PlanCore

Customize view

Use the Customize button in the PlanCore navigation bar to personalize how information appears on your schedule board.

Customization settings are applied per user. They only change how the schedule board is displayed for you and do not affect planning details, scheduled work, events, or other users’ views.

Customize task card fields

In the customization menu, you can choose which task card details are visible on your schedule board. Each field has its own toggle, so users can show or hide the information that is most useful for their planning workflow.

Field

Description

Work item key

Shows the Jira issue key or work item identifier on the task card.

Summary

Displays the work item summary or title.

Work type

Shows the type of work item, such as task, story, bug, or other configured issue type.

Priority

Displays the priority level of the work item.

Status

Shows the current workflow status of the work item.

Customize event visibility

You can also control whether events are displayed on the schedule board.

Option

Description

Show events

Turn this option on to display events on your schedule board, or turn it off to hide events from your personal view.