The Card Field Editor is divided into 4 tabs:-

1. Details: You can edit the card name and description.

2. Fields – It is a tabular representation of the fields of that selected Card Type. Each row represents a field in the card. You can add, delete or reposition the fields just by clicking their respective buttons. You can also select to view or not view the field in the List view of the card type.

The existing fields in the Card Type are- Title, Description, etc., and metric-related fields. These are system fields or attributes that appear by default. You can add new fields and also modify fields.

3. Preview – You can get a preview of how the Detail view of a Card Type will appear after you add or remove fields in the card type. It consists of two types of preview: Popup Preview and Full Preview.

4. Activity Log – The Activity Log maintains logs for every change, which will enable you to track the changes made in the configuration of card types.

Before you start adding and configuring the attribute field, remember the following information:

For default fields (ID, Title, Description, Priority, Class of Service, Size, Current Owner, and metrics-related fields), you cannot modify any fields, except the Include in List View option. Additionally, for the Description field, you can set it as Mandatory or Non-mandatory. Some default attributes like Id, Title, Description, and Current Owner can’t be disabled.

Now,  to add and configure a custom field, perform the following steps:

1. On the Admin Settings > Card Settings page, double-click the card type to which you want to add an attribute.

2. To add a field (attribute), click the Add New Field icon. A blank field row is added below.

3. From the Available Field Types section in the drop-down, select the Field Type (for example, Integer) in the new field. The blank row now displays the Field Type i.e. New Integer Field in red.

Currently, eight field types are supported:

Field Type	Maximum Number of Instances in a Card Type
Single-Line Text	10
Multi-line Text	10
Regular Text	40
Integer	50
Decimal	50
Boolean	25
Date	25
Collection	10

Note: If you select Multi-Line Text for a field, then that field will not appear in the card pop-up. But it will be displayed in the List view.

4. Click to select and define the field properties for the new field. Enter appropriate values to configure the field. The Field Type and List Position is displayed by default.

5. You can click the Preview tab on the toolbar to preview the modified layout of the card type.
6. To delete a field, click the Delete Field icon.
6. Save it by clicking the Save All icon in the side toolbar.

After you add custom fields for a Card Type in the Admin level, they will also be available at the Board level. You need to select them for the required Card Type in the Board and enable them to be available.

Delete Card Attributes

You can delete a card attribute (field) even if their cards are created for that card type and text is entered in that field. You cannot delete default card attributes such as ID, Title, Description, Priority, Class of Service, Size, Current Owner, etc. and metrics-related fields.

You can also add attribute values to a list of attribute values. For example, You may want to add an attribute value, UI Enhancement to an attribute User Story Classification in the User Story card type. See Define Master Lists.

Configure Preference

The Configure Preference has two different sections: % Progress Preference where you can set Card % progress and Child card % progress and you can set Default description.

Set % Progress Preference

As an Admin, you can set how Card % Progress and Child % Progress attributes are to be calculated for each Card Type at the enterprise level. It is a default configuration that becomes available to a newly created Board. The Board Manager can then change the default preference of both these attributes at the Board level.

1. To configure the Card % progress and Child % Progress attributes for a Card Type, click the Configure icon shown on the Configure Preference column on the Card Settings page.

2. On the configuration page, select the preference for calculating the value for the Card % progress and Child % Progress attributes. But before you set the preference, we suggest you go through this Help page to better understand the various options available and their overall impact on the % calculation.

Set Default Description

As an Admin, you can add a default description for your card types. This can be important information or you can set a default structure in which you want your team members to add the description for each card type. For a better understanding check the screenshot below. For defect settings, we added a default description as an action for adding defects. Once done click the SAVE button. When you add a Defect card type on the Board then the following description will be available.

You can set the default description for your card types at the board level as well. Note: If you set a default description at the Admin level but then set another default description at the Board level. Then, the Board-level description will be available for the card types. To know more, click here.

Define Card Color

As an Admin, you can assign a distinctive color to the Card Types to make them visually distinguishable. To apply a color or change the existing color for a Card Type,  click the color box of a Card Type, and on the Set Color Indicator widget, select the color from the color palette.

Design Card Sticky View

The CARD DESIGNER tile on the Admin Settings page helps you design the card’s sticky view. The card designer allows you to configure more attributes and icons to add a better look and feel to your cards. In the Card Configure View, you can customize your card stickies based on the selected Card Type such as User Stories, Defects, Enhancements, Issues, etc. For better understanding, view the sample card sticky designed in Card Configure View with the selected attributes, flags, and actions. Thus, the design of your card sticky on the Kanban Board and Backlog Board will modify depending on what you select and unselect.

