Information

Projects

How do I create a project?

  • Users can create new projects in the Projects panel.
  • To do so, click and enter the necessary data in the dialog box.
  • Global admins can also create new projects in the Administration panel (Projects area).

More information on the creation of projects

Which projects do I see in the Projects panel?

  • The Projects panel contains two lists: My Projects and Further Projects.
    • 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.
    • In the Further Projects area, projects are displayed of which the currently logged-in user is not a member, but who do contain public boards the user could join.

Boards

How do I create a new board?

  • Create board in the Projects panel
    • Switch to the Projects panel and open the project.
    • Click on the placeholder board card Create New Board within a 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.
    • Click Create.
  • Create board from a note
    • Click the My Notes menu item or press the N key.
    • In the window My Notes, select a note to be converted.
    • In the listbox Convert Note into, select the option “Board”.
    • In the other listbox, select the project in which the board should be created.
    • Via the checkbox Open Board/Card after Creation, select whether the new board should be opened directly.
    • Click OK.

Note

  • You need to be project admin in order to create boards in a project.

More information on the creation of boards

What are public and private boards?

  • Boards can be defined as Private or Public.
  • A private board is only visible and editable for assigned members.
    • Board admins can add new members.
  • A public board is visible for every logged-in user in the area Public Boards.
    • It can only be edited by board members.
  • Users can join public boards themselves, if needed.

How are the boards in the Boards panel sorted?

  • The Boards panel is divided into two areas: My Boards and Public Boards.
  • In the My Boards area, all boards the currently logged-in user is a member of are displayed.
    • These are sorted by projects and within the projects, they are sorted alphabetically.
  • In the Public Boards area, all public boards are displayed, which the user could join, if needed.
    • These boards are not sorted by projects and are sorted alphabetically.

Why do I not see a board of a project within the according project in the Boards panel?

  • Only boards of which the currently logged-in user is a member are displayed in the upper area My Boards of the Boards panel grouped with the according project.
  • All other boards are displayed in the lower area Public Boards and are not sorted by projects.
  • All boards of a project, including public boards, can also be found in the Projects panel.

Where do I find boards which I have added to my favorites?

  • Favorite boards are displayed in the menu on the left in the Favorites area.
  • In the Boards tab of the Projects panel, they are always displayed at the top in the Favorites area.

How can I use swimlanes on a board?

  • The board admin of a board can change the Board View to enable working with swimlanes.
  • In order to maintain this setting for all board members it needs to be saved after changes.

Why are my lists/swimlanes always being expanded again?

  • Only the board admin can save a board view. The board view also includes currently collapsed lists or swimlanes.
  • If the board view is not saved, they will be expanded again when the board is reopened.
  • Board members who are no board admins can only collapse lists and swimlanes temporarily.

Why are not all board members transferred when exporting and importing boards?

  • When importing boards, only active members are transferred.
  • Board members are seen as active as soon as they have performed an activity on the board (e.g. created a new card, written a comment, etc.).

Cards

Where can I see which cards I have been assigned to?

  • There are two options to see which cards you have been assigned to:
    • The Dashboard panel, to see all cards to which a user has been assigned.
      • Here, filter widgets can be used to sort the cards.
    • The filter option on a board, to see all cards within a board to which a user has been assigned.
      • To use it, either select Filter Cards in the board menu and then select the option Me in the Members area or press the Q key.

Why can I not move a card/list to a board in another project?

  • By default, cards and lists can only be moved onto other boards within projects.
  • Global admins can change this setting in the Administration panel.

Why can I only move a card within a board?

Why do I see the note You have unsaved changes. below the description of a card?

  • If the editing mode of the card description is exited by clicking out of the description field, any changes made will be saved in a buffer.
    • This also happens when no changes have been made. To avoid this message, the editing mode can be exited by clicking X when no changes have been made.
  • Below the description, the message You have unsaved changes. appears.
  • By pressing View, the changes in the buffer can be viewed, by pressing Discard, the changes can be discarded directly.

How can I define a limit for the number of cards in a list?

  • The WIP limit (Work in Progress) can be used to define a maximum number of cards for a list.
  • Once the WIP limit has been reached, no new cards can be added to the list anymore.
  • The WIP limit can be defined via the list menu → Edit WIP Limit.

Can I be reminded when dates on cards are due?

  • When setting start and due dates on cards, a reminder can be configured.
  • To do so, in the Activate Reminder listbox, select whether a reminder is to be configured:
    • None (Default)
    • At time of event
    • 5 minutes prior
    • 15 minutes prior
    • 1 hour prior
    • 1 day prior
  • Reminders are displayed to all users who are also being informed about the other activities of the card.
    • In the Notification Settings , users can configure which cards they want to be notified about and how they would like to be notified.

Custom Fields

What are custom fields and which custom fields are there?

How do I create a global custom field?

  • Global admins can create custom fields in the Administration panel → Settings menu item → Custom Fields .
  • To do so, click and enter the data.
  • Global custom fields are available in the entire PLANTA pulse system.

How do I create a custom field in a project?

  • Custom Fields can only be created, edited and deleted by project admins.
  • To create a field, open the Settings tab of the Projects panel.
  • In the Custom Fields area, click and enter the data.
  • Custom fields which are created in the project can be used on all boards of the project.

How do I create a custom field on a board?

Why can I not use custom fields on a board?

  • Custom Fields can only be created, edited and deleted by board admins.
  • Once a field has been created for a board and added to cards, the other board members can use it (add values, vote, etc.).

Operating Functions

How do I search in PLANTA pulse?

  • There are different options for searching in PLANTA pulse:
    • Via the search in the menu on the left, you can search for projects, boards and cards.
    • In the Dashboard panel, cards you have been assigned to can be searched and filtered.
    • On boards, the option Filter Cards in the board menu can be used to search for specific cards.

How can I use the iCalendar Feed?

  • In PLANTA pulse, there are two ways of using iCalendar Feeds:
  • Adding the board dates to a Microsoft Outlook calendar
    • In the Outlook calendar, click Add Calendar and select From Internet.
    • Paste the copied URL into the dialog box and confirm with OK.
    • A new calendar with the dates from the boards is created.

Can I take notes without having to create a card?

  • Yes. Via the option My Notes in the menu on the left, notes can be created independently of cards or boards.
  • If needed, they can be converted to cards or boards later.
  • The My Notes option can be opened via the menu item or via the N key.

How can I be informed about news in PLANTA pulse?

More information on notifications

Why are new activities not highlighted on a board even though I have activated the option Highlight Recently Modified Cards?

  • Maybe you have also activated the option Hide System Messages. This causes new activities to not be highlighted on the boards anymore.

Which keyboard shortcuts are there in PLANTA pulse?

  • Here, an overview of the keyboard shortcuts in PLANTA pulse can be found.
  • The overview can also be opened within the program by pressing ? or via the Help (Menu → → Keyboard Shortcuts tab)

Settings

Why can I not change my e-mail address in the User Settings?

  • The option for users to be able to change their own e-mail addresses needs to be activated by a global admin in the Administration panel.
  • Please contact your system admin if you want to change your e-mail address.

How can I change the home page of PLANTA pulse?

  • There are two options to configure the home page of PLANTA pulse:

How can I edit my profile?

How can I change the language of PLANTA pulse?

  • PLANTA pulse is currently available in German and in English.
  • The language can be changed in two ways:

How can I display the number of cards in a list?

  • In the User Settings → Board Settings , the option Display Number of Cards in Lists can be activated.
  • When the option is activated, the number of cards in a list is displayed in brackets in the list.