new board layout

Reopening A Closed Board

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 ...

Closing Board

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 Swift...

Working with the Card Listing

In this article, we will help you understand the workings of the card listing. Skip Ahead to: Overview Navigation All Card Listing View Card Position Backlog Cards To-Dos Specific Card Types Card Oper...

Creating Users

In this article, we will help you understand how to create users. Skip Ahead to: Overview Create Users Editing User Profile Performing Other tasks on the People Page Deleting Users Overview For an ent...

Exporting People Listing

Using the Export feature, you can export the details of the users available under the People page to a Microsoft® Excel or CSV file format. Steps to Export People Listing To export people’s de...

Integrating SwiftKanban with Microsoft Teams

In this article, we will help you understand how to integrate SwiftKanban with Microsoft Teams. Skip Ahead to: Overview Add SwiftKanban to MS Teams Performing Board Operations Convert your message int...

Working with Admin Policy

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 Boa...

Dependency Board

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 P...

Setting Up Notifications

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 ...

Viewing To-Do Board

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 T...

Setting Up Your Team For Your Board

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 Ex...

Tracking Card Progress Using Portfolio Lane

In this article, we will help you understand how to track card progress using Portfolio Lane. Skip Ahead to: Overview Adding a Portfolio Lane to your Board Tracking Cards in the Portfolio Lane Enable ...

Managing the Admin Settings

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...

Defining and Managing Teams

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 Enabling Team License Overview If ...

Working with Templates

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 ...

Defining Hierarchy Between Card Types

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 Typ...

Managing Plugins

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 ...

Account Details

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,...

Working with Master Lists

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 Ove...