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Planview Customer Success Center

Working in workspaces

A workspace brings the work of a team or audience into one place: boards, roadmaps, OKRs, overviews, whiteboards, and Connection Graph. These topics explain what workspaces are and how to use each capability from within one.

Topic Description
Understanding workspaces What a workspace is, workspace types and hierarchy, capabilities, membership, and how items open.
Working with boards in a workspace Work with AgilePlace boards, cards, and OKRs in a workspace.
Working with roadmaps in a workspace Work with roadmaps in a workspace.
Working with Planview Anvi in a workspace Use Anvi Chat, prompts, agents, and Anvi Home in Planview.Me.
Working with Connection Graph View the relationships between the items on a workspace's boards.
Using whiteboards in Planview.Me Brainstorm and plan on a virtual whiteboard in a workspace.

For moving around, see Navigating Planview.Me. To set up workspaces, see Designing your workspace structure.