Create a New Board

To create a new planning board, on the Cross-Team PI Planner home screen, click the Create a new board button.

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Select the type of board you want to create. The board creation wizard will help you configure your board.

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See below for a guide to each template.

• Sprint PI Planning

• Roadmapping

• Agile Board

• Custom Board

Sprint PI Planning

When creating a board for sprint PI Planning, the wizard will walk you through the following steps:

• Sprint - Select details about your sprints, including the original start date, length of sprints, and total number of sprints.

• Teams - Add teams to the board, or use a team you've already set up. For each team, you will need to select the following:

  • Name - team name

  • Board - the board the team is working from

  • JQL Filter - used to only include issues from specific projects, issue types, etc.

  • Estimation - how work is estimated for the team

  • Default Sprint Limit - how much work can be assigned to each sprint

  • Sprints - which sprint should be used for each sprint location (column) on the board

• Dependencies -  Select the type of link dependency that will be used for this project. This link type will be used to identify dependency conflicts on the board.

• General - Provide basic information about the board, including name, description, and owner.

Roadmapping

The roadmapping template is used to plan for upcoming fix versions. The wizard will walk you through the following steps:

• Scope - Select the projects to add issues from, and use a JQL filter to narrow the scope of issues.

• Columns - Enter information about the fix versions you want to visualize: name your columns and select which fix version values should go in each. (Note: If you want to organize issues by something other than fix version, select a different field.) 

• Swimlanes - Choose how you want to group issues within a column. You can group by an issue field or link type.

• General - Provide general information about the board:

  • Name

  • Description

  • Estimate Type/Fields - how work is estimated: Story Points, Time Tracking, or Cards (the number of issues in a column)

  • Dependency Link Type - which link type will be visualized on the board and used to identify conflicts in the plan

  • Owner - who can configure the board

Agile Board

The agile board template helps you visualize statuses across teams and projects. The wizard will walk you through the following steps:

• Scope - Select the projects to add issues from, and use a JQL filter to narrow the scope of issues.

• Columns - Enter information about the statuses you want to visualize: name your columns and select which statuses should go in each. (Note: If you want to organize issues by something other than status, select a different field.) 

• Swimlanes - Choose how you want to group issues within a column. You can group by an issue field or link type.

• General - Provide general information about the board:

  • Name

  • Description

  • Estimate Type/Fields - how work is estimated: Story Points, Time Tracking, or Cards (the number of issues in a column)

  • Dependency Link Type - which link type will be visualized on the board and used to identify conflicts in the plan

  • Owner - who can configure the board

Custom Board

A custom board gives you the most flexibility for organizing and planning. You get to choose what fields are used for columns and swimlanes, based on those values important to your project. The wizard will walk you through the following steps:

• Scope - Select the projects to add issues from, and use a JQL filter to narrow the scope of issues.

• Columns - Choose the field that will be used to organize issues into columns, enter a name for each column, and select which field values should go in each.

• Swimlanes - Choose how you want to group issues within a column. You can group by an issue field or link type.

• General - Provide general information about the board:

  • Name

  • Description

  • Estimate Type/Fields - how work is estimated: Story Points, Time Tracking, or Cards (the number of issues in a column)

  • Dependency Link Type - which link type will be visualized on the board and used to identify conflicts in the plan

  • Owner - who can configure the board