Planio Support (english): Integrate with Planio using OAuth2

Feature Update
Added by Jens Krämer 17 days ago

As you might know, Planio comes with a powerful REST API which covers almost all aspects of Planio. If you were working with the API before, you know that in order to use it, you had to generate an API key and use that to make authorized API calls.

This approach, while relatively easy to work with, has a few drawbacks:

  • Each API key is tied to a single user account, meaning that your application will always act as this user when interacting with Planio.
  • There is no way to restrict what an application can do - an API key always grants it's user the same set of permissions that the user it belongs to has.

OAuth 2 introduces a mechanism to restrict applications to a certain scope. Further, users need to explicitly grant access to an application before it may act on their behalf. When doing so, they will be informed about the scope, that is, what data the application is going to have access to. In the same way, a user may later decide to revert this decision and revoke access for an application at any time.

Starting today, Planio now supports OAuth 2. Check out our Guide and the API Documentation to learn more about using Planio's API with OAuth 2.

Authorizing an OAuth 2 Application


Planio Support (ja - 日本語): Planioのナビゲーションを改善(プロジェクト検索機能など)

Added by Keiko Fukuda 3 months ago



プロジェクトセレクタには2つの強力な機能「Recentry used」と「Bookmarks」も加わりました。
「Recentry used」は最近使用したプロジェクトが検索ボックスのすぐの下に表示されます。最近取り組んでいるプロジェクトに素早く移動できるようになりました。
「Bookmarks」はプロジェクトの概要ページ右上のコンテクストメニューのアイコンをクリックすると設定できます。 ブックマークしたプロジェクトはプロジェクトセレクタの一番上に表示されます。











Planio Support (english): Planio navigation improvements

Feature Update
Added by Felix Schäfer 3 months ago

Updated project picker with autocomplete

We have revamped the global project picker to make navigating large numbers of projects easier. The project picker now has an autocomplete field you can use to narrow down on the project you would like to jump to. The project picker still has a scrollable list of results, and heavy keyboard users will be happy to know the new project picker also still supports keyboard navigation.

The new project picker also sports 2 power-user features: recently used and bookmarked projects. Recently used projects will show up at the top of the project picker just below the autocomplete box, this way you will be able to quickly jump to projects you already have been working on recently. Last but not least you can now bookmark projects on the Overview page of a project using the icon in the top right contextual menu. Your bookmarked projects will then appear at the top of the projects listed in your project picker.

Gif of the new project picker in action

New project picker in Planio

Global tabs

We have brought the tabs you already know from projects to global views, making it easier to access for example the global issue or time entry list. Going to the global issue list now doesn't involve selecting the project list from your user menu and clicking the "view all issues" button, you can now directly jump to the global issue list from the Planio start page.

The global tabs also feature the same +-menu than the project tabs which allows you to quickly enter an issue and then select which project it should go to or to quickly access the various import functions of Planio.

Many more small improvements

This version of Planio also brings lots of smaller improvements, like some new filters in the issues query or refinements to some UI elements.

There are 2 additions to custom fields that we would like to highlight. First is the new File type for custom fields. If there's a type of document that should be attached in a structured way to certain issues, you can now define a File type custom field for those issues! Second is a UI option for Long Text type custom fields, which can now be configured to be displayed as full width, which will improve the experience of entering and reading really long texts in custom fields.

Last but not least is a great improvement to Time Entry Queries some of you have requested: Time Entry Queries can now be saved with mostly the same experience as for saving Issue Queries. This will allow frequent users of Time Entry Queries to save queries they use often and speed up this part of their Planio usage.

We're sure every user will find their Planio experience improved by those changes and would love to hear your feedback. If you have any questions regarding those new features or anything Planio related please get in touch.

