Information

  • There are two different options to create Projects in PLANTA pulse:
How?Who?

 in the Projects panel

All users (except for external users if an internal domain is defined)

in the Administration panel

Global admins

Procedure 1

  • Open the Projects panel and click the button.
  • In the pop-up window, enter a title and a project key for the project.
    • If needed, enter a description.
    • In the Enable Linking of Boards and Cards listbox, select whether boards and cards can be linked on other boards in this project.
      • This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.
    • Click Save.
    • In the Configure Project Members pop-up window, add the required members to the project.
      • By default, the creator of a project is added as project admin.
      • If needed, the project admin can be changed.
      • In every project, there needs to be at least one project admin.
    • After editing the project members, close the pop-up window.
  • As long as the creator of the project is still a member of the project, the project is displayed in the My Projects list and is opened.

Procedure 2

  • Switch to the Administration panel → Projects tab and click the button.
  • In the pop-up window, enter a title and a project key for the project.
    • If needed, enter a description.
    • In the Enable Linking of Boards and Cards listbox, select whether boards and cards can be linked on other boards in this project.
      • This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.
    • Click Save.
    • In the Configure Project Members pop-up window, add the required members to the project.
      • By default, the creator of a project is added as project admin.
      • If needed, the project admin can be changed.
      • In every project, there needs to be at least one project admin.
    • After editing the project members, close the pop-up window.
  • The new project is inserted in the table.