Planio Support (english)

Quick heads-up on a much-requested feature, the first of a couple improvements coming to the Gantt charts. The left column of Gantt charts containing the tree of projects, milestones, and issues is now resizable.

We hope you'll like using this feature while we continue working on Planio improvements!

From November 1st, 2019, Planio will no longer support logins via OpenID. If you have been using OpenID so far, please log in using your username and password instead, or use one of the supported OAuth providers (Google, Github, Bitbucket or LinkedIn). In case you do not have your password handy, click the Forgot password? link in the login form.

You can set up OAuth by navigating to your account settings. In order to further secure your account when logging in with username and password, you may enable two factor authentication in the same place.

Planio Agile has seen some improvements in the last few weeks. Heavy users of the Agile charts may already have noticed that the look of the charts themselves has improved.

What you might not have noticed yet is that it is now possible to save charts with a similar mechanism to saving issue queries or Agile boards. To make room for the list of your saved Agile charts in the sidebar, we have removed the list of standard charts from the sidebar and rolled them up under the Agile Charts link in the list of Issues navigation at the top of the sidebar.

Another improvement for teams using predefined values for story points is a global setting for the values of story points. Via your avatar -> Administration -> Agile you can now define a list of values for Story points, from which your users can choose when editing an issue instead of entering arbitrary values.

Expanding the possibilities for exporting issue data has been a frequent request from our customers. You may now choose to get a ZIP archive that contains one detailed PDF for each issue when exporting a number of issues from the issue list. The PDF documents will contain all issue details and the full history including all comments. If you wish, you can also opt to include any files that are attached to the issues you are exporting.

Another option is to place child issues in a folder under the folder of their parent issue. This way, your issue hierarchy will be reflected in the folder hierarchy inside the ZIP file.

Generating this kind of export may take a while, therefore Planio does all the heavy lifting in the background while you can continue with your work. You will receive an email with a download link once your export is ready.

This is a big update: One, we've been working on for the last 2 years.

Today, we're officially launching Planio Storage, a cloud storage service that's fully integrated in Planio.

You can use Planio Storage to store, sync, and share any number of files and folders among your team and with external partners.

Here's how to start using Planio Storage:

1. In any project, activate Planio Storage via the Apps tab.
2. Check out the new Storage section.
3. Install the sync client.
4. Start sharing!

Planio Storage is a Pro Feature that’s available for a small monthly fee in older Planio plans. Our new Platinum and Enterprise plans include Planio Storage for free. We’d be happy to create a tailored offer for you that includes Planio Storage. Simply get in touch!

We have made two small improvements to text areas and image attachments in Planio.

When editing text inside a text area in Planio, you can now drag any image file from your desktop right inside the browser and onto the text area. The image file will be added as an attachment and referenced in the text.

In addition to that, if you have an image inside your computer's clipboard (e.g. after taking a screenshot), you can now paste it directly by pressing Ctrl-v or Command-v. The pasted image will also be attached and referenced at your current cursor position.

We've recently updated Planio Help Desk. Today, I would like to guide you through some of the highlights.

Project email addresses¶

As you may know, you may create and update issues within Planio via mail. When using Planio Help Desk, you may define an alias for those long technical project email addresses.

We have now extended this feature, so that you may use more than one incoming mail address. This could be useful, if you would like to change your support address, but keep the old one in place. Or maybe your website is available via multiple domains and you would like to be sure, that all matching addresses work flawlessly.

With the help of the new Inbox configuration within the project settings, this is now possible.

Improved Help Desk settings¶

We've re-arranged the whole Help Desk settings, to better align them with the way you are using the help desk. You may now immediately see a preview of the autoreply, which will be sent to your contacts. In the same place, you may configure the properties of new issues created through Help Desk. There are now separate sections for the handling of incoming emails, the properties of outgoing mails and the setting for update notifications.

Help Desk templates and FAQs simplified¶

The management of Help Desk templates and FAQ entries was moved to a separate section, so that you will be able to see more information at the same time. Additionally they are now sorted automatically to improve consistency and ease management.

While we were at it, we've also simplified the views to create and update Help Desk templates and FAQ entries. You will now only see the most relevant fields.

All these changes were introduced to make it easier to get started with Planio Help Desk. We hope you like it. Maybe you will even discover features which were previously hidden in the settings.

When connecting to Planio, we always use secure and encrypted communication channels, namely TLS (also colloquially known as SSL) and SSH. The use of cryptographic algorithms in these protocols have changed over time, resulting in newer and more secure standards being used and taking the place of older standards. In the last couple of years, there have been a number of published attacks on some of these older standards such as POODLE, Logjam, or DROWN. While there have been workarounds for some of these attacks, some can not be fully mitigated without retiring the use of the affected cryptographic standards.

As a result, starting June 18, 2018, Planio will discontinue the support of the older cryptographic standards TLSv1.0 and TLSv1.1.

This applies to all HTTPS connections to your Planio account, to Subversion and Git repositories accessed via HTTPS and connections to our Team Chat servers if you are using an external IRC client.

The vast majority of connections to our servers already use the more modern standards and are thus not affected by this change at all. If you are using a reasonably modern webbrowser which was updated in the last couple of years, it likely already supports and uses the more secure and modern cryptographic standards. Reasonably current versions of Git and Subversion clients should also have no problems accessing our servers after June 18.

If you are using older versions of Java to access our Servers, e.g. with the use of plugins to your IDE or with CI servers, you might have to ensure that your version of Java is up-to-date. When using Java JDK 8 or newer (released in 2014), everything should work as before. Older versions of Java however disabled TLS 1.2 by default for compatibility reasons. Older versions of OpenSSL (which might still be used by old operating systems like RedHat 5) might not be able to access our services after June 18 anymore and might need to be updated.

Should you face any issues accessing our services after June 18, please make sure you have updated your clients to their latest version. For any questions related to this change, please don’t hesitate to get in touch with us via https://plan.io/contact/.

For some time now you've been able to import issues into Planio using CSV files. Today we have greatly improved the issue importer. Additionally we've added imports for time entries and Planio Help Desk contacts.

We've documented each import in great detail in specific guides: issues, time entries, and contacts.

But here are two of the new features:

Over the last weeks we've been busy enhancing Planio Help Desk. We've made it easier for you to keep your customers in the loop about changes to their tickets.

It's always been possible to select attributes, which should be visible to the contact. They are shown on the tracking page of each issue. Now we've enhanced the list of available attributes further. Additionally it's now possible to select an email template for automated update notifications, which will be sent to your contacts whenever one of the selected attributes is changed.

This keeps your contacts up to date and saves you from writing the same update messages to your contacts over and over. We've added a default update notification template to your account as an inspiration.

Furthermore attributes, which are visible to your contacts, are now highlighted within the issue form. In the project's help desk settings you may select which fields should be public and which ones are considered internal.

Along with these new features we've also improved the management of companies and contacts. You may now directly create and edit these records from within the issue form. This will be especially useful for contacts which have been created automatically via Planio Inbox.