A

In the Administration panel, global admins can configure the general PLANTA pulse settings .
See also:
Administration panel
When a user has global admin rights, he/she can configure the general PLANTA pulse settings. The setting can be changed in the Administration → User.
See also:
Edit users
Administration panel
Global admin rights
Activities are displayed in the Boards panel and on the individual boards in the sidebar. In the detail view of a card, the activities are shown in the lower area in the Activities tab. That way, you can see, for example, who joined a board or who wrote a comment.
See also:
Sidebar in the Boards panel
Sidebar on the board
Activities on a card
In the archive, archived boards are displayed and can be restored, if needed. The archive can be accessed per project in the Projects panel → Archive.
See also:
Archive
An avatar is a small picture that is displayed for each user in PLANTA pulse on boards and cards. If no picture was selected, the initials of the user will be displayed. By clicking on the avatar in the upper right corner, the user menu can be opened.
See also:
Change Avatar
User Menu

B

In PLANTA pulse, users have several options to be notified about news in the system (e.g. In-app notifications or e-mail notifications).
See also:
Notifications
Every board member can configure individually about which changes on the board he/she wants to be notified via e-mail.
See also:
Notification Mode

Custom fields can be created on projects, boards and cards to add individual fields such as links or votes.
See also:

Custom fields in the project
Custom fields on the board
Custom fields on cards

In the user settings, every user user can configure his/her own personal settings.
See also:
User Settings
The user menu can be opened via the avatar in the upper right corner. Via the user menu, a user can, for example, access the User Settings and change the language of PLANTA pulse.
See also:
User Menu
Cards and lists can be added to the watch list, meaning that the user will receive e-mail notifications about any changes.
See also:
Add list to watch list
Add card to watch list
Boards can be used to manage tasks in PLANTA pulse. Within boards, tasks can be recorded on cards and sorted into lists/swimlanes.
See also:
Boards
In the Boards panel, all boards are displayed as board cards and sorted by projects. When starting PLANTA pulse, this panel is opened by default and can be opened via the PLANTA logo.
See also:
Boards panel
The board admin can configure further settings on the board, such as the board background or the board view. At the beginning, the creator of a board is always the admin, but he/she can also give the permission to other members. Board admins are marked with an A in the list of board members and are always displayed first.
See also:
Board Permissions
The board view defines whether swimlanes should be displayed on a board. The board admin can also save the current view for all board members.
See also:
Board View
In the board archive of a board, archived cards, lists and swimlanes are displayed. They can be restored, if needed.
See also:
Board Archive
In the Projects panel, boards can be sorted into board groups.
See also:
Board Groups
For every board, a background image can be configured, e.g. by uploading a picture or by selecting a picture of the platform Unsplash.
See also:
Board Background
The board bar is displayed above each board within the home bar. In the board bar, the board title or the notification mode can be changed.
See also:
Board Bar
A board card is a card in the Boards panel which represents a board and can be used to access the board. On the board card, the board background and, for example, the board title and description are displayed.
See also:
Board Cards
Boards

C

Every board can be connected to a chat. The chat application needs to be installed separately.
See also:
Configure chat channel
Checklists can be created on cards. Their completion status is als shown in the preview of the card.
Siehe auch:
Checklists

D

In the Dashboard panel, a user can filter the cards he/she was assigned to by various criteria. It can be opened via the menu on the left or by pressing the D key.
See also:
Dashboard panel
The detail view of the card is opened by clicking on a card on a board. Here, several contents of the card can be edited. When opening a board, initially the preview of all cards is displayed.
See also:
Entry Preview of the card
Detail view of the card

E

Boards can be exported as .json files and imported somewhere else later.
See also:
Export board
Import board

F

A board can be added to the favorites. Favorite boards are displayed in the menu under Favorites. When a user creates a board, it is automatically added to the favorites. The setting can be changed in the board bar of the individual boards.
See also:
Favorites
Add to favorites

G

H

The home bar is shown above all panels and contains the PLANTA logo and the avatar of the user.
See also:
Home Bar

I

When a board was exported before, it can later be imported somewhere else.
See also:
Import board
Export board

J

K

On boards, cards can be created to collect tasks and assign them to the board members. In the preview of the cards on a board, a part of the information (e.g. members and labels) is shown. By clicking on a card, the detail view of the card can be opened and further information can be accessed.
See also:
Cards
The card menu can be found in the detail view of the card in the upper right corner, next to the card title. It contains further options for the selected card.
See also:
Card Menu
New cards receive a card key automatically. It consists of the project key (if the board belongs to a project) and an automatically generated number. Cards on boards which don’t belong to a project receive a numerical card key only. In the board menu, board admins can define whether the card keys should be displayed or not.
See also:
Card key
Hide/Display Card Keys
In the menu on the left, in the Recently Viewed area, the 4 boards and cards which were opened last are displayed.
See also:
Recently Viewed

