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Planview Customer Success Center

Edit Lane Settings

Users with Board Manager or Board Administrator roles can edit individual lane settings directly from a board using a lane’s context menu. From there you can easily set or alter a lane’s WIP limit, change a lane’s title, edit a lane’s policy/description, and change how cards in the lane are sorted. Learn more about lanes here.

           

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Edit Lane Details

To edit a lane’s settings directly from the board, right-click the lane header or anywhere inside the lane and select Details... from the context menu.

The Lane Details dialog box will appear, and you will be able to edit the lane’s Title, WIP limit, or Policy / Description.

           

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Set Default Drop Lane

To make an in-process or backlog lane the default drop lane, right-click the lane header or anywhere inside the lane and select Set Default Drop Lane from the context menu.

Click Yes to confirm your choice.

           

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Edit Lane Sorting

To sort the order in which cards appear in a lane, right-click the lane header or anywhere inside the lane and hover over the Sort Cards By menu option.

Select a sort option of Priority, Planned Finish, or Entered Lane.

           

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