Whether you\u2019re a new or seasoned Plaky user, this article will help you get the most out of the platform\u2019s hierarchy and view styles. Let\u2019s dive in!<\/p>\n\n\n\n Before jumping into the practical side of setting everything up, let\u2019s take a moment to clearly define Plaky\u2019s organizational layers.<\/p>\n\n\n\n \n We offer top-grade customer care to all our users 24\/7 via a live chat, email, or phone.<\/p>\n\n You can apply the logic behind Plaky\u2019s structure in virtually any industry, most notably IT, advertising, sales, construction, HR, to name a few.<\/p>\n\n\n\n However, to make the following steps more concrete, I\u2019ll use an example of a marketing agency with multiple clients and campaigns in my explanations and\/or accompanying screenshots.<\/p>\n\n\n\n Here\u2019s how to keep your work transparent and organized in Plaky!<\/p>\n\n\n\n Depending on your organization\u2019s size and way of working, you may decide to create a single space or multiple ones<\/strong>.<\/p>\n\n\n\n If there\u2019s only 1 team or all the teams work closely together, having a single space in Plaky ensures easy access without switching context.<\/p>\n\n\n\n On the other hand, for a company with several distinct departments or services operating more independently, it makes sense to have multiple spaces. This way, you maintain focus and prevent clutter.<\/p>\n\n\n\n Let\u2019s consider our marketing agency example. As a growing business, it\u2019s more practical to structure work into a few spaces such as:<\/p>\n\n\n\n Of course, the administrator can share each space with colleagues. An important remark here is that Plaky supports different space permissions<\/a>, so there are:<\/p>\n\n\n\n So, open spaces are great for collaborative projects or cross-functional teams, while closed spaces are best for sensitive data and personal organization.<\/p>\n\n\n Then, you need to populate your space(s) with Plaky boards<\/a>. Each board is a visual area where you plan, track, and manage work from start to finish<\/strong> \u2014 specific projects, clients, or processes.<\/p>\n\n\n\n There are 3 ways to create a board in Plaky:<\/p>\n\n\n\n The marketing agency from our illustrative example could use any of these methods to make a board for each client and campaign, various content calendars, and more.<\/p>\n\n\n\n All in all, this setup allows for easier oversight and cleaner reporting<\/strong>.<\/p>\n\n\n\n Templates for every team in Plaky<\/a><\/p>\n\n\n Similarly to spaces, there are different board permissions in Plaky<\/a> as well. This refers to:<\/p>\n\n\n\n This guarantees security and prevents accidental\/unauthorized changes without slowing down teamwork.<\/p>\n\n\n \ud83d\udca1 Plaky Pro Tip:<\/strong><\/p>\n\n\n\n If you\u2019re migrating to Plaky from one of these platforms, check out our detailed guides:<\/p>\n\n\n\n Folders in Plaky are optional but handy for keeping related projects neatly grouped. This is particularly practical when your workspace starts to grow and you need a way to categorize boards without overwhelming the main view.<\/strong><\/p>\n\n\n\n For instance, you may make folders for:<\/p>\n\n\n\n This also stands for our marketing agency example, where it might be useful to group boards like Social media<\/em>, Paid ads<\/em>, and Email marketing<\/em> into a Q4 campaigns <\/em>folder, let\u2019s say, or have a folder gathering all client boards in one place.<\/p>\n\n\n In each Plaky board, you can create subsections that make sense for your workflow to better understand what\u2019s going on at a glance.<\/p>\n\n\n\n For every group, you decide its name and representative color. Groups can reflect:<\/p>\n\n\n\n This flexibility means every board represents how your team actually works, helping you track progress and spot bottlenecks faster.<\/strong><\/p>\n\n\n By adding items to Plaky boards<\/a>, you note down your actionable tasks or deliverables \u2014 essentially, anything you need to complete, monitor, or assign.<\/strong><\/p>\n\n\n\n Of course, simply listing items isn\u2019t detailed enough, so Plaky offers custom fields<\/a>, which basically serve as columns specifying the following:<\/p>\n\n\n\n Together, these fields transform a simple to-do list into a rich work system with standardized terminology, giving each task the context and flexibility your team needs.<\/strong><\/p>\n\n\n\n Moreover, when you click on a Plaky item, the full item card appears in the right part of the screen. The card shows not only the details specified in its fields, but also:<\/p>\n\n\n\n Bigger tasks are always easier to tackle when segmented into several digestible steps. Sometimes those smaller chunks are even assigned to different team members, which adds a layer of complexity.<\/p>\n\n\n\n Plaky simplifies all that by offering subitems. They inherit the same custom fields their parent items have, and there are also subitem-level comments, files, and activities.<\/p>\n\n\n\n So, this feature enables you to delegate clearly and monitor progress with precision.<\/strong><\/p>\n\n\n As your company and projects evolve, you should revisit your structure in Plaky by:<\/p>\n\n\n\n In addition to the fact that most elements can be dragged and dropped, I\u2019d like to mention the convenience of bulk actions<\/a>. Updating multiple items at once saves time and reduces manual errors.