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Planview Customer Success Center

Using Right-Clicks to Perform Common Actions

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AgilePlace provides context menus that can be used to perform common actions on both cards and lanes.

To access these context menus, simply right-click on a card, lane, or lane header to open its context menu. You can then select the menu or sub-menu items in order to perform the desired action.

Card Menu Options

           

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The following are actions that can be performed from the Card's context menu:

  • Assign or Unassign the card to yourself or any other user of that board.
  • Subscribe to card events via email.
  • Open the card dialog with the Card Details tab displayed.
  • Duplicate the card and open the new card's details for editing.
  • Edit:

           

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    • Edit dates: Quick-edit Planned Start and Planned Finish dates.
    • Edit Tags: Quick-edit any tags on this card.
    • Set Card Type: Select the type for this card from the available card types for your board.
    • Set Custom Icon (default name “Class of Service”): Allows you to assign or unassign a custom icon to the card. This option is only available if custom icons are enabled for this board.
    • Set Priority: Select a priority for this card.
  • Move to:
    • Lane: This action allows you to move a card into a different lane in this board. This menu option presents the lanes in a hierarchical structure that allows you to navigate down to the desired destination Lane.
    • Other Board: Search for and select the board you would like to move this card to.
  • Convert to Task: Turn this card into a task inside another card. You'll be prompted to click on the desired card into which you want to put the task.

Lane Menu Options

           

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The following are actions that can be performed from the lane’s context menu:

  • Create Card: Add a card to the selected lane.
  • Edit Settings: 

           

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  • Details: Edit lane details such as the lane title or WIP limit directly from your board. 

           

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  • Set Default Drop Lane: Set the lane as the default drop lane for this board. 
  • Subscribe to Lane: Subscribe, by email, to all events in this lane.
  • Select All: This provides a quick way to select all cards in the lane. You can then hold down CMD/CTRL and click individual cards to deselect them if you need to. You can then right-click on any one of the selected cards and perform the same action on all of them via the card context menu as described above.