> ## Documentation Index > Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt > Use this file to discover all available pages before exploring further. # Guides > These guides cover task-oriented configuration and day-to-day use of Nextedy PLANNINGBOARD. Start with the [Getting Started](/planningboard/getting-started/index) section for installation and your first board, then return here when you need to configure specific features. ## Configuration Set up the board widget and its core behaviour. **[Widget Parameters Overview](/planningboard/guides/configuration/widget-parameters)** — All widget parameters and their accepted values\ **[Configure Plans (Columns)](/planningboard/guides/configuration/plans-configuration)** — Control which Plans appear as columns on the board\ **[Configure Swimlanes (Rows)](/planningboard/guides/configuration/swimlanes-configuration)** — Define how work items are grouped into swimlanes\ **[Configure Work Items Dataset](/planningboard/guides/configuration/work-items-configuration)** — Filter and scope the work items shown on the board\ **[Configure Unplanned Sidebar](/planningboard/guides/configuration/unplanned-sidebar)** — Show a sidebar of unplanned backlog items\ **[Configure Capacity Tracking](/planningboard/guides/configuration/capacity-configuration)** — Enable and tune capacity bars per swimlane\ **[Configure Dependencies Display](/planningboard/guides/configuration/dependencies-configuration)** — Show dependency links between cards\ **[Use Page Parameters](/planningboard/guides/configuration/page-parameters)** — Pass runtime values into the widget from the Polarion page URL ## Swimlanes Group work items into rows using different swimlane assignment types. **[User and Assignee Swimlanes](/planningboard/guides/swimlanes/user-swimlanes)** — One swimlane per assignee\ **[Parent Item Swimlanes](/planningboard/guides/swimlanes/parent-item-swimlanes)** — Group by parent work item (e.g. Feature, Epic)\ **[Enumeration Field Swimlanes](/planningboard/guides/swimlanes/enum-swimlanes)** — Group by any enumeration-typed field\ **[Project Swimlanes](/planningboard/guides/swimlanes/project-swimlanes)** — Separate rows per Polarion project\ **[SAFe Swimlanes](/planningboard/guides/swimlanes/safe-swimlanes)** — Swimlane layout for SAFe team/ART structures\ **[Sort Swimlanes](/planningboard/guides/swimlanes/sorting-swimlanes)** — Control the order swimlanes appear on the board\ **[Filter Swimlanes by Plan Range](/planningboard/guides/swimlanes/filtering-by-plan-range)** — Restrict swimlanes to a Plan date range\ **[Filter Swimlanes by Team](/planningboard/guides/swimlanes/filtering-by-team)** — Show only swimlanes belonging to a given team\ **[Multi-Valued Field Swimlanes](/planningboard/guides/swimlanes/multi-valued-swimlanes)** — Handle fields that carry more than one value\ **[No Swimlanes Mode](/planningboard/guides/swimlanes/no-swimlanes-mode)** — Display the board as a flat list without row grouping ## Customization Control what appears on cards and how the board looks. **[Customize Card Content](/planningboard/guides/customization/card-content)** — Choose which work item fields appear on each card\ **[Customize Card Appearance](/planningboard/guides/customization/card-appearance)** — Adjust card size, layout, and visual weight\ **[Customize Card Colors](/planningboard/guides/customization/card-colors)** — Apply color rules based on field values\ **[Highlight Work Items by Rules](/planningboard/guides/customization/highlighting-rules)** — Flag cards that match conditions (e.g. planned after due date)\ **[Customize Progress Bars](/planningboard/guides/customization/progress-bars)** — Configure the progress indicator shown on cards\ **[Customize Capacity Indicators](/planningboard/guides/customization/capacity-indicators)** — Style the capacity bar displayed per swimlane\ **[Customize Tooltips](/planningboard/guides/customization/tooltips)** — Configure the information shown in card hover tooltips\ **[Customize Board