Every project has a shelf life. Once the project 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 Project feature in SwiftKanban which lets you formally close the project in the application and convert all artifacts inside it into the read-only version.
In this document, we will try to understand how we can close a project, what happens when a project is closed and how it the project closure gets reflected in various analytics, reports, card listing, user role and so on.
To close a project 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 Project
As an Admin or Manager, perform the following steps:
- From the Board menu, click the Board Profile.
2. On the Board Profile page, click the Close button from the side toolbar, enter the reason in the textbox for closing the project, and then click Save.
Post Closure Impact
When a project is successfully closed, it will have certain impacts on other features and functionalities. Let us understand those impacts:
- The closure of the project or Board is logged in the Activity Log of the Board with the date and the name of the user who closed the Board. You can find the Status of the Board under the Activity Log tab of the Board Profile.
- Once a project or Board is closed, it cannot be further edited, saved, deleted. All the side toolbar options on the Board profile page will be deactivated.
- There will be no access to the Board Editor, so ideally you cannot configure lane and column, apply or modify WIP limit, set column color, use Card Designer and other functions that you normally can perform via the Board Editor. To know more about the Board Editor functions, see this Help page.
- A Release or Sprint cannot be shared with a closed Board. When you click the Share Release icon from a Release or Share Sprint icon from a Sprint, the closed Board is not shown in the Board list. To know more about Share Release, see this Help information.
- Any of the widgets on the Home page will not consider any cards from the closed Boards. So, be it the Personal Board, Due Date Board, Flags Board, Todo Board, Calendar, none of them will show any open cards that belong to the closed Board. To know more about the Home page, see this Help page.
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.
- Delete Board operation removes links between cards in a hierarchy of projects getting deleted and other open projects. The same would be true if cards were linked to closed project.
- If you navigate to the All Boards listing page via Recent Boards > View All or via Admin > My Boards, then by default, the filter will be applied on the listing to display only the open Boards. You can modify the filter by clicking the Filter icon and selecting All to include both Active and Closed Boards or only the Closed to show only the Closed Board on the Status column.
- No Board Policies for a closed Board will be available. So, any policy like Auto-archive of cards, Set default card type and others which were applied prior to closing the Board will all be discarded.
- No Release or Sprint can be created and tracked in a Closed Board.
- You can define the dependency link even with a card belonging to the closed Board. So, while searching a card for setting the dependency link, the list will also show the cards of the closed Board.
- A card of a closed Board cannot be moved to any other lane of the same Board or transferred to any other Board. Moreover, you cannot transfer a card from an active Board to a closed Board. The closed Board will not even be displayed in the available Boards to transfer.
- No card can be added to a Closed Board, not even by E-mail or web service.
- No Card can be added to a Closed Board via the Excel import. So, you cannot add cards by creating them in the Excel sheet, defining their hierarchy and then importing into the application. To know more about how to create cards via Excel import, see this Help page.
- You can export cards from a closed Board into the Excel sheet, but cannot make any changes to the exported sheet and then import the Excel sheet back into the application.
- Even if a Card Type is used only in a closed Board and not in any other Boards, still it cannot be deleted from the Org. Admin level.
- Regarding parent-child card hierarchy, the following features will not be available:
- Add or delete parent-child link between closed Board cards
- Add or delete parent-child link between closed and open Board cards
- While adding a parent or child of a card via the card hierarchy, no cards of the closed Board will be available via search.
- You can create other links with a card of a closed Board. Moreover, you can also view the other link between the two cards inside a closed Board. Understand more about linking card types here.
- All the team members and any other user roles like Shared Resource, Admin, Integration, Account Admin role that may be part of that Board will all be converted into the Reader role for that Board. So, irrespective of whatever primary role they have at the Org level, they will still be considered as Reader for that closed Board. To know more about what a Reader can perform in a Board, see this Help page.
- While calculating the User WIP, it will only consider the cards from the active Boards. Moreover, the User WIP Limit panel will only show the list of active Boards. Here is an insight to the User WIP and how to define it.
- While adding a user and inviting them to a Board, the list of the Boards will not show any closed Board. To know how to add users and invite them to an active Board, see this Help page.
- 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 notification.
- While fetching a total number of projects with the name and Id of each project using the getProject web service, the response will only show the active projects (Boards).
- While fetching the list of projects in the organization with the name and Id of each project using the getProjectsByOrganization web service, the response will only show the active projects (Boards).
Analytics & Reports
- The Dashboard widget will fetch the data only from the open Boards. So, all the consolidated data shown on various widgets will be from the open Boards only. To know more about the Dashboard widgets, see this Help page.
- For Flag Data Analyzer and Card Data Analyzer at the Org. level, you can refine the pivot analytics data based on active or close Board or both. The Board Status field lets you select any of these options and generate the analytics accordingly.