Boards

Articles related to Kanban Board

Reopening A Closed Board

Published on 5 Aug 2021

You can reopen a closed Board from the My Boards page or from the More Options > Admin Settings > ALL Account Boards menu at the Admin level.  Note that you must have the Admin role at the Org. level to reopen a closed Board. Moreover, remember that the number of Boards you can add […]

Closing Board

Published on 5 Aug 2021

Every project or better known as Board in SwiftKanban has a shelf life. Once the Board achieves its goal or objectives or needs to be aborted for any other reason, it should be archived or closed. To fulfill such a requirement, we have introduced the Close Board feature in SwiftKanban which lets you formally close […]

Logging Effort for To-Dos

Published on 4 Aug 2021

The Time-tracking plug-in helps you to capture the actuals and remaining effort for the tasks being executed by the team members. So if a card has a To-Do list created, every To-Do owner can log actuals and remaining effort (in hours) while the To-Do is in progress. After the To-Do is completed, the To-Do can […]

Viewing Board Calendar

Published on 4 Aug 2021

SwiftKanban Board Calendar is a very useful feature that helps you to track the production schedule of your work. It is helpful for time-starved managers to run through the To-Do calendar for tracking the schedule, visually. The Board Calendar needs due dates to be designated to cards so that it creates value and smoothens the […]

Import/Export Board Data

Published on 4 Aug 2021

Using the Import or Export feature, you can either import the board details into SwiftKanban or export the board details to a zip folder on your system.This topic will help you understand how to Export Board details or how to import Board data into SwiftKanban. Note that you can import or export only one Board […]

Dependency Board

Published on 1 Aug 2021

Program Management requires keeping track of the cards spread across Boards and are dependent on each other for completion so that they get executed in a synchronized manner to achieve the objectives. Here, the chosen cards are positioned on the board based on their lanes and columns respectively. Dependency links can then be established between […]

Setting Up Notifications

Published on 1 Aug 2021

You may want to receive notifications on various events occurring such as a new card is added, blocked by a user, or WIP is violated, and so on. These notifications can be urgent and important and may require your immediate action. SwiftKanban displays a message to notify the occurrence of an event that you have […]

Viewing To-Do Board

Published on 1 Aug 2021

To-Do’s are the integral parts of a Kanban Card, as it empowers you to break down the bigger task into granular elements, and then prioritize, collaborate and deliver those smaller tasks on a regular basis so that the parent task gets completed on time, every time. The To-Do board is a one-stop-shop for individuals, teams, […]

Setting Up Your Team For Your Board

Published on 1 Aug 2021

Get team members to work with you on a Board by inviting them. You can invite members from the list of users existing in the enterprise, which can be found under the More Options –> People menu. Team members can simultaneously work on multiple Boards. Prerequisites To invite a user to the Board, you must have […]

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 […]

Home View

Published on 1 Aug 2021

Being a part of different Kanban Boards, you might be assigned to various cards.  You might have an important release knocking at your door, or an important notification being pushed to your inbox. You might also be interested to know your work allocation based on various parameters like Card Type, Priority, Size, Rank, Release, and […]

Define Backlog

Published on 31 Jul 2021

You can create your product backlog from the Backlog view which can be comprised of User Stories, Defects, Issues, and any custom cards you have created. You can then push those cards from the backlog onto the Kanban Board to work on them. Backlog management can be done in different ways by different teams that […]

Configuring Card Types

Published on 29 Jul 2021

Your organization may have card types other than the default card types created in the application. With a Manager role on the board, you can enable the card types on the Kanban Board. These will be listed in the List of Card Types view. Navigation To view the Card Types that are available for your […]

Configuring Board Policies

Published on 22 Jul 2021

To enforce better collaboration and compliance with the established processes, you can define additional policies for the movement of cards on the board. Moreover, with the column-level policy, you can define the purpose of a column and let other team members know about it by pinning it on the column or sub-column. Get to know […]

Creating a Board

Published on 8 Jun 2021

Once you are familiar with the SwiftKanban interface, you can quickly get started by creating a new workspace ( called Board in SwiftKanban) to get going. Let us understand how we can create a Board and view the list of the Boards. Create Kanban Board View Board list Prerequisites You must have the Admin or Manager […]

Board Activity

Published on 13 Oct 2014

You can use the Board Activity feature in SwiftKanban to view the activity logs of both active and inactive cards on a Kanban board within a stipulated period. This feature helps you monitor the card-wise status of a board for a particular period. However, using this feature, card activities that are older than 15 days are […]

Board Playback

Published on 18 Jun 2014

SwiftKanban’s unique Board Playback feature allows users to playback the board for a past time period and observes patterns of flow. It actually animates a playback of the changes like a deck of cards flying through cards getting created, cards being assigned to people, being pulled, and getting archived. Selecting a date range and the […]

Set Up Your Team

Published on 20 Oct 2011

Get team members to work with you on a Board by inviting them. You can invite members from the list of users existing in the enterprise, which can be found under the More Options –> People menu. Team members can simultaneously work on multiple Boards. Prerequisites To invite a user to the Board, you must have […]

Work with Lanes

Published on 20 Oct 2011

Lanes are value streams that can be defined for managing work classified based on various default card type attributes (such as Priority, CoS, etc.), team members, and even custom labels, such as any ad-hoc values you want. The board will then have Lanes representing the values associated to these attributes. For example, when you define […]