FAQ

What happens if I delete a user?
Removing someone from an initiative or organization does not delete them or any of their comments and timesheet data. The removed user (deleted user) shows u...
Mon, 8 Jan, 2018 at 5:53 PM
How do I sign up for Planbox Work
For Planbox Work Group Edition, you can signup to a paid plan online as follows: 1. Access the Organization Settings page 2. Click on Plans & Billi...
Tue, 21 Aug, 2018 at 11:40 AM
How are organizations paid for?
Collaborators - paid for members - are those who are set as 'worker' on at least one project within the organization. Members are free when they are...
Tue, 26 Mar, 2019 at 3:58 PM
I initially logged in with my Google credentials but would also like a Planbox password
We allow Planbox users to login using Google credentials OR a Planbox username and password. If you originally signed up to Planbox using your Google cred...
Tue, 26 Mar, 2019 at 3:58 PM
I don't remember my password (i.e Password Reset)
If you do not remember the password that you chose when you signed up to Planbox, here are the steps that you need to follow: Visit http://planbox.com/for...
Mon, 8 Jan, 2018 at 5:53 PM
I do not see the value of projects in the hierarchy structure. I see them only on the dashboard view. Am I missing something?
When using filters, you can look at data that relates to a specific project. For example, you could have different functional groups within your company tha...
Tue, 26 Mar, 2019 at 4:00 PM
Project Permissions
Project members can either be set as worker (read-write) or observer (mainly read). Observer Read items and tasks Export data Comment on items Add f...
Fri, 21 Jun, 2019 at 8:42 AM
I invited someone but they can't signup?
Normally, when you invite someone, they get an email and are asked to set a password. If they can find this email, they will be able to login. If they try...
Mon, 8 Jan, 2018 at 5:53 PM
If someone leaves my company can I remove them as a member without losing any of their past tasks?
Yes.  If you remove someone from an organization (e.g they left your company), their past tasks will not be deleted and will remain intact. Please note ...
Mon, 8 Jan, 2018 at 5:53 PM
Why was my Credit Card Declined?
A credit card payment decline can happen for a variety of reasons. When we submit a charge to your bank, they have automated systems that determine whether ...
Mon, 8 Jan, 2018 at 5:53 PM