SwiftKanban Knowledge Base

Sharing Resources

Many a time, you would like to assign a task to a resource, who is not necessarily part of your team or Board and needs temporary access to the Board to work on that task. The Shared Resource feature in SwiftKanban can help you achieve that by letting the shared team members access, update, or modify particular cards that they have been assigned to, with read-only access to the rest of the cards on the board.
To use the Shared Resource features, perform the following steps:

  1. Identify User as a Shared Resource
  2. Enable the board policy to allow Shared resources on board
  3. Assign cards to the shared resources

Note: You must have Admin access to perform the first two tasks.

Identifying User as a Shared Resource

By default, no user is marked as a Shared Resource. To identify a user as a Shared Resource, perform the following steps:

  1. From the Admin menu navigate to People.
  2. From the People list, select the user you want to mark as the Shared Resource.
  3. Double-click the row you want to edit, or select the row and then click the Edit icon on the side toolbar. The user profile page is displayed.
  4. Click the Edit icon from the side toolbar on the profile page.
  5. Under the Details tab, scroll to Is Shared Resource field and select Yes in the drop-down, and click the save icon on the auto-hide menu.

Note: 1. A user with Admin access cannot be set as a Shared Resource.
2. Ensure the user you are about to add as Shared Resource is not already present in the list of team members on your Board.

Enabling Board Policy to Allow Shared Resources on Board

To enable the Board policy, perform the following steps:

  1. Click the Board Editor icon  on the auto-hide menu, and then on the Board Editor page, click the Board Policies icon from the auto-hide menu.
  2. Select Allow Shared Resources on Board check box.

Note: If a Board has a card that is assigned to a shared resource, this preference under Board Policy cannot be modified unless that card is deleted, archived, or even the Shared Resource is converted into the Board member.

Assigning Cards to Shared Resources

To assign cards to the Shares Resource, perform the following steps:

  1. To search a shared resource on a card, use the #shared text.
  2. Assign the card to the selected shared resource. To know more about how to assign the card owner, see the Change the Current Owner / Assign Multiple Owners information.

Some Important Points to Remember

  • Was this helpful?
  • Yes   No
Exit mobile version