<\/p>\n\n\n\n Another perk: Plaky\u2019s trash section<\/a> retains everything you deleted for 30 days. So, if you delete something accidentally or simply change your mind, there\u2019s time to recover it.<\/p>\n\n\n\n All these features make it easy to refine workflows and scale efficiently<\/strong> as your team and client base grow.<\/p>\n\n\n All the hierarchy levels we defined become even more powerful when combined with Plaky\u2019s different board views<\/a>. Instead of just listing tasks, our platform lets you visualize your work in the way that makes the most sense to you<\/em>.<\/p>\n\n\n\n Here\u2019s how the same boards and data can be understood from different angles in Plaky.<\/p>\n\n\n\n Plaky\u2019s Table view is the default one since it\u2019s the foundation of most work organization tools. Think of it as a dynamic spreadsheet with rows and columns, but smarter and more collaborative.<\/p>\n\n\n\n So, the main benefits of using the Table view are:<\/p>\n\n\n\n \ud83d\udca1 Plaky also has a My tasks<\/a><\/em> section \u2014 a personalized table-like view of everything assigned to you specifically across all boards. This helps you stay focused on your own workload and manage time more efficiently.<\/p>\n\n\n\n To see your work stretched on a timeline, use Plaky\u2019s Gantt chart view<\/a>. Each item appears as a horizontal bar spanning its start and end dates, so it\u2019s perfect for understanding how tasks and deadlines connect across a project\/workflow.<\/p>\n\n\n\n With the Gantt view, you get:<\/p>\n\n\n\n Get a flexible Gantt chart tool <\/a><\/p>\n\n\n The Kanban view<\/a> transforms your board into a visual workflow, ideal for teams that want to see tasks move from one stage to the next.<\/p>\n\n\n\n Basically, your tasks are cards organized into columns based on status (or another category you choose). You can drag and drop your cards or let Plaky\u2019s automations<\/a> handle the movement when the conditions are met.<\/p>\n\n\n\n Overall, the Kanban view achieves the following:<\/p>\n\n\n\n![\"\"](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Organization-and-hierarchy.jpg\")
<\/figure>\n\n\n\nUnderstanding Plaky\u2019s building blocks<\/h2>\n\n\n\n
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![\"How](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Organization-hierarchy-1.png\")
Need help getting started? Get in touch with Plaky\u2019s support team!<\/h2>\n
![\"Illustration\"](\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default@2x.png)
\n <\/picture>\n <\/div>\n<\/div>\n <\/p>\n\n\n\nHow to set up an efficient structure in Plaky in 7 steps<\/h2>\n\n\n\n
#1 Create your space(s)<\/h3>\n\n\n\n
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![\"Adding](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Adding-a-new-space-in-Plaky.png\")
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![\"Changing](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/You-can-always-change-the-space-type-in-Plaky.png\")
#2 Add boards for each project or workflow<\/h3>\n\n\n\n
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![\"Building](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Building-a-new-board-in-Plaky.png\")
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![\"Board](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Use-board-permissions-in-Plaky-for-better-security-and-accountability.png\")
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#3 Arrange related boards into folders (optional)<\/h3>\n\n\n\n
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![\"Making](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Folders-provide-easier-navigation-in-Plaky.png\")
#4 Organize your boards with groups<\/h3>\n\n\n\n
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![\"Groups](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Use-groups-in-Plaky-to-categorize-work-visually.png\")
#5 Add items to track work<\/h3>\n\n\n\n
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![\"Custom](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Track-all-work-details-with-Plakys-custom-fields.png\")
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![\"Comments](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Plaky-keeps-all-communication-context-specific.png\")
#6 Break down complex tasks with subitems<\/h3>\n\n\n\n
![\"Subitems](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Subitems-in-Plaky-are-equally-detailed-as-their-parent-items.png\")
#7 Review and refine as needed<\/h3>\n\n\n\n
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![\"Trash](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Plakys-trash-section-acts-as-a-safety-net.png\")
Board views in Plaky<\/h2>\n\n\n\n
Table view<\/h3>\n\n\n\n
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![\"Table](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Use-Plakys-Table-view-for-data-driven-clarity.png\")
Gantt chart view<\/h3>\n\n\n\n
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![\"Gantt](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Gantt-chart-view-in-Plaky-shows-progress-at-a-glance.png\")
Kanban view<\/h3>\n\n\n\n
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![\"Kanban](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Plakys-Kanban-view-gives-you-a-sense-of-momentum.png\")
Chart view<\/h3>\n\n\n\n
![\"Chart](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/09\/Plakys-Chart-view-helps-translate-data-into-actionable-insights.png\")