Welcome to Placker!
In this article we summarized a few steps to help you get started with Placker.
When you sign in to your Placker account for the first time, you will probable have no boards yet and the board overview page will look like this:
Clicking the blue button, you can import an existing board from Trello, from a spreadsheet that already contains data, or create a new one from scratch in Placker.
After your board is created, you can add lists and cards with relevant information of the work you need to do.
We aim to help you save time, avoid mistakes and get work done. To do this we offer four main views in Placker, which can be customized:
Board view - To stay organized and track your cards to completion. You can view one or more boards at the same time, combine boards into one view or change the layout of your board. For example from the default list view to viewing your cards by assigned member.
Planner view - Adding dates to cards makes it easier to make sure that they get completed in time. The Planner view is similar to the Board view, but uses a different layout: one that lets you see which cards are due when. Moving cards between lists will also change their dates. You can further customize it by clicking "Set layout" at the top right corner.
Gantt view - To understand how your boards are planned over time, create and manage dependencies between cards and understand the actual timelines against the planned ones. In a Gantt chart, each row is a card and you can see bars showing when they start and end.
Track view - To visualize the status of your cards in dashboards using one of the many widgets that are available to you. View the widgets by card count, effort or story points.
Articles that help you get started
There are a number of articles that will help you to get started with Placker:
- The 'Getting Started section' in the help center -> this is the full overview on getting started articles.
Generic articles on how Placker works
- How to show or hide cards using the filter -> To quickly show or hide cards based on its attributes.
- How to create card mirrors -> To create a synchronized card copy between two boards.
Articles on the board view:
- How to combine multiple boards into one -> To manage multiple boards as one.
Articles on the Gantt view:
- How to show and manage checklists on the Gantt chart -> To not only show cards, but also the full checklists on the Gantt.
- How to use auto-scheduling with dependencies -> To manage the dependencies between cards.
Articles on integrating Trello and Placker:
- Setting up the Trello power-up -> To show Placker attributes on your cards in Trello.
Are you using Trello?
When you are already using Trello, you will be familiar with the board view, this is just like Trello only in Placker you will be able to view multiple boards at the same time and you can change the layout of the board.
When you are already using Trello and your Trello account is linked to your Placker account, your boards will be automatically synced.
See also: How can I connect my Trello account
You can use the Trello power-up to make it much easier for you to switch between Trello and Placker. Also when you see a Trello icon in Placker; you can click on it to go to Trello.
See also: Trello power-up
Are you a team lead?
Placker works better when your coworkers are also collaborating in the same boards. You can simply share the Placker URL and instruct them to create an account to get them started.
See also: How to invite and add team members
Looking for help?
We use this help center to create articles on Placker, questions that we get in the chat are often answered by creating a new article so others will find the answer.
The best way to find answers is to either search the help center or contact us by using the chat. Just click on the lower right icon to reach out to us.
Don't hesitate to reach out, we created Placker to help you and are more than happy to get you started on using Placker itself or how to organize your processes around Placker.