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.