Personalize the EAP Planning board

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • Choose metrics and indicators to be shown on cards so that key information is available at a glance on the Planning board in Enterprise Agile Planning workspace.

    Before you begin

    Role required: sn_apw_advanced.eap_user

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Enterprise Agile Planning.
    2. From the Agile structure section of the left navigation panel, select your EAP Team.
    3. From the Planning board, select the Planning board personalize panel icon (Personalize icon.).
    4. From the Personalize side panel, update one or more of the following:
      • Selections of vertical lane and horizontal lane grouping.
        Note:
        When State is selected as the vertical lane, the columns displayed on the Planning board are based on the Agile methodology (Scrum or SAFe) for the selected EAP team.
      • Card size: Compact or Full.

        Compact and Full work item cards in EAP planning board.

      • Indicators and data points that you want displayed on the cards.
      The selections are automatically applied to the cards. The following screenshot shows an ART planning board and its personalization options.

      Personalizing data on story cards in EAP Planning board.

    5. After making all the required selections, close the side panel.