Create Projects
Information
- 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
- Open the Projects panel and click the button.
In the pop-up window, enter a title and a project key for the project.
- 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.
- After editing the project members, close the pop-up window.
- 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
- Switch to the Administration panel → Projects tab and click the button.
In the pop-up window, enter a title and a project key for the project.
- 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.
- After editing the project members, close the pop-up window.
- The new project is inserted in the table.