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What you will achieve

After following this guide, each row on your board represents one user who holds a specified role in the project. Cards appear in the swimlane of the work item’s assignee, and you can drag cards between rows to reassign work.

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Prerequisites

  • A Planningboard widget already embedded on a Polarion LiveDoc or Wiki page
  • Users added to the project with a defined role (for example, project_user)
  • Basic familiarity with the Widget Parameters panel
1

Open the Widget Parameters panel

  1. Navigate to the page containing your Planningboard widget.
  2. Expand the Tools area and click the Edit button for the widget.
  3. The Widget Parameters panel opens on the right side of the page.
2

Set the Assignment Type to Users (Assignee)

  1. In the Widget Parameters panel, locate the Swimlanes (Rows) section.
  2. Open the Assignment Type dropdown.
  3. Select Users (Assignee).
Swimlane assignment type dropdown showing Users (Assignee) option
Once selected, two new fields appear: User Role and Report Link.
3

Set the User Role

The User Role field controls which project role determines who appears as a swimlane. Only users who hold this role in the current project are shown as rows on the board.Set User Role to the role ID you want to use. For most projects the value is project_user. Check your Polarion project’s role configuration under Administration > User Management > Roles to confirm the correct role ID.
User Role configuration set to project_user
If your project has many users, create or choose a role that is assigned only to active team members. A more targeted role keeps the board focused and avoids empty swimlanes for inactive users.
4

(Optional) Add a Report Link

The Report Link field lets you attach a Polarion report URL to each swimlane. When set, a link icon appears next to each user’s swimlane header, opening the report filtered for that user’s work.Leave this field empty if you do not need per-user report navigation.
5

Save and review the board

Click Save in the Widget Parameters panel. The board reloads and now displays one swimlane per user who holds the configured role.
Planningboard showing one swimlane per assignee
Board layout in Users (Assignee) mode showing one swimlane per user (Alex Seller, Carl User, Not Assigned / Other) with task cards placed under Sprint 1, 2, and 3 columns
Work items whose assignee does not match any swimlane row (unassigned, or assigned to a user without the configured role) appear in a Not Assigned / Other swimlane at the bottom.

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Filtering swimlanes by Plan range (version 25.12.0+)

When user swimlanes are derived from Team Assignments, you can hide users who have no active Team Assignment within the date range of the currently displayed Plans. This keeps the board focused on team members who actually have capacity in the shown timeframe. To enable this behavior, add the following property to Administration > Configuration Properties:
Once enabled, users whose Team Assignments fall entirely outside the Plans shown on the board are hidden. Any work items previously assigned to those users move to the Not Assigned / Other swimlane.
If the setting does not take effect immediately, make a minor edit to any Configuration Property and save again. This forces Planningboard to reload its configuration.
Required setup for Plan-range filtering:

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Deprecated alternative

An earlier approach (nextedy.planningboard.activeTeamAssignmentsOnly=true) hid users with past-only assignments regardless of the Plans shown. This property was introduced in version 25.3.0 and deprecated in version 25.12.0. Use activeTeamAssignmentsInPlanRangeOnly instead.

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Filtering the board by team

If you want swimlanes to show only users from a specific team (rather than all users with the configured role), you must configure two things together:
  1. Team page parameter — filters which users appear as swimlane rows
  2. Plans query — filters which iterations (Plans) appear as columns, scoped to the same team
Configuring only one of the two leads to a mismatch: swimlanes show the team’s users but columns still include all iterations, or vice versa. See Filter Swimlanes by Team for a step-by-step walkthrough of the coordinated setup.

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Known limitations

When a work item has more than one assignee, Planningboard currently places the card in only one user’s swimlane — it does not duplicate the card across all assignees’ rows. If your team regularly co-assigns items, be aware that the other assignees’ rows will not reflect those items. An enhancement to display items under all assigned users’ swimlanes is being tracked.
The order in which user swimlanes appear is controlled by the swimlane sort setting (default: alphabetical). There is no independent sort order for swimlanes separate from item ordering — changing the item sort affects the overall board layout.

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Verification

After saving your Widget Parameters, you should now see:
  • One labeled swimlane row per user who holds the configured role in the project
  • Work item cards placed in the row matching their assignee
  • A Not Assigned / Other row at the bottom for items with no matching assignee
  • If Plan-range filtering is enabled: users with no Team Assignment in the displayed Plans’ date range are no longer visible
If users you expect are missing, verify their role assignment under Administration > User Management > Roles and confirm the User Role field in the widget matches the role ID exactly.

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See also

KB Articles
  • Swimlane Assignment Types
  • Filter user swimlanes by Plan range
  • Sorting of Swimlanes (Parent Item Assignment Type)
Support TicketsSource Code
  • PlanningBoardWidgetRenderer.java
  • licenseReadonly.cy.ts
  • PlanningBoardWidget.java
  • filterMultiSwimlaneRows.cy.ts
  • Config.java
Last modified on July 9, 2026