Skip to main content
Planview Customer Success Center

Video Library

Getting Started

video_title

 

Introducing AgilePlace

video_title

 

AgilePlace in 60 Seconds

video_title

 

Sign up for a Free Trial

video_title

 

How does the Free Trial Work?

video_title

 

Purchase a AgilePlace Account

video_title

 

AgilePlace for Manufacturing

video_title

 

AgilePlace for DevOps

video_title

 

Create or Add a User

video_title

 

Create a Board

video_title

 

Board Settings

video_title

 

Open the Board Layout Editor

video_title

 

Create a Card

video_title

 

Edit a Card

video_title

 

Board Health

video_title

 

Quick Wins Driving Collaboration

video_title

 

Quick Wins Driving Visibility

video_title

 

Quick Wins Improving Time to Delivery

video_title

 

Team Kanban Experience for the PMO

video_title

 

Card Automation

video_title

 

Welcome to Card Scoring

video_title

 

Planning Series

video_title

 

Planning Series – Agile Planning View

video_title

 

Agile Teams

video_title

 

Whiteboards

 

 

Tips & Tricks

video_title

 

Align Organizational and Team Objectives with OKRs

video_title

 

Card Automation – Automating Your Intake Process

video_title

 

Card Automation – Building an Intake Process

video_title

 

Agile Teams – Manage External Team Permissions

video_title

 

Agile Teams – Assign Teams to Work

video_title

 

Custom Card Builder

 

 

Boards

video_title

 

Access and Use Context Menus

video_title

 

Archive or Unarchive a Board

video_title

 

Board Health

video_title

 

Change a Lane's Title

video_title

 

Create a Board

video_title

 

Create a Custom Field

video_title

 

Delete a Board

video_title

 

Download a PDF Snapshot

video_title

 

Duplicate a Lane

video_title

 

Edit Individual Lane Details

video_title

 

Managing Lanes in the Board Layout Editor

video_title

 

Open the Board Layout Editor

video_title

 

Set Lane WIP Limits

video_title

 

Subscribe to a Lane

video_title

 

Swimlanes

video_title

 

Understand and Use WIP Limits

video_title

 

Understand the Finished Lane and the Finished Card Archive

video_title

 

View Board and Card Activity

   

 

 

Cards

video_title

 

@mentions

video_title

 

Add Comments to Cards

video_title

 

Adjust Default Card Subscriptions

video_title

 

Assign a User to a Card

video_title

 

Configure Card Header Settings

video_title

 

Create a Card

video_title

 

Create a Card Type

video_title

 

Create and Use Template Cards

video_title

 

Create Custom Icons

video_title

 

Create New Cards via Email

video_title

 

Duplicate a Card

video_title

 

Edit a Card

video_title

 

Filter Cards on a Board

video_title

 

Import and Export Cards

video_title

 

Manage Card Attachments

video_title

 

Move Multiple Cards

video_title

 

Prioritize Cards

video_title

 

Save a Card

video_title

 

Search for Cards

video_title

 

Set Planned Dates for Cards

video_title

 

Subscribe to a Card

     

 

 

Connections

video_title

 

Connect New Cards

video_title

 

Connect to Existing Cards

video_title

 

How Can I Visualize Dependencies with Connections?

video_title

 

Remove Card Connections

video_title

 

Transition from Tasks to Connections

video_title

 

View a Map of Your Connections

video_title

 

View Connected Cards

video_title

 

Why Use Connections?

 

 

Reporting

video_title

 

Assigned Users

video_title

 

Burndown Chart

video_title

 

Cumulative Flow

video_title

 

Distribution Chart

video_title

 

Efficiency Report

video_title

 

Exceptions Report

video_title

 

Planned Percent Complete (PPC)

video_title

 

Speed Report

video_title

 

Timeline Report

     

 

 

In-Depth with AgilePlace

video_title

 

Board Settings

video_title

 

Edit a Card

video_title

 

How Can I Visualize Dependencies with Connections?

video_title

 

Scaling with AgilePlace

video_title

 

Transition from Tasks to Connections

video_title

 

Understand and Use WIP Limits

video_title

 

Why Use Connections?

 

 

 

Users

video_title

 

Change Your Date Format

video_title

 

Change Your Email

video_title

 

Change Your Name

video_title

 

Change Your Password

video_title

 

Change Your Time Zone

     

 

 

User Administration

video_title

 

Change a User's Date Format

video_title

 

Change a User's Password

video_title

 

Change a User's Time Zone

video_title

 

Create or Add a User

video_title

 

Edit a User's Email

video_title

 

Edit a User's Name

video_title

 

Enable or Disable a User

video_title

 

Make a User an Account Administrator

 

 

Account Administration

video_title

 

Access and Use the URL Generator

video_title

 

Cancel Your Account

video_title

 

Configure Advanced Security Settings

video_title

 

Upgrade Account

 

 

Integrations

video_title

 

Portfolios Connected to AgilePlace course 1

video_title

 

Portfolios Connected to AgilePlace course 2

video_title

 

Portfolios Connected to AgilePlace course 3

video_title

 

Automatically Create Scheduled Cards using Zapier