Information

  • There are two different options to create boards in PLANTA pulse.
    • Boards can only be created within projects.
  • Furthermore, boards can also be imported.

How?Who?
1Create New Board in the Projects panelProject admin of the project
2Convert note into board via menu itemProject admin of the project
3

Create board from board template PREMIUM

Board admins on the board template

If you would like to create a board, but you are not a project admin, you can either contact the project admin or you can create a new project in the Projects panel. You will automatically become project admin of this project.

Create New Board in the Projects Panel

Procedure

  • Switch to the Projects panel and open a project.
  • Click on the placeholder board card Create New Board within the board group.
  • Enter a title for the new board.
  • If needed, change the visibility mode of the board. To do so, click Change and select the mode.
    • The visibility mode can later also be changed in the board bar.
    • By default, new boards are created as private boards.
  • Click Create.
  • The new board opens.
  • The members of the project are automatically added as board members to the board.

Create New Board from a Note

Procedure

  • Open the notes via the menu item.
  • In the window My Notes, select a note to be converted.
    • Click .
    • In the listbox Convert Note into, select the option “Board”.
    • In the other listbox, select the project in which the board should be created.
      • Boards can only be created within projects.
    • Via the checkbox Open Board/Card after Creation, select whether the new board should be opened directly.
    • Click OK.
    • The note is created as a new board, the note itself is deleted.
    • The title of the note becomes the board title and the description of the note becomes the description of the board.

Create New Board by Importing

Information

  • Boards and all their cards, lists and members can be exported and imported via a .json file.
  • To import a board template, it needs to have been exported before.

Procedure

  • Click Create New Board in the space where you want to create the board.
  • In the dialog box, click Import board.
  • Via Copy/Paste, insert the contents of the previously exported .json file.
  • Click Import.
  • Select the members to be imported.
  • Click OK.
  • The imported board is opened.