> ## 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.

# Card Quick Actions

> Card quick actions are contextual controls that appear on a card when you hover over it.

## Overview

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/vfRg9jxXRntLqZFW/planningboard/diagrams/reference/ui-elements/card-quick-actions/diagram-1.svg?fit=max&auto=format&n=vfRg9jxXRntLqZFW&q=85&s=94d1c3213f69ae81df2996276889d7ff" alt="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" width="640" height="230" data-path="planningboard/diagrams/reference/ui-elements/card-quick-actions/diagram-1.svg" />
</Frame>

The three quick actions appear in the upper-right corner of the card, from left to right:

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-eb335660.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=9f60770923837e1bf062fe5481aa0b0d" alt="Work item card AP-130 showing the three quick action icons (Show Links, Add Link, Unplan) in its upper-right corner" width="588" height="112" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-eb335660.png" />
</Frame>

| Position     | Action      | One-line description                                      |
| ------------ | ----------- | --------------------------------------------------------- |
| 1st (left)   | Show Links  | Filters the board to this card and its linked cards only  |
| 2nd (middle) | Add Link    | Enters link-creation mode to connect this card to another |
| 3rd (right)  | Unplan Item | Moves this card back to the Unplanned section             |

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.

***

## Actions Reference

### Show Links

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-e88d8631.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=754bb842fef3d1919b0f95620e31269e" alt="Show Links quick action icon — a target/bullseye symbol" width="118" height="114" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-e88d8631.png" />
</Frame>

**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](/planningboard/reference/ui-elements/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.

<Note title="Show Links vs Show Dependencies">
  **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](/planningboard/reference/ui-elements/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.
</Note>

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/vfRg9jxXRntLqZFW/planningboard/diagrams/reference/ui-elements/card-quick-actions/diagram-2.svg?fit=max&auto=format&n=vfRg9jxXRntLqZFW&q=85&s=c458286d629658d95085054437d6459f" alt="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" width="560" height="360" data-path="planningboard/diagrams/reference/ui-elements/card-quick-actions/diagram-2.svg" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-b7821c28.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=a5c385ff4048f71abc1ae69e745e5aa3" alt="Board after Show Links: only AP-117 and its linked card AP-191 remain visible, connected by a link line across swimlane columns" width="1578" height="356" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-b7821c28.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-955ae5db.gif?s=5a764d48231cb0aade9721195cc72395" alt="Animated board view showing the result after Show Links is activated, with linked cards highlighted and unrelated cards hidden" width="1578" height="536" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-955ae5db.gif" />
</Frame>

***

### Add Link

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-69878530.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=6ea9d9f1a057bf4d7a3b5973ffb3e55e" alt="Add Link quick action icon — a chain/link symbol" width="114" height="110" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-69878530.png" />
</Frame>

**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.

<Tip title="Inspecting links after creation">
  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.
</Tip>

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/vfRg9jxXRntLqZFW/planningboard/diagrams/reference/ui-elements/card-quick-actions/diagram-3.svg?fit=max&auto=format&n=vfRg9jxXRntLqZFW&q=85&s=8b943455b805927671ccae70e7fe64fa" alt="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" width="560" height="260" data-path="planningboard/diagrams/reference/ui-elements/card-quick-actions/diagram-3.svg" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-2c8d0604.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=b1d92f66b34e790bab7ee453b5cb84c3" alt="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" width="1578" height="536" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-2c8d0604.png" />
</Frame>

***

### Unplan Item

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-6607968f.png?fit=max&auto=format&n=f2B5Oj-k4j8GirhH&q=85&s=8bec166e48189de2557cd31b3eadc267" alt="Unplan Item quick action icon — a calendar with an X mark" width="124" height="116" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-6607968f.png" />
</Frame>

**Behavior:** Clicking this action removes the card from its current Plan column on the board and moves it to the [Unplanned sidebar](/planningboard/reference/ui-elements/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.

<Warning title="Verified items cannot be unplanned">
  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.
</Warning>

***

## 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:

| User type       | Quick action availability                                         |
| --------------- | ----------------------------------------------------------------- |
| Licensed user   | All three quick actions are visible on hover and fully functional |
| Unlicensed user | Quick actions are not available; the board is read-only           |

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 {/* TODO: verify against the live product */}.
* Drag-and-drop is also blocked — cards cannot be moved even if dragged.

See [License Panel](/planningboard/reference/ui-elements/license-panel) for details on license states and how to obtain a license.

***

## 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.

***

## Interaction Summary

| Action      | Trigger                                              | Reversible?                                 | Side effects on other cards                    |
| ----------- | ---------------------------------------------------- | ------------------------------------------- | ---------------------------------------------- |
| Show Links  | Hover card → click Show Links icon                   | Yes — click again or refresh board          | Hides all cards not linked to this card        |
| Add Link    | Hover card → click Add Link icon → click target card | Yes — use red icon to delete link           | Shows link icon on all other cards during mode |
| Unplan Item | Hover card → click Unplan Item icon                  | Yes — drag card back from Unplanned section | None                                           |

***

## 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 {/* TODO: verify against the live product */}. Consult the [Widget Parameters](/planningboard/reference/widget-parameters/ui-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.

***

## Related Pages

* [Toolbar Controls](/planningboard/reference/ui-elements/toolbar) — board-level controls including Show Dependencies (all links at once), Refresh, Collapse/Expand All, and Prioritize
* [Unplanned Sidebar](/planningboard/reference/ui-elements/sidebar) — where cards go after the Unplan Item action; filtering, searching, and drag-and-drop back to the board
* [Swimlane Controls](/planningboard/reference/ui-elements/swimlane-controls) — per-swimlane collapse, expand, and capacity information
* [Basic Board Interactions](/planningboard/getting-started/basic-interactions) — drag-and-drop planning, clicking cards to open the properties sidebar, and scroll/swimlane position preservation
* [UI Elements](/planningboard/reference/ui-elements/index) — full index of Planningboard UI element reference pages
* [License Panel](/planningboard/reference/ui-elements/license-panel) — license status display and what read-only mode affects

<Accordion title="Sources">
  **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`
</Accordion>
