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.
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.
Configure Board Members
Procedure
- Menu → Administration → Boards → Boards
- Click for the required board.
- In the pop-up window, add the required members to the groups by clicking .
- There always needs to be at least one board admin.
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.