> ## 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.

# Guides

> These how-to guides walk you through configuring a Nextedy SCHEDULER board and running day-to-day planning on it.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

Each guide is a self-contained task. The setup guides are written for whoever owns the page that hosts the board; the planning guides are written for the people who use it every day.

If you have not seen a Scheduler board yet, start with [Getting Started](/scheduler/getting-started/index) -- it installs the extension and gets a first board on screen. If you want to understand *why* the board behaves as it does before configuring it, read [Concepts](/scheduler/concepts/index) first.

## Set Up a Board

<Columns cols={2}>
  <Card title="Add the Scheduler Widget" icon="puzzle-piece" href="/scheduler/guides/add-the-scheduler-widget">
    Place the widget on a page and fill in the parameters that matter: the work item query, Data Mapping, Plans Type, the Unplanned sidebar, Card Height and Tooltip Fields.
  </Card>

  <Card title="Configure Swimlanes" icon="table-columns" href="/scheduler/guides/configure-swimlanes">
    Choose whether rows are project users or the options of an enumeration field, and handle the field errors an unsuitable Field ID produces.
  </Card>
</Columns>

## Plan Work on the Board

<Columns cols={2}>
  <Card title="Schedule and Reschedule Tasks" icon="calendar-days" href="/scheduler/guides/schedule-and-reschedule-tasks">
    Drop items from the Unplanned sidebar onto a row, drag bars to move them, change a task's length, and unplan a task without deleting it.
  </Card>

  <Card title="Create Tasks on the Timeline" icon="square-plus" href="/scheduler/guides/create-tasks-on-the-timeline">
    Enable creation on the board, pick the work item type it produces, and create a real Polarion work item straight from an empty timeline cell.
  </Card>

  <Card title="Link Task Dependencies" icon="link" href="/scheduler/guides/link-task-dependencies">
    Configure a Dependency Role, connect two tasks with the Add Link handle, and read the arrows that Show Dependencies draws.
  </Card>
</Columns>

## Work With What the Board Shows

<Columns cols={2}>
  <Card title="Filter the Unplanned Sidebar" icon="filter" href="/scheduler/guides/filter-the-unplanned-sidebar">
    Narrow the backlog with saved queries, per-swimlane filters, the resolved toggle and free-text search -- and read the item count that tells you how much is hidden.
  </Card>

  <Card title="Navigate the Timeline" icon="compass" href="/scheduler/guides/navigate-the-timeline">
    Zoom the day columns, jump back to today, collapse and expand rows, and switch the resource-load visualization on and off.
  </Card>
</Columns>

## Go Further

<Columns cols={2}>
  <Card title="Advanced Configuration" icon="sliders" href="/scheduler/guides/advanced-configuration">
    Shape the timeline window with Days Back and Days Forward, adjust individual cards with the Item Script, and hook the whole board's configuration with the Config Script.
  </Card>
</Columns>

<Tip>
  Setting a board up for the first time? Work through [Add the Scheduler Widget](/scheduler/guides/add-the-scheduler-widget), then [Configure Swimlanes](/scheduler/guides/configure-swimlanes) -- between them they decide what appears on the board and which rows it appears in. Once the board shows the right items, hand your team [Schedule and Reschedule Tasks](/scheduler/guides/schedule-and-reschedule-tasks); it covers everything they need for daily planning. Add [Link Task Dependencies](/scheduler/guides/link-task-dependencies) only when you have decided which Polarion link role represents sequencing in your project.
</Tip>

## Related Sections

| Section                                             | Use it for                                                                |
| --------------------------------------------------- | ------------------------------------------------------------------------- |
| [Getting Started](/scheduler/getting-started/index) | Installing the extension and getting a first board on screen              |
| [Concepts](/scheduler/concepts/index)               | The model behind the board -- swimlanes, capacity, dates and dependencies |
| [Reference](/scheduler/reference/index)             | Parameter defaults, toolbar labels, colour bands and administration pages |
| [Frequently Asked Questions](/scheduler/faq/index)  | Short answers to the questions the board raises most often                |

<LastReviewed date="2026-08-05" />