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General piplanning.io Functionality FAQs

Updated over 9 months ago

Create Sticky Notes


Welcome to the guide on creating sticky notes in Piplanning. Follow these engaging steps to efficiently utilize the sticky note feature for employee training purposes.

1. Click here

Click here

2. Select the sticky type to create

Click the selected button

Select the sticky type to create

3. With a right mouse click, you can select "Create New Sticky Note" from the list

Initiate the creation of a new sticky note.

With a right mouse click, you can select 'Create New Sticky Note' from the list

4. Select the Sticky Type to be created

Select the category for your sticky note.

Select the Sticky Type to be created


Change Sticky Notes


This guide will walk you through changing the sticky type in your Piplanning application. By following the precise instructions provided, you will be able to navigate the interface seamlessly and complete the task efficiently.

1. Select the sticky you want to change

Access the "User Story" module.

Select the sticky you want to change

2. Click the sticky color in the menu above

Click here

Click the sticky color in the menu above

3. Select the new sticky type in the list drop-down

Choose the "Sticky Note" option.

Select the new sticky type in the list drop-down


Linking Sticky Notes and Objectives


Enhance your employees' skills by efficiently linking Sticky Notes and Objectives using Piplanning. This guide will walk you through the necessary steps to streamline the process.

1. Select the Feature you want to attach to an objective

Open the "COST of" section.

Select the Feature you want to attach to an objective

2. Select the pin to drag the string directly to the objective

Click here

Select the pin to drag the string directly to the objective

3. You can validate the link by seeing the item count increase

You can validate the link by seeing the item count increase

4. You can also see in list view by clicking into the objective links

Choose a Team from the list.

You can also see in list view by clicking into the objective links


How to create a Dependency in piplanning.io


This guide will show you how to create a dependency in Piplanning. Follow the instructions below to easily add dependencies to your tasks and manage project timelines efficiently.

1. Click "Create new sticky note"

Click on "Create new sticky note"

Click 'Create new sticky note'

2. Click "Create new sticky note"

Click on "Create new sticky note"

Click 'Create new sticky note'

3. Click "Dependency"

Click on "Dependency"

Click 'Dependency'

4. Fill "Working conversation"

Enter "Working conversation"

Fill 'Working conversation'

5. Select the pin at the bottom of the dependency

Click the selected option

Select the pin at the bottom of the dependency

6. Drag the string to the work item you want to connect it to

Click on "24.1.2CapacityLoadNov 28 - Dec 11"

Drag the string to the work item you want to connect it to

7. Select "No Team" to view list of possible teams for delivery

Click on "No team"

Select 'No Team' to view list of possible teams for delivery

8. Click "FulfillmentTeam"

Click on "FulfillmentTeam"

Click 'FulfillmentTeam'

9. Let's toggle to the receiving team's view

Click on "Mangoes - ADO"

Let's toggle to the receiving team's view

10. Click "FulfillmentTeam"

Click on "FulfillmentTeam"

Click 'FulfillmentTeam'

11. Click "24.1.2CapacityLoadNov 28 - Dec 11"

Click on "24.1.2CapacityLoadNov 28 - Dec 11"

Click '24.1.2CapacityLoadNov 28 - Dec 11'

12. The receiving team can now connect their work items to the dependency

Select this option

The receiving team can now connect their work items to the dependency

13. Click "24.1.2CapacityLoadNov 28 - Dec 11"

Click on "24.1.2CapacityLoadNov 28 - Dec 11"

Click '24.1.2CapacityLoadNov 28 - Dec 11'

14. Select the gray bubble on the bottom left corner

Click on "Back end work"

Select the gray bubble on the bottom left corner

15. We can now see a list of connected work items

Navigate here

We can now see a list of connected work items

16. We can now Mirror this dependency to the ART Planning Board

Click here

We can now Mirror this dependency to the ART Planning Board

17. Click "ART Planning Board"

Click on "ART Planning Board"

Click 'ART Planning Board'


How to Change Profile Languages in piplanning.io


This guide will walk you through changing the language settings in Piplanning, allowing you to customize your profile to your preferred language. Currently available languages are English, French, Japanese, Portuguese, and Spanish.

1. Click "Your Profile"

Navigate to your profile settings.

Click 'C'

2. Click "Profile"

Access your personal settings.

Click 'Profile'

3. Click the "Language" dropdown

Select your preferred language from the options provided.

Click 'English  Español  Português  日本語  Français'

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