Create Boards | PLANTA Online-Hilfe

Information

There are five different options to create boards in PLANTA pulse.
- Boards can only be created within projects.
Furthermore, boards can also be imported.

	How?	Who?
1	Create New Board in the Projects panel	Project admin of the project
2	Convert note into board via menu item	Project admin of the project
3	Create board from board template	Board admins on the board template, project admin of the project
4	Generate board with AI Assistant	Project admin of the project
5	Create board with workflow	Project admin of the project

If you would like to create a board, but you are not a project admin, you can either contact the project admin or you can create a new project in the Projects panel. You will automatically become project admin of this project.

Create New Board in the Projects Panel

Procedure

Switch to the Projects panel and open a project.
Click on the placeholder board card Create New Board within the board group.
Enter a title for the new board.
If needed, change the visibility mode of the board. To do so, click Change and select the mode.
- The visibility mode can later also be changed in the board bar.
- By default, new boards are created as private boards.
Click Create.
The new board opens.
The members of the project are automatically added as board members to the board.

Create New Board from a Note

Procedure

Open the notes via the menu item.

In the window My Notes, select a note to be converted.

Click .
In the listbox Convert Note into, select the option “Board”.
In the other listbox, select the project in which the board should be created.
- Boards can only be created within projects.
Via the checkbox Open Board/Card after Creation, select whether the new board should be opened directly.
Click OK.
The note is created as a new board, the note itself is deleted.
The title of the note becomes the board title and the description of the note becomes the description of the board.

Create New Board from a Template

Procedure 1

Switch to the Projects panel and open a project.
Click on the placeholder board card Create New Board within the board group.
Enter a title for the new board.
If needed, change the visibility mode of the board. To do so, click Change and select the mode.
- The visibility mode can later also be changed in the board bar.
- By default, new boards are created as private boards.
Click Use Template.
Select the required template.
Select whether cards and members of the board template are to be copied to the board.
- Comments on cards are never copied to the board template.
- If both cards and members are copied, the assignments of members to cards are also copied to the board.
Click Create.
The new board opens.

Procedure 2

Open the board template from which a board is to be created.
In the board template bar, click Create Board from Template.
Enter a title for the board.
Select whether cards and members of the board template are to be copied to the board.
- Comments on cards are never copied to the board template.
- If both cards and members are copied, the assignments of members to cards are also copied to the board.
If needed, change the visibility mode of the board. To do so, click Change and select the mode.
- The visibility mode can later also be changed in the board bar.
- By default, new boards are created as private boards.
Click Create.
The new board opens.
The board is created within the same project as the board template.

Generate Board with AI Assistant

Procedure

In the Projects panel, click Create New Board in the group where you want to create the board.
Click the Generate with AI button.
Enter a title.
Enter a description which explains what the board will be used for.
- Entering more information will improve the results.
Select the proper categories for the board.
Click Generate Board.
The generated board is displayed.
If needed, the board can be generated again by clicking Regenerate.
By clicking Accept, the suggestion will be accepted.

The AI Assistant can generate lists, swimlanes, labels and custom fields depending on the request.

Create New Board with Workflow

Procedure

Switch to the Projects panel and open a project.
Click on the placeholder board card Create New Board within the board group.
Enter a title for the new board.
If needed, change the visibility mode of the board. To do so, click Change and select the mode.
- The visibility mode can later also be changed in the board bar.
- By default, new boards are created as private boards.
Click Use Workflow.
Select the required workflow.
- If a default workflow is defined in the project, it is already selected by default.
Click Create.

Boards with a workflow are marked with .

Create New Board by Importing

Information

Boards and all their cards, lists and members can be exported and imported via a .json file.
To import a board template, it needs to have been exported before.

Procedure

Click Create New Board in the space where you want to create the board.
In the dialog box, click Import board.
Via Copy/Paste, insert the contents of the previously exported .json file.
Click Import.
Select the members to be imported.
Click OK.
The imported board is opened.