Step 1. Start with a PI Planning Template
Open SmartDraw's PI Planning template. You'll see a starter matrix with some columns for iterations and rows for your teams and milestones.
Step 2. Add or delete rows and columns
Make the board custom to your team. You can easily delete any row or add new ones using the SmartPanel or right-click menu.
Step 3. Add tasks
Drag and drop sticky notes and add text. You can also add notes using the yellow action buttons around existing notes on your board. Click on the arrow in the direction you want to add a new note. The board will automatically expand any cells to make room for notes added this way.
Step 4. Show dependencies
Use the line tool to connect sticky notes that are dependent on each other.
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