SwiftKanban Knowledge Base

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 fulfill such a requirement, we have introduced the Close Board feature in SwiftKanban which lets you formally close the Board in the application and convert all artifacts inside it into the read-only version.

On this Help page, we will try to understand how we can close a Board, what happens when a Board is closed and how the Board closure gets reflected in various analytics, reports, card listing, user role, and so on.

Prerequisites

To close a Board or the Board, you must have the Admin role at the Organization (Org.) level or Manager role at the Board level.

Steps to Close a Board

As an Admin or Manager, perform the following steps:

  1. Click the name of the Board and then click the View link. The Board Profile page is displayed.

2. On the Board Profile page, click the Close button from the side toolbar, enter the reason in the textbox for closing the Board, and then click Save.

Note:  While closing the Board, the textbox also displays the last activity that took place in the Board.

Delete Board

You can delete a Board, by selecting the board and clicking the Delete icon. You can only delete a single board at a time. This option will be available if you have ‘Admin’ or ‘Manager’ role at the organization level.

Post Closure Impact

When a Board is successfully closed, it will have certain impacts on other features and functionalities. Let us understand those impacts:

Board Operation

Note: For Calendar on the Home page, if the Release or Sprint of the closed Board is shared with any other open Board, then the same will be shown in the Calendar to the user who has access to that open Board.

Card Operation
 Card Hierarchy
Users
Notification

For setting up notifications for the Board-wise, lane-wise, and team-wise events, the list of the Boards will only show the active Boards for selection. For the card-wise event, you can search and set the notification for a card belonging to the active Board only. Read here to know more about setting notifications.

 Web Service
Analytics & Reports
Story Maps 
  • Was this helpful?
  • Yes   No
Exit mobile version