Using the planio inbox 1

Using the Planio Inbox

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Brian Sheehan
October 22, 2012

So you're sitting on the subway, zipping through tunnels at breakneck speed, and then suddenly have a realization: you forgot to send a critical task (and associated documents) to your Team Lead. Your tablet is in your briefcase, but you'd probably...

How to manage enumerations 1

How to Manage Enumerations

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Brian Sheehan
October 08, 2012

In today's article we will look at the use of Enumerations in Planio. As mentioned in the How to Create a New Role blog post last week, Planio is a truly flexible environment that enables you to define and manage system options across a broad spectrum...

How to create a new role 1

How to Create a New Role

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Brian Sheehan
October 01, 2012

As alluded to in our How to Create a Custom Field article, one of the most beneficial aspects of Planio is its flexibility. With a robust set of features that are easily configurable, you can essentially transform Planio into a solution that is highly...

How to create a custom field 1

How to Create a Custom Field

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Brian Sheehan
August 31, 2012

Now that you've successfully added a company and some contacts (Keeping Good Company with Planio), let's check out a nifty Administrator-level function: Custom Fields. Custom fields enable you to personalize Planio's functionality according to your...

New look and feel for planio 1

New look and feel for Planio!

68ac0d4e0f413f7c94e593bc3e94b351
August 28, 2012

Here at Planio, we have been rolling with a rather serious black & white look and feel since our launch in 2009. Now, almost 3 years have passed and we thought Planio might be ready for a little face lift. Our designers and developers have been...

Planio loves github 1

Planio ♥ GitHub (and others)

68ac0d4e0f413f7c94e593bc3e94b351
August 16, 2012

Many of you have been asking for integration with external repositories, such as those hosted at GitHub, a very popular Git hosting provider. Up until now, Planio didn't support this. You had to use our own repo hosting to fully experience the joy...

Exporting content in planio 1

Exporting Content in Planio

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Brian Sheehan
August 10, 2012

Today we'll continue with another new feature walkthrough: how to export Planio data to a unique format. We now support three different output formats for exporting: Atom (Feed), CSV, and PDF (the latter pair were recently upgraded; see below). In...

New feature walkthrough assigning an issue to a 1

New Feature Walkthrough: Assigning an Issue to a User Group

F1c1b77b142ea66c34054173ca494322
Brian Sheehan
July 31, 2012

In today's blog post we'll expand on one of Planio's new features as mentioned in Jan's Feature update! post; specifically, how to assign an issue to a user group. This functionality is especially useful for process or lifecycle-oriented environments...

Keeping good company with planio 1

Keeping Good Company with Planio

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Brian Sheehan
July 24, 2012

Planio's Contacts functionality enables you to easily manage all of your corporate clientele, and contacts therein, as well as perform some other awe-inspiring Help Desk related feats. In today's post we'll do a walk-through of how to create a company...

Go ahead show yourself 1

Go ahead, show yourself!

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Brian Sheehan
July 10, 2012

With Planio there's no need to hide behind your screen! Why not include an avatar and bring some personality to your profile? Better yet, how about a "Gravatar"? A Gravatar (Global Avatar) is a small avatar photo used on your Planio profile via Gravatar...