The PLANTA pulse documentation on wiki.planta.de is not being updated anymore. The current documentation can be found in the new PLANTA Online Help.

Introduction to PLANTA pulse

Information

  • This page contains information on the structure and interface of PLANTA pulse.
  • A first workflow related introduction to the features of PLANTA pulse can be found in the tutorial.

Details

  • PLANTA pulse is a web program for flexible and collaborative task management based on the Kanban method.
  • PLANTA pulse can be used both as stand-alone software as well as in combination with PLANTA project as PLANTA-Hybrid.

Basics

Planning Elements

Information
  • PLANTA pulse provides three elements, which can be used to individualize planning and represent processes:
    • Cards, boards and projects

PulseProzessEN.png

Cards

Information
  • Cards are information carriers and the core elements of planning in PLANTA pulse.
  • For example, cards can be used to record tasks.
  • They can, for example, be used to plan projects, document meetings or schedule team events.
  • There are various possible applications which can be adjusted to the requirements of each situation.

Example

Preview of the card Detail view of the card
BeispielKarteEN.png BeispielKarte1EN.png

See also: Details on cards

Boards

Information
  • Boards are container elements used to collect and manage cards in PLANTA pulse.
    • On boards, cards can be arranged in lists (vertically) and/or swimlanes (horizontally).
    • Thanks to the flexible possibilites, lists and swimlanes can be used to illustrate the most various workflows to keep track of cards.

Example of a board

BeispielBoardEN.png

See also: Details on boards, Details on lists and swimlanes

Projects

Information
  • Boards can be organized in larger units - projects.
  • Within projects, boards can be sorted into board groups in order to maintain an overview.
  • The member management within projects also offers the possibility to change the permissions of users in a project and to add the members of a project to all newly created boards within the project.

Example of a project

BeispielProjektEN.png

See also: Details on projects

Users

Information
  • In PLANTA pulse, there is a difference between users and members.
  • A user is everyone with a PLANTA pulse account.
  • A member, however, is a user who has been assigned to a planning element.

Example

  • The administrator creates an account for the employee Kate Simpson. She is now a user of PLANTA pulse.
  • A project manager now adds Kate Simpson to a project. She becomes a member of the project.
ProjektmitgliedEN.png

  • If the project manager now creates a board within the project, Kate Simpson will automatically become a member of this board.
BoardmitgliedEN.png

  • Within the board, Kate Simpson can be assigned to card, making her a member of the card.
KartenmitgliedEN.png

Interface

Information
  • The PLANTA pulse interface has views for single boards and functional views, called panels.
  • There are 4 of these panels, which can be accessed via the program menu on the left:
    • In the panel Boards, the user sees all boards of which he/she is a member and all public boards. By default, it is opened when starting PLANTA pulse.
    • In the panel Projects, the user can see the projects of which he/she is a member.
    • In the panel Dashboard, a user can search and filter his/her own tasks.
    • In the panel Time Recording, hours worked can be recorded and edited.

Details

  • Fixed components of all views are
    • the home bar on top,
    • the program menu on the left and
    • the main area with the corresponding planning elements.
  • A sidebar is displayed in the panel Boards and on the individual boards.

Example of a view (here: the panel Boards)

BeispielPanelEN.png Details

Home Bar

Information

  • The home bar is displayed above all panels in PLANTA pulse. On the boards, it contains the elements of the board bar additionally.

HomeLeisteNeuEN.png

Details

  • Menu button: expands the program menu in order to show the titles of the menu items
  • PLANTA logo: links to the set home page
  • In-app notifications: By clicking the bell, the newest in-app notifications can be viewed. A red highlight indicates that there are new notifications.
  • Avatar: By clicking on the avatar, the User Menu can be opened. The avatar can be edited in the User Settings.

Program Menu

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.
Default Expanded
Menue.png MenueAufgeklapptEN.png

See also: Details on the program menu

Sidebar

Information
  • In PLANTA pulse, a sidebar is displayed in the panel Boards and on the individual boards.

Sidebar in the panel Boards

Information
  • In the panel Boards, the sidebar contains the newest activities on all boards of which the user is a member.
    • It contains information on who added
      • new members and
      • new cards or comments.
    • By clicking the card title in an activity, the card can be opened.
    • By default, the sidebar is collapsed. It can be expanded/collapsed by clicking or .
Example

SidebarGlobalEN.png

Sidebar on the Individual Boards

Information
  • On the individual boards, the sidebar contains:
    • Options for filtering/multi-selection of cards and settings for the board view
    • The board menu, which can be opened via the menu item ... More and which also opens within the sidebar
    • Information on the members, labels and activities of the board
  • By default, the sidebar is collapsed. It can be expanded/collapsed by clicking or .
    • Via the User Settings, users can configure whether the sidebar should be open or hidden by default.
Example

SidebarBoardEN.png

Operation Information

Information
  • The operation of PLANTA pulse is designed to be as intuitive as possible.

