Projects Panel

Information

• In the Projects panel, users can, depending on their permissions, view and edit existing projects and create new projects.

Access path

• Menu → Projects
• Click the PLANTA logo in the Home Bar
• Click on the project title in the Boards panel to open a specific project directly in the Projects panel.
• Click on the project title in the board bar of a board to open the project of the board directly in the Projects panel.

Details

• When starting PLANTA pulse, the Projects panel is opened by default.
  • The home page can be configured in the User Settings → General or in the Administration panel, if needed.

Example

• The Projects panel as seen by a global admin:

Details

• The Projects panel contains two project lists:
  • In the My Projects area, all projects of which the currently logged-in user is a member are listed.
    • When a user is a member on a board of the project, he/she is considered a member of the project as well.
    • Projects can be viewed, edited or created depending on the permission.
    • Projects in this list can be added as favorites. These are displayed at the top of the list.
  • In the Further Projects area, all projects are listed of which the currently logged-in user is not a member, but who do contain public boards the user could join.
    • The list is collapsed by default and can be expanded, if needed.
      • The setting is saved.
    • The projects in the Further Projects area can only be viewed.
    • If the user joins a board of the project, he/she becomes a member of the project and the project is moved into the My Projects list.
• By clicking the project title, the project view of the project can be opened.
• By default, the last viewed project is loaded when the panel is opened.

Add a project to favorites

• Open the Projects panel.
• With the mouse, hover over the project which is to be added as favorite.
• The icon appears.
• Click on the star.
• Next to the project title, the icon is now displayed and the project is moved to the top of the My Projects list.

Note 

• By clicking again, the project is removed from the favorites.

Project Boards (Boards Tab)

Menu → Projects → Select project → Boards tab

Information

• In the Boards tab, the Boards of the currently opened project are displayed.
• They can be arranged in board groups.
• Via the placeholder board card Create New Board, new boards can be created within a project and within a board group.

Search/Filter Boards

• Menu → Projects → Select project → Boards tab
• Enter a search term into the filter field in the upper right corner in order to display only boards which contain the search term.
  • The search term will be searched for in board titles and board descriptions.
  • Boards which don’t belong to a board group will not be filtered, but are always displayed.
• By clicking , the filter options can be opened.
  • Here, you can define whether public boards of which the user is not a member are to be displayed.
    • By default, the setting is activated. Changes are saved per project.
  • For PLANTA Hybrid projects, you can also define whether unsynchronized boards are to be displayed.

Pending Board Invitations

Menu → Projects → Select project → Boards tab

Information

• If there are pending board invitations in a project, they are displayed at the top in the Pending Board Invitations area.
• The Pending Board Invitations area is displayed only when there are board invitations in a project.

Favorites

Details

• If the currently logged-in user has added boards of the project to their favorites, they are displayed outside of their board group in the Favorites area.
  • This area is always displayed above the board groups.
• The Favorites area is displayed only when there are board favorites in a project.

Board Groups

Information

• By default, an empty board group Boards is displayed for new projects.
• If needed, new board groups can be created to sort the boards (e.g. by project stages or departments).
• The board groups as well as the boards themselves can be arranged in the Projects panel using Drag&Drop.
  • In the Boards panel, the sorting is not displayed. Here, all boards are sorted alphabetically.

Example for boards sorted in board groups

Create a New Board Group

• Menu → Projects → Select project → Boards tab
• Click Add New Group.
• Enter a title for the board group.
• Click Create.

Edit Board Group

• Menu → Projects → Select project → Boards tab
• Via , the board group menu with further options can be opened.
• Via Always Hide/Display Boards, the boards of the board group can be displayed/hidden by default.
  • Boards can still be moved into a collapsed board group using Drag&Drop.
  • Via , the boards of a board group can be hidden and via , they can be displayed again.
• In the Settings area, the title of the board group can be edited. The board group can also be locked.
  • No boards can be added to locked board groups.
• By clicking Delete Board Group, a board group can be deleted.
  • You will be asked which other board group the boards of the group should be assigned to instead.
  • The last board group cannot be deleted.

Notes

• Board groups can only be created and edited by global admins or by project admins.

Project Templates (Board Templates Tab)

Menu → Projects → Select project → Board Templates tab

Information

• In the Board Templates tab, the templates of the currently opened project are displayed.
• They are labelled as board templates with the icon .
  • On the icon, there is a tooltip which indicates how many boards have already been created out of the template.
• The board templates can be sorted into template groups.
• Via the placeholder board card Create New Template, new templates can be created within a project and within a template group.

Template Groups

Information

• By default, an empty group Templates is displayed for new projects.
• If needed, new template groups can be created to sort the board templates (e.g. by project stages or departments).
• The templates groups as well as the board templates themselves can be arranged in the Projects panel using Drag&Drop.

