Admin

Admin related articles

Configure Multi-Select Option

Published on 31 Oct 2021

To configure a multi-select option in a custom common field perform the following steps: 1. On the Admin Settings page, click the CUSTOM COMMON FIELD tile. The Custom Common Fields page is displayed. 2. To create a common field, click the Create  Common Field icon from the Side toolbar. 3. In the new field, enter the […]

Updating User Status as Active or Inactive

Published on 1 Aug 2021

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 […]

Working with Admin Policy

Published on 1 Aug 2021

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 […]

Activating ESP, Story Map, Risk Framework and Roadmapping Dashboard

Published on 1 Aug 2021

Before you start using the ESP analytics, Story Map feature, and Risk framework in SwiftKanban, it is important to enable them in the application. Read the following sections to know how to activate them with few easy steps. Activating ESP Analytics Activating Story Map Activating Risk Framework Activating Roadmapping Dashboard Note: Once you assign the […]

Configuring Card % Progress and Child % Progress

Published on 1 Aug 2021

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 […]

Card Field Editor

Published on 31 Jul 2021

Card field Editor (earlier known as Iform Editor) has been designed in a tabular format to ease the process of adding or modifying attributes for a card type. After you add a Card Type, you may add and modify card attributes by double-clicking the card type from the Card types list (Admin Settings >> Card […]

Define Card Types

Published on 31 Jul 2021

Card Types represent different types of work with varied business needs and can have their own attributes. The Issue, User Story, and Defect are the default card types available on the SwiftKanban board. An organization can define custom Card Types based on the business need. Let us understand how we can create card types and […]

Managing the Admin Settings

Published on 31 Jul 2021

As an Account Admin, you can define important settings in SwiftKanban at the enterprise level using the Admin Settings page. The Admin Settings on this page are available in the tiles format and based on your requirement, you can go to any of them and make the necessary updates. Note, when you update some of […]

Defining and Managing Teams

Published on 31 Jul 2021

If you are working with large Kanban Boards involving multiple teams, you are sure to find the Defining Teams feature very useful. SwiftKanban lets you, group members in ‘Teams’ and use the ‘Team List’ filter on the Kanban board and Reports to track the progress of cards assigned to a specific team. After you add […]

Working with Templates

Published on 25 Jul 2021

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 any […]

Defining Hierarchy Between Card Types

Published on 23 Jul 2021

SwiftKanban lets you define a parent-child relationship between different cards to define a hierarchy. This can be useful in situations where 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 that […]

Managing Plugins

Published on 22 Jul 2021

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 the Release or Sprint plugin which is aligned with the Scrum processes with an integrated set of […]

Account Details

Published on 22 Jul 2021

Accessing Account Details To access the Account details, from the top panel, click the More Options icon > Admin Settings. On the Admin Settings page, click the LICENSE DETAILS tile. The Account Summary page displays your existing account with the expiry date. Managing Your Account The Account Summary page shows you the license details for […]

Working with Master Lists

Published on 22 Jul 2021

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

Published on 27 Feb 2018

*** This is a licensed feature. Please contact us at [email protected] to know how to avail of 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 that further build their own set of policies and activities for smooth functioning. […]

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 […]

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 […]