Notes

Information

• Via the menu item My Notes, users can create notes in PLANTA pulse.
• They can be used to collect ideas quickly, which can then later be converted into boards or cards.
• The option can be opened out of all areas of PLANTA pulse via the menu or the N key and opens in a separate window.

Create Note

 Procedure

• Click the My Notes menu item or press the N key.
• The My Notes window opens, an empty mask for a new note is displayed already.
• Enter a title.
• Click Create or confirm by pressing CTRL + Enter.
• The note is now displayed in the list on the left and opened automatically.
• If needed, enter a description and click Save or confirm by pressing CTRL+Enter.
• More notes can be created by clicking the Create New Note button.

Convert Note into a Card

 Procedure

• In the window My Notes, select a note to be converted.
  • Click .
  • In the listbox Convert Note into, select the option “Card”.
  • In the other listboxes, select in which board, swimlane (if available) and list the card should be created.
    • If no list exists on the board yet, it needs to be created first.
    • If the user only has the "Comment Only" permission on a board, the board is not included in the listbox.
  • Via the checkbox Open Board/Card after Creation, select whether the new card should be opened directly.
  • Click OK.
  • The note is created as a new card, the note itself is deleted.
  • The title of the note becomes the card title and the description of the note becomes the description of the card.

Convert Note into a Board

 Procedure

• 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.

Delete Note

 Procedure

• In the My Notes window, select a note to be deleted.
• Click .
• The note is deleted.

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  Text Formatting (PLANTA pulse)

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