Whiteboard
From Planfix
The whiteboard is a list view of the planner that allows you to add blocks or tasks to a board and make the necessary connections between them to plan and implement business ideas visually. It's not just a "drawing" of charts but a part of Planfix that is directly connected to tasks:
The connections between tasks "live" only within a single whiteboard. This means you can drag and drop the same tasks from the planner list onto different whiteboards, connecting them differently on each map.
You can add the following to a whiteboard:
- Tasks
- Contacts
- Employees
- Projects
- Planners
- Scripts
- Buttons
Adding a block and creating a task
- Click the plus sign to add a new block:
- Or click on the existing tasks icon to select the desired task from the list:
Controls
- Double-click on a block to change the title.
- Scroll the mouse wheel up-down to zoom in and out of the panel. Down - Zoom Out, Up - Zoom In.
- Hold the right mouse button (RMB) on an empty square or press the spacebar + left mouse button (LMB) to move the board in any direction.
- Left mouse button (LMB) click on a block to select the block and show additional options.
- Hold down CTRL:
- Left mouse button (LMB) click on blocks in a row to select multiple cards simultaneously.
- Left mouse button (LMB) click again on a selected block to deselect.
- Drag a rectangle around the blocks while holding down the left mouse button (LMB) to select multiple cards at once. Move the selected blocks by holding the LMB on any block.
- Click on the arrow connecting the blocks to select the connection. Press the "Delete" button to remove the connection.
- CTRL + C = copy one or more blocks/tasks.
- CTRL + V = paste copied blocks/tasks from the clipboard.
- CTRL + Z = undo the last change on the map.
- F2 - start editing text in the block.
- Click on the hand lens = expand the diagram to full screen:
Important
- Don't confuse the connections on the whiteboard with the links between the tasks in the "Dependencies" panel, which affect the tasks' scheduled start or end dates.
- The Whiteboard is available in the "Business" and "Corporation" plans.