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Planning workflow overview: cards drag from the Unplanned Backlog into Plan columns (Sprint 1, Sprint 2, Sprint 3, ...), organized into swimlane rows with per-cell capacity bars

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Drag and Drop

Drag and Drop Planning — Move cards between Plans and swimlanes interactively; covers scheduling, rescheduling, and move behaviour.

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Prioritization

Prioritize Work Items — Reorder cards within a Plan column to reflect delivery priority.

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Creating and Managing Plans

Create Plans — Add new Polarion Plans to the board directly from the widget. Bulk Plan Creation — Generate multiple Plans at once using a template-driven approach. Use Plan Templates — Define and apply reusable Plan templates to standardise sprint or release setup.

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Dependencies

Visualize and Manage Dependencies — Display dependency links between work items across Plans and act on blockers.

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SAFe Planning

SAFe Planning Workflows — Organise Program Increments and iterations using SAFe swimlane and Plan conventions. SAFe Plan Naming Conventions — Name Plans consistently so the board groups and filters them correctly in SAFe contexts.

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Backlog and Cross-Project Work

Manage Unplanned Backlog — Work with the unplanned sidebar to hold and triage items not yet assigned to a Plan. Cross-Project Planning — Display work items from multiple Polarion projects on a single board.
Starting outIf you are new to planning on Planningboard, begin with Drag and Drop Planning and Prioritize Work Items to get comfortable with the core interaction model, then explore Plan creation and SAFe workflows as your process matures.