Creating Parent Child Hierarchy on Board

You can use SwiftKanban to define a parent-child hierarchy among cards. Parent-child hierarchies in Kanban are constructed from a single parent card having multiple child cards.  You can build the hierarchical relationship by:
  • Creating new parent or child card and establishing their relationship with an existing card
  • Establishing hierarchical relationship between existing cards
There are various options of defining your relationship. Based on your requirements, you can use any fo the following features to build the hierarchical  relationship:
  • Hierarchy Import using Excel: Create Cards, Map Parent-Child Relationship using Microsoft® Excel, and Import that Excel sheet to SwiftKanban: See this Hierarchy Import topic to know more about this Excel Import feature. 
  • Bulk Edit: Quickly create, modify or delete parent-child relationship of large volume of cards using the Builk Edit feature: See this Bulk Edit topic to know how you can leverage this feature to quickly build the card hierarchy.
  • Hierarchy Progress View: Visual indication of Prgress Percentage of a Card: Better manage the overall progress of a Parent card and its child cards by using this Hierarchy Progress feature. 
The most significant thing about Card Hierarchy in SwiftKanban is the drill-down process, the progress on the highest level can be tracked down to the smallest level in the hierarchy and vice versa.
For example, if an Epic is broken down into Feature and then feature into user stories, the progress of the Epic is based on the progress of the features and the user stories.
Pre-requisite: Ensure that you have a pre-defined relationship hierarchy between the selected card types.
For example, card type Defect and UserStory must have an already established relationship, only then you can create a link between cards. 

Linking existing cards across boards

Perform the following steps to link existing cards across different Kanban boards:  
1. On the Kanban board, mouse-over the required card and click Options () to select Linked Cards.                                                    
Linked Cards tab is displayed.

3. To establish a parent-child relationships, click Parent-child Links option

3.1. To serach and link a card as its child card, click Search and Link as Child Card () icon on the card. The Search Child box is displayed.

3.2. To search a card based on its attributes or fields such as title, card id, attachments, comments. class of service, and so on, enter the text in the search box.

                                                                                           

       To search a card across different boards, click the Search Globally link.

3.3. Select the card, and then click Add to link the cards

    Note: You can select more than one card and establish multiple parent-child relationships at a time.

3.4. To serach and link a card as its parent card, click Search and Link as Parent Card () icon on the card. The Search Parent box is displayed.

3.5. To search a card based on its attributes or fields such as title, card id, attachments, comments. class of service, and so on, enter the text in the search box.

3.6   To link the desired card as parent, select the card. The card will be added as the Parent Card.

Linking new cards across boards

Perform the following steps to link existing cards across different Kanban boards:  
1. On the Kanban board, mouse-over the required card and click Options ()  to select Linked Cards                                             
                                                                                                                                                                       
2. Select Parent-child Links option, to establish a parent-child relationships

2.1. To add a child card, click the Add Child Card () icon. The New Card box is displayed.


2.2. Select the required board from the drop-down list, enter the card title and description.
2.3. To select the suitbale card type, click the corresponding card type color. 

           Note: You can only view those card types, which has a predefined relationship hierarchy established among them.

2.4. Press Enter to save and establish the relationship among the cards. The new card will be created in the backlog board.
2.5. To add a parent card, click the Add Parent Card 
() icon. The New Card box is displayed.

2.6. Follow the steps as described in step no. 2.2, 2.3 and 2.4. The new Parent Card will be created.
 


Card Hierarchy Execution on Multiple Boards

 

Example


#Board NamePurposeLevelApplicable Card Types
1Idea BoardTrack high level ideas at the executive/ portfolio levelTier IIdeas / Initiatives
2Planning BoardBreakdown Ideas into EPICs, FeaturesTier II
  1. Epic
  2. Features
3Execution BoardBreakdown Feature into User Stories and TasksTier III
  1. User Stories
  2. Tasks
  3. Defects
  4. Issues


Tier I : Idea Board

Ideas tracked on the Initiative Board at the portfolio level


Tier I –Idea decomposition into Epics on Planning Board



Tier II – Planning Board




Tier II –Epic decomposition into Features on Same board or lower board



 

Epic Execution on the Same Board

Multiple value streams can be tracked on same board.


Tier III – Feature Decomposition into User Stories on Execution Board



User Stories on Execution Board




End-to-End Hierarchy Visualization /and Data Roll-up




As the last level cards get completed, the % progress is rolled up to the parent card. Note that as estimates entered for the child cards get rolled up to the parent card, you will not be able to provide estimate for the parent card.