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User Profile & Board Settings

Manage your personal settings, configure your board experience, and access key resources, all from the profile menu.

Updated yesterday

Clicking your profile avatar (top right corner of the screen) opens a dropdown menu with access to your personal profile, board configuration, shortcuts, help resources, and more.

Profile

Click Profile to update your personal settings like name, email, and more.

RTE Cockpit

If you're an Admin or PI Admin, this option opens the RTE Cockpit directly in the Session Configuration of your current PI session.

Board Settings

Customize how you interact with the board using three configuration areas:

Input Device

Choose the input method that best matches your device for smooth navigation:

  • Auto – Automatically detect your device type

  • Mouse Mode – Ideal for right-click panning and scroll-wheel zooming

  • Trackpad Mode – Enables pinch to zoom and two-finger panning

Start by selecting the correct input device to avoid friction when zooming or navigating the board.

Sticky Notes

Adjust how sticky notes appear across the board:

  • Font – Choose the font used inside sticky notes

  • Text Alignment – Align text left, center, or right

Boards

Enable or disable additional board-wide features:

  • High Contrast Mode: Boost visual accessibility for all users

  • Overload on ART Planning Board: Show iteration overload colors directly on the ART Planning Board.

  • Show link lines permanently on Team Boards, Risk Boards, and Canvases_ Makes all connections visible by default.

  • Show link lines permanently on ART Planning Board: Same as above, for ART boards. This setting is turned on by default.

  • Sticky Line-Up Distance (%): Define spacing when lining up multiple sticky notes.

Keyboard Shortcuts

View the full list of available shortcuts to work faster and navigate more easily.

Help & Resources

Access support and learning materials quickly:

  • Help – Opens the in-app help center

  • Documentation – Opens the full help center in a new browser tab

  • Release Notes – Read the latest product updates and improvements

  • Getting Started in 20 Minutes – Watch quick tutorial videos to get up to speed

Connection Status

Check your connection health and troubleshoot any issues with sync or performance.

Logout

Click to safely log out of your piplanning.io account.

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