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Manage Item

As described in the article Item Overview, once created, Items can be moved and their content in Plaky can be edited. Columns are the building units of Items.

Columns #

Each Column represents some entity that is relevant for the project or some other type of content presented in a Board.

Keep in mind that Columns are managed on a Board level and as such any modification (add, edit, delete) reflects on all Items/Item Groups in the Board.

There are different types of Columns that help you define the content on the Board:

  • Text
  • Rich Text
  • Link
  • Numbers
  • Status
  • Tag
  • Date
  • Person

Text #

This type of Column allows you to add any type of text (e.g. details, description, short explanation…).

Rich Text #

With Rich Text format, you can add text files and transfer them in different text editors, between different processors and operating systems. If you’d like to take more time creating the text file, you can put it in draft and get back to it later on.

Team mention #

Besides adding text and text files in different formats, rich-text column offers the possibility to mention the whole team at once, so that all Team Members keep up with the project development relevant to them and other Team Members.

To mention the Team:

  1. Navigate to the Rich-Text Column in the Board and Project you’d like to add the mention in
  2. Enter @ and choose Team you’d like to mention from the ones listed below
  3. Click Save

Once you’ve done that, all Team Members will get Email and Bell Notification. Both types of Notifications display the content and the link to jump to that Rich-Text Column in the app.

Any change made to the Column and the Team mentioned will trigger both Email and Bell Notifications for all Team Members.

You can also mention Team in the Comments section while editing an already created Item. It works and looks the same as in the Rich-Text Column described above.

Link Column allows you to link any website to the Item. This way, you can customize each Item with the specific web address and the text that will be displayed in the Column.

To do that:

  1. Click + at the top right corner of the Item Group
  2. Choose Link from the list
  3. Click + that appears when you hover over Link Column
  4. Enter Web address and Text to display in modal that appears
  5. Click Save to complete the process

You’ve successfully added content to the Link Column.

Numbers #

You can use this Column to enter number related to any aspect of the project you’re tracking like the number of hours spent working on a project, number of Items, Team Members working on project/task, or anything else that makes sense to you.

Add numbers Column just as any other Column in Board and enter the required number in the appropriate field.

Status #

In this Column, you can visually present the state of your tasks, or follow the progress of tasks of other Team Members. This is done by marking the status with some predefined labels (e.g. To do, In progress, Done) which can be customized, as well.

For more information on Status Column and its labels, check out the article: Configure Status Column.

Tag #

With Tags you can list multiple words that will appear after the hashtag symbol (#). You can use them to define the keywords for each Item, so that you can recognize it more easily in the Board, or even Group the Items with similar content across different Boards.

For more information on this Column, check out the article: Configure Tags.

Date #

The Date Column allows you to set due date for your tasks, or any sort of a deadline. To do that, simply click on the date Column and pick the date from the calendar.

Person #

Person Column allows you to assign tasks to your Team Members, or check who in your team is responsible for which task. You only need to create the Column from the dropdown and select the person. That can be the Member of your Board, or your Team Member.

Configure default Item #

You can set default values for newly created Items. This way, all newly created Items will have these configured values, by default. Please note that these changes won’t affect any of the existing Items.

To configure default Item:

  1. Click on the three dots menu at the top right corner
  2. Choose Configure default item
  3. In the Set defaults modal set the values for the default Item
  4. Save the configuration

If set as a default Item subscriber, User is notified each time new Item is created.

Change Item terminology #

This feature is available to Board Owners.

You can also manage an Item by changing its terminology on your Board. This means that, if the term “Item” doesn’t correspond to the purpose of your workspace, you can change it to any other term that reflects this in a better way.

To do so, click on the Board menu at the top right corner and choose Change item terminology from the dropdown.

In the Change item naming modal, enter the term which you’d like to be used to refer to the Item on this Board (e.g. Task).

After you click Save, all the Items on the Board will be referred to as the term you entered (e.g. “Tasks”). This change will also be reflected on all other actions related to the Items on this Board, including adding, editing and deleting the Item.

Sort Item #

You can sort each Column according to some sort of criteria. This can help you better organize your Board and have a clearer overview of all the Items on the Board.

To configure Board sorting:

  1. Click the Sort button at the top of the Board
  2. With + Add new sort add the criteria by which you’d like to sort
  3. Pick the criteria from the dropdown you get when you click on the criteria label
  4. Click Save in this view to complete the process

Except for the criteria type, you can also set order as ascending and descending.