In this article, we will help you understand how to configure the multi-select option in a custom common field. Skip Ahead to: Steps to Configure Multi-select Option Important Points to Remember Steps to Configure Multi-select Option To configure a multi-select option in a custom common field perform the following steps: 1. On the Admin Settings […]

In this article, we will help you understand how to update user status as Active or Inactive. Skip Ahead to: Overview Steps to Inactivate a User Steps to Reactivate a User Bulk Inactivate Users Overview Many a time, you would want to deactivate a user in your app account as due to various reasons, the […]

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 […]

In this article, we will help you understand how to activate ESP, story map, risk framework, and roadmapping dashboard. Skip Ahead to: Overview Activating ESP Analytics Activating Story Map Activating Risk Framework Activating Roadmapping Dashboard Overview Before you start using the ESP analytics, Story Map feature, and Risk framework in SwiftKanban, it is important to […]

In this article, we will help you understand how to configure card percent progress and child percent progress. Skip Ahead to: Overview Adding Card % Progress and Child % Progress on Cards Detailed Guidance for Preference Settings of Card % Progress Detailed Guidance for Preference Settings of Child Card % Progress Viewing Hierarchy Progress of […]

In this article, we will help you understand the Card Field Editor. Skip Ahead to: Overview Card Field Editor Tabs Adding Custom Field Delete Card Attributes Overview Card field Editor (earlier known as Iform Editor) has been designed in a tabular format to ease the process of adding or modifying attributes for a card type. […]

In this article, we will help you understand how to define card types. Skip Ahead to: Overview Create Your Own Card Type Working with the Card Type Overview Card Types represent different types of work with varied business needs and can have their own attributes. The Issue, User Story, and Defect are the default card […]

As an Account Admin, you can define important settings in SwiftKanban at the enterprise level using the Admin Settings page. The Admin Settings on this page are available in the tiles format and based on your requirement, you can go to any of them and make the necessary updates. Note, when you update some of […]

In this article, we will help you understand how to define and manage teams. Skip Ahead to: Overview Creating a Team Viewing the Team List Teams Available for Boards Overview If you are working with large Kanban Boards involving multiple teams, you are sure to find the Defining Teams feature very useful. SwiftKanban lets you, […]

In this article, we will help you understand the workings of templates. Skip Ahead to: Overview Create a Board Template Defining Templates at the Board Level Edit a Template Save an Existing Board as Template Overview Templates in SwiftKanban are ready-to-use Board models (comprising Lane Settings, Card Types, and Board Policies) that you can select […]

In this article, we will help you understand how to define the hierarchy between the card types. Skip Ahead to: Overview Defining Hierarchy between Card Types Link Parent Card Type Link Child Card Type Overview SwiftKanban lets you define a parent-child relationship between different cards to define a hierarchy. This can be useful in situations […]

In this article, we will help you understand how to manage plugins. Skip Ahead to: Overview Accessing and Enabling Plugins Overview SwiftKanban provides a couple of useful installable components that significantly enhance its functionality. With such add-ons, you can combine specific features with the existing functionality of SwiftKanban. For example, one of the key plugins […]

In this article, we will help you understand how to manage your account details. Skip Ahead to: Accessing Account Details Managing Your Account Accessing Account Details To access the Account details, from the top panel, click the More Options icon > Admin Settings. On the Admin Settings page, click the LICENSE DETAILS tile. The Account […]

In this article, we will help you understand the workings of master lists. Skip Ahead to: Overview Creating a Master List Updating the Master List Mapping the Master List Apply Master List Mapping Overview Master Lists are used to create a field, which will contain certain attributes related to this field. There are a few […]

A Work-In-Progress (WIP) limit is the limit set of the number of cards that can be worked on at any one time, in any column. This allows people to focus on what’s important and not switch too much between tasks (which creates waste). WIP limits can be set by clicking on the ‘Modify Process’ link […]

Important Information: By reading this Help page, you will get to know how to define the card types in the Old Board Layout. If you want to manage the same in the New Board layout, see this Help page. Card Types represent different types of work with varied business needs and can have their own […]