Information

  • In PLANTA pulse, the Program Menu, hereafter called menu, is always displayed on the left.
    • It is not to be confused with the User Menu, which can be found in the upper right.
  • The menu can be expanded via in the Home Bar to view the descriptions of the menu items.
  • It is divided into three sections and contains 12 or 11 menu items.
  • When the mouse is moved over the menu items, tooltips with information on the items appear.
DefaultExpanded

Search

 Information

More information on search options

My Notes

Menu My Notes

Information

  • Via the menu item My Notes, users can create notes in PLANTA pulse.
  • They can be used to collect ideas quickly, which can then later be converted into boards or cards.
  • The option can be opened out of all areas of PLANTA pulse via the menu or the N key and opens in a separate window.

More information on notes

Favorites

Menu Favorites

Information

  • Via the menu item Favorites, boards which have been added as favorite can be accessed.
  • When clicking the menu item, the menu opens and the boards are displayed.
  • By clicking on the icon on a board, the board can be removed from the favorites again.

More information on favorites

Recently Viewed

Menu Recently Viewed

Information

  • Via the menu item Recently Viewed, recently viewed cards and boards can be accessed.
  • When clicking the menu item, the menu opens and the last viewed cards and boards are displayed.
  • In the upper area, the 4 last opened cards and in the lower area, the 4 last opened boards are listed.

More information on the Recently Viewed area 

Boards

Menu Boards

Information

  • Via the Boards menu item, the Boards panel can be accessed.
  • Here, a user sees an overview of all boards on which/he she is a member and all public boards which he/she could join.

Projects

Menu Projects

Information

  • Via the Projects menu item, the Projects panel can be accessed.
  • Here, users can view projects to which they have been assigned.
  • Global admins can create new projects.

Dashboard

Menu Dashboard

Information

  • Via the Dashboard menu item, the Dashboard panel can be accessed.
  • Here, the user can manage his/her tasks by using search and filter widgets.

Time Recording

Menu Time Recording

Information

  • Via the Time Recording menu item, the Time Recording panel can be accessed.
  • Here, a user can view an overview of all recorded hours worked.
  • New hours worked can also be recorded and recorded hours can be edited.

Archive

Menu Archive

Information

  • Via the Archive menu item, archived projects can be viewed and restored, if needed.

Details

  • All projects of which the currently logged-in user was a member are listed.
  • Project admins can restore or delete projects by clicking or respectively.
  • A tab area is displayed per project:
    • Infos: contains information regarding the project and its members
    • Boards: contains a table with the boards of the project
      • By clicking or , the boards can be viewed or deleted.
    • Board Templates: contains a table with the board templates of the project PREMIUM

User

Menu User

Information

  • Via the User menu item, the User Settings can be accessed.
  • Here, users can configure their personal settings for PLANTA pulse.

Administration

Menu Administration

Information

  • Via the Administration menu item, the Administration panel can be accessed.
  • Here, global admins can configure the general settings in PLANTA pulse.
  • Users without global admin rights cannot see this menu item.

Help

Menu Help

Information

  • Via this menu item or via the ? keyboard shortcut, the help for PLANTA pulse can be opened.
    • If the help is accessed via the ? keyboard shortcut the Keyboard Shortcuts tab is focused by default.
  • The help opens in a separate window and can be opened out of all areas of PLANTA pulse.

Details

  • In the upper area, links to the documentation of PLANTA pulse are displayed.
  • The lower area contains the three tabs Getting Started, Keyboard Shortcuts and News.

Getting Started Tab

Menu HelpGetting Started tab

Information

  • In this tab, interactive tutorials are displayed which the user can play through to get to know PLANTA pulse better.
  • Furthermore, a demo project with a Welcome Board can be created.

Keyboard Shortcuts Tab

Menu HelpKeyboard Shortcuts tab

Information

  • In this tab, the possible keyboard shortcuts in PLANTA pulse can be viewed.
  • If the help is accessed via the ? keyboard shortcut the TastenKombi tab is focused by default.

 Release Notes Tab

Menu HelpRelease Notes tab

Information

  • In the Release Notes tab, information on changes in PLANTA pulse since Release 31 are displayed.

News Tab

Menu HelpNews tab

Information

  • In the Release Notes tab, information by PLANTA regarding for example new releases or events is displayed.