Information
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In PLANTA pulse, the Program Menu, hereafter called menu, is always displayed on the left.
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It is not to be confused with the User Menu, which can be found in the upper right.
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The menu can be home bar expanded via in the home bar to view the descriptions of the menu items.
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It is divided into three sections and contains 12 or 11 menu items.
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The 11th menu item leads to the Administration panel and is only displayed for global admins.
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When the mouse is moved over the menu items, tooltips with information on the items appear.
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Search
Menu → Search
Information
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Via the menu item Search, you can search for boards, projects or cards.
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The following elements are searched:
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Custom fields (Text, display text of links)
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The search can be opened out of all areas of PLANTA pulse and opens in a separate window.
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Via the button, further search options can be configured to filter the results.
More information on search options
My Notes
Menu → My Notes
Information
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Via the menu item My Notes, users can create notes in PLANTA pulse.
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They can be used to collect ideas quickly, which can then later be converted into boards or cards.
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The option can be opened out of all areas of PLANTA pulse via the menu or the N key and opens in a separate window.
Favorites
Menu → Favorites
Information
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Via the menu item Favorites, boards which have been added as favorite can be accessed.
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When clicking the menu item, the menu opens and the boards are displayed.
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By clicking on the icon on a board, the board can be removed from the favorites again.
Recently Viewed
Menu → Recently Viewed
Information
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Via the menu item Recently Viewed, recently viewed cards and boards can be accessed.
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When clicking the menu item, the menu opens and the last viewed cards and boards are displayed.
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In the upper area, the 4 last opened cards and in the lower area, the 4 last opened boards are listed.
More information on the Recently Viewed area
Boards
Menu → Boards
Information
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Via the Boards menu item, the Boards panel can be accessed.
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Here, a user sees an overview of all boards on which/he she is a member and all public boards which he/she could join.
Projects
Menu → Projects
Information
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Via the Projects menu item, the Projects panel can be accessed.
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Here, users can view projects to which they have been assigned.
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Global admins can create new projects.
Dashboard
Menu → Dashboard
Information
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Via the Dashboard menu item, the Dashboard panel can be accessed.
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Here, the user can manage his/her tasks by using search and filter widgets.
Time Recording
Menu → Time Recording
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Via the Time Recording menu item, the Time Recording panel can be accessed.
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Here, a user can view an overview of all recorded hours worked.
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New hours worked can also be recorded and recorded hours can be edited.
Archive
Menu → Archive
Information
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Via the Archive menu item, archived projects can be viewed and restored, if needed.
Details
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All projects of which the currently logged-in user was a member are listed.
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Global admins can view all archived projects.
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Project admins can restore or delete projects by clicking or respectively.
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A tab area is displayed per project:
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Infos: contains information regarding the project and its members
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Boards: contains a table with the boards of the project
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By clicking or , the boards can be viewed or deleted.
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Board Templates: contains a table with the board templates of the project
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By clicking or , the board templates can be viewed or deleted.
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User
Menu → User
Information
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Via the User menu item, the User Settings can be accessed.
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Here, users can configure their personal settings for PLANTA pulse.
Administration
Menu → Administration
Information
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Via the Administration menu item, the Administration panel can be accessed.
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Here, global admins can configure the general settings in PLANTA pulse.
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Users without global admin rights cannot see this menu item.
Help
Menu → Help
Information
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Via this menu item or via the ? keyboard shortcut, the help for PLANTA pulse can be opened.
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If the help is accessed via the ? keyboard shortcut the Keyboard Shortcuts tab is focused by default.
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The help opens in a separate window and can be opened out of all areas of PLANTA pulse.
Details
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In the upper area, links to the documentation of PLANTA pulse are displayed.
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The lower area contains the three tabs Getting Started, Keyboard Shortcuts and News.
Getting Started Tab
Menu → Help → Getting Started tab
Information
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In this tab, interactive tutorials are displayed which the user can play through to get to know PLANTA pulse better.
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Furthermore, a demo project with a Welcome Board can be created.
Keyboard Shortcuts Tab
Menu → Help → Keyboard Shortcuts tab
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In this tab, the possible keyboard shortcuts in PLANTA pulse can be viewed.
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If the help is accessed via the ? keyboard shortcut the Keyboard Shortcuts tab is focused by default.
Release Notes Tab
Menu → Help → Release Notes tab
Information
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In the Release Notes tab, information on changes in PLANTA pulse since Release 31 are displayed.
News Tab
Menu → Help → News tab
Information
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In the News tab, information by PLANTA regarding for example new releases or events is displayed.