> ## 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.

# User and Assignee Swimlanes

> Configure your Nextedy PLANNINGBOARD to display one swimlane per team member, giving you a clear view of individual workloads and enabling drag-and-drop planning across assignees.

## 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.

## 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

***

<Steps>
  <Step title="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.

    ***
  </Step>

  <Step title="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)**.

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-swimlane-assignment-types-https--68081107.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=a3cf9557d872f72ca1728a65bc006e21" alt="Swimlane assignment type dropdown showing Users (Assignee) option" width="726" height="584" data-path="planningboard/assets/images/article-swimlane-assignment-types-https--68081107.png" />
    </Frame>

    Once selected, two new fields appear: **User Role** and **Report Link**.

    ***
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-swimlane-assignment-types-https--bb47059f.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=2e391cf3b6922955e246bfe82277a837" alt="User Role configuration set to project_user" width="1454" height="456" data-path="planningboard/assets/images/article-swimlane-assignment-types-https--bb47059f.png" />
    </Frame>

    <Tip title="Use a narrower role to reduce noise">
      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.
    </Tip>

    ***
  </Step>

  <Step title="(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.

    ***
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-swimlane-assignment-types-https--0765c610.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=5152b6a512a57e5a68be326d7e2b34cc" alt="Planningboard showing one swimlane per assignee" width="768" height="918" data-path="planningboard/assets/images/article-swimlane-assignment-types-https--0765c610.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/zUlmOSLBIQ0HyaAX/planningboard/diagrams/guides/swimlanes/user-swimlanes/diagram-1.svg?fit=max&auto=format&n=zUlmOSLBIQ0HyaAX&q=85&s=559a2c9fab5fc99365ac30f72e2012ed" alt="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" width="700" height="340" data-path="planningboard/diagrams/guides/swimlanes/user-swimlanes/diagram-1.svg" />
    </Frame>

    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.

    ***
  </Step>
</Steps>

## 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**:

```properties theme={null}
nextedy.planningboard.activeTeamAssignmentsInPlanRangeOnly=true
```

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.

<Tip title="Property not applying after save?">
  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.
</Tip>

**Required setup for Plan-range filtering:**

| Requirement                       | Detail                                                |
| --------------------------------- | ----------------------------------------------------- |
| Polarion Teams & Team Assignments | Configured for the project                            |
| Planningboard swimlanes           | Set to Users (Assignee) derived from Team Assignments |
| Minimum version                   | 25.12.0                                               |

### 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.

***

## 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](/planningboard/guides/swimlanes/filtering-by-team) for a step-by-step walkthrough of the coordinated setup.

***

## Known limitations

<Warning title="Items with multiple assignees appear in only one swimlane">
  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.
</Warning>

<Warning title="Swimlane sort order is coupled to item sort order">
  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.
</Warning>

***

## 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.

***

## See also

* [Configure Swimlanes (Rows)](/planningboard/guides/configuration/swimlanes-configuration) — full reference for all swimlane widget parameters
* [Filter Swimlanes by Team](/planningboard/guides/swimlanes/filtering-by-team) — coordinate Team page parameters with a Plans query for team-scoped boards
* [Filter Swimlanes by Plan Range](/planningboard/guides/swimlanes/filtering-by-plan-range) — hide users outside the active plan window
* [Parent Item Swimlanes](/planningboard/guides/swimlanes/parent-item-swimlanes) — group rows by parent work item instead of assignee
* [Enumeration Field Swimlanes](/planningboard/guides/swimlanes/enum-swimlanes) — group rows by a custom field value such as team or component
* [Track User Capacity](/planningboard/guides/capacity/user-capacity) — add capacity bars to user swimlanes
* [Sort Swimlanes](/planningboard/guides/swimlanes/sorting-swimlanes) — control the vertical order of swimlane rows

<Accordion title="Sources">
  **KB Articles**

  * Swimlane Assignment Types
  * Filter user swimlanes by Plan range
  * Sorting of Swimlanes (Parent Item Assignment Type)

  **Support Tickets**

  * [#5922](https://support.nextedy.com/helpdesk/tickets/5922)
  * [#6681](https://support.nextedy.com/helpdesk/tickets/6681)
  * [#5760](https://support.nextedy.com/helpdesk/tickets/5760)

  **Source Code**

  * `PlanningBoardWidgetRenderer.java`
  * `licenseReadonly.cy.ts`
  * `PlanningBoardWidget.java`
  * `filterMultiSwimlaneRows.cy.ts`
  * `Config.java`
</Accordion>
