Select any sticky note and the Sticky Note Toolbar appears just above it. It provides easy access to a myriad of actions to the note you're working on. Wether you are brainstorming, planning, analyzing or reviewing the sticky notes lifecycle, the actions available on the toolbar will help.
The toolbar adapts to context. The actions you see on the toolbar depend on the sticky note type, the board you are viewing it on, and whether you're in Plan or Execution mode. You'll only see what's relevant to the moment.
The toolbar is one part of a wider set of tools to help support and facilitate the human-centered behaviors needed to increase collaboration and coordination at scale.
What you can do from the Toolbar menu icons
Action | What it does |
Sticky Note Type | Change the note's type without recreating it. |
Status | Status of a Work Item sticky note. Syncs with ALM tools. |
ALM Key | Go straight to the linked item in your ALM tool (Jira, Rally or Azure DevOps). |
Link | Link modal to create and manage links with other sticky notes. Alternatively use drag-and-drop string to create links. |
Mirror | Mirror the sticky note to another board, so it is visible at the ART, and Solution Train level. |
Pin | Pin the note to bring focus, as you facilitate planning or scheduling conversations etc. |
Duplicate | Create a copy of the note in one click, or press ⌘D. |
Share | Share the Sticky Note or linked ALM work item URLs. |
Breakdown | Breakdown view to see the breakdown of all linked items in the context of the schedule and team assignment too. |
Map | Map view to see all the upstream and downstream connections for a Sticky Note, PI Objective or PI Outcome. |
History | History modal to see what changed, when, and by whom. |
Unplan / Remove | Unplan the note, or Remove it from the current board. Which option you see depends on the board you're on. |
Better together...
When you use the Toolbar alongside Board Settings, Shortcut Keys and piplanning.io's navigation utilities, the human to tool interaction starts to feel natural, as if the board is keeping pace with your thinking, and leading you to answers or to ask the right questions (cue the RTE or Program Manager that becomes a super-facilitator).
Enabling human-centered behaviors in the context of PI or quarterly planning at scale is our mission, as that creates true transformation.
Our suggestion: select a sticky note, explore the icons, and notice how the options change as you move between boards and modes. A few minutes exploring will make the toolbar feel familiar.
Have feedback on the new toolbar? We'd love to hear it. Message us in the chat.