Projects

Blob Primary Right
Plaky Help Center Projects Navigation

Navigation

Find your Board #

You can easily find a specific Board in the Space.

  1. Navigate to the search field at the top of the left sidebar
  2. Start typing name of the Board you’d like to find
  3. You’ll get the Board in the search results

If you are subscribed/owner, or moved Items to Boards that belong to closed Spaces you are not a member of, you can find those Boards in the section My other Boards. To access My other Boards:

  1. Click on the arrow next to the current Space name
  2. Select My other Boards from the list of Spaces

All of those Boards are grouped as if they belonged to the same Space. Those Boards cannot be duplicated and moved to folders.

By default, Boards within a Space are sorted according to the order they were created in. On Home Screen Boards can also be displayed based on Favorites (starred as Favorites) or Recent (those recently used).

To customize Board display settings on Home page:

  1. Tap on Home icon to open Home screen
  2. Tap on the arrow on the right to expand

You’ll be able to see Favorites, Recent, and My Other Boards sections.

If you are subscribed/owner, or moved Items to Boards that belong to closed Spaces you are not a member of, you will find Boards in the section My other Boards.

When you tap on one of the sections and then on the Board, you can search through the Items and Item Groups in the Search task bar at the top of the screen. Once you start typing, the tasks will be filtered according to the value typed in the search bar.

  1. Tap on the hamburger menu on the top left
  2. Select Home
  3. Select the Board from the list

If you are subscribed/owner, or moved Items to Boards that belong to closed Spaces you are not a member of, you can find those Boards in the section My other Boards. To access My other Boards:

  1. Tap on the hamburger menu on the top left
  2. Select Home
  3. Open the Spaces tab
  4. Select My other boards

Board Menu #

Board menu lets you quickly access and modify info, view and sort on your Board. To access the Board menu:

Click on three dots in the top right corner of the Board

Tap on the three dots menu at the top right corner of the Board.

Tap on the three dots menu at the top right corner of the Board.

Unsubscribe from Item/Board #

If you’re working on multiple projects and receive a lot of Bell and Email Notifications on daily basis, then you’d probably like to reduce the amount of Notifications you get.

To unsubscribe from Item:

  1. Click on the Item you’re frequently notified about
  2. Click on the Item subscription button at the top right corner of the screen
  3. Click X next to your name to unsubscribe from the Item
  1. Tap on the Item you’re frequently notified about
  2. Tap on the Item subscription button at the top right corner of the screen
  3. Tap on your name
  4. Tap Save to complete the action
  1. Tap on the Item
  2. Tap on the Item subscribers icon on the top left
  3. Tap on the checkbox to remove a subscriber
  4. Tap Save to complete the action

You will be immediately unsubscribed.

Only Board Owners can unsubscribe other users from an Item.

To unsubscribe from Board:

  1. Navigate to the Board you’d like to unsubscribe from
  2. Click on the +Invite button at the top right corner of the Board
  3. You’ll see the list of members added to the Board
  4. Click X next to your name
  5. Click Unsubscribe in the confirmation modal

You’ll be automatically unsubscribed from the Board in question. This action is currently available on Web version of the app only.

Apart from unsubscribing yourself or some of your Team Members, the Owner can also unsubscribe the Team from Item/Board. Same steps are applied, except you search for the Team you’d like to unsubscribe from Item/Board in the search box.

Only Board Owner can unsubscribe other users from a Board. To unsubscribe themself, a Board Owner needs to assign someone else a Board Ownership if there is no other Board Owner.

Customize your Board View #

With the Board View, info you have available in the Board can be displayed according to your preferences.

There are two types of Board Views available in Plaky:

  • Table view
  • Kanban view

If you’d like to customize any of these Views, you can do that by adding new View Type and adjusting Filters. You can also set a View as the default one, so that when you open the Board you’ll be presented with that specific Board View.

To create a Board View:

  1. Navigate to the Board you’d like to add new View to
  2. Click +Add View at the top of the Board
  3. Choose View Type (Table or Kanban)
  1. Tap on three dots in the top right corner to open the Board menu
  2. Tap on Change view in the Board Menu
  3. Tap on +New View at the bottom of the Change View screen
  4. Select +New Table View or +New Kanban View
  5. Enter the view name
  6. Turn the switch on if you want to make the view Private
  7. Tap Save to complete the action

In Table View, swipe left to see all the Fields on the Board. In Kanban View, swipe left to see all the Items on the Board grouped by Status, and drag and drop the Item to change its Status.

  1. Click on three dots in the top right corner
  2. Select Add view
  3. Choose the View type from the dropdown
  4. Type the View name
  5. Tap Add new View to complete the action

The Board will be displayed in that View.

Additionally, you can choose to customize a View by filtering out the information you have available on that Board, adding Sort or hiding some Fields.

How to use Filter #

  1. Click on the Filter at the top of the Board
  2. Choose the parameters by which you’d like to filter out the search

Each parameter contains the list of all the Fields and the number of Fields made with that parameter on the Board.

Click Save in this view to save all the adjustments made in that View.

  1. Tap on the filter icon at the top of Board
  2. You’ll see a list of entities to choose
  3. Choose entities as parameters to filter out the search
  4. Tap Apply to save the filtering for the Board view you’re currently on

Each parameter contains the list of all the Custom Fields and the number of Fields made with that parameter on the Board.

Choose the parameters by tapping on them.

The filtering option you’re using will be indicated with a pink and purple multicolored frame (type of Field used) and dot with the number of parameters you chose. To undo the filtering, tap on Unselect all, or simply uncheck the tiles by tapping on them.

  1. Tap on the filter icon at the top of Board



    You’ll see a list of entities to choose
  2. Choose entities as parameters to filter out the search

    Each parameter contains the list of all the Custom Fields and the number of Fields made with that parameter on the Board.
  3. Choose the parameters by tapping on check boxes.


  4. Tap the Go back arrow in the top left corner to return to the previous screen
  5. Tap Save to complete the action

Was this article helpful?

Thank you! If you’d like a member of our support team to respond to you, please drop us a note at support@plaky.com