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Information
In PLANTA pulse , there are various options of searching and filtering for information.
This topics offers an overview over the different search options.
Menu Search
Information
Via the menu item Search , you can search for boards, projects or cards.
The following elements are searched:
The search can be opened out of all areas of PLANTA pulse and opens in a separate window.
Via the button
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 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.
Open board
Sidebar Filter
Information
The cards of a board can be filtered by the following criteria:
Search terms
Labels
Members
Status
Dates
Procedure
In the sidebar , click Filter Cards .
Search on Cards
In the field Search on Cards , enter a search term.
You can also search for a card key.
If several terms are entered, cards are displayed which contain all terms in the provided order.
The following fields are searched:
Card key
Title
Description
Comments
Checklists
File names of attachments
The cards which contain the search term (or the card key) are displayed.
Labels
Click on the label(s) by which you want to filter.
Cards to which the selected labels have been assigned are displayed.
To filter for cards without labels, click Without Label .
Members
Without Member
Cards no members have been assigned to are displayed.
Me
Cards the currently logged-in user has been assigned to are displayed.
Q .
Assigned to
By clicking on a member, you can filter for cards to which this member has been assigned.
Created by
By clicking on a member, you can filter for cards which have been created by this member.
Status
Cards on which the checkbox Completed ”Open” ) or has already been activated (”Completed” ) are displayed.
Due
Cards with a due date that fits the selection are displayed.
Start
Cards with a start date that fits the selection are displayed.
Updated
Cards which have been created in the selected time span are displayed.
Added on
Cards which have been created in the selected time span are displayed.
Details
Filter criteria can be combined.
When several criteria out of different sections are selected, the cards need to match all criteria.
When the filter is active, the button Clear Filter is displayed at the bottom of the sidebar, which can be used to clear the current filter criteria.
Via the button Select All Displayed Cards , the multi-selection can be opened to edit the filtered cards together.
Via the sidebar can be accessed.
Filters can be cleared by clicking the X in Filter is on or by pressing the key X .
Alternatively, a filter can be removed by clicking on the filter itself again.
Note
Linked boards and cards are not filtered.
Information
In the panel Dashboard Using a search widget, the user can search for a search term in the cards he/she was assigned to.
New widgets are always added at the bottom.
Menu Dashboard
Add filter widget
If no widget has been added yet, click Add Widget and select Add New Filter Widget .
If a widget has already been added, select the option Add New Filter Widget in the widget menu New widgets are always displayed at the bottom.
Select the criterion by which the cards should be filtered in the listbox at the upper left. The following criteria are available:
My recently assigned tasks
All my tasks
My open tasks
My closed tasks
My delayed tasks
My tasks due in 7 days
My tasks due in 30 days
A table with the filtered cards is created.
The cards are sorted by boards.
By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.
Menu Dashboard
Add search widget
If no widget has been added yet, click Add Widget and select Add New Search Widget .
If a widget has already been added, select the option Add New Search Widget in the widget menu New widgets are always displayed at the bottom.
Enter a search term in the field Search and select, if necessary, whether the case should be matched.
The term is searched for in card titles and card descriptions.
It can also be searched for a card with a certain card key .
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.
Click Search .
A table with the filtered cards is created.
By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.
Note
When leaving the panel, the search in the search widget is cleared.
PLANTA pulse
PLANTA project
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