PI Sessions
A PI session covers the period of the whole PI, starting with PI Planning and throughout the whole PI Execution.
You can run multiple PI sessions in parallel where one session is joined by one or multiple ARTs (Solution Train / Portfolio).
A PI session can be understood as a box including various collaboration boards on which you can collaborate using sticky notes, links and more.
After logging in, you'll either directly be on the right Board or you'll be able to select a PI Session to join.
Check out the Current Session Login Flow for more details.
Navigation Bars
Navigate
The main navigation helps you move seamlessly across sessions, boards, ARTs, and teams. Quickly switch between PI sessions, navigate to different boards, or jump across ARTs and teams within a Solution Train. It’s designed to keep you oriented and in the right place—no matter where planning and execution takes you.
Change PI Session: Open the PI Session Selector
Board Selector: Select and go to a different Board
ART Selector: Switch between ARTs (In a Solution Train Session)
Team Selector: Switch between Teams in the selected ART
Use Utilities
Our board utilities are designed to help you collaborate and organize your work visually and efficiently. From adding new sticky notes to drawing swimlanes and adjusting your view, each tool supports a more focused and flexible experience. Whether you're pointing things out in a discussion or cleaning up your workspace, these utilities help you stay in control of your board.
Add a New Sticky: Create a new note on your board by click or drag&drop.
Work Item Selector: Coming Soon
Scale Stickies: Adjust the size of your sticky notes.
When you scale up and down sticky notes this will also impact how other collaborators on the board will see the sticky notes.
Pointer: This is a simple tool for pointing at items during conversations.
Draw Lines: Draw lines on your board to organise your sticky notes into Swimlanes or buckets.
Pan: Activate Pan Mode to drag the board
Zoom function: Zoom in and out to see as much or as little detail as you need.
Collapse Utilities: Collapse the Utilities bar to get a cleaned up view on your board.
Help: Open our In-App Help Center
Collaborate
Stay in sync with your team using our collaboration tools. Manage your profile, toggle between planning and execution mode, and facilitate key moments with timers, confidence votes, and readouts. You can also see who’s currently active on the board, making it easier to collaborate in real time.
Your profile: Tweak your profile, access help, or check updates here.
Plan and Execution Mode: Flip this switch to move between planning and execution.
Facilitation: Set a timer, start a confidence vote or open the Plan Readout view.
Current Users on the Board: See the users currently active on the board.
Explore
Gain deeper insights and navigate with ease using the Explore tools. Access your organization’s structure, switch PI sessions, search for specific content on the board, review board history to track changes over time, and dive into key Team or ART metrics, all in one place.
piplanning.io Main Menu: See your org structure and navigate to a different PI Session
Search: Do you wanna focus on something specific? Use Search to highlight what is relevant for you on that board.
Board History: Look into what was going on on the board. Do a comparison or simply show a chronological list of changes made on the board.
Team/ART Metrics: See your Team/ART metrics.
Use Board Shortcuts
On the side of your screen, you find the board navigation (shortcuts) which allow you to easily switch between boards.
Shift Navigation: Move the bar left or right for comfort.
Solution Backlog Board: Manage your Solution PI Backlog.
Solution Planning Board: Your Solution Train / Portfolio plan, visualize dependencies across multiple ARTs and track progress during execution.
ART Backlog Board: Manage your ART PI Backlog, synch ART level work items from/to your ALM tool.
ART Planning Board: Your ART plan, visualize dependencies and track progress during execution
ART PI Risks: Track and monitor your ART PI Risks.
Team Board: Your teams plan, objectives and risks. Track progress during execution. Synch team level work items from/to your ALM tool.
Canvases: Lightweights whiteboards with a preset background for different purposes, such as retrospectives, I&A workshops, story maps, agendas, and many more.
Shortcuts & Hotkeys
Get yourself familiar with the shortcuts and hotkeys.
Click on your Avatar
Select "Keyboard shortcuts"
General
Sticky Notes
Tools
