Using Planview.Me Labs

About favorites

The Favorites panel lists workspaces that you have added for quick access. You can group the workspaces into folders, if desired. When you no longer want a workspace in the favorites, you can remove it.

To access an item in Favorites

1. In the left navigation bar, click the favorites icon .
2. In the Favorites panel, click the item.

Adding workspaces to favorites

1. Do one of the following:
   • Click the workspace icon . In the Workspace list, click > Add to favorites.
   • In the workspace view, click> Add to favorites.

     A yellow star appears beside the workspace name in the title bar.

Removing workspaces from favorites

In the workspace view, click > Remove from favorites.

Organizing favorites

You organize favorites specifying the order of favorites in the list or organizing them into folders.

To create a folder for favorites 

In the navigation bar, click Favorites. 

To add a new top-level folder:

1. Click New folder.
2. Enter a name and description for the folder and then click Save.

To add a subfolder:

Locate the folder that you want to add a subfolder under and then click> Add folder here 

To move a workspace or folder

Point to the icon to the left of the workspace or folder, and when the cursor changes to an open hand, click and drag the item to the desired location.

About recent items

The Recent items panel lists up to 30 of the items that you accessed most recently. 

To access a recent item

1. In the left navigation bar, click the recent items icon . 
2. In the Recent items list, click the item that you want to view.

Performing searches    

You can search for workspaces and capabilities items.

1. In the main toolbar, slick the search icon .
2. Enter the search text in the text box that appears. The results that match your search text are listed. If you accessed the search field while viewing a workspace or capability, the first five search results from the current workspace are listed first, followed by the first five search results from the other workspaces.
3. To view additional search results, click the Go to all results option.

Managing notifications

You can view and manage notifications that have been sent to you.

To view notifications

1. Click the notifications icon  in the main toolbar. The list of notifications that have been sent to you appear.
2. To mark a notification as read, point to it in the list and then click  Mark as read.
3. To view only the read or unread notifications, click All in the top right corner of the dialog, and then select the appropriate option.

To manage notifications 

1. In the Notifications dialog, click See all notifications at the bottom of the list. The notifications appear, listed in the order of the most recent notification at the top.
2. To change the sort order, click a column heading to sort the notifications in ascending order (a-z) according to the column values. To change to descending order (z-a), click the heading again.
3. To filter the notifications:
   1. Click the funnel icon  to display the filter panel.
   2. Select the filter criteria. 
4. To view the email contents of a notification, click it. The Notification preview panel appears.
5. To mark a notification as read, click  > Mark as read. (If the Notification preview panel is open, close it to view the option.)
6. To mark all of the notifications in the list as read, click  Mark all read in the top right corner of the dialog.

Working with boards

For more information about working with boards, see Boards.

For more information about creating and managing cards on boards, see Cards.

Working with roadmaps    

For more information, see Working with Planview Roadmaps.

Working with Planview Anvi®

Planview Anvi is a generative AI assistant designed to access, connect, and provide visibility into your organization’s unique data intelligence. Easily converse with Planview Anvi to ask questions about your enterprise data using natural language. Gain insight, receive recommendations, and take action. Think of Planview Anvi as your personal data analytics expert

Planview Anvi empowers everyone from the team room to the boardroom by helping to:

• Accelerate delivery speed.
• Boost productivity.
• Reduce business risk.

For more information, see Planview Anvi.

Working with Connection Graph

Connection Graph displays the invisible network of relationships that connect the capability items from the boards in a workspace, such as: OKRs, portfolios, projects, teams, and resources. The items are displayed as nodes and the relationships between them as lines.