Information
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There are two different options to create Projects in PLANTA pulse:
|
How? |
Who? |
|---|---|
|
in the Projects panel |
All users (except for external users if an internal domain is defined) |
|
in the Administration panel |
Global admins |
Procedure 1
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Open the Projects panel and click the button.
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In the pop-up window, enter a title and a project key for the project.
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The project key pattern can be edited in the Administration panel → Projects tab → Project Key.
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If needed, enter a description.
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In the Enable Linking of Boards and Cards listbox, select whether
boards and cards can be linked on other boards
in this project.
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This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.
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Click Save.
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In the Configure Project Members pop-up window, add the required members to the project.
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By default, the creator of a project is added as project admin.
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If needed, the project admin can be changed.
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In every project, there needs to be at least one project admin.
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After editing the project members, close the pop-up window.
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As long as the creator of the project is still a member of the project, the project is displayed in the My Projects list and is opened.
Procedure 2
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Switch to the Administration panel → Projects tab and click the button.
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In the pop-up window, enter a title and a project key for the project.
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The project key pattern can be edited in the Administration panel → Projects tab → Project Key.
-
If needed, enter a description.
-
In the Enable Linking of Boards and Cards listbox, select whether
boards and cards can be linked on other boards
in this project.
-
This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.
-
-
Click Save.
-
In the Configure Project Members pop-up window, add the required members to the project.
-
By default, the creator of a project is added as project admin.
-
If needed, the project admin can be changed.
-
In every project, there needs to be at least one project admin.
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After editing the project members, close the pop-up window.
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The new project is inserted in the table.