SwiftEASe allows defining of a parent-child relationship between different cards to define a hierarchy. This can be useful in situations where the larger (the parent) cards need to be broken down into several smaller (the child) cards for better planning and execution. This entire Card Hierarchy approach in SwiftEASe is through a visual interface that enables linking new and existing child cards to parent cards.

The most significant thing about Card Hierarchy in SwiftEASe is the Drill-down hierarchy such that the progress on the highest level can be tracked down to the smallest level in the hierarchy and vice versa. For example, if an Epic is broken down into Feature and then feature into user stories, the progress of the Epic is based on the progress of the features and the user stories.

You need to first define the hierarchy between the required card types. For example, if you set the relationship of Epic card type as Parent to Feature Card Type as a child in the enterprise, you will then, on your board, be able to link a Feature card as a child to an Epic card, which will be the Parent, once linked.

Defining Hierarchy between Card Types

Before you can configure cards in a parent-child hierarchy, you need to first define a valid hierarchy between the card types based on which the team members can implement the Card Hierarchy on and across the boards.

Note: To define the hierarchy between card types, you must have the Admin access. The Admin option under the Organization menu will be available to you only when you have the Admin access,

To define the hierarchy, perform the following steps:

  1. Go to the Organization menu > Admin > Settings. The Card Listing page is displayed.
  2. On the Card Listing page, click the Card Type Links     icon on the side toolbar.
  3. In the Parent-child Links view, choose a card type from the list.
  4. The Parent-child Links view displays the card in the center. If links are already set it displays the links to the card types at the backdrop with the selected card type, highlighted.

Link Parent Card Type

Click the Link Parent Card Type icon on the card type. In the card type list, select the card type that you want to link. The list displays only those card types that are not yet linked as parent card types. To link multiple card types, use CTRL + click to select. Click Save icon to save.

You can link the same or different card type as the parent card type, for example, you can link Epic to Epic card type.

In the image below, the Idea card type is being linked to a Parent card type to the Epic card type. The linked card type is displayed on the left connected to the Epic card type.

Link Child Card Type

Click the Link Child Card Type icon on the card type. In the card type list, select the card type that you want to link.The list displays only those card types that are not yet linked as child card types. To link multiple card types, use CTRL + click to select. Click the Save icon to save.

You can link the same or different card type as the child card type, for example, you can link Epic to Epic card type.
In the image below, the Use Case card type is being linked as a Child card type to the Epic card type.

The linked card type is displayed on the right connected to the Epic card type.

The card types existing in the enterprise may be enabled as required in a project. Cards of different card types can be created on different boards and hierarchy can be created amongst:

  • Already Existing Cards of Same card types, Different Card Types, on Different Board, Across Lanes.
  • Newly created cards while linking: Of same or different card types, Different board or Lane.

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