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Planview Customer Success Center

April 2021

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Card List View

We've introduced a new way to view your cards! The card list view is useful for viewing information on boards with a large number of cards, and has the same filtering capabilities and grouping (i.e. by activity, label etc.) options as the Kanban view. You can also sort by column headers.

To learn more, visit Work with Boards.

Estimated and Reported Time on Swimlane Headers

We have added summary information for estimated and reported time for all cards within the swimlane on the board.

To learn more, visit Work with Boards.

Filter on Card ID and Title

To make filtering cards on boards more flexible, we've added the ability to filter cards on the board based on the visible Card ID or the Title. The "free-text" filter narrows the selection of cards on the board as you type.

To learn more, visit Work with Boards.

Planned Start Date on Cards

In addition to the due date, users will now be able to set a planned start date on cards. Similar to the card due date, the planned start date is displayed on the card face and is displayed in red if the card is not started on time. Card assignees will be notified on the planned start date that it is time to start working on the card. The planned start date attribute is also included in the card import and export.

To learn more, visit Work with Cards.


DocuSign Integration

We've added an integration to DocuSign that will enable digital signing of documents stored in Projectplace. Here's what you need to know:

  • To initiate an electronic signature request, the user needs a DocuSign subscription.
  • A user can request a digital signature from people with or without a Projectplace user account.
  • An electronically signed version of the document is stored in Projectplace.

To learn more, visit Use Projectplace with DocuSign.

Outlook Add-In

The Projectplace Outlook add-in is now officially available in the Microsoft Office Store! With the add-in, users can create cards from emails, add cards to activities, and add card assignees upon card creation.

To learn more, visit Work with the Microsoft Outlook Add-In.


Updates to Issues and Risks

Last month, we introduced a new Issues and Risks tool for project managers. This month, we've added a few new things to the tool:

  • New response description field for entering more information about the planned risk response.
  • Risk level and Priority colors are displayed in the list view.
  • Tags are displayed in the list view
  • It is now possible to filter based on ID or title using a free-text filter that will narrow the list of risks and issues as you type.

In May we will introduce the ability for Workspace administrators to initiate a migration from the old Issues version to the new version. For more information on this migration, please visit Information on Migration of Issues to New Version

To learn more about the Issues and Risks tool, visit Work with Issues and Risks.

Mobile Apps

To download the iOS or Android mobile app, visit the Projectplace Download Center

Actionable Notifications

You can now perform actions directly from the notifications list in the mobile apps:

  • Set / remove reminder
  • Mark as favorite
  • Mark as read/unread
  • Remove from list

Planned Start Date on Cards

The new planned start date attribute is also available to view or edit on cards in the mobile apps.

Workspace Templates

Groups and Tools & Access Update

There are two updated pages in Workspace templates to make the user interface more consistent, and to make it easier to set up groups and access rights for a new workspace created from a template:

  • We have added a separate Groups page in Workspace templates to set up and manage groups with predefined access rights that should be added to a workspace created from this template. 
  • We have updated the UI of the Tools & Access page to be consistent with the Tools page in Workspace administration.

To learn more, visit Work with Workspace Templates.

Other Enhancements

Export Improvements

We have made a number of smaller enhancements to the Export capabilities:

  • Comments are now included in a separate page in the document list download so that users can get all meta data about their documents in one download.
  • Users will now be notified via email and in-app notification when their Excel export is ready for download with a link to access their download. This has so far been applied to the People/Workspace (in Account Administration) and the Board/Plan/Document list/Document Access rights (within a Workspace) Excel exports.
  • The Members Excel export has been changed from .xls to .xlsx format.

New Custom Field Types

To expand the choice of custom fields that can be added to activities, cards, and documents, we've added a few more types of custom fields:

  • Numeric field with the support for negative and decimal values
  • Currency field with support of all currencies
  • Percentage field

To learn more, visit Manage Custom Fields.

A number of performance related enhancements and bug fixes have been included in this month's release.





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