Manager

Assigning Tasks
You can assign a task once it is created or anytime thereafter. Tasks can be assigned to collaborators. To assign a task: Click on an Item (left side)...
Thu, 21 Mar, 2019 at 10:39 AM
Initiative Types
There two initiative types to choose from, Standard or Agile. Standard A Standard initiative is the simplest way of managing the work week. Here are the k...
Mon, 8 Jan, 2018 at 5:53 PM
Dependent Tasks
Dependent Tasks can be used to indicate that a task cannot be worked on or completed until one or more dependent tasks have been completed. For example, Qua...
Tue, 18 Jun, 2019 at 9:20 AM
Points & Velocity
Velocity is an extremely simple, powerful method that uses points for accurately measuring the rate at which agile teams consistently deliver business value...
Tue, 18 Jun, 2019 at 9:21 AM
Progress & People (Tile)
With the "Progress & People" tile, Planbox can help and give you information about the progress that you and your team are making within an it...
Fri, 22 Mar, 2019 at 8:27 AM
Creating Projects
Creating projects will allow for more granularity within your Initiative. Here is how you can create new projects: Go to "Initiative Settings" ...
Tue, 18 Jun, 2019 at 9:22 AM
Invite Members to Projects
You may want to invite people to specific project so that they will only see items in projects that they are part of. As part of the invitation process, y...
Tue, 18 Jun, 2019 at 9:23 AM
Invite Members to Initiatives
When you invite someone to an initiative, they are added automatically to ALL projects within that initiative and they will also be set as workers on ALL pr...
Tue, 18 Jun, 2019 at 9:25 AM
Setting Someone as Worker/Observer
Here are the steps that you will need to follow in order to give someone the Admin permission: Go to Initiative Settings Select the "Projects" ...
Fri, 22 Mar, 2019 at 8:47 AM
Setting Someone as Manager
Here are the steps that you will need to follow in order to give someone the Manager permission: Go to Organization Settings Select the "Members&quo...
Tue, 18 Jun, 2019 at 9:26 AM