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Planview AgilePlace
Getting Started
AgilePlace for DevOps
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Getting Started FAQs
Quick Reference Guide
The AgilePlace Glossary
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?
Why am I Not Receiving Email Notifications from AgilePlace?
Why Can't a Particular User See a Board?
Board Questions
How Can I Download and Share a View of My AgilePlace Board?
What's the Best Way to Create an Expedite Lane?
Why are Some Cards Dimmed or Hidden on My Board?
Why Can't I Delete a Board?
Card Questions
Can I Create Two Sets of Custom Icons?
How Can I Download and Share My AgilePlace Cards?
What Is The "Index" Column In The .CSV Export File?
Why Can't I Create Cards By Email?
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
Boards
Card Scoring
Card Scoring Overview
Card Scoring Panel Screen Basics
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
How to Conduct a Board Review
Lanes Explained
Top 10 Board Templates
Understand the Backlog and Finished Lane
Understand the Finished Lane and the Finished Card Archive
View Board Health
Zoom In/Zoom Out
Working with Agile Planning
Work with Whiteboards
Cards
Card Automation
Parent/Child Automation
Post to Microsoft Teams
Automate Scheduled Date Notifications & Reminders
Move Card to Lane Based on Tag
Create a Card every week based on a Template Card
Automatically Assign a Team Member When a Card Is Moved to a Lane
GitHub Actions
Card Details
Add and Manage Card Tags
Card Reactions
Comment on a Card
Configure Card Header Settings
Configure Card Types
Custom Card Icons
Delete a Card Type That's in Use
Disable a Card Type That's in Use
Edit a Card
Manage Card Attachments
Prioritize Cards
Save a Card
Understand Card Size
View Card History and Health
Connections
About Card Connections
Connect to Existing Cards
Connect to New Cards
How Can I Visualize Dependencies with Connections?
Remove Connections
Tasks vs. Connections
Transition from Tasks to Connections
Use Connections for Repeatable Processes
View a Map of Your Connections
View Connected Cards
Managing Cards
@mentions
Access My Cards and Tasks
Adjust Default Card Subscriptions
Assign Users to Cards
Base WIP Limits on Card Size
Card Builder
Card Layout
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
Agile Teams
Change the Organization Name
Increase or Decrease User Licenses
Understand and Export Usage Reports
Update Your Payment Info
Signing In
Change Your Date Format
Change Your Email/Login
Change Your Language and Region
Change Your Name
Change Your Password
Change Your Time Zone
Help! I Can't Log In!
How to Log in to Planview AgilePlace
Set Monday as the Starting Day of the Week
User Session Expiration
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
Assigned Users
Burndown Chart
Distribution Chart
Efficiency
Exceptions
Flow
Planned Percent Complete (PPC)
Speed (Cycle/Lead Time and Process Control)
Timeline
Understanding Analytics
Reports Overview
Optimize Your Board for Analytics
How Editing Your Board Layout Affects Reporting
AgilePlace API
Application API - v2
Overview
Core Concepts
Rate Limiting
TimeZones
Account
Get my account settings
Update my account settings
Attachment
Create an attachment
Delete an attachment
Get an attachment's contents
Get a list of attachments for a card
Automation
Get a list of audits for the recent runs of an automation
Create a card automation
Delete a card automation
Get a specified card automation
Initiate a board-level external event
Initiate a card-level external event
Get the list of card automations for a board
Update a card 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
Bulk remove board members and roles
Unarchive a board
Update board settings
Update a board's layout
Update board roles
Bulk update board members and roles
List board users
Board Filter
Create a board filter
Delete a board filter
Get a board filter
Get the list of board filters
Update a board filter
Board Level
Create, update, or delete board levels
List board levels
Board Template
Create a board template
Delete a board template
Get a board template
List board templates
Card
Get recent card activity
Assign or unassign one or more users or teams 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
Create a card type
Delete a card type
Get a single card type on a board
Get a list of card types for a board
Update a card type
Comment
Create a comment
Delete a comment
Get a list of comments for a card
Update a 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
Get a list of custom fields on a board
Update a custom field
Custom Icon
Create a custom icon
Delete a custom icon
Get a single custom icon on a board
Get a list of custom icons for a board
Update a custom icon
Lane
Update a 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
Delete a tag on a board
Get a list of tags on a board
Rename or merge tags on a board
Team
Add subteams to a team
Add users to a team
Create a team
Delete a team
Get a team
Get a list of teams
Get a list of team's boards
Get a list of team's subteams
Get a list of team's users
Remove subteams from a team
Remove users from a team
Update a team
Token Auth
Create an authentication token
Delete an authentication token
Get the list of authentication tokens
User
Change a user's password
Create a user
Delete a user
Get a single user
Get the requesting user
Get a list of users in an organization
Get the requesting user's assigned or subscribed cards
Get the requesting user's favorite and most recently accessed boards
Update a user
Update the requesting user
User Invitation
List your open invitations to new users
Revoke an open 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)
v2 TestReview
Automation
Create a card automation
Update a card automation
Connections
Create parent and child connections
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
Support
AgilePlace Support
Submit a Case
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Coming Soon
Planview Labs Program
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Integrations
AgilePlace Integrations, Powered by Tasktop
Agile Integrations
Automatically Create Scheduled Cards Using Zapier
Connect AgilePlace to Web Apps with Zapier
OKRs
Understanding OKRs
Working with Objectives
Working with Key Results
Activities
OKR Levels
Exporting OKRs
Filtering OKRs
OKR Health
Video Library
13 Minute Thursdays Agile Planning Q&A
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