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Agile (PLANTA pulse)

Information on our software product for agile project and task management

Themen

Basics

First steps and basic information on PLANTA pulse

User Interface and Operation

Information on the user interface and operation (what can be found where, search and filter, custom fields,...)

Projects

All information regarding projects in PLANTA pulse (create projects, permissions,...)

Boards

Everything important about working with boards (create boards, design them, assign members,...)

Cards

Information on working with cards (create, checklists, attachments, etc.)

Time Recording

Instructions for recording hours worked in PLANTA pulse

Notifications

Information on the various notification options in PLANTA pulse (in-app, e-mail,...)

Settings and Permissions

Information on User Settings and permissions

Integrations

All there is to know about integrations with PLANTA pulse (PLANTA Hybrid, REST API, ...)

Technics and Administration

Everything on administration and more technical info (system requirements, logging, etc.)

Tutorials

Tutorials on working with PLANTA pulse

Knowledge Base

FAQ, glossary and further assistance

Release Notes

Release Notes for PLANTA pulse

About the PLANTA Online Help

The PLANTA Online Help is divided into 6 spaces. Space Key Content Introduction/Program Operation INTRO Here you will find basic information regarding the structure and operation of PLANTA project and, for example, answers to the questions: How do I edit records? What is a module? How is the interface structured? Project and Portfolio Management PROJECT Here you will find detailed information regarding the use of PLANTA project and PLANTA portfolio and, for example, answers to questions like: How do I plan a project? How do I create status reports? How do I record my hours worked? How do I work with linked systems, as for example PLANTA Hybrid? Customizing CU Here you will find detailed information regarding the use of PLANTA customizer and, for example, answers to questions like: How can I adjust a module? How can I create a new module? What do I have to consider when customizing the PLANTA software? Interfaces LINK Here you will find detailed information regarding the use of PLANTA link and, for example, answers to questions like: Which interfaces does PLANTA link offer? How can I link PLANTA project and PLANTA pulse (PLANTA Hybrid)? How can I adjust interfaces? Technology/Installation TEC Here you will find technical information and information regarding installation and update of PLANTA project and, for example, answers to the questions: Which system requirements do I have to take into account when setting up PLANTA project? How can I update PLANTA project? How can I keep my individual customizing when updating? Agile (PLANTA pulse) PULSE Here you will find all information regarding PLANTA pulse and, for example, answers to questions like: How do I create a board? How do notifications work in PLANTA pulse? Which system requirements do I have to consider when setting up PLANTA pulse?The PLANTA Online Help is divided into 6 spaces. Everything there is to know about the new PLANTA Online Help

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