Panel Boards

Access path

• Menu Boards
• Click the PLANTA logo in the home bar

Information

• In the panel Boards, all boards of which the currently logged-in user is a member and all public boards are displayed as board cards and sorted by projects.
• Furthermore, new boards can be created.

Boards are container elements used to collect and manage cards in PLANTA pulse.

Details Home bar (1) Menu (2) Sidebar (3) Area My Boards (4) Area Public Boards (5)

Details

• When starting PLANTA pulse, the panel Boards is opened by default.
  • The home page can be configured in the User Settings or in the panel Administration, if needed.
• When leaving the panel, the scroll position is saved so that next time the panel will reopen in the same position.

Area My Boards

Menu Boards

Information

• In the area My Boards, all boards (private and public) of which the currently logged-in user is a member are displayed.
• They are displayed grouped into projects.
• Boards which don’t belong to a project are displayed in the category No Project.
• The project titles are displayed on the left and the boards on the right.

Details Board represented by a board card (1) Project with description (2) No Project (3) Placeholder board card for creating a new board outside of a project (4)

Create Boards

Information

• In the category No Project, boards can be created outside of projects.

Procedure

• In the category No Project, click on the placeholder board card Create New Board.
• 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.
  • The visibility mode can later also be changed in the board bar.
  • By default, new boards are created as private boards.
• Click Create.

Board Details

Menu Boards

Information

• Boards are displayed as board cards in the panel Boards:

Details A board card contains the following elements: Board title and description (1) Board background Favorites symbol (2) Visibility mode (3)

• When a user is invited to a board, a board card with the notification You have been invited to this board. is shown, which can be confirmed with Accept/Decline.

See also: Board Functions

Area Public Boards

Menu Boards

Information

• In this area, public boards, which the user has not joined yet, are displayed.
• The boards in this area are not grouped by projects.
  • When a user joins a board, it will then be displayed in the area My Boards with the corresponding project.

See also: Public and private boards

Sidebar

Menu Boards If needed, expand sidebar via

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 .