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A
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In the panel Administration, users global admins can configure the general PLANTA pulse settings . See also: Panel Administration -
When a user has global admin rights, he/she can configure the general PLANTA pulse settings. The setting can be changed in the Panel Administration User. See also: Edit user Panel Administration Global admin rights -
In the archive, archived boards are displayed and can be restored, if needed. The archive can be accessed via the menu on the left. See also: Archive -
An avatar is a small picture that is displayed for each user in PLANTA pulse on boards and cards. If no picture was selected, the initials of the user will be displayed. By clicking on the avatar in the upper right corner, the user menu can be opened. See also: Change avatar User Menu
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Boards are used to manage tasks in PLANTA pulse. Within boards, tasks can be recorded on cards and sorted into lists/swimlanes. See also: Boards -
The board admin can configure further settings on the board, such as the board background or the board view. At the beginning, the creator of a board is always the admin, but he/she can also give the permission to other members. Board admins are marked with an A in the list of board members and are always displayed first. See also: Board permissions -
In the board archive of a board, archived cards, lists and swimlanes are displayed. They can be restored, if needed. See also: Board archive -
For every board, a background image can be configured, e.g. by uploading a picture or by selecting a picture of the platform Unsplash. See also: Board background -
The board bar is displayed above each board within the home bar. In the board bar, the board title or the notification mode can be changed. See also: Board bar -
A board card is a card in the panel Boards which represents a board and can be used to access the board. On the board card, the board background and, for example, the board title and description are displayed. See also: Board cards Boards -
In the panel Projects, boards can be sorted into board groups. See also: Board groups -
In the panel Boards, all boards are displayed as board cards and sorted by projects. When starting PLANTA pulse, this panel is opened by default and can be opened via the PLANTA logo. See also: Panel Boards -
The board view defines whether swimlanes should be displayed on a board. The board admin can also save the current view for all board members. See also: Board view
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On boards, cards can be created to collect tasks and assign them to the board members. In the preview of the cards on a board, a part of the information (e.g. members and labels) is shown. By clicking on a card, the detail view of the card can be opened and further information can be accessed. See also: Cards -
New cards receive a card key automatically. It consists of the project key (if the board belongs to a project) and an automatically generated number. Cards on boards which don’t belong to a project receive a numerical card key only. In the board menu, board admins can define whether the card keys should be displayed or not. See also: Card key Display/Hide card keys -
The card menu can be found in the detail view of the card in the upper right corner, next to the card title. It contains further options for the selected card. See also: Card menu -
Individual boards can be connected to a chat. The chat application needs to be installed separately. See also: Configure chat channel -
Checklists can be created on cards. Their completion status is als shown in the preview of the card. Siehe auch: Checklists -
Board members with the permission Comment Only can view cards on a board and write comments. They are listed last in the board sidebar in the area Members and are marked with a C. See also: Board permissions -
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In the panel Dashboard, a user can filter the cards he/she was assigned to by various criteria. It can be opened via the menu on the left or by pressing the key D. See also: Panel Dashboard -
The detail view of the card is opened by clicking on a card on a board. Here, several contents of the card can be edited. When opening a board, initially the preview of all cards is displayed. See also: Entry Preview of the Card Detail view of the card
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A board can be added to the favorites. Favorite boards are displayed in the menu under Favorites. When a user creates a board, it is automatically added to the favorites. The setting can be changed in the board bar of the individual boards. See also: Favorites Add to favorites
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The home bar is shown above all panels and contains the PLANTA logo and the avatar of the user. See also: Home bar
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Labels are displayed in the sidebar of a board as colored squares. They can be individualized and assigned to cards. See also: Labels Edit labels on a card -
On boards, lists can be created, in which cards can be created. Lists are used to structure a board vertically. See also: Lists -
The list menu can be accessed in the upper right corner next to the list title. It contains further options for the list. See also: List menu
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The area My Boards is part of the panel Boards and contains all boards of which the user is a member. See also: My Boards
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Board members with the permission Normal can view and edit cards, but cannot change board settings. When new members are added to a board, they receive the permission Normal by default. See also: Board permissions -
