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.

The planning board provides three views: 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 "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. 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.
Planning board UI
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.
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.
Planning board UI
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.

When the planning board is in rank mode, you can use the Cut and Paste options from an artifact's context menu to change its rank. When not in ranked mode, you can use these options to change artifact dependencies.

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.

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:

Planning board UI

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.