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Planview Customer Success Center

December 2023

December 7, 2023 

Customize Board Layout

This new feature enables a user to create reusable layouts and customize a board to suit an occasion such as standup, sprint planning, or meeting with stakeholders. You can customize your board by hiding columns or swimlanes and selecting your preferred grouping option. Once you've saved your customized layout, it is also available to the other board members. For more details, see this article.

 Board layout.png

Manage Robots in the Account

Robot is a special super user that allows programmatic access to an entire organizational account. It can create, read, update, and delete any information across all workspaces in the organizational account. For more information, see this article.

Manage Developer Settings

ProjectPlace users can create API Applications, which can be used to interact with ProjectPlace's Restful APIs. For more information, see this article.

Frames in Whiteboards

It is now possible to add Frames to whiteboards via the whiteboards toolbar. You can add elements to them for better organization, or constrain your image exports. For more information, see this article.