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