As an Account Admin, you can control the application behavior using the admin policy settings in SwiftKanban for the enterprise from the Settings view.
Select the policies you want to apply on the board:
- Define UOM for Estimates
- Enable Live Updates on Board Refresh
- Enable Cards Tags
- Default Date Format
- Enabling Password Policy
- Enabling Add or Reply to Comments by Reader policy
- Restrict Editing of Cards in Done Column
- User WIP limit settings
- Allow Person to add multiple flags on cards
- Show Card Type-wise Progress on Parent Card
- Show Basic Details of Card in Hierarchy and Release/Iteration to Non Team Member
Define UOM for Estimates
Some teams prefer to work out estimates for work items in ‘Story points’ while others in ‘Days’. In SwiftKanban, an enterprise can define one unit of measurement (UOM) for estimation across boards.
As an administrator, once you define the UOM, it will be used to capture the estimated effort when adding cards on boards and adding the release capacity.
To define the UOM for estimation:
- Click the Admin Policy icon from the Settings page.
- Enter the UOM in ‘Display Card Estimates in’ box, for example, Days or Points. Note that the label should not exceed six characters. Click Save.
On editing the UOM, the estimates label changes to the new label, (for example, ‘Estimates (Points)’ but the units captured will be the same as earlier and not changed or converted.
Note: Interpret Estimates, To-Do Estimates, Actual Effort, Remaining Effort and Burndown chart in the Release and sprints charts according to the UOM defined here.
You can get instant updates on any changes the team members make to the cards on the board by regular refresh, by default. This is a very useful feature for a distributed team to be in sync. When you have your app open but are working on some other app, on returning to the board, the board highlights the updated cards one by one. This feature is optional and can be disabled by selecting the preference for your enterprise. You can choose to refresh the board manually and see the final updates as and when required.
To disable automatic Board Refresh:
- Go to Admin >> Settings and click the Admin Policy icon.
- Select the ‘Show Live Updates on Board Refresh only’ option.
- Click Save.
Note that the changes will take effect on restarting the session.
Automatic Board Refresh can be enabled again by clearing the selection.
Note that changes refer to the updates to the card attributes displaying in the Add Card window, such as Title, Description, Priority, etc. The changes made in the Detail view of a card is not reflected in the Board Refresh. The cards highlighted on the board indicate that they were modified.
Additionally, if you need any notifications regarding card movements across lanes, see Subscribe to Board Events section. For other board events such as Blocking/Unblocking of cards, Comments Added/Replied, WIP Violation, etc. see Subscribe to Notifications page.
In the Admin >> Settings >>Admin Policy view, select the ‘Enable card Tags’ policy to enable tags so that team members on boards can add and update tags/labels for cards. These tags can be used to search cards across boards and filter the board to focus on specific cards.
Tagging can be a great way to associate cards with a release, sub-tasks to a story, feature, or board, etc. You can view the Tag Cloud metric, which gives you a collocated visual view to understand what are the key drivers of your board. Hence, if you assign tags to a card such as customers, technologies, specific themes, etc., you can analyze the biggest drivers for your deliverables.
You can define the default Date Format at the enterprise level, and all the new users will have that date format as default when updating any date field.
Note: Although new users will have the selected date format as default, they can always change it by modifying their Profile Summary.
Password policies are required to enhance account security by encouraging users to employ strong passwords and use them properly.
To enable the password policy:
1. Go to Admin >> Settings
2. Click the Admin Policy icon on the Side toolbar at the left.
3. Select the Apply Password Policy checkbox.
4. Select a policy from the drop-down.
5. It will save the settings automatically.
Note 1: You need to restart the session to apply the changes.
Note 2: If the above password policy is not applied, by default minimum 7 characters password of any combination is applicable. The same will be reflected on the change password screen.
Enabling Reader to Add or Reply to Comments
To enable the Add or Reply comments by Reader policy, perform the following steps:
- Go to Admin >> Settings
- Click the Admin Policy icon on the Side toolbar at the left.
- Select the checkbox for the Allow Reader to add comments on cards policy.
Restrict Editing of Cards in Done Column
Only the Admin and Manager will be allowed to edit cards in the Done lane. The policy will be applied to all boards in the account and it will not be available at the board level.
- Go to Admin >> Settings
- Click the Admin Policy icon on the toolbar at the left.
- Select the Only allow Admin and Board Manager to edit the cards in the Done Column
- It will save the settings automatically.
NOTE: By default, this policy will be kept off for all the current accounts.
You can define the Unit of Measurement for the User WIP calculation by enabling this admin policy. You can also select whether you want to apply for all the lanes or only the in-progress lanes for calculating User WIP. Get to know more about the User WIP from this Help page.
By enabling this policy, you can let the user apply the same flag multiple times on a card. Get to know more about adding multiple flags from this Help page.
Show Card Type-wise Progress on Parent Card
Enable this policy to view the detailed description of the immediate child cards along with their progress. See this Help page to get to know more about the Detail View.
Show Basic Details of Card in Hierarchy and Release/Iteration to Non Team Member
Enable this policy to let the non-team member view the basic details of a card like ID, title and so on in a card hierarchy and iteration. Get a detailed understanding of this feature from this page.