Boards Tab

Information

• In the Boards tab of the Administration, the boards of the system can be managed.

• Under the Board Templates menu item, the board templates of the system can be managed.

Access path

• Menu → Administration → Boards

Menu Item Boards

Menu → Administration → Boards → Boards

Information

• Via the checkbox in the upper left of the table, all boards can be selected and deleted, if needed.

• In a table, the boards of the system are listed with the following information:

  • ID

  • Title

  • Description

  • Project

  • Owner

  • Visibility

  • Synchronized

    • Indicates whether a board is synchronized with a project in PLANTA project (PLANTA Hybrid).

  • Hours Worked

  • Archived

  • Added on

  • Starts on

  • Due on

  • Last Activity

• By default, the boards are sorted by their creation date, i.e. the newest boards are displayed at the top.

  • By clicking on the table headers, the table can be sorted by the individual criterion.

• The boards can be filtered by entering search terms in the fields of the first row.

• Via the buttons and on the right side of the table, boards can be edited or deleted.

Edit Board

Procedure

• Menu → Administration → Boards → Boards

• Click in the right column of the table.

• Edit the title and/or description.

• If needed, change the visibility mode.

• Click Save.

Assign Boards to a Project

Procedure

• Menu → Administration → Boards → Boards

• Click in the right column of the table.

• Select a project from the project listbox.

• Select a board group from the Board Group listbox.

• Click Save.

Archive Board

Procedure

• Menu → Administration → Boards → Boards

• Click in the right column of the table.

• In the Archived listbox, select the Yes option.

• Click Save.

Configure Board Members

Procedure

• Menu → Administration → Boards → Boards

• Click for the required board.

• In the pop-up window, add the required members to the groups by clicking .

  • There always needs to be at least one board admin.

Delete Board

Procedure

• Menu → Administration → Boards → Boards

• Click .

• In the dialog box, click Delete.

• The board is deleted.

Notes

• In the panel Administration, boards on which hours worked have been recorded or which are synchronized with PLANTA project can be deleted as well.

• When deleting a board which contains hours worked or which has been synchronized with PLANTA project a warning is displayed.

Delete All/Several Boards

Procedure

• Menu → Administration → Boards → Boards

• Activate the checkbox in the upper left of the table.

  • All boards are selected.

  • If needed, individual boards can be deselected by deactivating their checkboxes.

• Click Delete Selection.

• In the dialog box, click Delete.

• The selected boards are deleted.

Menu Item Board Templates

Menu → Administration → Boards → Board Templates

Information

• Via the checkbox in the upper left of the table, all board templates can be via selected and deleted, if needed.

• In a table, the board templates of the system are listed with the following information:

  • ID

  • Title

  • Description

  • Project

  • Archived

  • Added on

• By default, the board templates are sorted by their creation date, i.e. the newest board templates are displayed at the top.

  • By clicking on the table headers, the table can be sorted by the individual criterion.

• The board templates can be filtered by entering search terms in the fields of the first row.

• Via the buttons and on the right side of the table, board templates can be edited or deleted.

Edit Board Template

Procedure

• Menu → Administration → Boards → Board Templates

• Click in the right column of the table.

• Edit the title and/or description.

• Click Save.

Assign Board Template to Another Project

Procedure

• Menu → Administration → Boards → Board Templates

• Click in the right column of the table.

• Select a project from the project listbox.

• Select a template group from the Template Group listbox.

• Click Save.

Configure Board Template Admins

Procedure

• Menu → Administration → Boards → Board Templates

• Click in the right column of the table.

• Via the button Configure template admins, the admins of the board template can be edited.

  • When clicking the button, the board template members are displayed. Board template admins are selected and members can be selected/deselected as admins by clicking on them.

  • There always needs to be at least one board template admin. The last board template admin cannot be deselected.

• Click Save.

Archive Board Template

Procedure

• Menu → Administration → Boards → Board Templates

• Click in the right column of the table.

• In the Archived listbox, select the Yes option.

• Click Save.

Delete Board Template

Procedure

• Menu → Administration → Boards → Board Templates

• Click .

• In the dialog box, click Delete.

• The board template is deleted.

Delete All/Several Board Templates

Procedure

• Menu → Administration → Boards → Board Templates

• Activate the checkbox in the upper left of the table.

  • All board templates are selected.

  • If needed, individual board templates can be deselected by deactivating their checkboxes.

• Click Delete Selection.

• In the dialog box, click Delete.

• The selected board templates are deleted.