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Overview

Work item card with three quick action icons in its upper-right corner (Show Links, Add Link, Unplan Item) and pointer lines labeling each icon
The three quick actions appear in the upper-right corner of the card, from left to right:
Work item card AP-130 showing the three quick action icons (Show Links, Add Link, Unplan) in its upper-right corner
Quick actions are available on every card that represents a work item on the board. They are only visible on hover — they do not occupy permanent space on the card face — so the card display remains clean when not in use.

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Actions Reference

Show Links quick action icon — a target/bullseye symbol
Behavior: Clicking this action filters the board to show only the selected card and any cards that have a direct link to it. All other cards on the board are hidden while this mode is active. This gives a focused, clutter-free view of the dependencies and relationships for a single work item.
  • All cards that are directly linked to the selected card (in any direction) remain visible.
  • All cards with no direct link to the selected card are hidden.
  • The selected card itself stays in its position within its swimlane and column.
  • To return to the full board view, click the Show Links action on the same card again, or use the Refresh data button in the toolbar.
This action is useful for quickly auditing a card’s relationships — for example, confirming that a Story has a “depends on” link to the blocking item before planning it into a sprint.
Show Links (card quick action) is a per-card, focused filter: it hides all cards not directly linked to the selected card. Show Dependencies in the toolbar is a board-level toggle that renders all link lines across all cards simultaneously without hiding any cards. Use Show Links for inspecting one card’s connections; use Show Dependencies for a board-wide dependency overview.
Board before and after Show Links: all five cards visible across Sprint 1, Sprint 2, and Backlog columns before, then only WI-1 and its linked cards WI-3 and WI-4 visible after, with WI-2 and WI-5 hidden
Board after Show Links: only AP-117 and its linked card AP-191 remain visible, connected by a link line across swimlane columns
Animated board view showing the result after Show Links is activated, with linked cards highlighted and unrelated cards hidden
Add Link quick action icon — a chain/link symbol
Behavior: Clicking this action enters link-creation mode. The same link icon then appears on every other card currently displayed on the board. Click a second card to create a link between the originating card and that target card.
  • When Add Link mode is active, every other card shows the link icon.
  • A red icon on a target card indicates a link between that target and the originating card already exists. Clicking a card with the red icon opens the option to delete that existing link.
  • After the link is created or an existing link is deleted, the board exits link-creation mode and returns to the normal view.
  • If you change your mind and do not want to create a link, click the originating card’s link icon again (or click away from all cards) to cancel link-creation mode.
Link creation and deletion here operate on Polarion work item links — the same links that appear in the work item’s Links tab inside Polarion. Changes are persisted to Polarion immediately.
After using Add Link to create a connection, use Show Links on the same card to verify the full set of connections now attached to it.
Add Link mode with WI-1 as the originating card: WI-2 and WI-4 show a green add icon for creating a new link, WI-3 shows a red icon indicating an existing link that can be deleted
Board in Add Link mode: most cards show the blue Add Link icon for creating a new link, while AP-191 shows a red icon indicating an existing link that can be deleted

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Unplan Item

Unplan Item quick action icon — a calendar with an X mark
Behavior: Clicking this action removes the card from its current Plan column on the board and moves it to the Unplanned sidebar. The work item’s Plan assignment is cleared.
  • The card appears in the Unplanned section immediately after the action.
  • The card is removed from the Plan (column) it was previously assigned to.
  • This action is functionally equivalent to dragging the card from the board back into the Unplanned section.
  • After unplanning, the card is available to be dragged back to any Plan column on the board.
Cards with the Verified status are locked on the board. The Unplan Item quick action has no effect on verified work items, and drag-and-drop movement is also blocked for them. This lock applies to all card interactions — not just the quick action — to prevent accidental changes to completed, verified work.

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Behavior Under License Restrictions

Quick actions are part of the interactive editing surface of the board. Nextedy PLANNINGBOARD enforces license-based access control. Unlicensed users can view the full board but cannot make any changes: Specifically, for unlicensed users:
  • The Unplan Item action is not accessible (the Unplanned sidebar is also hidden).
  • The Add Link action is not accessible.
  • The Show Links action availability for read-only users is .
  • Drag-and-drop is also blocked — cards cannot be moved even if dragged.
See License Panel for details on license states and how to obtain a license.

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Accessibility and Card Identification

Cards on the board are identified by an aria-label attribute that contains the work item ID and title (for example, MAP-531 - Fix login screen). This label is used by assistive technologies and is also what appears when the browser’s accessibility tree reads a card. The quick action icons inherit their context from the parent card’s label.

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Interaction Summary

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Edge Cases and Limitations

  • Verified items: Cards in Verified status cannot be moved or unplanned via any mechanism, including quick actions and drag-and-drop.
  • Show Links scope: Show Links only reveals direct (one-hop) links. Cards linked to the selected card’s linked cards (two-hop) are not shown.
  • Add Link scope: Link-creation mode only shows cards that are currently rendered on the board (visible in their swimlanes and columns). Cards in the Unplanned section are not targetable in Add Link mode.
  • Link type: The specific link role used when creating a link via Add Link is . Consult the Widget Parameters for any configuration affecting link behavior.
  • Unlicensed read-only: All card editing actions, including quick actions, are blocked for unlicensed users. The board remains fully visible for transparency and collaboration.
  • Toolbar Controls — board-level controls including Show Dependencies (all links at once), Refresh, Collapse/Expand All, and Prioritize
  • Unplanned Sidebar — where cards go after the Unplan Item action; filtering, searching, and drag-and-drop back to the board
  • Swimlane Controls — per-swimlane collapse, expand, and capacity information
  • Basic Board Interactions — drag-and-drop planning, clicking cards to open the properties sidebar, and scroll/swimlane position preservation
  • UI Elements — full index of Planningboard UI element reference pages
  • License Panel — license status display and what read-only mode affects
KB Articles
  • Planningboard interface & basic interactions
Source Code
  • unplanned_sidebar.js
  • viewLicense.vm
  • widget.vm
  • licenseReadonly.cy.ts
  • enum-rows-filter-folder-scope.cy.ts
Last modified on July 9, 2026