Planio Support (ja - 日本語): Planio Storageにファイルダウンロードを管理する新機能を追加

Added by Keiko Fukuda 4 months ago

Planio Storageのファイルダウンロード履歴の表示

Planio Storageに保存したファイルの詳細ページに、新たにダウンロード・タブを追加し、過去30日間のダウンロード履歴を表示できるようにしました。

この新しい機能により、誰がいつ何のファイルをダウンロードしたのか、またダウンロードが WebDAV、Planio API、または Webブラウザを使用して行われたかどうか履歴を管理することができます。


また今回のアップデートでは、Planio Storageにおいて各プロジェクトレベルで変可能な設定を3つ新たに導入しました。

Maximum number of file versions(ファイルのバージョンの最大値の設定)

お気づきかもしれませんが、Planio Storage では、ファイルが更新されるたびに新しいファイルバージョンを作成し、「履歴」タブから以前のバージョンのファイルをダウンロードできます。

Download history retention time(ダウンロード履歴の保持期間の設定)



Purge deleted files from trash after(ゴミ箱からファイルを自動削除する期間の設定)



Planio Support (english): Keep Track of File Downloads in Planio Storage

Feature Update
Added by Jens Krämer 5 months ago

Download History of Files in Planio Storage

We added a new Downloads tab to the Storage file details page, showing all downloads of the file in the last 30 days (by default, you may however change this for each project, as outlined below). This allows you to keep track of who downloaded what and when, and whether downloads were made through WebDAV, the Planio API or by using a Web browser.

Storage File Download Log

New Project Level Settings for Planio Storage

With this update, we also introduced three new project level settings for Planio Storage.

Project Level Planio Storage Settings

Maximum number of file versions

As you might have noticed, Planio Storage creates a new Version every time a file is updated, and you can download previous versions of any file from the History tab. This setting allows to configure how many versions for each file should be kept around. Leave this field blank in order to keep an unlimited history for each file. However keep in mind that old versions of files count against the storage quota of your account. The default value for this setting is 15, meaning that, for each file, it's current, and the most recent 14 previous versions, are kept.

Download history retention time

Complementing the Download History feature introduced above, here you may choose how many days of download logs should be kept. An empty value means Keep history forever, a value of 0 configures Planio Storage to not store download history at all in this project.

Lowering this setting, i.e. from 3 to 1 day, will lead to immediate deletion of log entries that do not match the new setting.

Purge deleted files from trash after

The recently introduced Trashcan automatically purges entries older than three days. You can now adapt this to your needs by setting a different number of days here. In order to never automatically purge files, set this to a blank value. A value of 0, on the contrary, will effectively disable the trashcan and delete files immediately. Any changes you make to this value will only apply to files deleted in the future and do not affect current contents of the Trashcan.

Trashcan contents (and their versions) count against your global Storage quota until they are finally purged.

Planio Support (ja - 日本語): ビデオ会議プラットフォーム「Planio Meet」の提供を開始

Added by Hiroyuki Endo 5 months ago

4週間前に 新型コロナウイルス対策のためのテレワーク を開始して以来、私たちPlanioはこれまでPlanioに存在しなかったものの開発に注力していました。 ビデオ会議 です。

みなさんがCOVID-19を乗り切り、在宅勤務でも生産性を維持できるようにするために、わずか4週間の開発期間を経て、Planioに完全に統合されたビデオ会議ソリューション Planio Meet の初期アルファ版を本日提供開始します。

Planio Meet はPro機能(オプション機能)ですが、当面の間は Planioのすべてのプランで完全無料で利用できます。

卓越したオープンソースソフトウェア Jitsi をベースに構築されたPlanio Meetは、Planioのすべてのプロジェクトに1クリックで簡単にビデオ会議を追加します。どのプロジェクトでも、「Video conference」タブをクリックするだけで、チームメイトとリアルタイムに対話できます。

ご想像の通り、成熟した製品をリリースするには4週間では足りません。しかし、テレワークの環境整備の必要性が急速に高まっている状況を鑑み、私たちは最初のPoC(プルーフ・オブ・コンセプト)をすべてのお客様に公開することにしました。今後数週間から数ヶ月かけてPlanio Meetの開発を行い頻繁にデプロイを行いますので、開発の様子見守っていただきたいと思います。

このことはPlanio Meetの不具合が時々発生し、またお客様によっては当初は期待通りに動作しない可能性があることを意味します。しかし、これは最初の一歩です。数ヶ月後ではなく、今現在必要とされている第一歩です。

私たちのテストによると、FirefoxでPlanio Meetがうまく動作していました。Google Chromeでも問題なく使えているという者もいます。ただ、お客様の環境などによって状況が異なる場合があります。ぜひお試しいただき、ご質問やご要望がございましたらお気軽に お問い合わせ ください。

Planio Meetがお客様のお役に立てることを願っています。Stay healthy and stay home!

