Getting Started with Anvi in AgilePlace
- Last updated
- Save as PDF
What is Planview Anvi?
Planview Anvi is your AI-powered work assistant for AgilePlace. Ask questions in plain language and get instant answers. Anvi can break down work into smaller cards, update dozens of cards at once, generate reports, and spot risks before they become problems. Anvi works like a data analyst, project coordinator, and strategic advisor combined, available anytime inside your boards.
Why Planview Anvi?
Anvi gives you intelligence and execution in one tool:
- Accelerate Delivery Speed – Spot blockers, dependencies, and risks in seconds. Get real-time visibility without status meetings. Anvi surfaces what matters before it impacts timelines.
- Boost Productivity – Anvi can break down large cards, tag entire groups of work, generate executive summaries, and update fields across dozens of cards instantly.
- Reduce Business Risk – Catch blind spots early. Anvi analyzes patterns across your board to identify misaligned work, capacity constraints, and delivery risks while you still have time to fix them.
- Scale Your Impact – Do in 5 minutes what used to take 2 hours. Spend less time gathering data and more time making decisions that move work forward.
What Anvi Does
Anvi provides three core capabilities:
- Understand – Interprets your board data to identify trends, risks, blockers, and opportunities
- Recommend – Provides actionable insights based on delivery patterns, team capacity, and strategic alignment
- Act – Takes action on your behalf by creating child cards, applying tags in bulk, updating card fields, and generating formatted reports
NOTE
For more information regarding Planview Anvi, visit planview.com/ai.
Additionally, customers can join a Planview Anvi Inner Circle if they would like to learn more about what we are building!
Planview Anvi Capabilities & Data Access
Capabilities
Anvi provides six core capabilities in AgilePlace:
| Capability | What It Means | Example Prompts |
|---|---|---|
| Answer User Queries | Understands natural language questions about your board and responds with relevant information | "What's blocked right now?" or "Show me aging work" or "Who's overloaded?" |
| Search and Find Data | Locates specific cards, work items, or information across your board based on criteria | "Find all cards assigned to John" or "Show me work due this week" |
| Generate Insights | Analyzes board data to identify patterns, trends, risks, and opportunities | "What's our risk profile?" or "Analyze our cycle time trends" or "Are we aligned with OKRs?" |
| Take Actions | Creates, updates, or modifies cards and board elements based on your instructions | "Break this card into smaller tasks" or "Tag all Q1 priority cards" or "Move card XYZ to Done" |
| Summarize Information | Condenses large amounts of board data into concise, actionable summaries | "Catch me up on this week" or "Create a leadership update" or "Summarize all comments" |
| Generate Reports | Produces formatted documentation, status updates, and analysis reports | "Generate release notes" or "Create an executive summary" or "Build a risk assessment report" |
What Data Can Anvi See?
Anvi can only see data within the AgilePlace board you're currently viewing. Here's what Anvi can analyze:
NOTE
Anvi's data access is tied to your user permissions. Anvi can only see, analyze, interact with data that you have permission to view and edit. If you can't see a board, card, or piece of information, Anvi can't see it either. This ensures data security and privacy—Anvi respects the same access controls as your AgilePlace user account.
| Data Type | What Anvi Sees | Examples |
|---|---|---|
| Cards | All card details on your board | Titles, descriptions, status, priority, size, due dates |
| Board Structure | Lanes, card types, custom fields, board configuration | How your board is organized and set up |
| Card Metadata | Assignments, tags, attachments, custom field values | Who owns work, categories, linked files |
| Work History | When cards moved lanes, created, and finished | Cycle time, throughput, aging work patterns |
| Comments | All comments and discussions on cards | Key decisions, action items, questions |
| Connections | Parent-child relationships and dependencies | How work items relate and block each other |
| Blockers | Cards marked as blocked and blocker reasons | Why work is stuck and impact of blockers |
| OKRs | Objectives and Key Results connected to your board | Strategic alignment of work items |
| Team Members | Users assigned to your board and their work | Who's working on what, capacity and assignments |
What Anvi Cannot See
- External systems (Jira, Azure DevOps, email, Slack, etc.)
- Other boards you don't have permission to view
- Deleted or archived cards
- Data outside your organization
- Real-time external market data or predictive forecasts
Getting Started
To access Planview Anvi in Planview AgilePlace:
- In Planview AgilePlace, navigate to any AgilePlace board.
- Click the Planview Anvi icon (AI symbol) in the top navigation bar to open the chat panel on the right side of your screen.
