:58 PM
To delete an initiative: Go to the Initiative Settings page Select "Actions" in the left navigation menu Click "Delete the initiative&q...
Tue, 21 Aug, 2018 at 2:21 PM
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 pr...
Thu, 21 Mar, 2019 at 10:10 AM
The Role field is a dropdown next to the person's name in the task list. Once roles are set, you can use filters to view items that include tasks wi...
Thu, 21 Mar, 2019 at 10:14 AM
When you sign up to Planbox Work for the very first time a new organization is created for you in an unlimited trial mode. You can add as many users as you ...
Thu, 21 Mar, 2019 at 10:16 AM
Creating a new initiative will be the first step that you will need to take in order to get going with Planbox. There are various ways of creating an initia...
Tue, 18 Jun, 2019 at 9:01 AM
When you invite someone to an organization, they become a member of the organization, but they do not (yet) have access to initiatives/projects/items/tasks....
Tue, 18 Jun, 2019 at 9:04 AM
Here are the steps that you will need to follow in order to give someone the Admin permission: Go to Initiative Settings Select the "Members" s...
Tue, 18 Jun, 2019 at 9:05 AM