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

There are various options of defining your relationship. Based on your requirements, you can use any of the following features to build the hierarchical  relationship:

  • Hierarchy Import using Excel: Create Cards, Map Parent-Child Relationship using Microsoft® Excel, and Import that Excel sheet to SwiftKanban: See this Hierarchy Import topic to know more about this Excel Import feature.
  • Bulk Edit: Quickly create, modify or delete parent-child relationship of large volume of cards using the Bulk Edit feature: See this Bulk Edit topic to know how you can leverage this feature to quickly build the card hierarchy.
  • Hierarchy Progress View: Visual indication of Progress Percentage of a Card: Better manage the overall progress of a Parent card and its child cards by using this Hierarchy Progress feature.

The most significant thing about Card Hierarchy in SwiftKanban is the drill-down process, the progress on the highest level can be tracked down to the smallest level in the hierarchy and vice versa.

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.

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.

                                                                                       

       To search a card across different boards, click the Search Globally link.

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 existing 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.


2.2. Select the required board, lane, particular column from the drop-down list, enter the card title and description.

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.


2.6. Follow the steps as described in step no. 2.2, 2.3 and 2.4. The new Parent Card will be created.
Note: There is a quicker way of creating parent-child hierarchy without going to the Linked Cards tab. To know more about it, see this topic on Quick Links.

Card Hierarchy Execution on Multiple Boards

Example

# 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
  1. Epic
  2. Features
3 Execution Board Breakdown Feature into User Stories and Tasks Tier III
  1. User Stories
  2. Tasks
  3. Defects
  4. Issues

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.

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