Note: The card stickies on the Dependency Board have the Default card view.

The first row of the card shows fixed attributes like the Card ID, Title, Profile Pic, Options, and three flags and actions. The second and third rows show the attributes that are selected in Card Attribute on the right side of the window. The last row shows the flags and icons.

Note that the default enterprise settings are inherited onto the board. However, if the board has changed the configuration, the changes will reflect for the board, overriding the enterprise settings. For example, if the Admin has hidden the ‘Rank’ for the Enterprise and the attribute is seen on the board, it means that it is not hidden on that board. The change made in the enterprise will not be inherited into an existing board unless the changes are made to the board.

Define Links Between Card Types

The Card Relationship tile on the Admin Settings page lets you link Card Types to indicate relationships. Thus, when cards are created on the Board, only cards of these Card Types can be linked to each other based on these settings. For example, by linking a user story to a defect, you can later, trace the origin of a user story and understand the defect which led to the development of that feature.

Defining links between Card Types can be interpreted as one-way or two-way dependencies depending on the context of the cards. These links can be defined in a loosely coupled manner for greater flexibility between cards on the same board or cards across different boards, or across  Lanes.

Define Parent-Child Links Between Card Types (Card Hierarchy View)

You can define the parent-child hierarchy between the required Card Types. For example, if you set the relationship of Epic Card Type as Parent to Feature Card Type as a child in the enterprise, you will then, on your board, be able to link a Feature card as a child to an Epic card, which will be the Parent, once linked. Get to know more about defining the parent-child links from this Help page. 

Define Links Between Card Types (Other Links View)

The Other Links view displays the card in the center. If links are already set it displays the links to the card types at the backdrop with the selected card type, highlighted.

For example, in the image below, you can see:

Upward Links: The Defect card is linked to User Stories, Defects, and Issues card types on the left. This is an upward link from the Defects card type to these card types. Subsequently, when a Defect is linked upward to a user story on a board, it indicates that the User Story has originated from the Defect.

Downward Links:  That Defect card type is also linked on the right to a Defects card type. This is a downward link to the Defect card type. So, when a defect is linked downward to a Defect, it indicates that the Defect was a result of another defect.

You can add and remove links to the card types and define links that can be used across boards in your enterprise.

Note that you will be able to add upward/downward links only if those card types are not linked upward/downward. You can add links only to the card selected in the Choose Card Type list and cannot create links further to the linked card types. To create further links, select that card type in the Choose Card Type list and then add links.

To add an upward link to a card type:

1. Choose the card type from the list.

2. Click the Add upward link icon on the card type. In the card type list, select the card type that you want to link and click the Save icon. To link multiple card types, use CTRL + click to select multiple card types. The list displays only those card types that are not yet linked upward.

The card type is displayed on the left and connected to the Defect card type.

To add a downward link to a card type:

1. Choose the Card Type from the list.

2. Click the Add downward link icon. In the new Card Type link, select the card type that you want to link and click the Save icon. To link multiple card types, use CTRL + click to select multiple card types. The list displays only those card types that are not yet linked downward.

The card type displayed on the right gets connected from the Defect card type.

To remove the upward or downward link from the selected card type, click the Delete upward/downward link icon (x) on the card type that you want to disconnect.

After you have defined links between card types, the team members can link cards according to the settings. For example, f there is no upward link defined from a Defect card type to a User Story card type, team members will not be able to link user stores to defects upward.

Note: SwiftKanban lets you define a parent-child relationship between different card types. This can be useful in situations where a larger (or parent) card needs to be broken down into several smaller (or child) cards for better planning and execution. This entire Card Hierarchy approach in SwiftKanban is through a highly visual interface that enables linking new child cards and existing cards to parent cards.

Add Custom Common Fields

The Custom Common Field enables you to customize the information for a task in the Card View by adding the custom fields in the card. It also gives you the flexibility to customize the attributes of the card. Depending on the requirement the customization can be done at the Admin level as well as at the Board level.

At the Admin level, Using the Custom Common Field feature, you can add a custom field, which is common across all card types. You can also set the field type, input method, icon, and other details for that Custom Common Field.

Note: The Custom Common Fields which are created at the Admin level can be shared across all the boards.

