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Planview Customer Success Center

Product Releases

Recent Releases

September 8, 2023

New Card Import/Export

  • The Card Import UI has been enhanced to be more visual, preview .csv file items, and flag potential issues before import. The Card Import has been moved from within Board Settings to the toolbar of the main board screen for better discoverability. Card Export has been moved to within the Board Actions menu under the Export Board section so that users only need to navigate to one place to download board and card information. For more information see this article.


August 4, 2023

Card Automation

  • Added support for the Delete Card action of Card Automation.



Release Notes Archive