Information

Projects

How do I create a project?

  • Global admins can create new projects in the Projects and Administration panels (in the Projects area).
  • To do so, click Create Project and enter the necessary data in the dialog box.
  • Users without global admin rights can contact a global admin to have a new project created.

More information on the creation of projects

Which projects do I see in the Projects panel?

  • In the Projects panel, all projects of which the currently logged-in user is a member are listed.
  • Global admins can view and edit all projects.
  • When a user is a member on a board of the project, he/she is considered a member of the project as well.

Boards

How do I create a new board?

As a user without global admin rights (create boards outside of projects):

  • Create board in the Boards panel:
    • Switch to the Boards panel and click Create New Board in the My Boards area in the No Project section.
    • 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.
    • Click Create.
  • Create board from a note
    • Click the menu item  My Notes or press the N key.
    • In the window My Notes, select a note to be converted.
    • In the listbox Convert Note into, select the option “Board”.
    • In the other listbox, select the project in which the board should be created.
    • Via the checkbox Open Board/Card after Creation, select whether the new board should be opened directly.
    • Click OK.

As a global admin or as a project admin (create boards within projects):

  • Switch to the Projects panel and open the project.
  • Click on the placeholder board card Create New Board within a 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.
  • Click Create.

More information on the creation of boards

What are public and private boards?

  • Boards can be defined as Private or Public.
  • A private board is only visible and editable for assigned members.
    • Board admins can add new members.
  • A public board is visible for every logged-in user in the area Public Boards.
    • It can only be edited by board members.
  • Users can join public boards themselves, if needed.

How are the boards in the Boards panel sorted?

  • The Boards panel is divided into two areas: My Boards and Public Boards.
  • In the My Boards area, all boards the currently logged-in user is a member of are displayed.
    • These are sorted by projects and within the projects, they are sorted alphabetically.
    • Boards which don’t belong to a project are displayed below, in the area No Project.
  • In the Public Boards area, all public boards are displayed, which the user could join, if needed.
    • These boards are not sorted by projects and are sorted alphabetically.

Why do I not see a board of a project within the according project in the Boards panel?

  • Only boards of which the currently logged-in user is a member are displayed in the upper area My Boards of the Boards panel grouped with the according project.
  • All other boards are displayed in the lower area Public Boards and are not sorted by projects.

Where do I find boards which I have added to my favorites?

  • Favorite boards are displayed in the menu on the left in the  Favorites area.

What are custom fields and which custom fields are there?

How do I create a custom field on a board?

Why can I not use custom fields on a board?

  • Custom fields can only be created, edited and deleted by board admins.
  • Once a field has been created for a board and added to cards, the other board members can use it (add values, vote, etc.).

How can I use swimlanes on a board?

  • The board admin of a board can change the Board View to enable working with swimlanes.
  • In order to maintain this setting for all board members it needs to be saved after changes.

Why are my lists/swimlanes always being expanded again?

  • Only the board admin can save a board view. The board view also includes currently collapsed lists or swimlanes.
  • If the board view is not saved, they will be expanded again when the board is reopened.
  • Board members who are no board admins can only collapse lists and swimlanes temporarily.

Why are not all board members transferred when exporting and importing boards?

  • When importing boards, only active members are transferred.
  • Board members are seen as active as soon as they have performed an activity on the board (e.g. created a new card, written a comment, etc.).

Cards

Where can I see which cards I have been assigned to?

  • There are two options to see which cards you have been assigned to:
    • The Dashboard panel, to see all cards to which a user has been assigned.
      • Here, filter widgets can be used to sort the cards.
    • The filter option on a board, to see all cards within a board to which a user has been assigned.
      • To use it, either select Filter Cards in the board menu and then select the option Me in the Members area or press the Q key.

Why can I not move a card/list to a board in another project?

  • By default, cards and lists can only be moved onto other boards within projects.
  • Global admins can change this setting in the Administration panel.

Why can I only move a card within a board?

Why do I see the note You have unsaved changes. below the description of a card?

  • If the editing mode of the card description is exited by clicking out of the description field, any changes made will be saved in a buffer.
    • This also happens when no changes have been made. To avoid this message, the editing mode can be exited by clicking X when no changes have been made.
  • Below the description, the message You have unsaved changes. appears.
  • By pressing View, the changes in the buffer can be viewed, by pressing Discard, the changes can be discarded directly.

How can I define a limit for the number of cards in a list?

  • The WIP limit (Work in Progress) can be used to define a maximum number of cards for a list.
  • Once the WIP limit has been reached, no new cards can be added to the list anymore.
  • The WIP limit can be defined via the list menu → Edit WIP Limit.

Operating Functions

How do I search in PLANTA pulse?

  • There are different options for searching in PLANTA pulse:
    • Via the search in the menu on the left, you can search for projects, boards and cards.
    • In the Dashboard panel, cards you have been assigned to can be searched and filtered.
    • On boards, the option Filter Cards in the board menu can be used to search for specific cards.

How can I use the iCalendar Feed?

  • In PLANTA pulse, there are two ways of using iCalendar Feeds:
  • Adding the board dates to a Microsoft Outlook calendar
    • In the Outlook calendar, click Add Calendar and select From Internet.
    • Paste the copied URL into the dialog box and confirm with OK.
    • A new calendar with the dates from the boards is created.

Can I take notes without having to create a card?

  • Yes. Via the option My Notes in the menu on the left, notes can be created independently of cards or boards.
  • If needed, they can be converted to cards or boards later.
  • The option My Notes can be opened via the menu item  or via the N key.

How can I be informed about news in PLANTA pulse?

  • In PLANTA pulse, there are various options to be notified about news:

More information on notifications

Why are new activities not highlighted on a board even though I have activated the option Highlight Recently Modified Cards?

  • Maybe you have also activated the option Hide System Messages. This causes new activities to not be highlighted on the boards anymore.

Which keyboard shortcuts are there in PLANTA pulse?

  • Here, an overview of the keyboard shortcuts in PLANTA pulse can be found.
  • The overview can also be opened within the program by pressing ? or via the Help (Menu → → Keyboard Shortcuts tab)

Settings

Why can I not change my e-mail address in the User Settings?

  • The option for users to be able to change their own e-mail addresses needs to be activated by a global admin in the Administration panel.
  • Please contact your system admin if you want to change your e-mail address.

How can I change the home page of PLANTA pulse?

  • There are two options to configure the home page of PLANTA pulse:

How can I edit my profile?

How can I change the language of PLANTA pulse?

  • PLANTA pulse is currently available in German and in English.
  • The language can be changed in two ways:

How can I display the number of cards in a list?

  • In the User Settings → Board Settings , the option Display Number of Cards in Lists can be activated.
  • When the option is activated, the number of cards in a list is displayed in brackets in the list.