SwiftKanban Knowledge Base

Configuring Card % Progress and Child % Progress

Overview

In real life, the progress of a task may be determined by a combination of factors – such as the progress of its sub-tasks, its progress along a specific workflow, or a combination thereof. To help you model such real-life scenarios – as well as to better visualize it using the Portfolio Swimlane or Percent Progress Column we have two separate % progress figures for any task modeled as a card. Every card in a hierarchy has its own % progress attribute as well as a child card % progress. Each of these attributes will display the value on the card based on the calculation preference selected for each of their card types.

There will be two separate Percent Progress indicators on the card. The first attribute, “Card % Progress” will store the % progress of the current (that is, the parent) card. The second attribute “Child % Progress” will store the aggregate % complete of all the child cards of this (parent) card.

The preferences available for Card % Progress are:

Note: By default, the Card % Progress field is computed as per the Child Percent Progress preference.

The preferences available for Child % Progress are:

Note: By default, the Child % Progress field is computed as per the Percentage of Child Cards Completed preference.

We have explained all the preferences for “Card % Progress” and “Child % Progress” in detail below.

You can select the preference for each of the card types both at the Admin and Board level based on your requirement.

Note: An Admin (at the Org. level) and a Board Manager at the Board level can configure how these attributes are to be calculated for each card type within the board. While the Org Admin sets the default configuration which becomes available to a newly created Board, the Board Manager can change the default preference of both these attributes at the Board level.

To know more about configuring each field on cards, refer to the following section.

Adding Card % Progress and Child % Progress on Cards

  1. If you want to access the Card Designer at the Admin level, then go to More Options > Card Designer tile. If you want to access the Card Designer at the Board level, then go to Board Settings > Card Designer tile.
  2. On the Card Designer, select the Card % Progress and Child % Progress attributes that need to be displayed on your card. The sample card gives a preview, which refreshes automatically after every change. The changes are reflected when you return to the board.
  3. Next, navigate to the Card Type settings and define the % Progress preference. You can define the preference at any of these levels:
    Admin level:  Click the icon that is present at the top of the Kanban board, then go to Admin Settings > Card Settings tile. The Card Settings page is displayed.

Board level: On your Kanban Board, click the Board Settings icon , and then click the Card Settings tile. The Configure Cards page is displayed.

Select the card type and click Configure label under the Configure Preference column to open the settings window of the respective card type.

Detailed Guidance for Preference Settings of Card % Progress

In this section, we will select references one-by-one under Card % Progress and explain how it works with an example.

IMPORTANT INFORMATION: When the card is archived or moved to or beyond the Done column, the Card % Progress field/attribute gets updated to 100 %, irrespective of the preference settings on the card. But for the Child % Progress value, even if the Card gets archived or Done, the Child % Progress field/attribute of the same parent card won’t have any impact.

Consider the card Relationship shown below for the examples referred for each preference.

Detailed Guidance for Preference Settings of Child Card % Progress

In this section, we will select preferences one after another under Child % Progress and explain how it works with an example.

IMPORTANT INFORMATION: If a child card gets discarded or aborted, then that child card won’t be considered in the computation of Child Card % Progress value.

Consider the card Relationship shown below for the examples referred for each preference.

Viewing Hierarchy Progress of Cards

The hierarchy progress provides a visual indication of how much progress has been made by the card and its children. It provides an opportunity to illustrate the amount of work done and the status of card completion. This circular progress bar of card progress and horizontal bar for child card progress represents the progression state using percentage.

IMPORTANT INFORMATION:

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