The Stand-up Wizard in SwiftKanban, available exclusively in the Enterprise plan, streamlines your daily stand-up meetings, making them more efficient and organized. This guide will walk you through how to use this powerful feature. Skip Ahead to: Introduction Starting the Stand-up Conducting the Stand-up Conducting Team-wise Stand-ups Video Reference Introduction Daily stand-ups are crucial for […]

In this article, we will help you understand the Café. To navigate to the Café, click the Home icon, and toggle the Enable Café to gain access to the SwiftKanban Café. Skip Ahead to: Overview Steps to Add a Cover Photo Steps to Add Card How to Start a Discussion? Send Kudos View Badges on […]

Overview You can add tasks i.e. to-do’s for a card to break down work into smaller manageable units. Card Owners can add and manage their own set of To-Dos, estimate effort, and report progress against the To-Dos. You can track the progress of To-Dos based on Status or Effort. Here is some key information about […]

In this article, we will help you understand how to reopen a closed board. Skip Ahead to: Overview Reopening Board Post-Reopen Impact Overview You can reopen a closed Board from the My Boards page or the More Options > Admin Settings > All Account Boards menu at the Admin level.  Note that you must have […]

In this article, we will help you understand how to close a board. Skip Ahead to: Overview Steps to Close a Board Delete Board Post Closure Impact Overview Every project better known as Board in SwiftKanban has a shelf life. Once the Board achieves its goal or objectives or needs to be aborted for any […]

SwiftKanban provides you the ability to not just add a simple horizontal lane, rather let you define ‘Smart Lanes’. Each smart lane can have the same or different value stream and can be defined based on one of the many card attributes like Class Of Service, Priority, Size, Card Type or even Team Members, etc. […]

In this article, we will help you understand how to log effort for ToDos. Skip Ahead to: Overview Add Actual & Remaining Effort for ToDos Overview The Time-tracking plug-in helps you to capture the actuals and remaining effort for the tasks being executed by the team members. So if a card has a To-Do list […]

In this article, we will help you understand how to view Board Calendar. Skip Ahead to: Overview Navigation Board Calendar Features Overview SwiftKanban Board Calendar is a very useful feature that helps you to track the production schedule of your work. It is helpful for time-starved managers to run through the To-Do calendar to track […]

In this article, we will help you understand how to export or import board data. Skip Ahead to: Overview Export Board Import Board Overview Using the Import or Export feature, you can either import the board details into SwiftKanban or export the board details to a zip folder on your system. Note that you can […]

In this article, we will help you understand how to manage the Board Settings. Skip Ahead to: Overview Accessing Board Settings Board Settings Page Layout Board Editor Configuring Columns Add/Rename the Column Title Column Policy Change Column Type Change/Turn Off WIP Limit Set Cycle Time Threshold Set Column Color Add a Column Split Column Move […]

In this article, we will help you understand the Dependency Board in detail. Skip Ahead to: Overview Accessing the Dependency Board Dependency Board Layout Working with the Dependency Links Overview Program Management requires keeping track of the cards spread across Boards and are dependent on each other for completion so that they get executed in […]

In this article, we will help you understand how to set up notifications. Skip Ahead to: Overview Viewing Notifications Notification Widget Inbox Subscribing to Notifications Redirecting Notification Emails Unsubscribing to Notifications Overview You may want to receive notifications on various events occurring such as a new card being added, blocked by a user, or WIP […]

In this article, we will help you understand how to view the To-Do Board. Skip Ahead to: Overview Key Features of the To-Do Board Accessing the To-Do Board Calendar View in the To-Do Board Accessing To-Do List View Overview To-Dos are the integral parts of a Kanban Card, as it empowers you to break down […]

In this article, we will help you understand how to set up your team for your board. Skip Ahead to: Overview Inviting Team Members to the Board Changing the Role of Team Member Deleting Team Member Exporting Team Member Listing Overview Get team members to work with you on a Board by inviting them. You […]

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 […]

By selecting the Home icon, you have the option to explore two views: Home and Café. When the toggle is turned off, you will be in the Home view; whereas, enabling the toggle grants access to the Café view. Let’s explore these two views. The Enable Café toggle option will be enabled by default. Learn […]

In this article, we will help you to define backlog. Skip Ahead to: Overview Defining a Product Backlog from the Backlog View Pull Cards from the Discard Cards Discard Card from Backlog Board Defining a Backlog on the Backlog Board Organize Backlog Based on Card Attributes View Card Type % Progress Overview You can create […]

In this article, we will help you understand how to configure card types. Skip Ahead to: Overview Navigation Enable/Disable Card Type on the Board Change Card Type Color Create Card Type (Account Admins only) Configure Card Type Preferences Managing Attributes Add a Default Description Card Inactive Setting Design Card Carousel Overview Your organization may have […]

In this article, we will help you understand how to configure board policies. Skip Ahead to: Overview Activating the Board Policies Board Policies Column Policy Overview To enforce better collaboration and compliance with the established processes, you can define additional policies for the movement of cards on the board. Moreover, with the column-level policy, you […]

In this article, we will help you understand how to create a board. Skip Ahead to: Create Kanban Board Other Ways to Create a Board Delete Board View Board List Once you are familiar with the SwiftKanban interface, you can quickly get started by creating a new workspace ( called Board in SwiftKanban) to get […]

You can use the Board Activity feature in SwiftKanban to view the activity logs of both active and inactive cards on a Kanban board within a stipulated period. This feature helps you monitor the card-wise status of a board for a particular period. However, using this feature, card activities that are older than 15 days are […]

The unique Board Playback feature allows users to playback the board for a past time period and observe patterns of flow. It animates a playback of the changes like a deck of cards flying through cards getting created, cards being assigned to people, being pulled, and getting archived. Selecting a date range and the Lane […]

Lanes are value streams that can be defined for managing work classified based on various default card type attributes (such as Priority, CoS, etc.), team members, and even custom labels, such as any ad-hoc values you want. The board will then have Lanes representing the values associated with these attributes. For example, when you define […]