Using planio helpdesk part 1 1

Using Planio Helpdesk (Part 1)

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Brian Sheehan
October 31, 2012

Update: We’ve created a new video and text tutorial on the Help Desk app that you can see by clicking here. Last week we talked about some fairly awe-inspiring Planio functionality with the E-Mail Drop Box. Creating an issue by e-mailing with your smartphone...

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 perform bulk actions on issues 1

How to Perform Bulk Actions on Issues

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Brian Sheehan
September 06, 2012

If you're a heavy Planio user then no doubt you're familiar with the Bulk Action functionality, especially when the status of 30+ issues needs to be changed! If you're not, then this article is for you. Planio offers a powerful issue management tool...

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!

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Jan Schulz-Hofen
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)

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Jan Schulz-Hofen
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

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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...