Planview AgilePlace

Why Add-to-Calendar Works with Planview AgilePlace

Reduce no-shows and streamline task completion with seamless calendar integration and real-time updates.

• Universal Add to Calendar for all major platforms
• Smart reminders & notifications
• Time-zone safe scheduling
• Analytics to track engagement

How Planview AgilePlace Works with CalendarLink

Turn Planview AgilePlace Activity into Calendar Events

1. Create a CalendarLink for each new or updated row

Trigger calendar events with activities like Card Created on Board or Card Moved on a Board to ensure nothing is missed.

2. Send data to CalendarLink

Map your task details such as names, dates, and descriptions, with an option for RSVP capture to manage attendance.

3. Publish the personalised invite

Receive a shareable Add-to-Calendar link for easy distribution and enhanced team coordination.

Fire Planview AgilePlace Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use triggers like New Upcoming Event or New RSVP to initiate your workflows.

2. Map Add-to-Calendar Data

Transfer titles, dates, times, and attendee details to ensure proper scheduling and notification.

3. Create a new row or update a row

Use actions like Create Task or Update Custom Field Value on a Card to automate record-keeping and task updates.

Pro Tips for Planview AgilePlace and Add-to-Calendar

• Leverage analytics to track event engagement
• Ensure all time zones are covered for global team sync
• Personalize invitations with brandable pages
• Use smart reminders to reduce forgetfulness