Use the planning board

In the planning board, you can assign artifacts to planning folders or rank them using drag and drop, make quick changes and in-place updates, and view charts that help you monitor progress.

To bring up the planning board for a project or planning folder, select Open with > Planning Board from the context menu, and choose a planning board configuration.
Here's an example of what you'll see:

The planning board provides three views:

Cards
List
Columns

The top area lets you control what you see in the planning board.

Planning folder:

Depending on your active planning folder, you can see the list of artifacts for the product (the "product backlog"), or a particular release or iteration (in Agile terms, an "iteration backlog" or "sprint backlog"). Select "Unscheduled""None" to display all the artifacts required for the product that have not yet been assigned to a specific iteration or release.

When you open the planning board, the planning folder is set to the one you last worked with. Typically, this is the current sprint. When your change your active planning folder, the planning board will change to reflect your selection.

Show only:

Select an existing tracker query or add a new one to identify the artifacts you want displayed in the card area.

Highlight:

Select an existing tracker query or add a new one to highlight specific cards. For example, if you have all open artifacts displayed, you might want to highlight only the ones with the priority P1.

Rank:

Select Rank from the Sort by dropdown list to see artifact cards displayed in ranked sequence. Alternatively, you can click the Rank mode icon in the upper right corner of the planning board. To change the order in which artifacts are addressed, drag and drop the cards to change their ranks.

Cards:

Select this option from the planning board view dropdown list to see the artifacts displayed as cards. In version 4.0 of the Desktop, this view combines the functionality of the Summaries view available earlier. To control the information displayed on the artifact cards, toggle the Show card details option in the upper right corner of the planning board. You can choose to display just the fields focused on the Agile process: title, description, assigned user, story size and the planning folder the artifact belongs to. Or you can choose to display all the configured artifact fields.

Note: Only the fields selected by the project administrator while configuring the planning board are displayed.

To create a new artifact, click the New Artifact icon on the artifact card and fill in its attributes in the New Artifact dialog. The new artifact is assigned to the parent artifact's planning folder, not necessarily the folder currently selected.

Tip: With version 4.0 of the Desktop, artifact cards have several context menu options for actions you would perform in the CollabNet Sites view — for example, you can create associations and dependencies, export artifact data, and more.

List:

Select this option from the planning board view dropdown list to have the artifacts listed in a table instead of cards. You might find this useful when you want to make quick inline edits to artifacts, for example, when you're in a planning meeting and need to make changes on the fly.

Tip: While the Sort By and Descending options are available for sorting artifacts in all planning board views, clicking a column header in the List view provides the same functionality.

Note: Inline edits are not saved to the server until you save your planning board changes.

Columns:

Select this option from the planning board view dropdown list when you want a view similar to the Board View in the TeamForge web interface. This view is available with version 4.0 of the Desktop. You start populating the columns by selecting a planning folder for each. For example, you may want to select the product backlog in the leftmost column and various teams working on the release in the other two columns, or a different sprint in each column.

To rank a card within a planing folder, drag and drop it within that column.
To reassign a card from one planning folder to another, move it across the columns.
Note: When you drop the card, its rank is relative to its position in the new planning folder. If you move a child artifact to a planning folder where its parent is already present, the child artifact is filed under its parent and its rank is relative to the parent's position.

Show planning folders:

This option is selected by default and puts the planning board in planning mode.

The bulk of the planning board is taken up by the card area.

In the planning mode, consider the card area as a folder that represents your backlog items. While planning your sprint, you drag and drop items from here to the planning folders in the planning folder area.
Tip:

Include artifacts from child folders:

Select this option to see artifacts that are assigned to child planning folders of the selected planning folder.
For an example of how this feature can be useful, let's say you have a planning folder Release 1.0 with child planning folders Iteration 1 and Iteration 2. You initially assigned some artifacts to Release 1.0 and are now ready to review those artifacts and decide which ones will be part of Release 1.0 > Iteration 1. In this case, you could select Release 1.0 as the active planning folder, without selecting the option to include artifacts from child folders. You then see only Release 1.0 artifacts that have not yet been assigned to an iteration. You can drag the cards intended for Iteration 1 from the card area and drop them in the Iteration 1 planning folder in the planning area. Because the option to include artifacts from child folders is not selected for Release 1.0, the card area no longer shows those artifacts that you just assigned to Release 1.0 > Iteration 1. If you are next planning for Iteration 2, you can drag and drop any of the remaining cards into the corresponding planning folder.
Besides planning folders, the dropdown list in the planning folder area offers options for assignees and priorities. Depending on the selected option, you can drag and drop a card to change the user assigned to it, or its priority.
To update an artifact card, you can use any of several options:
- For the CollabNet Desktop artifact editor, click the Artifact ID, or right-click the card and select Open in > Editor .
- The specialized card editor focuses on core artifact fields so that they can be edited quickly and easily. To use the specialized card editor, double-click the card, or right-click the card and select Open in > Dialog .
Note: Changes made using the specialized card editor are not saved to the server until you save your planning board changes.
To create a child artifact, click the Create new child artifact icon within the artifact card and fill in its attributes in the New Artifact dialog.

When you select Planning Folders from the dropdown list, the planning folder area displays a hierarchy of all the planning folders in your project. There are several features to help you organize and work with planning folders:

Expand planning folders to see field details.
Double-click a planning folder to update its fields.
Display planning folders as a list.
Show or hide inactive planning folders.
Reorganize the sub-folders within a planning folder.
Create a new planning folder.

The chart icons at the top right corner of the planning board provide access to a variety of graphs that help you monitor your project's progress. See What are all these charts about? for more information.