Managing projects with Quick Planner

Quick Planner can help you to simplify your project planning and speed your workflow. Create work boards and plan boards to track your work and the team's work; to quickly create work items and assign attributes by using easy access icons and keyboard shortcuts; and to locate work items through searches and filters.

To open Quick Planner, from the menu, click Plans > Quick Planner. You can also open Quick Planner from the Welcome page.

When you open Quick Planner, you can choose between two options: to create a work board or a plan board.

  • Work board: Use a work board for tracking work items of an individual or a team.
  • Plan board: Use a plan board to plan the release.

In the case of both a work board and a plan board, you can select a preconfigured board or create one from scratch.