Boards Tab

Information

• In the Boards tab of the Administration, the Boards of the system can be managed.
• Under the Board Templates menu item, the Board Templates of the system can be managed.

• Menu → Administration → Boards

Menu Item Boards

Menu → Administration → Boards → Boards

Information

• Via the checkbox in the upper left of the table, all boards can be selected and deleted, if needed.
• In a table, the boards of the system are listed with the following information:
  • ID
  • Title
  • Description
  • Project
  • Owner
  • Visibility
  • Synchronized
    • Indicates whether a board is synchronized with a project in PLANTA project (PLANTA Hybrid).
  • Hours Worked
  • Archived
  • Added on
  • Starts on
  • Due on
  • Last Activity
• By default, the boards are sorted by their creation date, i.e. the newest boards are displayed at the top.
  • By clicking on the table headers, the table can be sorted by the individual criterion.
• The boards can be filtered by entering search terms in the fields of the first row.
• Via the buttons and on the right side of the table, boards can be edited or deleted.

Edit Board

Procedure

• Menu → Administration → Boards → Boards
• Click in the right column of the table.
• Edit the title and/or description.
• If needed, change the visibility mode.
• Click Save.

Assign Boards to a Project

Procedure

• Menu → Administration → Boards → Boards
• Click in the right column of the table.
• Select a project from the project listbox.
• Select a board group from the Board Group listbox.
• Click Save.

Configure Board Admins

Procedure

• Menu → Administration → Boards → Boards
• Click in the right column of the table.
• Via the button Configure Board Admins, the admins of the board can be edited.
  • When clicking the button, the board members are displayed. Board admins are selected and members can be selected/deselected as admins by clicking on them.
  • There always needs to be at least one board admin. The last board admin cannot be deselected.
• Click Save.

Archive Board

Procedure

• Menu → Administration → Boards → Boards
• Click in the right column of the table.
• In the Archived listbox, select the Yes option.
• Click Save.

Delete Board

Procedure

• Menu → Administration → Boards → Boards
• Click .
• In the dialog box, click Delete.
• The board is deleted.

Notes

• In the panel Administration, boards on which hours worked have been recorded or which are synchronized with PLANTA project can be deleted as well.
• When deleting a board which contains hours worked or which has been synchronized with PLANTA project a warning is displayed.

Delete All/Several Boards

Procedure

• Menu → Administration → Boards → Boards
• Activate the checkbox in the upper left of the table.
  • All boards are selected.
  • If needed, individual boards can be deselected by deactivating their checkboxes.
• Click Delete Selection.
• In the dialog box, click Delete.
• The selected boards are deleted.

Menu Item Board Templates

Menu → Administration → Boards → Board Templates

Information

• Via the checkbox in the upper left of the table, all board templates can be via selected and deleted, if needed.
• In a table, the board templates of the system are listed with the following information:
  • ID
  • Title
  • Description
  • Project
  • Archived
  • Added on
• By default, the board templates are sorted by their creation date, i.e. the newest board templates are displayed at the top.
  • By clicking on the table headers, the table can be sorted by the individual criterion.
• The board templates can be filtered by entering search terms in the fields of the first row.
• Via the buttons and on the right side of the table, board templates can be edited or deleted.

Edit Board Template

Procedure

• Menu → Administration → Boards → Board Templates
• Click in the right column of the table.
• Edit the title and/or description.
• Click Save.

Assign Board Template to Another Project

Procedure

• Menu → Administration → Boards → Board Templates
• Click in the right column of the table.
• Select a project from the project listbox.
• Select a template group from the Template Group listbox.
• Click Save.

Configure Board Template Admins

Procedure

• Menu → Administration → Boards → Board Templates
• Click in the right column of the table.
• Via the button Configure template admins, the admins of the board template can be edited.
  • When clicking the button, the board template members are displayed. Board template admins are selected and members can be selected/deselected as admins by clicking on them.
  • There always needs to be at least one board template admin. The last board template admin cannot be deselected.
• Click Save.

Archive Board Template

Procedure

• Menu → Administration → Boards → Board Templates
• Click in the right column of the table.
• In the Archived listbox, select the Yes option.
• Click Save.

Delete Board Template

Procedure

• Menu → Administration → Boards → Board Templates
• Click .
• In the dialog box, click Delete.
• The board template is deleted.

Delete All/Several Board Templates

Procedure

• Menu → Administration → Boards → Board Templates
• Activate the checkbox in the upper left of the table.
  • All board templates are selected.
  • If needed, individual board templates can be deselected by deactivating their checkboxes.
• Click Delete Selection.
• In the dialog box, click Delete.
• The selected board templates are deleted.