Via the menu on the left or via the key N, users can create notes and convert them to boards or cards later. See also: Notes -
Via the notification mode, every board member can configure individually about which changes of the board he/she wants to be notified via e-mail. See also: Notification mode
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The overview is a view in the panel Dashboard. It offers an overview of the cards the user was assigned to. See also: Overview
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In PLANTA pulse, panels are functional views which offer an overview of the various planning elements. There are 4 different panels in PLANTA pulse. See also: Interface of PLANTA pulse -
The pinboard is a view in the panel Dashboard. Here, the user can create a personal overview of the cards he/she is assigned to. See also: Pinboard -
PLANTA Hybrid offers the option to link PLANTA pulse to PLANTA project and synchronize the data in both systems in order to benefit of the advantages of both agile and classic project management when planning and managing projects. Siehe auch: PLANTA Hybrid -
PLANTA project is the successor of the multi-project management tool PPMS which has been continually developed by PLANTA since 1980. The new version has a completely new interface for intuitive use and offers the option to plan and manage projects in a process oriented way. See also: Component PLANTA project -
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When opening a board, initially the preview of all cards with selected information is displayed. When clicking on the card, the detail view is opened. Here, several contents of the card can be edited. See also: Entry Detail View of the Card Preview of the card -
Private boards are boards with the visibility mode Private. They are displayed in the area My Boards in the panel Boards when users have been added to a board by a board admin. Users cannot join private boards themselves. See also: My Boards Visibility mode -
The program menu, short: menu, is displayed at the left in PLANTA pulse and contains various functions and links to the panels. See also: Program Menu -
Projects are used to group boards together. Global admins can assign boards to a project and create new projects in the panel Projects. The project is displayed in the panel Boards and on the board next to the board title. See also: ProjectsPanel Projects Projects in the panel Boards -
Project admins are project members which belong to a project permission group with the admin permission. They can edit the project and the project groups and create new boards within the project. They also have the "admin” permission on the boards of the project. See also: Panel Projects Members of the project Board permissions -
When a project is created, a project key is created automatically. It can be edited within the regular expression. The regular expression for the project key can be edited in the panel Administration Projects Project Key. See also: Create and edit projectsEdit regular expression Panel Projects -
Within a project, there are various project permission groups with different permissions. By default, there are project permission groups with admin permission, normal permission and “Comment Only” permission. See also: Panel Projects Members of the project Board permissions -
In the panel Projects, projects can be viewed and edited. Siehe auch: Panel Projects -
Public boards are boards with the visibility mode Public. They are displayed in the area Public Boards in the panel Boards and users can join them, if needed. See also: Public boards Visibility mode
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In the menu on the left, in the area Recently Viewed, the 4 boards and cards which were opened last are displayed. See also: Recently viewed
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The search can be used to search for boards, projects and cards. It can be opened via the menu on the left or by pressing the key S. See also: Search -
The sidebar is displayed in the panel Boards and on the individual boards on the right and can be hidden/displayed via </>. Here, information about activities, for example on a board, but also about labels and members of the board is displayed. See also: Sidebar in the panel Boards Sidebar on the board -
Swimlanes can be used to structure boards horizontally. They can be added by changing the board view. See also: Swimlanes Board view -
The swimlane menu can be opened below the swimlane title and contains further options for the swimlane. See also: Swimlane menu
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In the panel Time Recording, a user can see his/her recorded working hours. On the cards, new working hours can be recorded. The panel can also be opened by pressing the key Z. See also: Panel Time Recording
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The user menu can be opened via the avatar in the upper right corner. Via the user menu, a user can access the User Settings and change the language of PLANTA pulse. The user menu also contains information on the keyboard shortcuts and a link to the documentation. See also: User menu -
In the user settings, every user can configure their own settings. See also: User settings
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The visibility mode refers to the visibility of individual boards. They can be configured as Private oder Public. See also: Visibility mode
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A WIP limit (Work in Progress) can be defined for lists, meaning that only a certain number of cards can be created within the list. See also: WIP limit
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