Boards
When using boards you can visualise the workflow of a project or a working process within your company. Common boards consist of 3 columns: To do, Doing and Done. You decide about the structure of the board and how many columns you add.
1. Assigning rights for Back end users
Users of the type Back end can only access limited areas and menus in plentymarkets. Thus, their access to the system is limited. If you want users of this type to open the plentymarkets Logo (Start) » Boards menu, an Admin user has to assign them rights as listed in the following.
Setting the visibility for back end users:
-
Go to Setup » Settings » User » Rights » User.
-
Use the search function () and open the user account that should be edited.
-
Expand the Authorisations: Start menu.
-
Select the setting Boards.
-
Save () the settings.
2. Creating a board
Proceed as described below to create a board.
Creating a board:
-
Go to plentymarkets Logo (Start) » Boards.
→ Tip: To do so, point your cursor at the plentymarkets logo at the top left of the screen. -
Click on Create new board ().
→ The window Create new board opens. -
Enter the name of the board.
-
Save the settings.
→ The board is created and added to the list.
3. Adding a column
Proceed as described below to add columns to the board. You can add as many columns as you like.
Adding a column:
-
Go to plentymarkets Logo (Start) » Boards.
→ Tip: To do so, point your cursor at the plentymarkets logo at the top left of the screen. -
Click on the board that you want to edit.
-
Click on the right side on Add new column ().
→ The column is added to the left side. -
Enter the name of the column.
-
Add further columns in the same way until you have the desired number of columns for the board.
→ Tip: You can change the position of the columns.
4. Adding a card
Proceed as described below to add cards to the board. You can add as many cards as you like.
Adding a card:
-
Go to plentymarkets Logo (Start) » Boards.
→ Tip: To do so, point your cursor at the plentymarkets logo at the top left of the screen. -
Click on the board that you want to edit.
-
Click on Add new card in the column that you want to add a card to.
-
Enter the name of the card.
-
Click on Save new card ().
-
Add further cards in the same way until you have the desired number of cards for the board.
5. Editing a card
You can edit the cards on the board at any time. Link the cards to a contact, an order and a ticket, for example, or add an owner and tags. To do so, proceed as described below.
Editing a card:
-
Go to plentymarkets Logo (Start) » Boards.
→ Tip: To do so, point your cursor at the plentymarkets logo at the top left of the screen. -
Click on the board that you want to edit.
-
Click on the arrow on the right side of the card that you want to edit ().
→ The settings menu opens. -
Carry out the settings. Pay attention to the information given in Table 1.
Setting | Explanation |
---|---|
Edit card |
Enter the text for the card. If required, you can format the text. |
Delete card |
Delete the card by clicking on Delete card. |
Link contact |
Enter the contact ID to link the card to the contact. |
Link ticket |
Enter the ticket ID to link the card to the ticket. |
Link order |
Enter the order ID to link the card to the order. |
Add user |
Select the owner from the list in order to add this owner to the card. |
Add tag |
Select the tag from the list in order to add this tag to the card. |
6. Editing a board
When opening the menu plentymarkets Logo (Start) » Boards, you see the number of cards and columns, the name of the board as well as the time period of the last change on every card that you created. Click on Rename board () to enter a new name for the board. Click on Delete board () to delete the board.
In order to edit boards, click on the name of the board. You can add new columns and cards and edit the cards. Pay attention to the information given in Table 1.
7. Setting up event procedures
Go to the Setup » CRM » Ticket system » Events menu to create event procedures that e.g. automatically move the cards on your boards to a column that you determined once a certain event takes place. It is also possible to move cards to another board. Furthermore, you can select a prefix for newly created cards or delete cards once a certain event takes place.
For further information about creating event procedures, refer to the chapter Automatically sending email template on the Using the ticket system page of the manual.