You can use SwiftKanban to define a parent-child hierarchy among cards. Parent-child hierarchies in Kanban are constructed from a single parent card having multiple child cards. You can build the hierarchical relationship by:
- Creating new parent or child card and establishing their relationship with an existing card
- Establishing hierarchical relationship between existing cards
Note: Following parent-child card hierarchy will not be available for a Closed Board:
- 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.
For example, if an Epic is broken down into Feature and then feature into user stories, the progress of the Epic is based on the progress of the features and the user stories.
Pre-requisite: Ensure that you have a pre-defined relationship hierarchy between the selected card types. To know more, click here.
For example, card type Defect and UserStory must have an already established relationship, only then you can create a link between cards.
Linking Existing Cards Across Boards
Perform the following steps to link existing cards across different Kanban boards:
1. On the Kanban board, mouse-over the required card and click Options (), select Links, and then Linked Cards.
Linked Cards tab is displayed.
3. To establish parent-child relationships, click Parent-child Links option
3.1. To search and link a card as its child card, click Search and Link as Child Card () icon on the card. The Search Child box is displayed.
3.2. To search a card based on its attributes or fields such as title, card id, attachments, comments. class of service, and so on, enter the text in the search box.
3.3. Select the card, and then click Add to link the cards
Note: You can select more than one card and establish multiple parent-child relationships at a time.
3.4. To search and link a card as its parent card, click Search and Link as Parent Card () icon on the card. The Search Parent box is displayed.
3.5. To search a card based on its attributes or fields such as title, card id, attachments, comments. class of service, and so on, enter the text in the search box.
3.6 To link the desired card as parent, select the card. The card will be added as the Parent Card.
Linking New Cards Across Boards
Perform the following steps to link new cards across different Kanban boards:
1. On the Kanban board, mouse-over the required card and click Options () to select Linked Cards
2. To establish a parent-child relationship, select Parent-child Links option.
2.1. To add a child card, click the Add Child Card () icon. The New Card box is displayed.
Note: If the board policy has been enabled then the default column will be set according to the board policy. To know more click here.
2.3. To select the suitable card type, click the corresponding card type color.
Note: You can only view those card types, which has a predefined relationship hierarchy established among them.
2.4. Press Enter to save and establish the relationship among the cards. The new card will be created.
2.5. To add a parent card, click the Add Parent Card () icon. The New Card box is displayed.
Card Hierarchy Execution on Multiple Boards
|#||Board Name||Purpose||Level||Applicable Card Types|
|1||Idea Board||Track high level ideas at the executive/ portfolio level||Tier I||Ideas / Initiatives|
|2||Planning Board||Breakdown Ideas into EPICs, Features||Tier II||
|3||Execution Board||Breakdown Feature into User Stories and Tasks||Tier III||
Tier I : Idea Board
Ideas tracked on the Initiative Board at the portfolio level
Tier I –Idea decomposition into Epics on Planning Board
Tier II – Planning Board
Tier II –Epic decomposition into Features on Same board or lower board
Epic Execution on the Same Board
Multiple value streams can be tracked on the same board.
Tier III – Feature Decomposition into User Stories on Execution Board
User Stories on Execution Board
End-to-End Hierarchy Visualization /and Data Roll-up
As the last level cards get completed, the % progress is rolled up to the parent card. Note that as estimates entered for the child cards get rolled up to the parent card, you will not be able to provide the estimate for the parent card.