Create a new template group

• Menu → Projects → Select project → Board Templates tab
• Click Add New Group.
• Enter a title for the template group.
• Click Create.

Edit template group

• Menu → Projects → Select project → Board Templates tab
• Via , the template group menu with further options can be opened.
• Via Always Hide/Display Templates, the board templates of the template group can be displayed/hidden by default.
  • Templates can still be moved into a collapsed template group using Drag&Drop.
  • Via , the board templates of a template group can be hidden and via , they can be displayed again.
• In the Settings area, the title of the template group can be edited. The template group can also be locked.
  • No templates can be added to locked template groups.
• By clicking Delete Template Group, a template group can be deleted.
  • You will be asked which other template group the board templates of the group should be assigned to instead.
  • The last template group cannot be deleted.

Filter board templates

• Menu → Projects → Select project → Board Templates tab
• Enter a search term into the filter field in the upper right corner in order to display only board templates which contain the search term.
  • The search term will be searched for in board template titles and board template descriptions.
• Board templates which don’t belong to a template group will not be filtered, but are always displayed.

Notes

• Template groups can only be created and edited by global admins or by project admins.

Project Members (Members Tab)

Menu → Projects → Select project → Members

Information

• In this area, members can be added to or removed from the project and the permissions of the individual members can be edited.

Note

• The members of the projects will automatically be added to all newly created boards of the project.

Project Settings (Settings Tab)

Menu → Projects → Select project → Settings

Information

• In the Settings tab, the settings and the custom fields of the project can be managed.
• By clicking the Delete Project button, the project can be deleted.

Notes

• The Settings tab is only available for project admins and global admins.
  • The other members of the project cannot access the Settings tab.
• Projects can also be edited in the Administration panel.
  • Only global admins can access the Administration panel.
• In the Administration panel, projects can also be deleted and existing boards can be assigned to a project.

Details

Custom Fields

Menu → Projects → Select project → Settings

Information

• In this area, the custom fields of the project can be created and managed.
• Custom fields can be used to add further individual fields to projects, boards and cards.

Create custom field

• Click the .
• Enter a title for the new field.
• In the Available on listbox, select the objects on which the field is supposed to be available.
• In the Type listbox, select the desired field type.
• If needed, change the visibility settings.
  • For fields on boards:
    • Display Field in Preview: Defines whether the field is to be displayed on the board card once a value has been entered.
  • For fields on cards:
    • Display Field: Defines whether the field is displayed in the detail view of all cards by default.
      • When deactivated, the field first needs to be added to the card via the card menu.
    • Display Field in Preview: Defines whether the field is to be displayed on the card preview once a value has been entered.
• Click Save.

Details

• Custom fields can be used on the project or on the boards or cards of the project.
  • A field can not be used on several object types at the same time.
  • Custom fields on the project can be filled in the Settings tab and are then displayed in the Projects panel below the project title.
  • Custom fields on boards can be filled in the dialog box on the board title and are then displayed in the board bar.
  • Custom fields on cards can be filled in the detail view of the card and are then, depending on the setting, also displayed in the preview of the card.
• Custom fields which are created in the project are available on all boards of the project.
• A field can be edited by clicking on it.
  • The type of a field cannot be changed after the field has been created.
• By clicking , a field can be deleted.
  • When a field is deleted, it is removed from all objects.
• Via the sliders, the individual fields can be (de)activated.
  • Deactivated fields are not available for usage anymore.

Notes

• Custom fields can only be created, edited and deleted by project admins.
• A custom field of the Kartenfarbe type can only be created once per project.

Project Archive (Archive tab)

Menu → Projects → Select project → Archive

Information

• In the Archive tab, the archived boards and board templates of a project can be viewed.

Details

• In the upper table, any the archived boards of the project are listed with the following information:
  • Title
  • Members
  • Labels
  • Added on
  • Archived on
  • Owner
  • Synchronized
• In the lower table, any archived board templates of the project are listed with the following information:
  • Title
  • Members
  • Labels
  • Added on
  • Archived on
• By clicking , the board (template) can be viewed in reading mode.
• By clicking or , the board (template) can be restored or deleted.
  • Only the admins of the object can delete or restore the board/template.

Reading mode

• In the reading mode, all cards of the board/board template are listed in a table with the following information:
  • Card key
  • Title
  • List
  • Swimlane (if applicable)
  • Members
  • Labels
  • Start
  • Due
  • Created by
  • Status
• By clicking on a row, the card can be opened and viewed.

Note

• The archived objects can be viewed by the following users:
  • Public boards: All project members
  • Private boards: All board members
  • Board templates: All project members