Information

  • The board menu can be found within the sidebar on the right side of the board and can be opened via the menu item ... More.

Change Board View

Information

  • Cards can be sorted vertically in lists and horizontally in swimlanes.

Change card layout

  • Open board → Sidebar → ...More
  • In the board menu, select the option Change Board View.
  • Select the List View or the Swimlane View.
  • By clicking Save, the current view can be saved for everyone.
    • This option also saves collapsed lists or swimlanes.
    • If the view is not saved, the changes are discarded when the board is reopened.

Note

Edit Background Image

Information

  • The design of boards can be customized, e.g. with individual background images.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Change Background Image.
  • There are several ways of adding a background image:
    • Via URL 
      • Enter the URL in the field Via URL and click Apply.
    • By uploading an image
        • Click Browse Files and select an image.
    • By picking an image from the platform Unsplash.
      • To do so, click on one of the displayed images or enter a search term first.

Details

Note

Edit Board Color

Information

  • The design of boards can be customized, e.g. with colors.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Change Board Color.
  • Select a color.

Note

Edit Board Theme

Information

  • The design of boards can be customized, e.g. with board themes, i.e. different colors for card or list backgrounds and/or titles.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Change Board Theme.
  • The following themes are available:
    • Standard
    • Transparent White
    • Transparent Grey
    • White Headings

Note

Custom Fields

Information

  • Custom fields can be used to add further individual fields to cards.

Create custom field

  • Open board → Sidebar → ...More
  • In the board menu, select the option Custom Fields.
  • Click Create Field.
  • Enter a title for the field.
  • In the Type listbox, select the field type (Text, Number, Checkbox, Date, Listbox, Link, Card Color, Votings).
  • By activating the checkbox Display in Detail View of Cards, the new field is automatically displayed in the detail view of every card and does not need to be added manually via the card menu.
    • This checkbox needs to be activated if not only the board admin but all other board members are to edit the field on all cards. If the checkbox is not activated, the custom field needs to be added manually to the cards by the board admin.
  • By activating the checkbox Display in Preview of Cards, the new field is displayed automatically in the preview as soon as a value has been selected for the field in the detail view of the card.
  • Click Save.

Details

  • Via the button to the right of the field, the title and display mode of the field can be changed or the field can be deleted.
  • If the option that the field should always be displayed has not been selected, the new field can be added to a card via the card menu → Custom Fields.

Notes

  • 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.).
  • A custom field of the type Card Color can only be created once per board.
  • The type of a field cannot be changed after the field has been created.
  • When a field is deleted, it is removed from all cards.
Field TypeSymbolDetails
Text
Information
  • Adds a text field.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • Here, the text can be edited.
Procedure
  • Click Edit.
  • Add a text.
  • Click Save.
Number
Information
  • Adds a listbox for picking a number.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • Here, a number can be selected.
Procedure
  • Click Edit.
  • Select a number in the listbox.
  • Click Save.
Checkbox
Information
  • Adds a checkbox.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • Via the box below the symbol, the checkbox can be activated or deactivated.
Date
Information
  • Adds a calendar listbox.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • Here, a date can be selected from the calendar.
Procedure
  • Below the symbol, click Edit.
  • Select a date and a time in the calendar.
  • Click Save.
Listbox
Information
  • Adds a listbox with listbox values.
  • When creating the field, enter a listbox value in the field Listbox Values and confirm by pressing Enter. Create more listbox values in the same way.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • Here, a value can be selected from the listbox.
Procedure
  • Below the symbol, click Edit.
  • Select a value in the listbox.
  • Click Save.
Link
Information
  • Adds a field for saving a link.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • Here, a link can be added.
Procedure
  • Below the symbol, click Edit.
  • Enter a display text and a URL (in the format http://www.URL.de).
  • Click Save.
Card Color
Information
  • Adds a listbox with color values.
  • When creating the field, click on the below the listbox Type.
  • In the field Title, add a title for the color.
  • Add further colors in the same way.
  • Click Create.
  • Add further colors in the same way.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • Cards and entire swimlanes can be colored (differently) now.
Coloring a card
  • In the detail view of the card, click on Edit below the symbol.
  • Select a color from the listbox.
  • Click Save.
  • To remove the color, select the value (none) in the listbox.
Coloring a swimlane
  • In the swimlane menu, click Select Color for Cards.
  • Select a color.
  • Click Save.
  • All cards in the swimlane are displayed in the selected color.
  • When a card is moved into the swimlane, it is colored automatically.
Votings
Information
  • Adds a vote.
  • When the checkbox Display in Detail View of Cards was activated when the field was created, the field is displayed with the symbol in the detail view of the cards.
  • The members of the board can vote on the content of the card with Thumbs Up or Thumbs Down .
    • The number of votes is displayed:
    • Once the first members have voted, the field appears. By clicking on it, you can see who voted.
    • In the Activities tab of the cards, the individual votes of the members are displayed.

