Admin

Admin related articles

Updating User Status as Active or Inactive in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page you will get to know about updating a user status as Active or Inactive via the Admin menu in the New Board layout. If you want to update the same in the Old Board layout, see this Help page. Many a time, you would want to deactivate a […]

Working with Admin Policy in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know how to access and manage the Admin policies in the New Board Layout. If you want to access the same in the Old Board layout, see this Help page. As an Account Admin, you can control the application behaviour using the admin policy […]

Configuring Card % Progress and Child % Progress in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know how to configure Card % Progress and Child % Progress in the New Board Layout. If you want to configure the same in the Old Board layout, see this Help page. Overview In real life, the progress of a task may be determined […]

Card Field Editor in the New Board Layout

Published on 31 Jul 2021

Important Information: By reading this Help page, you will get to know how to manage and edit the card fields in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Card field Editor (earlier known as Iform Editor) has been designed in a tabular […]

Define Card Types in the New Board Layout

Published on 31 Jul 2021

Important Information: By reading this Help page, you will get to know how to define the card types in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Card Types represent different types of work with varied business needs and can have their own […]

Managing the Admin Settings in the New Board Layout

Published on 31 Jul 2021

Important Information: By reading this Help page, you will get to know how to manage the Admin Settings in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. As an Account Admin, you can define important settings in SwiftKanban at the enterprise level using […]

Defining and Managing Teams in the New Board Layout

Published on 31 Jul 2021

Important Information: By reading this Help page, you will get to know how to define and manage the Teams in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. If you are working with large Kanban Boards involving multiple teams, you are sure to […]

Working with Templates in the New Board Layout

Published on 25 Jul 2021

Important Information: By reading this Help page, you will get to know how to manage the Creating and managing Board Templates in the New Board Layout. If you want to perform the same in the Old Board layout, see this Help page. Templates in SwiftKanban are ready-to-use Board models (comprising of  Lane Settings, Card Types, […]

Defining Hierarchy Between Card Types in the New Board Layout

Published on 23 Jul 2021

Important Information: By reading this Help page, you will get to know how to define the hierarchy between Card Types in the New Board Layout. If you want to define the same in the Old Board layout, see this Help page. SwiftKanban lets you define a parent-child relationship between different cards to define a hierarchy. […]

Managing Plugins in the New Board Layout

Published on 22 Jul 2021

Important Information: By reading this Help page, you will get to know how to manage the plugins in the New Board Layout. If you want to configure the same in the Old Board layout, see this Help page. SwiftKanban provides a couple of useful installable components that significantly enhances its functionality. With such add-ons, you […]

Account Details in the New Board Layout

Published on 22 Jul 2021

Important Information: By reading this Help page, you will get to know how to view your SwiftKanban Account details in the New Board Layout. If you want to view the same in the Old Board layout, see this Help page. Accessing Account Details To access the Account details, from the top panel, click the More […]

Working with Master Lists in the New Board Layout

Published on 22 Jul 2021

Important Information: By reading this Help page, you will get to know about the Master List in the New Board Layout. If you want to configure the same in the Old Board layout, see this Help page. Master Lists are used to create a field, which will contain certain attributes related to this field. There […]

Updating User Status as Active or Inactive

Published on 27 Feb 2021

Important Information: By reading this Help page you will get to know about updating a user status as Active or Inactive via the Admin menu in the Old Board layout. If you want to update the same in the New Board layout, see this Help page. Many a time, you would want to deactivate a […]

Configuring Card % Progress and Child % Progress

Published on 6 Jul 2020

Important Information: By reading this Help page, you will get to know how to configure Card % Progress and Child % Progress in the Old Board Layout. If you want to configure the same in the New Board layout, see this Help page. Overview In real life, the progress of a task may be determined […]

Working with Admin Policy

Published on 28 Feb 2020

Important Information: By reading this Help page, you will get to know how to access and manage the Admin policies in the Old Board Layout. If you want to access the same in the New Board layout, see this Help page. As an Account Admin, you can control the application behavior using the admin policy […]

Working with Master Lists

Published on 3 Jan 2020

Important Information: By reading this Help page, you will get to know about the Master List in the Old Board Layout. If you want to configure the same in the New Board layout, see this Help page. Master Lists are used to create a field, which will contain certain attributes related to this field. There […]

Org-Sub Org

Published on 27 Feb 2018

*** 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 […]

Card Field Editor

Published on 9 Jan 2017

Important Information: By reading this Help page, you will get to know how to manage and edit the card fields in the Old Board Layout. If you want to manage the same in the New Board layout, see this Help page. Card field Editor (earlier known as Iform Editor) has been designed in a tabular […]

Defining Work-in-Progress (WIP) Limit

Published on 17 Apr 2015

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

Published on 17 Jun 2014

Important Information: By reading this Help page, you will get to know how to view your SwiftKanban Account details in the Old Board Layout. If you want to view the same in the New Board layout, see this Help page. The Account shows you the license details for your enterprise, from where you can also […]

Integration and Plugins

Published on 27 Jun 2013

Important Information: By reading this Help page, you will get to know how to manage the plugins in the Old Board Layout. If you want to configure the same in the New Board layout, see this Help page. SwiftKanban provides a couple of useful installable components that significantly enhances its functionality. With such add-ons, you […]

Defining Hierarchy Between Card Types

Published on 4 Feb 2013

Important Information: By reading this Help page, you will get to know how to define the hierarchy between Card Types in the Old Board Layout. If you want to define the same in the New Board layout, see this Help page. SwiftKanban allows defining of a parent-child relationship between different cards to define a hierarchy. […]

Working with Templates

Published on 10 Jul 2012

Important Information: By reading this Help page, you will get to know how to manage the Creating and managing Board Templates in the Old Board Layout. If you want to perform the same in the New Board layout, see this Help page. Templates in SwiftKanban are ready-to-use Board models (comprising of  Lane Settings, Card Types, […]

Define Card Types

Published on 18 Oct 2011

Important Information: By reading this Help page, you will get to know how to define the card types in the Old Board Layout. If you want to manage the same in the New Board layout, see this Help page. Card Types represent different types of work with varied business needs and can have their own […]

Settings

Published on 18 Oct 2011

Important Information: By reading this Help page, you will get to know how to manage the Admin Settings in the Old Board Layout. If you want to manage the same in the New Board layout, see this Help page. As an Account Admin, you can define important settings in SwiftKanban for the enterprise from the […]