Important Information: By reading this Help page, you will get to know how to configure Card Types in the New Board layout. If you want to manage the same in the Old Board layout, see this Help page.
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.
To view the Card Types that are available for your Board –
- Click the Board Settings icon on the top menu bar. The Board Settings page is displayed.
- Click the CARD SETTINGS tile.
From the List of Card Types view, you can:
- Enable/Disable Card Type on the Board
- Change Card Type Color
- Create Default Task Templates
- Create Card Type (Account Admins only)
- Design Card Carousel
- Define CFD Colors for Lanes
Enable/Disable Card Type on the Board
From the List of Card-Types view, click the check box for the required card type. If you want to enable all card types for your SwiftKanban board, select the check box on the column header.
To deactivate a card type for a particular board, from the List of Card-Types view, clear the selection for the required card type. Clear the check box on the column header, to deactivate all the card types at one go.
Note: You won’t be able to deactivate a card type if cards of that card type are available on the Board including the backlog board.
Change Card Type Color
To change the card type color for your board, double-click the card color in the Card Types view and select a color from the color palette. On returning to the board, the new color is seen for the card type.
Define Default Task Templates/Predefined To-Dos for Card Types
The Default Task Templates is a useful feature for a team that has a set of pre-defined Tasks for a particular work type. After the manager creates a To-Do list, these appear by default when a card of that type is added to the Board. Team members have to just update the To-Do status for the To-Do they work on. To create a default To-Do list for a card type, see Predefining To-Dos for Card Type help.
Create Card Type
With an Admin role, you can create a card type from a Kanban Board, besides creating from the Admin Settings. On creating a card type from the board, you can enable it for the board, change the card color and define a default To-Do list for it. However, to define the layout, list view, custom fields, etc., you will have to configure the card type from the Admin Settings view.
- To create a Card Type, if you are on the board, click the Board Settings icon, and then click the Card Settings tile on the Board Settings page.
- Now, click the Create icon in the List of Card Types view. Enter the Card Name, etc. Note that the export process for cards will fail for MS Excel export if the card type name contains any of these special characters – [ ]? / *. This is a limitation of Microsoft Excel in that it does not accept worksheet names containing these characters.
- Select the card color from the palette and click Submit.
You can define the card carousel to see card attributes you prefer to track on the card and in the order, these should appear. Every board can have its own configuration on the card carousel.
To view an attribute with its values, select it in the Card Attributes menu on the right side of the screen. To hide it, clear the selection. To change the order, just drag the attribute and drop in between the two attributes as you want. Make the changes once the previous change is saved successfully.
To view actions and flags on a card, select the checkboxes in the top and bottom icon toolbar. The Actions are shown on the first half of the last row of the card. The Flags are shown on the second half of the last row of the card. A total of 8 flags and actions can be shown in this row (four flags and four actions). The bottom icons can be shown by selecting them in the bottom toolbar whereas the top icons can be shown by selecting them in the top toolbar.
The sample card gives a preview, which refreshes automatically after every change. The changes are reflected when you return to the board.
Note that the default enterprise settings of the card carousel are inherited onto the board. If the board has changed the configuration, the same will reflect, overriding the enterprise settings. For example, if the Admin has hidden the ‘Rank’ for the Enterprise and you still see the attribute on your board, it means that it is not hidden for your board.