Admin

Admin related articles

Updating User Status as Active or Inactive

Many a time, you would want to deactivate a user in your app account as due to various reasons, the user might no more be contributing to the work and not anymore required to be active in the account. Earlier, for such users, you had no other choice but to delete them to accommodate more […]

Configuring Card % Progress and Child % Progress

Overview In real life, the progress of a task may be determined by a combination of factors – such as the progress of its sub-tasks, its progress along a specific workflow, or a combination thereof. To help you model such real-life scenarios – as well as to better visualize it using the Portfolio Swimlane or […]

Working with Admin Policy

As an Account Admin, you can control the application behavior using the admin policy settings in SwiftKanban for the enterprise from the Settings view. Select the policies you want to apply on the Board: Define UOM for Estimates Enable Live Updates on Board Refresh Enable Cards Tags Default Date Format Enabling Password Policy Enabling Add […]

Working with Master Lists

Master Lists are used to create a field, which will contain certain attributes related to this field. There are a few default Master Lists such as Class Of Service with values such as Expedite, Fixed Delivery Date, Standard Class, and Intangible Class. You can create your own Master Lists with the list of values (LOVs) […]

Org-Sub Org

*** This is a licensed feature. Please contact us at [email protected] to know how to avail it. In a typical business ecosystem, an organization functions in a diversified manner spreading across various geo locations and departments. It decentralizes its functioning across various sub-organizations who further build their own set of policies and activities for smooth functioning.To support such […]

Defining Work-in-Progress (WIP) Limit

A Work-In-Progress (WIP) limit is the limit set of the number of cards that can be worked on at any one time, in any column. This allows people to focus on what’s important and not switch too much between tasks (which creates waste). WIP limits can be set by clicking on the ‘Modify Process’ link […]

Account Summary

The Account shows you the license details for your enterprise, from where you can also change your license plan. If you are an administrator, go to Admin >>Account Details The message on top highlights your current License Plan and the expiry date. If you are using a Free License Plan, you are allowed a one-time […]

Integration and Plugins

SwiftKanban provides a couple of useful installable components that significantly enhances its functionality. With such add-ons, you can combine specific features with the existing functionality of SwiftKanban. For example, one of the key plugins that SwiftKanban supports is Release or Sprint plugin which supports Scrum processes with an integrated set of Scrum features and metrics. […]

Defining Hierarchy Between Card Types

SwiftKanban allows defining of a parent-child relationship between different cards to define a hierarchy. This can be useful in situations where a 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 SwiftKanban is through a highly visual interface […]

Working with Templates

Templates in SwiftKanban are ready-to-use Board models (comprising of  Lane Settings, Card Types, and Board Policies) that you can select while creating a Board. Template in SwiftKanban can be a great feature when you plan to perform any of these tasks: Save the time and effort of manually creating the Kanban board from scratch. Reuse […]