To add the Custom Common Field, perform the following steps:

1. On the Admin Settings page, click the CUSTOM COMMON FIELD tile. The Custom Common Fields page is displayed.

2. To create a common field, click the Create  Common Field icon from the Side toolbar.

3. In the new field, enter the following details:

Fields	Description
Field Label	Name of the Custom Common field
Field Type	Single-Line Text: Textbox for entering a single word or small phrases. Multi-Line Text: A text area for entering unlimited characters. Note: It is not visible to the user under Card View. Integer: Number with no fractional parts. Decimal: This number system has ten as its base. True or False: Boolean values Date: Values related to year, month, and days. Collection: Multi-Select option for the values set for this field type. Learn more about configuring a multi-select custom common field from here.
Mandatory	Decide whether you want compulsory input for that particular field.
Disabled	Hide the field from the card by selecting Yes from the drop-down. By default, it will be No.
Input Method	Manual Entry of values
Master List	Once you select the Input Method as a Static List, this field will be activated, and the dropdown values will display all the Master Lists. Select the desired Master List from the drop-down and set its Default Value.
Default Value	Based on the Master List you have selected, the related default values will be displayed as a drop-down value. Select the most appropriate default value.
Include in List View	If you want to add fields in Card List View, then select Yes from the drop-down.
Field Icon	It is a symbol or indicator that will help you identify a particular field. Click the edit view under Field Icon to get a list of icons. Select any one icon from the list that will best define your field.

4. After adding each Custom Field, click on the Save icon from the Side toolbar.

Converting Card Type Specific Fields to Custom Common Fields

You can not only create a Custom Common Field but also convert an existing field into a Custom Common Field. You can create your own fields for each Card field editor, depending on the requirement. If you require a particular field in all the Card Types, then you can add it with the help of the Custom Common Field icon as mentioned above. But if you already have created a field for a few Card Types and now you decide to add the same field for the remaining Card Types then the Add as Custom Common Field icon will solve the issue.

For example, you have 10 Card Types, of which you have added a custom field of field type: Integer to six Card Types. Now you have decided to add this field as a Common Field for all Card Types (including the ones that will be created in the future). To achieve this, add the same custom field to the remaining four Card Types, then go to Custom Common Fields Page, and from the toolbar, click the Add as Custom Common Field icon.

Note: The Add as Custom Common Field icon is available only when the same field (with the same field label and same field type) is added on all Card Types.

To add a field as a Custom Common Field, perform the following steps:

1. Go to Admin Settings > Card Settings tile. On the Card Settings page, double-click the Card Type to add custom fields.

2. On the Fields tab of the Card Field Editor page, add the custom field by clicking the Add new Field icon.

3. Under Layout, scroll down till the end and click the plus icon to add a new row, now drag the required custom fields from the Available Fields Types section.

4. Once you have added the field types under the Layout tab, you will get the attributes related to that particular field to type under Settings. Add Field Label and Field Type.

Note: For each Card Type, the Field Label and Field Type should be the same.

5. Now, go to Admin Settings > CUSTOM COMMON FIELD tile. On the Custom Common Fields page, select the Custom Field that you want to convert to the Custom Common Field, and click the Add as Custom Common Field icon.

Note: Irrespective of whether a field is enabled or disabled at the Admin level, a custom common field is always visible in the Card Designer at the Board level. However, to edit the values of the same common field, you need to enable it at the Admin level.

Enable Planned Dates for Card Types

To enable or disable the Planned Start Date and Planned Finished Date for the Card Types that are used to track the Planned duration in the Roadmapping dashboard, perform the following steps:

1. On the Admin Settings page, click the ENABLE PLANNED DATES tile.

2. On the Enable/Disable Planned Dates for Card Types widget, select the Card Types for which you want to enable to Planned Start Date and Planned Finished Date fields and click Submit.

3. To disable the Planned Start Date and Planned Finished Date fields for the card types in bulk, unselect the card types and click Submit.

Define Master Lists

Master Lists are used to create a field, which will contain certain attributes related to this field. There are a few default Master Lists such as Class Of Service with values such as Expedite, Fixed Delivery Date, Standard Class, and Intangible Class. Get to know more about creating or updating Master List from this Help page.

To define Master List, go to Admin Settings > MASTER LIST SETTINGS tile.  On the Master List settings, you can create or modify Master List.  To know more about how to create, update and use the mapping feature of the master list, click here.

Map Master List Relationship

You can map a relationship between two Master lists and apply it to a custom or custom common field. This can be extremely beneficial if you want to populate separate combinations of parent-child field values for a card, like Country-State, City- Localities, and so on.

Get to know more about the mapping Master List relationship from this Help page.

Add and Manage Board Templates

Templates in SwiftKanban are ready-to-use Board models (comprising of  Lane Settings, Card Types, and Board Policies) that you can select while creating a Board. Template in SwiftKanban can be a great feature when you plan to save time and effort of creating a Board from scratch or reuse any existing Kanban board as a template to create a similar type of Board in the future.

Get to know how to create a Board Template or save a Board as a Template from this Help page.