Manage Item

Once created, Items can be moved and their content in Plaky can be edited. Custom Fields keep the Items organized and structured.

This text gives you an overview of how you can manage an Item on your Board.

Rename Item #

If you need to update the name of an Item for better organization or clarity, follow these steps:

Add Subscribers #

Item subscribers are users who receive notifications and updates related to that specific Item. They do not need to be assigned in the Person Field as the user responsible for the task. The user who creates an Item is automatically subscribed to that Item.

To add an Item subscriber:

A user assigned to an Item is automatically subscribed to the Item.

Only Item owner is automatically subscribed to any Subitem created for the given Item.

Duplicate Item #

Duplicating Item feature allows you to quickly create new Items based on existing ones.

To duplicate Item:

If you choose to duplicate with comments, all Item values, subscribers and files will be duplicated, including comments.
If you choose to duplicate without comments, all Item values, subscribers and files will be duplicated, without comments.

Additionally, assigned users and subscribers will receive a notification that they are now assigned / subscribed to the newly-created Item.
After the duplication process is completed, both Items (the original and the duplicate) can be edited independently. This means that, any modifications made to the original Item, won’t affect its duplicate.

All the subitems associated with the given item will be duplicated.

Set Item template #

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. This feature is available on Web version of the app on paid plans only.

To set Item template:

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

Change Item terminology #

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 Space, you can change it to any other term that reflects this in a better way. To do so:

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.

Reorder Item details #

Customize your Board even more by arranging the order of fields on items to suit your preferences. This change is visible to all users. To reorder Item details:

Reorder Item details option is intended for rearranging the order of Fields within the Item Card only.

Copy Item link #

Links to Items in Plaky can be copied and pasted in any chat application that you use to correspond and collaborate with your colleagues. This way, Plaky users can reach the specific Item in question and be aware of any kind of development related to it.

To copy Item link:

Pin Item to Sidebar Panel #

Pin an important Item in a sidebar panel for quick access while maintaining a clutter-free main interface. By pinning Items to the sidebar panel, you can quickly toggle between Space, Board pages and Home page without navigating away from the pinned Item.

To pin/unpin an Item:

1. Click on three dots in the top right corner of the Item
2. Select Pin/Unpin Item to complete the action

Convert Item to Subitem #

You can convert Items to Subitems, allowing them to function independently within your project. To do it:

If the converted Item had subitems, those subitems will be assigned to the same parent Item as the converted Item.

Delete Item #

If you no longer need an Item, you can delete it following these steps: