SwiftKanban Knowledge Base

Create a Card

Navigate to the Main Menu > Card Listing and select the card type to create cards. For example, Main Menu » Card Listing » User Stories.

 

After defining the backlog, you can push them onto the board from the Backlog view or Kanban Board by clicking the Add to Board button for the required card.

Note: Cards in SwiftKanban board come with permanent URLs that can help you to access your card quickly (login required, if the session is not active) and save you a few navigation clicks. You can bookmark any card in your favorite browser to revisit directly. You can also share/enter such link in any external application, making cross-referencing easily possible.

To view, edit, and track the cards of a specific card type, you can go to the List Views of the card types and filter the cards based on Rank, Priority, Class of Service, Lane, Current Column, etc. If you want to filter based on a custom field you created for the card type, modify the List View for the field to appear in the List view. After which, you can filter the list based on the custom field. See the Modify List View of Card Type section in the Define Card Types help page.

Create User Stories

Tips: We have an exciting in-app Learning Enabler, called Challenges that would help you learn and create card interactively. Please navigate to Help & Support > Challenges from the top level menu and try out the Challenges.

To create a card such as User Story, go to the selected Main Menu > Card Listing » User Stories view, click the Create button. In the Details tab of the Create New view, enter the details such as Title, Description of the user story, Priority, etc., and then click the Save icon on the Side toolbar.

 

Following is the description for a few of the values to be entered which can help to prioritize the story.

Tips: We have an exciting in-app Learning Enabler, called Challenges that would help you learn and assign owners to the card interactively. Please navigate to Help & Support > Challenges from the top level menu and try out the Challenges.

After you save the details, additional sections – Comments and Attachments appear in the Details view, and also additional tabs i.e. To-Do, Linked Cards, and Activity Log appear. The Details view displays the Wait Time, Work Time, and Blocked Time for the card as it progresses on the board. This is also available on flipping the card when in the board view.

You can create another user story by clicking the Create button while you are in the View or Edit mode of the existing user story.

Go to the User Stories view to track all user stories in a single list view.

The User Stories List view displays the list of user stories created on the selected board. From this view, besides creating a user story/card, you can:

Create Defects

To create a defect, from the selected Main Menu » Card Listing » Defects view, click the Create icon on the Side toolbar. In the Details tab of the Create New view, enter the details such as Title, Description of the defect, Priority, etc., and then click the Save icon on the Side toolbar.

Following is the description for a few of the values to be entered which can help to prioritize the defect.

Prioritize a Defect: You can define the priority for a defect so that you can pick up the card on the board accordingly. You will find it easier to identify the high priority cards based on the color code.

After you save the details, additional sections – Comments and Attachments appear in the Details view, and also additional tabs i.e. Resolution Details, To-Do,  Linked Cards, and Activity Log appears. The Details view displays the Wait Time, Work Time, and Blocked Time for the card as it progresses on the board. This is also available on flipping the card when in the board view.

You can create another defect by clicking the Create button while you are in the View or Edit mode of the existing defect.

The Defects view displays the list of defects logged on the board. From this view, besides creating a Defect card, you can:

 Create Issues

To create an issue, from the selected Main Menu » Card Listing » Issues, click the Create button. In the Details tab of the Create New view, enter the details such as Title, Description of the user story, Priority, etc., and then click the Save icon on the Side toolbar.

Following is the description for a few of the values to be entered which can help to Prioritize the issue.

After you save the details, additional sections – Comments and Attachments appear in the Details view, and also additional tabs like Resolution Details, To-DoLinked Cards, and Activity Log appear. The Details view displays the Wait Time, Work Time, and Blocked Time for the card as it progresses on the board. This is also available on flipping the card when in the board view.

You can create another issue by clicking the Create button while you are in the View or Edit mode of the existing issue.
The Issues view shows the list of issues registered in the selected board. From this view, besides creating an issued card,  you can:

Create Custom Cards

SwiftKanban offers flexibility to add custom card types after which you can add custom cards as you would create Defects or User Stories. See Define Card Types.  Once you have activated the custom card type, you will see the card type menu link in the Main Menu » Card Listing » <Custom Card Type>. For example, Main Menu » Card Listing » Impediments, where Impediments is the Custom Card Type. You can then create Impediments cards as you would create cards for the default card types. The Side toolbar provides all features as for the default card types for viewing, editing, exporting, importing, etc.

Activity Log

The updates to the card details and card movements can be tracked in the Activity log. Click the Activity Log tab in the Detail Card view. The log is listed in the descending chronological order of Date and Time stamp. The log includes card updates such as Current Owner updated, Item moved from Develop#In Progress to Develop#Done and events such as blocking of the card. It also shows who performed the card activity.

Consolidated ‘All Cards’ View

While you can view the pending items collectively in the ‘Backlog’ view, you can also view a consolidated list of work cards in all columns. Go to Main Menu » Card Listing » All Cards. From the All Cards view, you can also add a card to the backlog or the Kanban Board.
Cards added to the backlog, Active cards on the board, archived/closed cards are listed, displaying field values like Priority, Current Owner, etc.
For cards on the board, you can view the Current Column where the card is and if you have  Lanes enabled, the Lane column displays for the card.

From the All Cards view, you can also:

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