Toolbar Controls - Nextedy Documentation

The following table lists every toolbar button in the order they appear. All buttons are toggle or action controls — they do not require widget parameter configuration to be visible unless noted.

Button	Label	Type	Description
Collapse all	Collapse all	Action	Collapses all swimlanes at once, hiding their card rows and showing only the swimlane header. Equivalent to clicking each swimlane’s individual collapse control.
Expand all	Expand all	Action	Expands all collapsed swimlanes, restoring their card rows. Individual swimlane collapse state is reset.
Refresh	Refresh data	Action	Reloads board data from the server. Use after making changes in Polarion that are not yet reflected on the board, or after another user has modified planned items.
Toggle Resource Load	Toggle Resource Load visualization	Toggle	Shows or hides capacity bars in each swimlane and Plan column, indicating the current load per assignee. Must be configured via widget parameters to produce meaningful values (see Capacity Parameters).
Show Unplanned	Show Unplanned	Toggle	Shows or hides the Unplanned sidebar on the right side of the board. The sidebar holds work items not yet assigned to a Plan. See Unplanned Sidebar for full details.
Create New Plan	Create New Plan	Action	Creates a new Plan (board column) from the configured template, using the New Plan widget parameters (Template ID, Parent ID, Plan Name/ID Pattern, Duration). See Creating Plans.
Prioritize	Prioritize	Toggle	Enables Prioritization mode on the board. In this mode, cards can be reordered within swimlanes to set planning priority. Drag-and-drop scheduling is blocked while Prioritize is active.
Show Dependencies	Show Dependencies	Toggle	Displays all dependency links between cards simultaneously across the entire board. This is a board-wide view; for link visibility on a single card, use the Show Links quick action on the card. Requires dependency display to be enabled via widget parameters.

The icons below correspond to each toolbar button in the order they appear:

Collapse all swimlanes toolbar icon — a square with a minus/dash symbol

Expand all swimlanes toolbar icon — a square with a plus symbol

Refresh data toolbar icon — a circular arrow

Toggle Resource Load visualization toolbar icon — a person silhouette with a speedometer gauge

Show Unplanned toolbar icon — two side-by-side rectangles representing the panel toggle

Prioritize toolbar icon — up and down arrows indicating priority reordering

Show Dependencies toolbar icon — a grid with a link chain symbol representing board-wide dependency display

Collapse and Expand Controls

Collapse and expand operate at two levels:

Toolbar level — Collapse all and Expand all apply to every swimlane simultaneously.
Swimlane level — Individual swimlane headers can be clicked to collapse or expand that swimlane independently. See Swimlane Controls.

Toolbar with Collapse All, Expand All, Refresh, Load, Unplanned, New Plan, Prioritize, and Dependencies buttons, above a board area with Swimlane A and Swimlane B rows crossing Sprint 1, Sprint 2, and Sprint 3 plan columns containing cards

Show Dependencies vs. Show Links

Two separate mechanisms exist for viewing dependencies between cards. They operate at different scopes:

Mechanism	Scope	Location	Activation
Show Dependencies	All cards on the board simultaneously	Toolbar	Toolbar toggle button
Show Links	Single selected card and its linked cards	Card quick action	Hover over card → quick action icon

When Show Dependencies is active, all cards not involved in any link are hidden and all dependency links are drawn across the board. When Show Links is used from a card, only that card’s linked cards remain visible and all others are hidden.

The Show Dependencies toolbar button requires that dependency display is enabled in the widget configuration. If the button is absent or non-functional, check the relevant widget parameter. See UI and Display Parameters.

Toggle Resource Load Visualization

The Toggle Resource Load visualization button shows or hides capacity bars on the board. Capacity bars appear in swimlane rows and Plan column headers to indicate how much capacity has been consumed relative to available capacity.

When toggled on, each swimlane cell and Plan column header displays a progress bar reflecting the current load.
When toggled off, capacity bars are hidden and the board displays cards only.

Capacity bar behavior depends on the capacity mode configured in widget parameters:

Capacity Mode	Bars shown at	Description
Single capacity	Plan column level	One bar per column, shared across all swimlanes
Multi-capacity	Per swimlane cell	Each swimlane cell shows its own bar keyed to that resource’s capacity
User capacity	Per-user swimlane	Capacity derived from each user’s defined capacity

When you hover over a capacity bar in a Plan column header, a tooltip appears with detailed capacity information for that Plan. This tooltip is only available when capacity is configured. See Capacity Parameters.

Prioritize Mode

When Prioritize is active:

Cards within each swimlane can be reordered by dragging to set planning priority.
Drag-and-drop scheduling (moving a card from the Unplanned sidebar onto the board, or between Plan columns) is blocked while Prioritize is active.
The board remains read-only for plan assignment operations until Prioritize is toggled off.

Prioritization affects item sort order within swimlanes. The default sort order when Prioritize is off is: resource name → start date → priority or custom sort field → ID as tiebreaker.

While Prioritize mode is active, you cannot drag cards between columns or from the Unplanned sidebar. Toggle Prioritize off before reassigning items to Plans.

The Show Unplanned button toggles the Unplanned sidebar that appears on the right side of the board. The sidebar holds all work items that match the board’s query but are not yet assigned to a Plan.

When hidden, the full horizontal width of the browser window is available for the board area.
The sidebar preference is not automatically saved between sessions.

For full sidebar reference including filtering, search, and drag-and-drop behavior, see Unplanned Sidebar.

Refresh Data

The Refresh data button reloads the board’s data from the Polarion server without reloading the entire page. Use it when:

Another user has made changes to planned items and you want to see the current state.
You have made changes in Polarion directly (e.g., via the work item editor) and want the board to reflect them.
After a save operation in the Work Item Properties sidebar, the board preserves scroll and swimlane position. A manual refresh will reload all data from the server.

Toolbar icon buttons in the upper-left corner of the Planningboard: Collapse All, Expand All, Refresh, Load, Unplanned, Prioritize, and Dependencies

Unplanned Sidebar — full reference for the Unplanned sidebar panel
Card Quick Actions — card-level actions including Show Links, Add Link, and Unplan
Swimlane Controls — individual swimlane expand/collapse and other per-row controls
Capacity Parameters — widget parameters controlling capacity bar behavior
UI and Display Parameters — widget parameters for dependency display and other UI options
Assignment Modes — how swimlanes are populated (affects what the Resource Load visualization shows)

Sources

KB Articles

Planningboard interface & basic interactions

Source Code

unplanned_sidebar.js
enum-rows-filter-folder-scope.cy.ts
widget.vm
viewLicense.vm
license-panel.js

​Toolbar Button Reference

​Toolbar Icon Reference

​Collapse and Expand Controls

​Show Dependencies vs. Show Links

​Toggle Resource Load Visualization

​Prioritize Mode

​Show Unplanned Sidebar

​Refresh Data

​Toolbar Layout Diagram

​Related Reference Pages

Toolbar Button Reference

Toolbar Icon Reference

Collapse and Expand Controls

Show Dependencies vs. Show Links

Toggle Resource Load Visualization

Prioritize Mode

Show Unplanned Sidebar

Refresh Data

Toolbar Layout Diagram

Related Reference Pages