Create Boards

Information

• There are three different options to create boards in PLANTA pulse.

  • Boards can only be created within projects.

• Furthermore, boards can also be imported.

If you would like to create a board, but you are not a project admin, you can either contact the project admin or you can create a new project in the Projects panel. You will automatically become project admin of this project.

Create New Board in the Projects Panel

Procedure

• Switch to the Projects panel and open a project.

• Click on the placeholder board card Create New Board within the board group.

• Enter a title for the new board.

• If needed, change the visibility mode of the board. To do so, click Change and select the mode.

  • The visibility mode can later also be changed in the board bar.

  • By default, new boards are created as private boards.

• Click Create.

• The new board opens.

• The members of the project are automatically added as board members to the board.

Create New Board from a Note

Procedure

• Open the notes via the menu item.

In the window My Notes, select a note to be converted.

• Click .
• In the listbox Convert Note into, select the option “Board”.
• In the other listbox, select the project in which the board should be created.
  • Boards can only be created within projects.
• Via the checkbox Open Board/Card after Creation, select whether the new board should be opened directly.
• Click OK.
• The note is created as a new board, the note itself is deleted.
• The title of the note becomes the board title and the description of the note becomes the description of the board.

Create New Board from a Template

Procedure

• Open the board template from which a board is to be created.
• In the board template bar, click Create Board from Template.
• Enter a title for the board.
• Select whether cards and members of the board template are to be copied to the board.
  • Comments on cards are never copied to the board template.
  • If both cards and members are copied, the assignments of members to cards are also copied to the board.
• If needed, change the visibility mode of the board. To do so, click Change and select the mode.
  • The visibility mode can later also be changed in the board bar.
  • By default, new boards are created as private boards.
• Click Create.
• The new board opens.
• The board is created within the same project as the board template.

Create New Board by Importing

Information

• Boards and all their cards, lists and members can be exported and imported via a .json file.

• To import a board template, it needs to have been exported before.

Procedure

• Click Create New Board in the space where you want to create the board.

• In the dialog box, click Import board.

• Via Copy/Paste, insert the contents of the previously exported .json file.

• Click Import.

• Select the members to be imported.

• Click OK.

• The imported board is opened.