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Planview Customer Success Center

AgilePlace Training Class: AgilePlace Essentials

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Course Description

Essentials Training for Planview AgilePlace is an immersive, interactive class that teaches everything you need to know to set you and your team up for success by optimizing AgilePlace functionality.

This course provides the skills required to implement Planview AgilePlace like a pro. This course provides a basic introduction on how to use Planview AgilePlace. Learn how to build your Kanban board in minutes. Get started on customizing your board, demonstrating your workflow, instilling WIP limits, and easily updating your team on project status.

Planview AgilePlace Essentials Training Class.pdf

Learning Objectives

At the end of this course students will learn how to:

  • Visually communicate important work information and collaborate in Planview AgilePlace
  • Understand Kanban core practices and how measurement is a key maturity step within the methodology
  • Understand how board and card design can influence the insights we get in the AgilePlace Reports.
  • Use the Board Health Tab to understand how smoothly work is flowing across your process.
  • Use card analytics to understand card history and health.
  • Customize card design including card types, custom icons and card ID
  • Add new work and find and update existing work
  • Use board layout editor to map a workflow to AgilePlace
  • Understand the different board roles and access levels

Learning Level


Initial class taken in a broad subject area, introduces concepts

Foundational product knowledge advised.


This class is ideal for agile teams who will be responsible for planning work and projects, managing schedules and assignments on behalf of their organization or business unit.


2 Half-day Segments Virtual


  • Kanban Overview
  • Board and Card Design
  • Board Health
  • Card History and Health


  • Understanding of Kanban Methodology and Lean Agile principles


Pricing for Public Training is $1,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!