Appearance](/planningboard/guides/customization/board-appearance)** — Global board layout and styling options ## Capacity Management Track team and individual capacity across the board. **[Track Team Capacity](/planningboard/guides/capacity/team-capacity)** — Configure capacity bars at the team level\ **[Track User Capacity](/planningboard/guides/capacity/user-capacity)** — Configure per-user capacity in assignee swimlanes\ **[Visualize Capacity Load](/planningboard/guides/capacity/capacity-visualization)** — Interpret the capacity bar and load indicators\ **[Normalize Capacity Across Swimlanes](/planningboard/guides/capacity/capacity-normalization)** — Scale capacity values for consistent comparison\ **[Set Up Teams Service](/planningboard/guides/capacity/teams-service-setup)** — Connect Planningboard to the Polarion Teams service\ **[Track Vacation and Availability](/planningboard/guides/capacity/vacation-tracking)** — Account for time off in capacity calculations\ **[Configure Multi-Dimensional Capacity](/planningboard/guides/capacity/multi-capacity)** — Track more than one capacity dimension simultaneously ## Planning Workflows Move cards, manage backlogs, and run planning sessions. **[Drag and Drop Planning](/planningboard/guides/planning/drag-and-drop)** — Assign work items to Plans by dragging cards between columns\ **[Prioritize Work Items](/planningboard/guides/planning/prioritization)** — Reorder cards within a swimlane to set priority\ **[Create Plans](/planningboard/guides/planning/creating-plans)** — Add new Plans directly from the board\ **[Bulk Plan Creation](/planningboard/guides/planning/bulk-plan-creation)** — Create multiple Plans at once\ **[Use Plan Templates](/planningboard/guides/planning/plan-templates)** — Apply a template when creating Plans\ **[Visualize and Manage Dependencies](/planningboard/guides/planning/dependencies)** — Display and navigate dependency relationships between cards\ **[SAFe Planning Workflows](/planningboard/guides/planning/safe-planning)** — Run PI Planning and iteration planning with SAFe structures\ **[SAFe Plan Naming Conventions](/planningboard/guides/planning/safe-naming-conventions)** — Naming patterns for SAFe Plans recognized by the board\ **[Cross-Project Planning](/planningboard/guides/planning/cross-project-planning)** — Combine work items from multiple Polarion projects on one board\ **[Manage Unplanned Backlog](/planningboard/guides/planning/unplanned-backlog)** — Work with unassigned items in the sidebar ## Advanced Configuration Scripting and dynamic behaviour for complex setups. **[Item Scripts](/planningboard/guides/advanced/item-scripts)** — JavaScript scripts that run per card to compute values\ **[Config Scripts](/planningboard/guides/advanced/config-scripts)** — Scripts that generate widget configuration dynamically\ **[Data Scripts](/planningboard/guides/advanced/data-scripts)** — Scripts that transform or augment the work item dataset\ **[Template Functions](/planningboard/guides/advanced/template-functions)** — Functions available inside card and tooltip templates\ **[Dynamic Filtering with Page Parameters](/planningboard/guides/advanced/dynamic-filtering)** — Drive board filters from URL parameters at runtime\ **[Read-Only Mode](/planningboard/guides/advanced/read-only-mode)** — Lock the board to prevent drag-and-drop changes\ **[Custom Project Templates](/planningboard/guides/advanced/custom-templates)** — Package board configurations as reusable project templates\ **[Scripted Page Parameters](/planningboard/guides/advanced/scripted-page-parameters)** — Generate page parameter values programmatically ## Troubleshooting Table mapping common Planningboard issues to their troubleshooting guide **[Troubleshooting](/planningboard/guides/troubleshooting/index)** — Full troubleshooting index **KB Articles** * Swimlane Assignment Types * Planningboard Widget Parameters **Support Tickets** * [#6174](https://support.nextedy.com/helpdesk/tickets/6174) **Source Code** * `viewSetup.vm` * `Config.java`