Getting Started - Nextedy Documentation

Installation

Install Planningboard on your Polarion server.

License Installation

Activate your Planningboard license after installation.

Setup into New Projects

Add the Planningboard widget to a brand-new Polarion project.

Setup into Existing Projects

Integrate Planningboard into a Polarion project that is already in use.

Create Your First Planningboard

Configure the widget and display Plans and work items as cards on a board.

Basic Board Interactions

Navigate the board, move cards between swimlanes, and use drag-and-drop planning.

Recommended orderIf you are setting up Planningboard for the first time, work through these pages in order: Installation → License Installation → Setup into New Projects or Setup into Existing Projects → Create Your First Planningboard → Basic Board Interactions.

Planningboard setup flow
========================

  [ Polarion server ]
         |
         v
  +--------------+
  |  Install     |  Copy plugin folder, restart Polarion
  |  plugin      |
  +--------------+
         |
         v
  +--------------+
  |  Activate    |  Add license file via Administration
  |  license     |
  +--------------+
         |
         v
  +--------------+
  |  Configure   |  Add Planningboard widget to a
  |  project     |  LiveDoc or Wiki page
  +--------------+
         |
         v
  +--------------+
  |  Set Plan    |  Define the Plan query so the board
  |  query       |  knows which Plans to display
  +--------------+
         |
         v
  +--------------+
  |  Configure   |  Choose swimlane assignment type,
  |  swimlanes   |  capacity, and card appearance
  +--------------+
         |
         v
  +---------------------------+
  |  Plan — drag, prioritize, |
  |  track capacity per lane  |
  +---------------------------+