L

Labels are displayed in the sidebar of a board as colored squares. They can be individualized and assigned to cards.
See also:
Labels
Edit labels on a card
On boards, lists can be created, in which cards can be created. Lists are used to structure a board vertically.
See also:
Lists
The list menu can be accessed in the upper right corner next to the list title. It contains further options for the list.
See also:
List Menu

M

The My Boards area is part of the Boards panel and contains all boards of which the user is a member.
See also:
My Boards
See entry Program Menu
A member is a user who was assigned to a planning element (project, board, card).
See also:
Users & Members

N

Via the menu on the left or via the N key, users can create notes and convert them to boards or cards later.
See also:
Notes
Board members with the Normal permission can view and edit cards, but cannot change board settings. When new members are added to a board, they receive the Normal permission by default.
See also:
Board Permissions
Board members with the Comment Only permission can view cards on a board and write comments. They are listed last in the board sidebar in the Members area and are marked with a C.
See also:
Board Permissions

O

Public boards are boards with the visibility mode Public. They are displayed in the Public Boards area in the Boards panel and users can join them, if needed.
See also:
Public Boards
Visibility mode

P

In PLANTA pulse, panels are functional views which offer an overview of the various planning elements. There are 4 different panels in PLANTA pulse.
See also:
User Interface of PLANTA pulse
The pinboard is a view in the Dashboard panel. Here, the user can create a personal overview of the cards he/she is assigned to.
See also:
Pinboard
PLANTA Hybrid offers the option to link PLANTA pulse to PLANTA project and synchronize the data in both systems in order to benefit of the advantages of both agile and classic project management when planning and managing projects.
Siehe auch:
PLANTA Hybrid
PLANTA project is the successor of the multi-project management tool PPMS which has been continually developed by PLANTA since 1980. The new version has a completely new interface for intuitive use and offers the option to plan and manage projects in a process oriented way.
See also:
Component PLANTA project
PLANTA pulse is a web program for flexible and collaborative task management.
See also:
PLANTA pulse documentation
Private boards are boards with the visibility mode Private. They are displayed in the My Boards area in the Boards panel users have been added to a board by a board admin. Users cannot join private boards themselves.
See also:
My Boards
Visibility mode
The program menu, short: menu, is displayed at the left in PLANTA pulse and contains various functions and links to the panels.
See also:
Program Menu
Projects are used to group boards together. Global admins can assign boards to a project and create new projects in the Projects panel. The project is displayed in the Boards panel and on the board next to the board title.
See also:
Projects
Projects panel
Projects in the Boards panel
In the Projects panel, projects can be viewed and edited.
Siehe auch:
Projects panel
Project admins are project members which belong to a project permission group with the admin permission. They can edit the project and the project permission groups and create new boards within the project. They also have admin permission on the boards of the project.
See also:
Projects panel
Members of the project
Permissions
Within a project, there are various project permission groups with different permissions. By default, there are project permission groups with admin permission, normal permission and “Comment Only” permission.
See also:
Projects panel
Members of the project
Permissions
When a project is created, a project key is created automatically. It can be edited within the regular expression. The regular expression for the project key can be edited in the Administration panel → Projects → Project Key.
See also:
Create Projects
Edit regular expression
Projects panel

Q

R

S

The visibility mode refers to the visibility of individual boards. They can be configured as Private or Public.
See also:
Visibility Mode
The sidebar is displayed in the Boards panel and on the individual boards on the right and can be hidden/displayed </>. Here, information about activities, for example on a board, but also about labels and members of the board is displayed.
See also:
Sidebar in the Boards panel
Sidebar on a board
The search can be used to search for boards, projects and cards. The search can be opened via the menu on the left or via the S key.
See also:
Search
Swimlanes are used to structure boards horizontally. They can be added by changing the board view.
See also:
Swimlanes
Board View
The swimlane menu can be opened below the swimlane title and contains further options for the swimlane.
See also:
Swimlane Menu

T

U

The overview is a view in the Dashboard panel. It offers an overview of the cards the user was assigned to.
See also:
Overview

V

When opening a board, initially the preview of all cards with selected information is displayed. When clicking on the card, the detail view is opened. Here, several contents of the card can be edited.
See also:
Entry Detail view of the card
Preview of the card

W

A WIP limit (Work in Progress) can be defined for lists, meaning that only a certain number of cards can be created within the list.
See also:
WIP Limit

X

Y

Z

In the Time Recording panel, a user can see his/her recorded working hours. On the cards, new working hours can be recorded. The panel can also be opened by pressing the Z key.
See also:
Time Recording panel
Users can receive notifications in PLANTA pulse about changes on cards by activating the option in the user settings.
See also:
Highlight Recently Modified Cards