Planview Labs Program
Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future.
- Getting Started
- FAQs
- Account Questions
- Can I Change the Default Date Format?
- How Can I Opt Out of Assigned User Emails?
- How Do I Cancel My AgilePlace Account?
- How Do I Change The Owner Of Our AgilePlace Account?
- How Do I Decrease Licenses?
- How do I Invite Others to Join My AgilePlace Account?
- How do I Turn Off Email Notifications?
- Security FAQs
- Which Edition of AgilePlace Has the Shared and Saved Filtering Functionality?
- Why am I Not Receiving Email Notifications from AgilePlace?
- Why Can't a Particular User See a Board?
- Board Questions
- Card Questions
- General Questions
- Can AgilePlace be Purchased Through a Reseller?
- Does AgilePlace Come With a Sample Board?
- Does AgilePlace Offer Education Discount Pricing?
- How Do I Purchase AgilePlace?
- How Do I Sign Up for AgilePlace?
- How Much Does an AgilePlace Subscription Cost?
- Is it Possible to Integrate AgilePlace with Other Applications?
- What are the System Requirements for AgilePlace?
- What is AgilePlace's Data Backup Policy?
- What is Kanban?
- What Level of Data Security Does AgilePlace Provide?
- Why Does AgilePlace Look Odd When I'm in Internet Explorer?
- Why Do I Receive An "Unauthorized" Error When Accessing Certain Features?
- 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
- Set Work-In-Process (WIP) Limits
- Subscribe/Unsubscribe to Board and Lane Events
- Using and Managing Board Templates
- View the Activity Stream
- Work with Board Levels
- Understanding Boards
- Working with Planning Series
- 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
- Make a User an Account Administrator
- Set Board User Access and Roles
- 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
- 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
- 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
- Support
- Product Releases
- Archive
- 2023 Archive
- 2022 Archive
- 2021 Archive
- January 1, 2021 Release Notes
- January 8, 2021 Release Notes
- January 15, 2021 Release Notes
- January 22, 2021 Release Notes
- January 29, 2021 Release Notes
- February 5, 2021 Release Notes
- February 12, 2021 Release Notes
- February 19, 2021 Release Notes
- February 26, 2021 Release Notes
- March 5, 2021 Release Notes
- March 12, 2021 Release Notes
- March 19, 2021 Release Notes
- March 26, 2021 Release Notes
- April 02, 2021 Release Notes
- April 09, 2021 Release Notes
- April 16, 2021 Release Notes
- April 23, 2021 Release Notes
- April 30, 2021 Release Notes
- May 07, 2021 Release Notes
- May 14, 2021 Release Notes
- May 21, 2021 Release Notes
- May 28, 2021 Release Notes
- June 04, 2021 Release Notes
- June 11, 2021 Release Notes
- June 18, 2021 Release Notes
- June 25, 2021 Release Notes
- July 2, 2021 Release Notes
- July 09, 2021 Release Notes
- July 16, 2021 Release Notes
- July 23, 2021 Release Notes
- July 30, 2021 Release Notes
- August 2021 Release Notes
- September 2021 Release Notes
- October 2021 Release Notes
- November 2021 Release Notes
- December 2021 Release Notes
- 2020 Archive
- April 10, 2020 Release Notes
- April 17, 2020 Release Notes
- April 24, 2020 Release Notes
- April 3, 2020 Release Notes
- August 14, 2020 Release Notes
- August 21, 2020 Release Notes
- August 28, 2020 Release Notes
- August 7, 2020 Release Notes
- December 11, 2020 Release Notes
- December 18, 2020 Release Notes
- December 4, 2020 Release Notes
- February 14, 2020 Release Notes
- February 21, 2020 Release Notes
- February 28, 2020 Release Notes
- February 7, 2020 Release Notes
- January 10, 2020 Release Notes
- January 17, 2020 Release Notes
- January 24, 2020 Release Notes
- January 3, 2020 Release Notes
- July 10, 2020 Release Notes
- July 17, 2020 Release Notes
- July 24, 2020 Release Notes
- July 3, 2020 Release Notes
- July 31, 2020 Release Notes
- June 12, 2020 Release Notes
- June 19, 2020 Release Notes
- June 26, 2020 Release Notes
- June 5, 2020 Release Notes
- March 13, 2020 Release Notes
- March 20, 2020 Release Notes
- March 27, 2020 Release Notes
- March 6, 2020 Release Notes
- May 1, 2020 Release Notes
- May 15, 2020 Release Notes
- May 22, 2020 Release Notes
- May 29, 2020 Release Notes
- May 8, 2020 Release Notes
- November 13, 2020 Release Notes
- November 20, 2020 Release Notes
- November 27, 2020 Release Notes
- November 6, 2020 Release Notes
- October 16, 2020 Release Notes
- October 2, 2020 Release Notes
- October 23, 2020 Release Notes
- October 30, 2020 Release Notes
- October 9, 2020 Release Notes
- September 11, 2020 Release Notes
- September 18, 2020 Release Notes
- September 25, 2020 Release Notes
- September 4, 2020 Release Notes
- 2019 Archive
- August 16, 2019 Release Notes
- August 2, 2019 Release Notes
- August 23, 2019 Release Notes
- December 13, 2019 Release Notes
- December 20, 2019 Release Notes
- February 1, 2019 Release Notes
- February 15, 2019 Release Notes
- February 22, 2019 Release Notes
- February 8, 2019 Release Notes
- January 11, 2019 Release Notes
- January 18, 2019 Release Notes
- January 25, 2019 Release Notes
- January 4, 2019 Release Notes
- July 19, 2019 Release Notes
- June 28, 2019 Release Notes
- June 7, 2019 Release Notes
- March 15, 2019 Release Notes
- May 17, 2019 Release Notes
- November 22, 2019 Release Notes
- October 18, 2019 Release Notes
- October 4, 2019 Release Notes
- 2018 Archive
- Planview Labs Program
- Archive
- AgilePlace Enablement Webinars
- Integrations
- OKRs
- Instant Coffee
- Video Library