Details

  • Buttons and menus are used to access and perform various functions.
  • Using Drag&Drop, elements can simply be arranged and assigned:
    • In projects:
      • Boards can be arranged in board groups using Drag&Drop.
      • The board groups can also be arranged using Drag&Drop.
    • On boards:
      • Cards can be moved into lists or swimlanes using Drag&Drop, e.g. to symbolize the transition into the next workflow stage.
      • Labels and members can be assigned to cards using Drag&Drop.
  • Keyboard shortcuts facilitate operation.
    • Information on the keyboard shortcuts can be accessed in the program by pressing ? or in the User Menu.
  • A search function to facilitate finding relevant elements is implemented in several places. Here, an overview of the various search options can be found.
  • Texts (e.g. in card descriptions) can be formatted using Markdown in PLANTA pulse. Here, a list of the most important formatting commands can be found.

Notifications and Activity Streams

Information
  • PLANTA pulse offers users several options to keep track of the newest activities in the system.

Activity Streams

  • In the panel Boards, the sidebar offers an overview of the activities on all boards of the user.
  • On the individual boards, the sidebar contains a list of all activities on the board.
  • In the lower area of the detail view of cards, there is an activity stream with all activities of the card.

Notifications

  • Within PLANTA pulse:
  • Out of PLANTA pulse:
    • E-Mail: The user receives e-mails about changes in PLANTA pulse.
    • Telegram: The user receives telegram notifications about changes in PLANTA pulse.

See also: Overview of notification options

Login

Procedure
  • In the browser, enter https://xxx.plantapulse.de (replace xxx with your own domain).
  • Depending on the login setting either
    • press the button Azure login and login with your user data or
    • enter your user data into the login mask.
  • Click Sign In.
  • PLANTA pulse opens.
  • By default, the panel Boards opens.

Log Out

Procedure
  • Open the User Menu via the user avatar in the upper right corner of the home bar.
  • Click Log Out to log out of PLANTA pulse.

Settings and Administration

Information
  • In PLANTA pulse, there are three different types of settings:
    • User settings can be configured by every user individually.
    • Project and board settings can be configured by project and/or board admins.
    • Global settings can only be configured by global admins.

See also: Permissions in PLANTA pulse

User Settings

Information

See also: Details on User Settings

Board and Project Settings

Information
  • Project admins or board admins can configure the settings of the project and/or board.
  • For example, project admins can add new boards to a project and manage the members of the project.
  • Board admins, for example, can configure the board view and the board design and manage the members of the board.

See also: Details on project admins, Details on board admins

Global Settings

Information

See also: Panel Administration

Topic attachments
I Attachment History Size Date Comment
Pngpng BeispielBoardEN.png r2 r1 817.8 K 2020-08-19 - 15:48  
Pngpng BeispielKarte1EN.png r1 55.5 K 2020-08-07 - 14:00  
Pngpng BeispielKarteEN.png r1 99.2 K 2020-08-04 - 08:44  
Pngpng BeispielPanelEN.png r1 291.1 K 2020-08-05 - 10:52  
Pngpng BeispielProjektEN.png r1 109.7 K 2020-08-04 - 08:53  
Pngpng BoardmitgliedEN.png r1 14.7 K 2020-08-04 - 13:05  
Pngpng HomeLeisteEN.png r1 8.1 K 2020-06-30 - 09:40  
Pngpng HomeLeisteNeuEN.png r2 r1 10.2 K 2020-08-06 - 14:51  
Pngpng KartenmitgliedEN.png r1 10.1 K 2020-08-04 - 13:05  
Pngpng ProjektmitgliedEN.png r1 17.7 K 2020-08-04 - 13:05  
Pngpng PulseProzessEN.png r2 r1 28.8 K 2019-09-12 - 12:48  
Pngpng SidebarBoardEN.png r2 r1 38.9 K 2020-08-20 - 14:19  
Pngpng SidebarGlobalEN.png r3 r2 r1 27.4 K 2020-08-20 - 14:22  










 
  • Suche in Topic-Namen

  • Suche in Topic-Inhalten
This site is powered by the TWiki collaboration platform Powered by Perl