new board layout

Reopening A Closed Board

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....

Closing Board

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 ...

Working with the Card Listing

Introduction Other than viewing the cards in the SwiftKanban Board, you can also view them in the list format. The Card listing page in Swiftkanban helps you monitor cards in a group and view their st...

Creating Users

For an enterprise, an administrator needs to create users so that these users can be assigned to boards. Once the administrator creates users and assigns a primary role, they get an invite to access t...

Exporting People Listing

Using the Export feature, you can export the details of the users available under the People page to a Microsoft® Excel or CSV file format. To export people details, perform the following steps: Fro...

Integrating SwiftKanban with Microsoft Teams

Microsoft Team Integration is a part of Office 365 which lets you schedule meetings, create channels, chat with teams, collaborate and work together, and work on different documents inside the app.  ...

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 Boa...

Dependency Board

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....

Setting Up Notifications

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...

Viewing To-Do Board

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 re...

Setting Up Your Team For Your Board

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 me...

Tracking Card Progress Using Portfolio Lane

Portfolio Swimlane is a special type of Smart Lane that you can use to visualize and manage cards. The two key features that the Portfolio Lane provides are: Use of the horizontal axis to depict progr...

Managing the Admin Settings

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...

Defining and Managing Teams

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 th...

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 gre...

Defining Hierarchy Between Card Types

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 seve...

Managing 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 Sw...

Account Details

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 Su...

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 ...