Administrator
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
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
?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
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
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
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
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
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
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
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