Information

  Access path

Menu Item Boards

Menu Administration → BoardsBoards

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

Configure Board Members

 Procedure

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

Delete All/Several Board Templates

Procedure

  • Menu Administration → BoardsBoard 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.