Board iCalendar Feed

Information

  • Via the iCalendar Feed, the dates of the cards of a board (start and due date) can be exported into a calendar, e.g. Microsoft Outlook.

Create iCalendar Feed

  • Open board → Sidebar → ...More
  • In the board menu, select the option Board iCalendar Feed.
  • Click Create.

Adding the board dates to a Microsoft Outlook calendar

  • Open board → Sidebar → ...More
  • In the board menu, select the option Board iCalendar Feed.
  • Click Copy URL.
    • The iCalendar Feed needs to have been created first by the board admin (see above).
  • 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.
      • For every start and due date, an entry is created which contains the name of the card and the username of the creator.

In PLANTA pulse, there are two ways of using iCalendar. Either

Copy Board

Information

  • By copying a board, a new board with the contents of the original board can be created.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Copy Board.
  • Enter a title for the board copy.
  • Select whether members, cards and card comments of the board should be kept.
  • Copy
  • The board copy is opened automatically.

The board is created in the same project as the original.

Export Board

Information

  • Boards and all their cards, lists and members can be exported via a .json file.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Export Board.
  • A .json file of the board is created and downloaded.
  • Using this file, the board can be imported somewhere else.

Note

Archive Board

Information

  • A board can be archived so that it will not be displayed in PLANTA pulse anymore, but the related data and information will not be lost.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Archive Board.
  • Archive.

Details

  • Via the menu → Archive, archived board be accessed and restored, if needed.
  • Archived boards can be restored by all board admins of the board.

Note

Delete Board

Information

  • A board can be deleted, which will also delete all related objects (e.g. lists, cards) and information.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Delete Board.
  • In the dialog box, click Delete.

Details

  • If a board in PLANTA pulse is only to be hidden instead of deleted, so that the related data will be kept, it can also be archived.

Notes

  • This menu item is only available for board admins.
  • A deleted board and all related data cannot be restored anymore.
  • Boards with cards on which working hours were recorded and boards which are synchronized with PLANTA project cannot be deleted via the board menu but only archived.
    • Boards with global admin rights can delete boards with cards on which hours worked have been recorded and boards which are synchronized with PLANTA project in the Administration panel.

Board Archive

Information

  • Archived cards, lists and swimlanes can be accessed in the board archive and can be restored or deleted if necessary.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Board Archive.
  • Switch to the tab of the object to be edited (Cards, lists or swimlanes).
  • By clicking on the links, the objects can be restored or deleted.
    • Restored objects are automatically added to the board again.
    • They appear at the position from which they were deleted.

Note

  • Archived boards be accessed in the menu → Archive.
  • If lists and swimlanes are archived, the related cards are archived as well. They are, however, not listed separately in the tab Cards.

Configure Chat Channel

Information

  • Every board can be connected to a chat.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Configure Chat Channel.
  • Enter the URL for the chat (room).
  • Click Save.

Details

  • When a board is connected to a chat, the chat can be opened via the button in the board bar.

Notes

  • The chat application currently still needs to be installed separately.
  • This menu item is only available for board admins.

Hide/Display Card Keys

Information

  • The card keys on the individual cards of the board can be hidden, if needed.

Procedure

  • Open board → Sidebar → ...More
  • In the board menu, select the option Hide Card Keys or Display Card Keys.

Note

Disable/Activate Time Recording

Open board → Sidebar → ...More → Disable/Activate Time Recording

Information

  • The option Disable/Activate Time Recording can be used to disable or activate time recording on the board.
  • By default, time recording is activated.
  • If the setting is changed, no hours worked can be recorded on the cards of the board anymore.

Note

  • This menu item is only available for board admins.
  • If PLANTA Hybrid is used and the setting Enable Time Recording on Cards of Unsynchronized Boards is deactivated in the Administration panel, time recording is always disabled on unsynchronized boards and this menu item is not displayed.

Save as Board Template

Information

  • Existing boards can be saved as board templates which can then be used as a copy template for other boards.

Procedure

  • Open board → Sidebar → ...More
  • In the Board Menu, select the option Save as Board Template.
  • Enter a title for the board template.
  • In the listbox Template Group, select the group into which the template is to be added in the Projects panel.
  • Select whether cards and members of the board are to be copied to the board template.
    • Comments on cards are never copied to the board template.
  • Click Save.
  • The new board template opens.


Notes

  • Board templates can only be created within a project.
    • If a board is not part of a project, the option Save as Board Template is missing from the board menu.
  • When a board is saved as a board template, the original board remains unchanged, i.e. no conversion takes place.