Setting Up Your Account as Account Admin

Define your Enterprise Settings.

• Card and Card Attribute Customizations
• Organization Policies
• Card-level Hierarchy Setup
• Master List Setup
• User WIP Limits Concepts
• Enable Plugins

Adding and Assigning Users

Add your users to your account, assign them a role, and build your team.

• Adding Users to Your Account
• Adding Users to your Kanban Board
• Define Teams
• Understand Roles in SwiftKanban
• Set Your Profile

Getting Yourself Acquainted with User Interface

Get an overview of the user interface.

• SwiftKanban UI Introduction
• Key Features of UI

Designing the Kanban Board

Understand the principles of the Board Design and its components.

• Board Organization – Smart Lane Settings
• Lanes & Column Types
• Custom Card Selection/ Definition/ Card Configuration
• Card Layout Designer
• Board-level Policy Setup
• Forecast Completion Date Setup

Managing the Kanban Board

Manage your Board effectively by understanding the Board-level Visualization/ Menu Operation.

• Board Organization/ Filtering based on common usage requirements
• Board Operations for Various Team Interactions
• Notifications Configuration

Working with the Kanban Cards

Get to know various card-level Operations.

• Card-level Visual Cues
• Card Addition/ Movement Options
• Card-level Flagging
• Card Menu Operation

Hierarchical Work & Portfolio Kanban

Deep dive into the Enterprise/ Portfolio Kanban.

• Hierarchy Concept in SwiftKanban
• Setting up Valid Hierarchy Types
• Data Rollup and Visualization
• Portfolio Lane Definition/ Management

Analytics and Reporting

Analyze data with the help of Analytics and Reporting.

• Analytics Dashboard Overview
• Walkthrough of Key Kanban Analytics for Performance Measurement and Reporting
• Reports in SwiftKanban
• Data Export and Import to/ from Excel for Reporting and Updates

Other Advanced Topics

• Upstream Kanban
• Story Mapping
• External Work Request
• ESP: Advanced Analytics and Forecasting
• ESP: Risk Profiling and Demand Shaping

Integrations

• SwiftKanban API: REST
• SwiftKanban API: SOAP
• Integrations via SwiftSync
• SwiftKanban Integration with Slack
• SwiftKanban Integration with Zapier
• SwiftKanban Integration with Microsoft Teams