Katie St. Francis
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Katie St. Francis

Katie is a constant learner, Lean practitioner and product enthusiast. As a Product Manager at LeanKit, she works to help solve customer problems and help them find ways to deliver value faster. She spends her spare time crunching data to find opportunities for continuous improvement and asking “why."

Filter Enhancements for an Even Clearer View

Do you know which cards are stuck and require attention, what’s due within the next week/month/quarter, or what cards are assigned to you? These are just a few of questions that can be answered with Planview AgilePlace’s advanced filter functionality. Upcoming filter enhancements will make it even easier for you to get a focused view of...

Recent Enhancements to Planview AgilePlace

Enhancements have been rolling in over the past few months. Here’s a rundown of some of the latest features, including: Mass card updates Auto-subscribe settings Quick card adds Mobile app improvements Update Multiple Cards at Once The new multi-select option (Ctrl/Cmd + click) allows you to update multiple cards on a board at once. Remove cards that are no longer...

Product Tip: Tracking work in your Calendar app

Pulling Planview AgilePlace work items into your Personal Calendar app Need to keep track of work that has due dates?  You can set up a feed so that your Planview AgilePlace tasks with start and/or end dates appear in a personal calendar like your mobile phone calendar app. Subscribing to an iCal feed is equivalent...

Coming Soon: Connections

Please note that Drill-Through relationships have now been renamed as Connections in Planview AgilePlace.  Connections establish parent-child relationships between Planview AgilePlace Boards. These multi-level hierarchies help you track and structure your work to the right level of detail, making it easier to not only visualize high-level initiatives but also dig deeper into the implementation details. Here’s what to look for in the...

See the “Who” with Three Avatar Options

If you’ve ever looked at your board and wondered, “Who’s working on that?”, Planview AgilePlace can instantly show you the answer with three types of card icons: a user monogram, a custom avatar image uploaded to your Planview AgilePlace account, or an image hosted by Gravatar. The Scoop on Each of the Three Options Automatic Monogram. User monograms are automatically...