Q&A from Tasks vs. Card Connections: Best Practices - March 17th, 2022
Question | Answer |
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Is there a way to automatically create recurring tasks or cards? Similar to Project Place automation. E.G. Automatically create a new card or task from a template every X days or every X weeks?
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Not possible to create recurring cards in AgilePlace today. In-app automation is in our backlog. |
How can you use the @mention feature to chat with others in a card, but perhaps not send them every single comment? Is there a way to remove a person from the conversation so they don't get an email each and every time you add a new comment.. ? | As long as a user isn't subscribed to a card then that user would only get email notifications when directly @mentioned on a card. |
Can Task and Child/Parent card connections be created via csv template uploads? | This is not possible today. |
If we connect cards and update the details or comments on a card, does everyone who has access to the card or board see every update via an email? | Only users that are subscribed to a card would get notifications for card updates unless specifically @mentioned or assigned to a card. |
Can tasks and card connections be created through the API? | Yes, the API supports the ability to create card connections and tasks. |
Can we limit access to people viewing our team cards? | It's possible to limit access to a board but not to specific cards on a board. |
Are there built in integration offerings with AgilePlace with SharePoint and MS Teams similar to Project Place? | There are no native integrations with SharePoint or MS Teams today. Our recommendation is to leverage Zapier or MS Power Automate. |
Can cards and/or tasks be connected to Enterprise One projects? | AgilePlace cards can be connected with Enterprise One. Link: https://success.planview.com/Planvie...nKit_Connector |
How can I connect Task in the PPMPro with the cards in AgilePlace? Can you please direct me to the helpfile link? | Answered live. Link: https://success.planview.com/Planvie...tegration_(v2) |
Based on best practice #4 -- Is it possible to see connected (child) cards on a different board if I am on the connect card on the parent board? I know I am able to see the connect (parent) card on a different board when I am on the child card board (i.e. rolled up). | The best way to see children cards on other boards is to navigate to the "Child Cards" tab of the parent card within card details. |
What if a deliverable ends with a QA review, is that a separate card? | Answered live. |
Is there a way to provide comments on a card that can be seen and answered on a team board? | This is not possible today. |
I've tested the @mention. They got the email for each comment after I mentioned them only the once. Might be something to troubleshoot? | Answered live. |
How do I unsubscribe from a Card? | Answered live. |
Can you obtain reporting when using a finished lane you made vs. the template recently finished lane? Is it ok to move a card once per year and keep those cards in lanes the rest of the year vs. archiving them. annual updates so to speak? | Any lane can be turned into a "Finished" lane by editing a Lane's settings and choosing "Finished" as the "Lane Type" |
Can I get added to the labs list to get earlier access? | Answered live. |
Do you have a mobile APP that connects to your AgilePlace so you can generate cards on the phone? | AgilePlace does not have a mobile app but is fully optimized for access on mobile web browsers. |
Can you add additional external links to a card? There is currently only one link spot on the card. | You can add as many external links to a card's description as you'd like. The dedicated "External Link" field can only contain one link. |
How can we rearrange an existing list of custom fields? There is no option to move up or down. . |
It's not possible to rearrange the order of custom fields today. |
Why are the left-side tabs within a card only available once a card is saved and re-opened? Makes a bit of rework. | Answered live. |
And ok to keep cards in lanes for a year and only update / move them once per year? | Answered live. |
Could you please allow me to be part of the labs? | Answered live. |