Create and manage Items

Items are the individual units of a Plaky Board. An Item can be a notion, unit, or any other building part of your project that makes sense to you (e.g., task, location, client, time determinant…).

O que é um item? #

An Item is a unit of work you want to track on your Board. It can represent a task, a client, a location, a project phase, or anything that makes sense for your workflow. Each Item lives inside an Item group and carries its own set of field values, comments, files, and activity history.

Every Item has the following tabs:

• Item details — the main tab that contains all Fields for the Item, such as status, assignee, due date, and any other custom field.
• Comments — let’s you add text updates about the item and mention team members.
• Activities — shows all Item activities, such as status and due date changes.
• Files — upload preview, rename, describe, and delete files attached to the Item. Supports documents, images, video, and audio.
• Subitems — shows all Subitems associated with the Item.
• Time tracker — displays the Clockify time tracker. 

Create an Item #

There are two ways to create an Item. The quick add method is fastest for adding Items fast, while the advanced method lets you fill in all Fields before an Item is saved.

Quick add method #

Advanced method #

Cartão de item #

Open any Item by clicking it. The Item card is active by default and shows all configured Fields for the Item, which you can edit by clicking on them.

The Item card also shows the Item’s subscribers who receive notifications for changes on the Item. The Item creator is subscribed automatically, and any user assigned to the Person Field is subscribed as well.

Comentários #

The Comments tab is where team discussion on an Item lives. You can add text updates, link to other Items, mention teammates, or mention a whole team at once. 

Add a comment #

Here’s how to add a comment on an Item:

Pin/Unpin comment #

Pinned comments are displayed on top and are visible to everyone. After duplicating or moving an Item to another Board, any comments that are duplicated or moved remain pinned. 

To pin/unpin a comment:

Mentions #

With mentions, you can ensure that Team members easily keep up with the project’s development, Items, and other tasks relevant to them.

To mention someone:

1. Navigate to the Comments section of the Item you’d like to add the mention in
2. Enter @ and choose the Team/Member you’d like to mention
3. Click Add Comment to complete the action

Once you’ve done that, the mentioned User/Team will get email and bell notifications. Both types of Notifications display the content and the link to jump to that Comment in the app.

You can also mention in the Rich-Text Field. It works and looks the same as in the Comments section described above.

Copiar URL do comentário #

Share a link to the Item with your teammates by copying the Item URL. 

To copy the comment URL:

Editar comentário #

To edit a comment:

Classificar comentários #

If there are at least two comments that are not pinned on the Item, you can choose to sort comments by creation date in ascending or descending order. The change will be applied to all comments on all items in the Workspace, but it will be visible only to the user who selected the sort. To do it, just click the icon to change the sort in the comments section, and the arrow on the icon will change to reflect the new sorting order.

Responder e reagir aos comentários #

You can reply and react to comments from the Comments tab. To do this, simply click on the Reaction emoji/Reply button to add your reply or reaction.

Definir lembretes de comentários #

If you want to be reminded of a specific comment at a particular time, you can set up a reminder. Here’s how to do it:

Excluir um comentário #

Excluir comentários pode ser útil para corrigir erros, remover informações irrelevantes ou manter a clareza nas discussões do seu projeto. Para excluir um comentário:

Arquivos #

In the Files section, you can manage the files attached to the Item. Files can be uploaded, downloaded, opened, searched, and deleted. There is also the option to play video and audio files and view PDF file previews.

Upload files #

Add file description #

Rename files #

Delete files #