- In the message box, type your question or paste one of the prompts from the Prompt Library below.
- Press Enter or click Send. Anvi analyzes your board and provides a response.
- To access your favorite prompts and agents, click the star icon in the chat panel.
- To copy the response, click the copy icon in the lower-right corner. Paste into emails, documents, slides, or board comments.
- To provide feedback, click the Like or Dislike icon at the bottom of the response. Your feedback helps us improve Anvi.
- To adjust display settings, click the menu icon to change font size or switch between light and dark mode.
- To close the chat panel, click the X icon.
How to Use Anvi Effectively
Use the Prompt Library
The Prompt Library contains 10 pre-built prompts optimized for common scenarios. Copy any prompt below and paste it directly into Anvi. You can customize prompts by replacing team names, adjusting timeframes, or adding specific metrics.
| Prompt | When to Use | Copy This |
|---|---|---|
| Daily Work Prioritization | You're managing multiple work streams and need to focus on what matters most today | Help me prioritize my existing work assignments by upcoming deadlines and business impact |
| Catch Me Up | You've been in meetings and need a quick summary of what changed on your board | Give me a comprehensive "catch me up" summary of all changes on my board over the last week, including completed work, new items, blockers, and any important decisions or updates |
| In-Flight Status Update | Leadership asks for quick status on active work | Create a comprehensive progress update report for all work with a status of 'Started' |
| Leadership Status Update | Weekly executive briefing on team health, progress, and decisions needed | Create an executive-focused update for my leadership team covering completed work, current blockers, upcoming milestones, and any decisions needed |
| Blocked Work Analysis | Multiple items are stuck and you need to understand why and how to unblock them | Identify all blocked cards on my board, categorize by blocker type, and suggest specific actions to unblock each item with escalation paths |
| Backlog Health Assessment | Your backlog is growing and you need to identify stale or duplicate work | Review all work with a status of 'Not Started' to identify stale items, duplicate work, missing details or acceptance criteria, and suggest cleanup actions with priority levels |
| Risk Assessment | Before major milestones or quarterly planning, comprehensive risk scan | Conduct a comprehensive risk assessment of my board and identify potential issues that could impact delivery, including timeline risks, resource constraints, dependencies, and quality concerns |
| Continuous Improvement Analysis | Monthly: understand team performance trends and improvement opportunities | Generate a team performance summary showing throughput trends, cycle time improvements, and WIP efficiency over the last 30 days with actionable improvement recommendations using LEAN and Kaizen principles. |
| Comment Summarization | Extract key decisions and action items from card discussions | Analyze and summarize all comments across cards on my board over the last week, identifying key discussions, decisions made, questions that need answers, and action items from conversations |
| Generate Release Notes | Completed features need to be communicated to customers/internal teams | Generate comprehensive release notes for recently Finished work in the last week, formatted for internal teams, highlighting user value and business impact. Use simple, clear language that avoids technical jargon and focuses on what users can actually do. |
Favorite Prompts and Agents
Save your most-used prompts and agents for quick access. Favorited items appear in a dedicated section for easy reuse.
Accessing Your Favorites
Click the star icon in the Anvi chat panel to view your favorited prompts and agents. This opens a quick-access menu showing:
- Favorite Agents – Saved workflows that chain multiple prompts together
- Favorite Prompts – Individual prompts you use frequently
Creating Favorites
You can favorite prompts and agents in three ways:
- From Anvi chat: Click the star icon next to any prompt in the chat interface to save it as a favorite
- Create new favorite prompt: Write a new prompt in Anvi chat, then click the star icon to save it to your favorites
- Add to existing agent: When favoriting a prompt, you can choose to add it to an existing favorite agent (which updates that agent) or create a new agent from multiple prompts
Tip: Build custom agents by favoriting multiple related prompts and combining them into a single workflow. For example, favorite "Catch Me Up," "Blocked Work Analysis," and "Leadership Status Update" to create a "Weekly Status Agent" that runs all three in sequence.
Writing Effective Prompts
The quality of Anvi's responses depends on how clear and specific your prompts are. Use the ANVI framework to write better prompts:
| Element | What It Means | Example |
|---|---|---|
| Action | What do you want Anvi to do? | "Analyze blocked cards..." or "Create a summary..." or "Identify risks..." |
| Needs | Define output format, length, and scope | "5-point bullet list" or "Last 2 weeks only" or "Critical priority items" |
| Value | Specify context and audience | "For my leadership meeting..." or "For team standup..." or "To brief stakeholders..." |
| Intent | Explain the purpose or goal | "To prioritize unblocking work" or "To assess project health" or "To get budget approval" |
Prompt Examples
Good Prompt Example
Prompt:
"Analyze all blocked cards on my board from the last 2 weeks. For each blocked item, identify the blocker type, suggest specific unblock actions with escalation paths, and estimate the impact if not resolved within 5 business days. I need a 5-point executive summary formatted as bullet points that I can paste into an email. This is for my weekly leadership meeting where I need to get executive approval for additional resources to unblock critical work."
Why this works using ANVI:
- Action: Analyze blocked cards, identify blocker types, suggest actions, estimate impact
- Needs: 5-point executive summary, bullet points, email-ready format, last 2 weeks timeframe, 5-day impact window
- Value: For weekly leadership meeting
- Intent: To get executive approval for additional resources to unblock critical work
Result: Anvi provides a concise, actionable summary with specific recommendations that directly supports your decision-making conversation with leadership.
Bad Prompt Example
Prompt: "What's going on with the board?"
Why this doesn't work:
- No clear action specified
- No format, timeframe, or scope defined
- Missing context about audience or use case
- No explanation of purpose or goal
Better version using ANVI: "Show me all work items that moved to 'In Progress' in the last 24 hours. I need a bullet list format. This is for my team standup to identify what's actively being worked on and spot any blockers early."
Quick Tips for Better Results
- Start with a clear action verb: Use "Analyze," "Create," "Identify," "Show me," or "Summarize" to tell Anvi exactly what to do
- Define your scope: Include timeframes ("last week," "next 5 days"), priorities ("critical only"), or card types to help Anvi focus
- Specify output format: Say "bullet list," "table," "5-point summary," or "email format" so Anvi knows how to structure the response
- Explain the context: Tell Anvi who will use this ("for leadership," "for team standup") and why ("to get budget approval," "to prioritize work")
- Use follow-up prompts: Anvi remembers your conversation. Ask "Why?" or "Who should fix this?" or "Make it more concise" to refine results
- Customize Prompt Library templates: Copy any prompt from the library above and adapt it using the ANVI framework for your specific needs
Anvi Agents: Automate Your Workflows
Beyond individual prompts, Anvi Agents chain multiple prompts together to create complete workflows. Choose from 5 pre-built agents or create your own.
Pre-Built Agents
- Weekly Status Update — Summarize board changes and generate executive update (Estimated time savings: 45–60 minutes)
- OKR Health Assessment — Validate strategic alignment and identify realignment needs (Estimated time savings: 3–4 hours)
- Backlog Health & Feature Prioritization — Audit backlog, synthesize feedback, rank features, forecast capacity (Estimated time savings: 6–8 hours)
- Team Capacity Health Check — Snapshot team workload, identify overallocation, recommend rebalancing (Estimated time savings: 45–60 minutes)
- Delivery Risk Assessment — Inventory work, scan risks, prioritize, provide mitigation plan (Estimated time savings: 4–6 hours)
Create Your Own Agent
Chain any combination of prompts into a custom agent:
- Identify a recurring workflow you do (e.g., "Every Monday I run 4 analysis prompts")
- String prompts together in sequence in Anvi
- Name and save as an agent
- Run manually whenever you need it or schedule it to run automatically
Example: "Product Manager Friday Close" — Catch me up on the week → Generate release notes → Create leadership update → List top blockers → Suggest velocity improvements. Run Friday at 4pm, get results by 5pm.
Troubleshooting
"Anvi gave me incomplete information"
Anvi is only as good as your board data. Verify: Are cards properly categorized (lanes, types, dates)? Are blockers marked as blocked? Are team assignments current?
"I need information Anvi can't see"
Tell Anvi the context: "We also have external dependencies with Team X, here's their status..." or "Our WIP limit for that lane is 5, not unlimited..."
"How do I save Anvi outputs?"
Copy Anvi's response (click the copy icon) and paste into email, documents, slides, or board comments. Anvi can also reformat outputs for different audiences if you ask.
"Can't see the Anvi icon"
Anvi is only available at the board level in AgilePlace. If you're on a board and don't see the icon, your organization may not have Anvi enabled. Contact your administrator.
What Anvi Can't Do (Yet)
- Access external systems (Jira, Azure DevOps, email, Slack) — AgilePlace data only
- Make decisions for you — It surfaces information to help you decide
- Predict the future — Uses historical patterns and trend analysis, not crystal ball forecasting
Learn More
Join the Planview Anvi Inner Circle to shape what's built next and share feedback. For more information, visit planview.com/ai.