Create Boards

Information

• There are four different options to create boards in PLANTA pulse.
• Furthermore, boards can also be imported.

Create New Board in the Boards Panel

Procedure

• Switch to the Boards panel and click Create New Board in the area My Boards → No Project.
• 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.

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.
    • Users without global admin rights and without project admin permission can select the option No Category to create a board outside of a project.
  • 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

• 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.

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.