New Board Layout

Reopening A Closed Board in the New Board Layout

Published on 5 Aug 2021

Important Information: By reading this Help page, you will get to know how to reopen a closed Board in the New Board Layout. If you want to perform the same in the Old Board layout, see this Help page. You can reopen a closed Board from the My Boards page or from the More Options […]

Closing Board in the New Board Layout

Published on 5 Aug 2021

Important Information: By reading this Help page, you will get to know how to close a Board in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Every project, or better known as Board in SwiftKanban has a shelf life. Once the Board achieves […]

Working with the Card Listing in the New Board Layout

Published on 4 Aug 2021

Important Information: By reading this Help page, you will get to know how to view the Card listing in the New Board Layout. If you want to view the same in the Old Board layout, see this Help page. Introduction Other than viewing the cards in the SwiftKanban Board, you can also view them in […]

Creating Users in the New Board Layout

Published on 4 Aug 2021

Important Information: By reading this Help page, you will get to know how to create users in the New Board layout. If you want to manage the same in the Old Board layout, see this Help page. For an enterprise, an administrator needs to create users so that these users can be assigned to boards. […]

Exporting People Listing in the New Board Layout

Published on 4 Aug 2021

Important Information: By reading this Help page, you will get to know how to export the list of users in the New Board Layout. If you want to know the same in the Old Board layout, see this Help page. Using the Export feature, you can export the details of the users available under the […]

Create a Card in the New Board Layout

Published on 4 Aug 2021

Important Information: By reading this Help page, you will get to know how to create a card in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Navigate to the Main Menu > Card Listing and select the card type to create cards. For […]

Integrating SwiftKanban with Microsoft Teams in the New Board Layout

Published on 4 Aug 2021

Important Information: By reading this Help page, you will get to know how to integrate SwiftKanban with  Microsoft Teams in the New Board layout. If you want to know the same in the Old Board layout, see this page. Microsoft Team Integration is a part of Office 365 which lets you schedule meetings, create channels, […]

Import/Export Board Data in the New Board Layout

Published on 4 Aug 2021

Important Information: By reading this Help page, you will get to know how to import/export Board data in the New Board layout. If you want to know the same in the Old Board layout, see this page. Using the Import or Export feature, you can either import the board details into SwiftKanban or export the […]

Highlights of the New Board Layout in SwiftKanban

Published on 3 Aug 2021

Web design is a constantly evolving thing, and it was time to give SwiftKanban a fresh coat of paint. The new look of the SwiftKanban user interface (UI) experience is more modern and packed with insights you know and love. The UI is rich yet simple, and logically organized for easy navigation and focused attention. […]

Sharing Resources in the New Board Layout

Published on 3 Aug 2021

Important Information: By reading this Help page, you will get to know how to share resources in the New Board Layout. If you want to know the same in the Old Board layout, see this page. Many a time, you would like to assign a task to a resource, who is not necessarily part of […]

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 […]

Dependency Board in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know how to work with the Dependency Board in the New Board Layout. If you want to perform the same in the Old Board layout, see this Help page. Program Management requires keeping track of the cards spread across Boards and are dependent on […]

Setting Up Notifications in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know how to set the notifications in the New Board layout. If you want to set the same in the Old Board layout, see this Help page. You may want to receive notifications on various events occurring such as a new card is added, […]

Viewing To-Do Board in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know how to view the To-Do Board in the New Board Layout. If you want to view the same in the Old Board layout, see this Help page. To-Do’s are the integral parts of a Kanban Card, as it empowers you to break down […]

Setting Up Your Team For Your Board in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know how to set up your team for your Board in the New Board layout. If you want to perform the same in the Old Board layout, see this Help page. Get team members to work with you on a Board by inviting them. […]

Tracking Card Progress Using Portfolio Lane in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know how to track card progress using the Portfolio lane in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Portfolio Swimlane is a special type of Smart Lane that you can use […]

Home View in the New Board Layout

Published on 1 Aug 2021

Important Information: By reading this Help page, you will get to know the various options available on the Home page in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Being a part of different Kanban Boards, you might be assigned to various cards.  […]

Working with Percent Progress Column in the New Board Layout

Published on 31 Jul 2021

Important Information: By reading this Help page, you will get to know how to work with percent progress column in the New Board layout. If you want to manage the same in the Old Board layout, see this Help page. Similar to Portfolio lane, you can also define a particular column of a default (non-portfolio) […]

Define Backlog 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 Backlog in the New Board layout. If you want to define the same in the Old Board layout, see this Help page. You can create your product backlog from the Backlog view which can be comprised of User Stories, […]

Searching a Card in the New Board Layout

Published on 31 Jul 2021

Important Information: By reading this Help page, you will get to know how to search for a card in the New Board layout. If you want to perform the same in the Old Board layout, see this Help page. Solr Search SwiftKanban Solr Search is a smarter, faster way to find the cards you are […]

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 Cards on Kanban Board in the New Board Layout

Published on 31 Jul 2021

Important Information: By reading this Help page, you will get to know how to work with cards on Kanban Board in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Kanban board is the central place to execute your work based on your own […]

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. […]

View AI-powered Similar Cards (BETA)

Published on 22 Jul 2021

With the meaningful usage of SwiftKanban for years, there is the availability of large volumes of real-time data across multiple Boards. This data can be best used for getting ideas and solutions for the current projects.  SwiftKanban harnesses the power of AI/ML to derive the right perspective and intelligent insights from the existing data. The […]

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 […]

Creating a Board in the New Board Layout

Published on 8 Jun 2021

Important Information: By reading this Help page, you will get to know how to create a Board in SwiftKanban in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page. Once you are familiar with the SwiftKanban interface, you can quickly get started by creating […]