Your friends at Planio

Planio Support (english): Launching Planio Meet–a video conferencing platform

Product Release
Added by Jan Schulz-Hofen 5 months ago

Since going into self-isolation four weeks ago, our team here at Planio has been working relentlessly on something we haven’t had in Planio so far: Video Conferencing.

To help you weather the COVID-19 storm and stay productive while working from home, we’re introducing today–after just 4 weeks of development–a very early alpha version of Planio Meet, a video conferencing solution fully integrated in Planio.

Video Conferencing with Planio Meet

Planio Meet is a Pro Feature available entirely for free in all Planio plans for the time being.

Built on the outstanding open source project Jitsi, Planio Meet adds simple one-click video conferencing to all your Planio projects: Simply click on the Video conference tab in any project and you’ll see and hear your team mates live and in real time.

As you can imagine, 4 weeks aren’t nearly enough to release a mature product. However, given the circumstances, we decided to release our very first proof-of-concept to all customers. As we continue development of Planio Meet over the coming weeks and months, we will deploy early and often and let you follow the development very closely.

This means, that things may break and that Planio Meet won’t work perfectly for everyone from the start, but it’s a first step. A step that we feel was needed now–not in a few months.

In our own tests, we were having a lot of success with using Planio Meet in Firefox. Some colleagues say Google Chrome is working great, too. Your mileage may vary. Please feel free to experiment a little and don’t hesitate to get in touch with any questions or requests.

We hope this helps. Stay healthy and stay inside!

Your friends at Planio

Planio Support (ja - 日本語): Planio Storageでカスタムフィールドが利用できるようになりました

Added by Keiko Fukuda 6 months ago

Planio Storageでファイルやフォルダのカスタムフィールドを利用できるようになりました。


Planio Support (ja - 日本語): 最新のCOVID-19への対応状況

Added by Keiko Fukuda 6 months ago

PlanioのCOVID-19への対応状況について、Planioの創業者であり代表のJan Schulz-Hofenからお知らせします。






今後数週間にわたり、私たちはお客様のビジネスへのCOVID-19の影響を可能な限り低減するため最善を尽くします。 その実現のため、次のプログラムを提供します。

  1. 2020年はPlanioへのデータ移行 は無料で実施します。 すでにPlanioの利用されているお客様も、すでに無料でデータ移行を実施したことのあるお客様においても無料です。
  2. Planioアカウントを上位プランに変更すると、1ヶ月料金が無料になります。 もし社内でPlanioを利用していないチームがあれば、追加の予算承認を待つことなく、今すぐPlanioのメンバーに追加できます。
  3. リモートワークを始める企業にPlanioを紹介し、紹介した企業が正式利用を開始すると、紹介により利用を開始した企業は最初の2ヶ月間無料、紹介したお客様には3ヶ月間無料で利用できるクレジットを追加します。

これらのプログラムを利用されたい場合や、その他のサポートが必要な場合はご連絡ください。 私たちは喜んでお手伝いします。

Jan Schulz-Hofen
Founder and Managing Director

Planio Support (english): Adapt Planio Storage to Your Needs with Custom Fields

Feature Update
Added by Jens Krämer 6 months ago

You can now define Custom Fields for files and folders in Planio Storage. As with other kinds of custom fields, you have fine grained control over field format, visibility and what fields are available in which projects. Planio Storage custom fields may also be declared Searchable, which, for example, could be used with a Keywords field to improve search result relevance:

Creating a Storage File Custom Field

Custom field data can be edited using the standard Edit action from the file / folder details screen. The custom field values are rendered in the collapsible sidebar:

Custom value editing


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