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.

Create Note

 Procedure

  • Click the My Notes menu item or press the N key.
  • The My Notes window opens, an empty mask for a new note is displayed already.
  • Enter a title.
  • Click Create or confirm by pressing CTRL + Enter.
  • The note is now displayed in the list on the left and opened automatically.
  • If needed, enter a description and click Save or confirm by pressing CTRL+Enter.
  • More notes can be created by clicking the Create New Note button.

Convert Note into a Card

 Procedure

  • In the window My Notes, select a note to be converted.
    • Click .
    • In the listbox Convert Note into, select the option “Card”.
    • In the other listboxes, select in which board, swimlane (if available) and list the card should be created.
      • If no list exists on the board yet, it needs to be created first.
      • If the user only has the "Comment Only" permission on a board, the board is not included in the listbox.
    • Via the checkbox Open Board/Card after Creation, select whether the new card should be opened directly.
    • Click OK.
    • The note is created as a new card, the note itself is deleted.
    • The title of the note becomes the card title and the description of the note becomes the description of the card.

Convert Note into a Board

 Procedure

  • 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.

Delete Note

 Procedure

  • In the My Notes window, select a note to be deleted.
  • Click .
  • The note is deleted.