Planio Support (english): Allow managers to invite new users via email

Feature update
Added by Jens Krämer over 1 year ago

As an administrator of your Planio account, you can now allow non-admin users to invite new users to their projects via email. For example, you can allow project managers to add new members in order to streamline the onboarding of new users.


The whole feature is opt-in and must be enabled under Your AvatarAdministrationSettings in the Authentication tab, where you can choose who is Allowed to invite new users via email:

Global setting to enable the feature

Once you have set the field Allowed to invite new users via email to Administrators and authorized project members, you will then need to give the relevant roles the permission Allowed to invite new users via email. Please be aware that, in order to be usable for this purpose, a role must have the Manage members permission, as well as User visibility set to All active users. You may create an additional role for this purpose, or modify an existing one accordingly.

Role configuration

If you created a new role, don't forget to assign it to the relevant users in those projects, where they should be allowed to add new users.

Adding new users to a project

With all things set, your project managers can now invite new users to their projects by going to the project's settingsMembers . All they have to do is to enter the email address of the new user in the search field, and select the roles for the new project member.

Inviting a new user via the 'New member' function in project settings

New users created this way will have a random password set and receive an email with instructions for activating their account.


Planio Support (ja - 日本語): Planio Help Deskのトラッキングページの保持期間の設定が可能に

Added by Yukiko Ishihara over 1 year ago

ご存知のように、PlanioのHelp Deskはトラッキングページよりチケットに関する過去のやりとりを閲覧することができます。このページには、お客様が送受信した内容がすべて表示されます。


機密性の高いデータを扱っている場合でも、一般外部に公開する情報量を減らしたい場合でも、プロジェクトごとにトラッキングページの表示を微調整することができるようになりました。これを行うには、プロジェクトの[設定]→[Help Desk]タブ→[Tracking page visiblity]で最後の更新からトラッキングページが期限切れになりアクセスできなくなるまでの日数を設定できます。「Never」を選択すると、このプロジェクトのすべてのトラッキングページが完全に無効になります。


Planio Support (english): Configurable life time of tracking pages in Planio Help Desk

Feature update
Added by Jens Krämer over 1 year ago

As you might already know, Planio Help Desk allows customers to view the past communication on an issue via a public tracking page. This page shows all previous communication with the customer which was either sent to or received by them.

Although each tracking page can only be accessed through its secure individual link, which is only known to the parties involved in this communication, some of our customers expressed the desire to disable the tracking pages entirely, or to turn them off after some time, i.e. once an issue was resolved or had gone inactive.

Whether you are handling really sensitive data, or just generally want to reduce the amount of information that's exposed externally, you can now fine-tune the tracking pages visibility on the project level. To do so, navigate to the Help Desk settings of your project, where under Update notifications and tracking pages, you can configure the number of days of inactivity after which tracking pages will expire and become inaccessible. Selecting Never will entirely disable all tracking pages for this project.

Tracking page visibility setting in Planio Help Desk

Please note that only external comments sent to the customer by a logged-in user will count as activity in the context of this feature. A mere change of issue attributes for internal reasons will not affect tracking page visibility.

Planio Support (ja - 日本語): Planioのフィルタがさらに強力に

Added by Yukiko Ishihara over 1 year ago



例えば、「Water the flowers」という題名のチケットがあったとします。以前は抽出できなかった「water flowers」や「flower water」を含むフィルタを設定して、抽出されるようになりました。以前のように、正確なフレーズや部分文字列と一致させるには、"the flowers" のようにダブルクォーテーションで囲みます。


なお、これまでワイルドカードの %_ をフィルタに使用していた場合は、今後は代わりにスペースを使用するとよいでしょう。%_ を検索すると、実際にはその文字を含む値が検索されます。

Planio Support (english): Planio filters just got more powerful

Feature Update
Added by Jens Krämer over 1 year ago

If you ever struggled with finding what you are looking for in Planio's issue lists, this one is for you.

The contains filter, which previously did a simple sub string match, now finds the given query terms even if they appear in a different order or are separated by words that are not part of your query. For example:

Suppose you have an issue named Water the flowers. Previously, a contains subject filter for water flowers or flower water would not have found that. Now it does! In order to get the previous behavior and match an exact phrase or substring, just enclose it in double quotes: "the flowers".

More powerful "contains" filter

But not only the contains filter got an upgrade, searching for related or parent issues works in the same way:

Searching a related issue

Note that if you have previously used the (undocumented) % and _ wildcards in your filters, you might want to use spaces instead from now on. Searching for % or _ now actually finds you values that contain that character.

Planio Support (ja - 日本語): Microsoftアカウントでログインできるようになりました

Added by Tomomi Yuzuriha almost 2 years ago


PlanioのユーザーアカウントをOffice365やMicrosoft Azureのアカウントに紐づけるには、「個人設定」から設定を行います。

  1. 「画面右上のアカウント名」→「個人設定」をクリック
  2. 「Enable login with Microsoft」をクリック
  3. 画面の案内に従いMicrosoftアカウントでサインイン
  4. 同意画面で「はい」をクリック

Planio Support (english): Sign in to Planio with your Microsoft account

Feature Update
Added by Jens Krämer almost 2 years ago

We have recently added Microsoft to the growing list of identity providers that you can use to sign into your Planio account. In order to connect your Planio account with your Office365 or Microsoft Azure account, click on Your AvatarMy accountEnable login with Microsoft.

Sign in providers

Consent screen

After clicking Yes on the consent screen, you will be able to sign into your Planio account in the future just by clicking the Microsoft logo above the login form.

Planio Support (ja - 日本語): 更新したチケットのウォッチャーに自動で追加される設定ができるようになりました

Added by Keiko Fukuda almost 2 years ago



  1. 「画面右上のアカウント名」→「個人設定」をクリック
  2. 新たに追加された「AUTO WATCH」欄の「Issues I contributed to」にチェックを入れる
  3. 「保存」をクリック

Planio Support (english): Automatically watch issues you have contributed to

Feature Update
Added by Jens Krämer almost 2 years ago

It is now possible to be added as a watcher to issues automatically whenever you update them.

In combination with one of the existing notification options that allow you to be notified for changes on items you are watching, this provides a great way to stay on top of the things that do concern you. To take advantage of this, click on Your AvatarMy account and enable the Issues I contributed to option in the new Auto watch section:

New auto watch setting

Planio Support (ja - 日本語): 作業時間の入力、ファイルとチケット編集機能を改善

Added by Keiko Fukuda about 2 years ago



ファイルのサイズ・作成日、その他の属性によるファイルのフィルタリングやソートも可能となりました。 なお、ファイルの閲覧・管理の可否はユーザーの持つ権限によって異なります。




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