Apps
Planbox
Link Zendesk tickets to project items in Planbox
Description
Planbox is a simple, powerful and intuitive web-based agile project management software. It makes agile adoption and implementation as straightforward as possible for teams of all sizes, regardless of industries. Planbox has everything you need for your agile workflow, from planning, to collaborating, to capturing feedback and to tracking metrics. Versatile and customizable, Planbox can handle any project.
To get started, create a free Planbox account.
Learn more about the Planbox integration with Zendesk.
Plan with Agile
Plan for projects iteratively and incrementally with powerful features. Create project portfolios; manage all your to-do’s in the backlog; estimate the workload with hours or velocity points; and respond quickly to change by allocating resources to top priorities.
Work Together Efficiently
Collaborate in real-time on items and tasks, give feedback through comments, and share files effortlessly. Stay focused by displaying only items that require your attention, with filters and sorting on the task-oriented interface.
Capture Customer Feedback with Zendesk
Turn your customers’ words into action items. Seamlessly integrate your Zendesk tickets with your agile workflow. Create Planbox items from Zendesk tickets, and manage their progress from either applications.
Keep Track of Progress
Be notified of all activities and progress. Gain valuable insights into the progress of your team with metrics like the Burndown chart. Understand how resources are being spent with our time tracker and timesheets, workload reports and much more.
How to install
To use Planbox inside Zendesk, you must get an initiative’s API token in Planbox:
- Log into your Planbox account at Planbox.com.
- If you don’t have an initiative yet, create one from the Planbox dashboard.
- Under “Items & Tasks” on the top menu, find your initiative and click on its “manage initiative” icon.
- Under the Settings section, copy your initiative’s API token.
Once you have your API token, first, log into Zendesk. Navigate to the "Manage" cog, click on "Browse", and click "install" on the Planbox from the apps directory.
Title: Leave it as “Planbox”, or name it after your initiative in Planbox. Initiative API token: Paste the API token you’ve copied from the Planbox Manage Page.
In any Zendesk ticket page, expand the Apps panel on the right to access Planbox. You can now create an item in Planbox from your Zendesk ticket, and attribute it to any project you have access to inside your Planbox initiative.
