Administrator

Creating Initiatives from Template Initiatives
Once you've created a template initiative, you will most likely want to create initiatives from this Template. To do this, here are the steps that y...
Tue, 18 Jun, 2019 at 9:06 AM
Organization Settings
To access an organization's settings page: Select the organization which you want to work on from the drop down selector in the top navigation menu I...
Mon, 17 Jun, 2019 at 4:04 PM
Moving an initiative from one organization to another
?When you are the admin of an initiative, you may move it into another organization. You may do this through the "Details" section of Initiative S...
Thu, 21 Mar, 2019 at 10:23 AM
Suggestions for Initiative Structures
Depending on the type of your organization, the way that you setup your initiatives will be different. Here are 3 different initiative structures based on...
Tue, 18 Jun, 2019 at 9:07 AM
Template Initiatives
Templates initiatives serve as models for new initiatives. They are useful for recurring projects. For example, as a Marketing agency, you may decide to cre...
Mon, 17 Jun, 2019 at 4:26 PM
Cloning a Project
You can clone a project as a copy in this or another initiative. You do so by clicking on the Clone this project link (located at the bottom left of the pro...
Mon, 17 Jun, 2019 at 4:27 PM
Initiative Settings
The Initiative Settings page allows you to configure an initiative, its projects and manage its team members. The Initiative Settings Page can be access...
Thu, 21 Mar, 2019 at 10:26 AM
Import/Export on the Items & Tasks Page
You can export items and tasks to a spreadsheet like MS Excel, and then re-import those into Planbox. This is useful in these scenarios: To modify certain...
Tue, 18 Jun, 2019 at 9:14 AM
Export an Initiative to a CSV File
You can export all items and tasks to a CSV file (or to the clipboard) from past, present, future and backlog iterations. This is useful if you have an initi...
Mon, 8 Jan, 2018 at 5:53 PM
Import - Generic CSV file format
Use this format to create a new initiative and set it up. The first row in the file must be the column header names. Subsequents rows should consists of ite...
Thu, 21 Mar, 2019 at 10:33 AM