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.
  • The 11th menu item leads to the panel Administration and is only displayed for global admins.
• When the mouse is moved over the menu items, tooltips with information on the items appear.

Default	Expanded

Search

Menu Search

Information

• Via the menu item Search, you can search for boards, projects or cards.
• The following elements are searched:
  • Project key, project title, project description
  • Board title, board description
  • Card key, card title, card description
  • Custom fields (Text, display text of links)
• The search can be opened out of all areas of PLANTA pulse and opens in a separate window.
• Via the button , further search options can be configured to filter the results.

Search

• Click the menu item Search or press the key S.
• The search window opens.
• Enter a search term and confirm by pressing Enter.
• The search results are displayed.
• First, boards are listed, then projects and then cards which contain the search term.

Configure search options

• After a search term has been entered and confirmed with Enter, click the button in the search window.
• The search options open.
• You can configure whether the case should be matched.
• Via a listbox, you can configure a search within a specific project.
  • By default, all projects of which the user is a member are being searched.
• The card results can be filtered.
  • By default, completed as well as open cards are displayed.
  • By using the sliders (Completed/Open), only completed or only open cards can be displayed.
  • By activating the slider Archived, archived cards can be searched as well. They are not being searched by default.
  • Via the button Filter by Card Member, you can filter for cards to which a certain user has been assigned.
    • To do so, click the button and search for a user in the pop-up window or click the button Select Myself to filter for cards to which the current user has been assigned.

Details

• If several search terms are entered, results which contain at least one of the search terms are displayed.
• To find results matching an exact phrase, put the search term in quotation marks.

See also: Search options in PLANTA pulse

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 key N and opens in a separate window.

Create a note

• Click the menu item My Notes or press the key N.
• The window My Notes 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 button Create New Note.

See also: Details on formatting options in PLANTA pulse

Convert note into a card

• In the window My Notes, select a note to be converted.
• Click on the button %CONVERT%.
• 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 permission “Comment Only” 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

• In the window My Notes, select a note to be converted.
• Click on the button %CONVERT%.
• In the listbox Convert Note into, select the option “Board”.
• In the other listbox, select the project in which the board should be created.
  • Users without global admin rights and without project admin permission can select the option No Category to create a board outside of a project.
• 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

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

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.

Remove board from favorites

• Hover over the board to be deleted.
• The icon appears.
• Click on the star to remove the board from the favorites.

See also: Add board to 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.

Add a recently viewed board to the favorites

• Click on the menu item to open the recently viewed cards and boards.
• With the mouse, hover over the board which is to be added to the favorites.
• Click on the icon which appears.
• The board is added to the favorites and can now also be opened via the menu item Favorites.

Move/link a recently viewed card to a board

• Open the board onto which the card is to be moved/linked.
• Click on the menu item to open the recently viewed cards.
• Drag the card onto the open board using Drag & Drop.
• In the pop-up window, select where to move/link the card on the board.
• Click Move to move the card or Link to link the card.

See also: Link cards

Boards

Menu Boards

Information

• Via the menu item Boards, the panel Boards 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.

See also: Panel Boards

Projects

Menu Projects

Information

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

See also: Panel Projects

Dashboard

Menu Dashboard

Information

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

See also: Panel Dashboard

Time Recording

Menu Time Recording

Information

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

See also: Panel Time Recording

Archive

Menu Archive

Information

• Via the menu item Archive, archived boards can be accessed and restored, if needed.
• All boards which have been archived by the currently logged-in user as board admin or on which the user was board admin are displayed.
  • Boards can only be archived and restored by board admins.
• Boards can be restored by clicking the button Restore Board.

See also: Archive board, Board permissions

User

Menu User

Information

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

See also: User Settings

Administration

Menu Administration

Information

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

See also: Panel Administration

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 Interactive Tutorials, Keyboard Shortcuts and News.

Tab Interactive Tutorials

Menu Help Tab Interactive Tutorials

Information

• In this tab, interactive tours are displayed which the user can play through to get to know PLANTA pulse better.

Tab Keyboard Shortcuts

Menu Help Tab Keyboard Shortcuts

Information

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

Tab News

Menu Help Tab News

Information

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