August 2023 Release Notes
August 4, 2023
Card Automation
- Added support for the Delete Card action of Card Automation.
- Getting Started
- FAQs
- Account Questions
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- Board Questions
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- Q&As from AgilePlace webinars
- Q&A from Best Practices for Building a Board - January 20th, 2022
- Q&A from The Power of Board Filters - Feb 24th, 2022
- Q&A from Tasks vs. Card Connections: Best Practices - March 17th, 2022
- Q&A from Reporting 101 - April 21st, 2022
- Q&A from Simplifying PI Planning with AgilePlace - June 2nd, 2022
- Q&A from Prioritizing with Card Scoring - August 18th, 2022
- Q&A from Best Practices for using OKRs in AgilePlace - Sept 22th, 2022
- Q&A from Centralized User Management with Planview Admin - July 7th, 2022
- Account Questions
- Boards
- Card Scoring
- Managing Boards
- Archive and Unarchive a Board
- Basic Board Administration
- Configure Board Settings
- Configure Custom Fields
- Create A New Board Or Duplicate Existing
- Delete a Board
- Edit Lane Settings
- Edit Your Board Layout
- Enable/Disable Card Deletion
- Export Board History
- Recently Accessed and Favorite Boards
- Set Work-In-Process (WIP) Limits
- Subscribe/Unsubscribe to Board and Lane Events
- Template Library
- Using and Managing Board Templates
- View the Activity Stream
- Work with Board Levels
- Understanding Boards
- Working with Planning Series
- Work with Whiteboards
- Cards
- Card Automation
- Card Details
- Connections
- Managing Cards
- @mentions
- Access My Cards and Tasks
- Adjust Default Card Subscriptions
- Assign Users to Cards
- Base WIP Limits on Card Size
- Convert Cards to Tasks
- Create a Card
- Create a Card Type
- Create New Cards via Email
- Delete a Card
- Duplicate a Card
- Filter Cards on a Board
- Import and Export Cards
- Mirroring a Card
- Move a Card
- Move Multiple Cards
- Search for Cards on a Board
- Set Planned Dates for Cards
- Subscribe to a Card
- Taskboards
- Understand Actual Start and Actual Finish Dates
- Understand Blocked Work
- Using Right-Clicks to Perform Common Actions
- View Scheduled AgilePlace Cards In Your Calendar
- Account
- Account Administration
- Signing In
- User Administration
- Change a User's Password
- Configure Advanced Security
- Create or Add a User
- Delete a User
- Edit a User's Date Format
- Edit a User's Email/Login
- Edit a User's Name
- Edit a User's Time Zone
- Enable or Disable a User
- Enable Single-Sign-On (SSO)
- Give a User Board Creator Rights
- Give a User Team Organizer Rights
- Make a User an Account Administrator
- Set User and Team Board Roles and Access
- Upload User Avatars
- User Provisioning Capabilities
- Reporting
- Advanced Reporting
- What is Advanced Reporting?
- Advanced Reporting API: Getting Started
- Book of Data Recipes
- Configure A Connection To The Reporting API With Excel
- Advanced Reporting API: Web Data Connectors for Tableau
- Advanced Reporting API: Connecting AgilePlace with Power BI
- Accessing AgilePlace data using OData
- Advanced Reporting API: Export Parameters
- Advanced Reporting API: URL Generator
- Advanced Reporting API Endpoints
- Advanced Reporting API: Blocked Card History Endpoint
- Advanced Reporting API: Cards Endpoint
- Advanced Reporting API: Card Lane History Endpoint
- Advanced Reporting API: Card Planning Increments Endpoint
- Advanced Reporting API: Comments Endpoint
- Advanced Reporting API: Connections Endpoint
- Advanced Reporting API: Current Lanes Endpoint
- Advanced Reporting API: Current User Assignments Endpoint
- Advanced Reporting API: Current User Task Assignments Endpoint
- Advanced Reporting API: Custom Fields Endpoint
- Advanced Reporting API: Historical User Assignments Endpoint
- Advanced Reporting API: Historical User Task Assignments Endpoint
- Advanced Reporting API: Planning Increments Endpoint
- Advanced Reporting API: Tags Endpoint
- Advanced Reporting API: Tasks Endpoint
- Standard Analytics Reports
- Understanding Analytics
- Advanced Reporting
- AgilePlace API
- Application API - v2
- Overview
- Account
- Attachment
- Automation
- Board
- Archive a board
- List assigned users on a board
- List card faces
- Create a new board
- Delete a board
- Export board history
- Get board details
- Get lane counts
- Get a list of leaf lanes for a board (lanes that can hold cards)
- List all boards
- List parent cards
- Unarchive a board
- Update board settings
- Update a board's layout
- Update board roles
- Bulk update board users and roles
- List board users
- Board Filter
- Board Level
- Board Template
- Card
- Get recent card activity
- Assign or unassign one or more users to cards
- Create a card
- Create a task card
- Delete a card by id
- Delete multiple cards
- Get card details by card id
- Get a list of cards
- Get a list of cards using POST
- Get a list of task cards for a card
- Move a card
- Get taskboard lanes for a card
- Update a card
- Card Type
- Comment
- Connections
- Get a list of child board connections
- Get a list of child cards
- Connect a parent card to one or more child cards
- Create parent and child connections
- Delete all connections by board id
- Delete Connections
- Get a list of parent board connections
- Get a list of parent cards
- Get drill through statistics for child boards
- Custom Field
- Custom Icon
- Lane
- Planning Series
- Create a new planning increment
- Create a new planning series
- Delete a planning increment by id
- Delete a series by id
- Get a specified planning increment
- Get a specified planning series
- Get a list of increments for a planning series
- Get a list of planning series for an account
- Update an existing planning increment
- Update an existing planning series
- Tags
- Token Auth
- User
- User Invitation
- Application API - v1 (Legacy)
- User Provisioning API
- User Provisioning Capabilities
- User Provisioning API Getting Started
- User Provisioning API: Create a User
- User Provisioning API: Delete a User
- User Provisioning API: Get Information About a User
- User Provisioning API: Search for a User
- User Provisioning API: Update A User (PATCH)
- User Provisioning API: Update a User (PUT)
- Application API - v2
- SAFe Methodology
- Implementing SAFe in AgilePlace
- Implementing at the Value Stream Level
- Implementing SAFe At The Portfolio Level
- Implementing SAFe At The Program Level
- Implementing SAFe at the Team Level
- Introduction to AgilePlace’s SAFe Templates
- Managing SAFe Objectives and Risks
- Managing Your Implementation Using The Implementation Railway
- Quantitative SAFe Metrics in AgilePlace
- Implementing SAFe in AgilePlace
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