Card Type Links feature lets you link card types to indicate dependencies/relationships. Thus, when cards are created on the board, only cards of these card types can be linked to each other based on these settings. For example, by linking a user story to a defect, you can later, trace the origin of a user story and understand the defect which led to the development of that feature.
Defining links between cards can be interpreted as one-way or two-way dependencies depending on the context of the cards. These links can be defined in a loosely-coupled manner for greater flexibility between cards in the same board or cards across different boards, or across Lanes.
Linking Across Card Types
The capability to define the link between different card types greatly helps to create dependencies/links between different work-items such as Features and user stories, defects and users stories, and so on. Teams can track flow from feature level to task level and gain a wider insight into progress.
Linking Card Types Across Boards
The Linking cards feature in SwiftKanban enables linking across Kanban Boards. At the Portfolio level, stakeholders can track investment themes brought on the board through the Planning Board and Execution board.
For example, a team tracks Epics on a Planning Board and other teams execute the Features and User Stories on an Execution Board. You can create links from Epics to the Features or Users Stories on the Execution Board. Similarly, you create links from Features and User Stories to Epics on the Planning Board.
Linking Card Types Across Lanes
Teams, who track Features and User Stories on the same board but on different Lanes, can create links between Features and User Stories. This helps tracking the Feature execution in the same view.
Defining Links Between Card Types (Other Links View)
SwiftKanban allows you to define links between card types in a very intelligible interface. You can add and remove the links and interpret the links easily.
Go to Admin > Settings> and click the Card Type Links icon on the toolbar.
In the Other Links view, choose a card type from the list.
The Other 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.
For example, in the image below, you can see:
- Upward Links: The Defect card is linked to User Stories, Defects, and Issues card types on the left. This is an upward link from the Defects card type to these card types. Subsequently, when a Defect is linked upward to a user story on a board, it indicates that the User Story has originated from the Defect.
- Downward Links: That Defects card type is also linked on the right to a Defects card type. This is a downward link to the Defects card type. So, when a defect is linked downward to a Defect, it indicates that the Defect was a result of another defect.
You can add and remove links to the card types and define links that can be used across boards in your enterprise.
Note that you will be able to add upward/downward links only if those card types are not linked upward/downward. You can add links only to the card selected in the Choose Card Type list and cannot create links further to the linked card types. To create further links, select that card type in th Choose Card Type list and then add links.
To add an upward link to a card type:
- Choose the card type from the list.
- Click the Add upward link icon on the card type. In the card type list, select the card type that you want to link and click the Save icon. To link multiple card types, use CTRL + click to select multiple card types. The list displays only those card types that are not yet linked upward.
The card type is displayed on the left connected from the Defect card type.
To add a downward link to a card type:
- Choose the card type from the list.
- Click the Add downward link icon. In the new card type link, select the card type that you want to link and click the Save icon. To link multiple card types, use CTRL + click to select multiple card types. The list displays only those card types that are not yet linked downward.
The card type is displayed on the right connected from the Defect card type.
To remove the upward or downward link from the selected card type, click the Delete upward/downward link icon (x) on the card type that you want to disconnect.
After you have defined links between card types, the team members can link cards according to the settings. For example, f there is no upward link defined from a Defect card type to a User Story card type, team members will not be able to link user stores to defects upward.