Search and Filter

Information

• In PLANTA pulse, there are various options of searching and filtering for information.

• This topics offers an overview over the different search options.

Search for Projects, Boards and Cards

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.

Search

• Click the Search menu item or press the S key.

• The search window opens.

• Enter a search term and confirm by pressing Enter.

• The search results are displayed.

• First, boards are listed, then projects and then cards which contain the search term.

Configure search options

• After a search term has been entered and confirmed with Enter, click the button in the search window.

• The search options open.

• You can configure whether the case should be matched.

• Via a listbox, you can configure a search within a specific project.

  • By default, all projects of which the user is a member are being searched.

• The card results can be filtered.

  • By default, completed as well as open cards are displayed.

  • By using the sliders (Completed/Open), only completed or only open cards can be displayed.

  • By activating the Archived slider, archived cards can be searched as well. They are not being searched by default.

  • Via the Filter by Card Member button, you can filter for cards to which a certain user has been assigned.

    • To do so, click the button and search for a user in the pop-up window or click the Select Myself button to filter for cards to which the current user has been assigned.

Details

• If several search terms are entered, results which contain at least one of the search terms are displayed.

• To find results matching an exact phrase, put the search term in quotation marks.

Filter and Search on a Board

Information

• The cards of a board can be filtered by the following criteria:

  • Search terms

  • Labels

  • Members

  • Status

  • Dates

Procedure

• Open board → Sidebar (if needed, expand via )

• In the sidebar, click Filter Cards.

• Search on Cards

  • In the Search on Cards field, enter a search term.

    • You can also search for a card key.

    • If several terms are entered, cards are displayed which contain all terms in the provided order.

  • The following fields are searched:

    • Card key

    • Title

    • Description

    • Comments

    • Checklists

    • File names of attachments

    • Custom fields (Text, display text of links)

  • The cards which contain the search term (or the card key) are displayed.

• Labels

  • Click on the label(s) by which you want to filter.

  • Cards to which the selected labels have been assigned are displayed.

  • To filter for cards without labels, click Without Label.

• Members

  • Without Member

    • Cards no members have been assigned to are displayed.

  • Me

    • Cards the currently logged-in user has been assigned to are displayed.

    • You can also filter for own cards by pressing the Q key.

  • Assigned to

    • By clicking on a member, you can filter for cards to which this member has been assigned.

• Created by

  • By clicking on a member, you can filter for cards which have been created by this member.

• Status

  • Cards on which the checkbox Completed has not been ("Open") or has already been activated ("Completed") are displayed.

• Due

  • Cards with a due date that fits the selection are displayed.

• Start

  • Cards with a start date that fits the selection are displayed.

• Updated

  • Cards which have been updated in the selected time span are displayed.

• Added on

  • Cards which have been added in the selected time span are displayed.

Details

• Filter criteria can be combined.

  • When several criteria out of different sections are selected, the cards need to match all criteria.

• When the filter is active, the Clear Filter button is displayed at the bottom of the sidebar, which can be used to clear the current filter criteria.

• Via the Select All Displayed Cards button, the multi-selection can be opened to edit the filtered cards together.

• Via the in the upper left of the sidebar, the standard view of the sidebar can be accessed.

• Filters can be cleared by clicking the X in Filter is on or by pressing the X key.

• Alternatively, a filter can be removed by clicking on the filter itself again.

Note

• Linked boards and cards are not filtered.

Filter and Search for Own Tasks

Information

• In the Dashboard panel, a user can use a filter widget to filter the cards assigned to him/her.

• Using a search widget, the user can search for a search term in the cards he/she was assigned to.

• New widgets are always added at the bottom.

Filter Widget

Add filter widget

• Menu → Dashboard

• If no widget has been added yet, click Add Widget and select Add New Filter Widget.

• If a widget has already been added, select the option Add New Filter Widget in the widget menu .

• New widgets are always displayed at the bottom.

• Select the criterion by which the cards should be filtered in the listbox at the upper left. The following criteria are available:

  • My recently assigned tasks

  • All my tasks

  • My open tasks

  • My closed tasks

  • My delayed tasks

  • My tasks due in 7 days

  • My tasks due in 30 days

    • The last two filter settings also show delayed cards with earlier due dates.

• A table with the filtered cards is created.

• The cards are sorted by boards.

• By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.

Search Widget

Add search widget

• Menu → Dashboard

• If no widget has been added yet, click Add Widget and select Add Search Widget.

• If a widget has already been added, select the option Add Search Widget in the widget menu .

• New widgets are always displayed at the bottom.

• Enter a search term in the Search field and select, if necessary, whether the case should be matched.

  • The term is searched for in card titles and card descriptions.

  • It can also be searched for a card with a certain card key.

  • If several search terms are entered, results which contain at least one of the search terms are displayed.

  • To find results matching an exact phrase, put the search term in quotation marks.

• Click Search.

• A table with the filtered cards is created.

• By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.

Note

• When leaving the panel, the search in the search widget is cleared.