Agile (PLANTA pulse)
Agile (PLANTA pulse)
Breadcrumbs

Dashboard Panel

Information

  • In the Dashboard panel, users can see all cards to which they are assigned and manage them using filter and search widgets and personal lists.

  • The panel contains three views:

    • Dashboard: Users can use filter and search widgets to search the cards to which they are assigned.

    • Pinboard: On the pinboard, the user can create a personal overview of the cards to which he/she is assigned.

    • Overview: Offers an overview of the cards to which the user was assigned.

  • By default, the Dashboard view is opened.

    • If needed, the default view can be changed.

Access path

  • Menu → Dashboard

  • Press the D key.

Change View

  • On the right of the Home Bar click the Change View button.

  • Select a view.

Change default view

  • On the right of the Home Bar click the Change View button.

  • Click on next to the view.

  • The selected default view is marked with .

Dashboard

Menu → Dashboard

Information

Structure

Dashboard panel with a search and a filter widget and an open card.

Details

Widgets

Menu → Dashboard

Information

  • Using a filter widget, the user can filter the cards he/she was assigned to by various criteria.

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

Details

  • New widgets are always added at the bottom.

  • Cards can be opened directly within the Dashboard panel.

    • By clicking in the right upper corner of the detail view of the card, the card can be opened on the board it belongs to.

  • Via the widget menu and the Remove Widget option, a widget can be deleted.

  • By clicking Collapse All or Expand All, all listed projects and boards can be collapsed or expanded.

  • By default, the cards are grouped below their respective projects and boards.

    • By clicking Ungruppiert.png , the grouping can be deactivated.

Results

  • In a table, the filtered cards are displayed with the following data:

    • Title of the project the card belongs to

    • Title of the board the card belongs to

    • Card key

    • Card title

    • Status of the card (empty or for completed)

    • Start date

    • Due date

    • Card creator

    • Card members

    • Labels

  • By clicking the headings of the table, the results can be sorted by the columns.

  • By clicking the three dots in the headings, columns can be hidden or displayed.

Procedure

See Search and Filter

Pinboard

Menu → Dashboard → Change View → Pinboard

Information

  • On the pinboard, the user can create a personal overview of the cards to which he/she is assigned.

Details

  • The view is divided into two areas:

    • On the left, all the assigned cards which have not been marked as Completed are displayed sorted by boards.

      • The cards are sorted by due dates, but can be rearranged within their boards using Drag&Drop.

      • In the Browse Files field, a search term can be entered to filter the cards.

      • If completed cards are to be displayed as well, the Completed Tasks button can be activated in the home bar.

    • On the right, the cards can be arranged into individual lists.

Edit pinboard

  • Menu → Dashboard → Change View → Pinboard

  • Click Add List.

  • Enter a list title.

  • Click Save.

  • Move the selected cards from the left area to the list in the right area using Drag&Drop.

    • Since the cards are moved, they are now not being displayed in the left Tasks area anymore.

  • The moving can be reversed.

    • To do so, move the card from the right area back to the left area using Drag&Drop.

    • The card is automatically moved to the board it belonged to.

  • When the list is deleted, the cards are moved back to their boards in the left area.

Overview

Menu → Dashboard → Change View → Overview

Information

  • The Overview offers an overview of the cards to which the user was assigned.

  • The cards are listed vertically within their boards, sorted by their start dates.

  • The boards are listed horizontally.

Details

  • Using Drag&Drop, the boards and their cards can be moved within the overview.