Updating Hierarchy in Bulk

When a significant task such as an epic or feature needs to be developed, it can be further broken down into user stories for better planning and execution. Using a visual interface in SwiftKanban, you can define a parent-child relationship between different cards by linking child cards to parent cards. 

The Card Hierarchy feature in SwiftKanban follows a drill-down hierarchy such that the progress of the parent card is tracked on the basis of the progress of its child cards. 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. To begin with, you need to define the hierarchy between the required cards. To know more about the card hierarchy, see the Defining Card Hierarchy article. 

Using the Hierarchy Bulk Edit feature in SwiftKanban, you can quickly create, modify, or delete parent-child relationship of cards. You can also create cards while establishing a new relationship.

 You can also create cards and set parent-child relationship between cards using Microsoft® Excel, and then import into SwiftKanban. To know more abut this feature, see the Creating Cards using Excel topic. 

This topic covers steps to:
 

Navigating to Bulk Edit page

To open the bulk edit page:
  1. Navigate to the card hierarchy using one of the two options:
    •       On a card, click the Options icon, and then select Linked Cards.

      OR
    •       Double-click card hierarchy icon on a card.

      Under the Linked Cards tab in the Card Hierarchy View, when zoomed into a higher level, cards indicate additional details, such as Card Owner (with the profile image), column, and board name.
  2. In the Linked Cards tab, click Bulk Edit option on auto-hide toolbar or click the Bulk Edit button in the upper right corner.
  3. The Bulk Edit page displays the list of existing linked cards if any. Double-click on any card in the list to view and edit its details.
  4. Press Esc button on keyboard or click  icon to close the Bulk Edit screen.

Linking New Child Cards

To create and link a new child card:
  1. Navigate to the Bulk Edit page.
  2. Select the desired parent card in the hierarchy and click Add to add a new row.
  3. Select the board under which you want to add the card, card type and enter the title for the card. 
  4. Click Save or press Enter. A new card is created with an auto generated ID in the selected board and linked to the existing card.
  5. Press Esc button on keyboard or click  icon to close the Bulk Edit screen.

Adding Cards From External Tables

You can also add cards from a table created using any third party tool like Microsoft® Excel, Microsoft® Word, and so on. 
  While adding cards from a third party table, ensure the third party table contains three mandatory columns: Board/Project, CardType, and Title and provide values as: 
  • Board column: Existing ‘Board Code’ or ‘Board Name’

  • CardType column: Existing ‘Card Type Code’ or ‘Card Type Name’

  • Title column: Desired title for a card.

  1. Navigate to the Bulk Edit page.
  2. Copy the content of the table using keyboard command <Ctrl + C> and paste it in the right panel of the Bulk Edit page using keyboard command <Ctrl + V>.
This is how the pasted cells look on the Bulk Edit page:

Linking Existing Child Cards

To link an existing card:
  1. Click the hierarchy icon on a parent card. 
  2. In the hierarchy view, hover on the parent card and click the  icon on the card.
  3. Search for the desired card using the search box and search criteria such as ID, Title, Description, and so on. You can perform the comma separated search and also Global Search in the Search field.
    Enter the search value and press Enter to search the corresponding card from the current board. Search result is displayed.

       Select the Global Search check box to search for the desired card across different boards.
  4. Select the desired card from the list. In Windows and Linux, you can select multiple cards at a time using the command <Ctrl + Click>.
  5. Click Add to link the selected card as child card.  
  6. Press Esc button on keyboard or click  icon to close the Bulk Edit screen.

Removing Card Link 

To remove a card link:
  1. Navigate to Bulk Edit page.
  2. Select a card and click Delink to disassociate the card and its child cards, if any.
  3. Press Esc button on keyboard or the  icon to close the Bulk Edit screen.
 

Navigating Within Card Hierarchy

  1. Navigate to the Bulk Edit page.
  2. Click Parent to move back to the immediate parent card from the current card in the hierarchy, if any.
  3. Click Child to move to the immediate child card from the current card in the hierarchy, if any.
  4. Click Prev and Next to toggle between child cards at the same hierarchy level.
  5. Click  or press Esc button on keyboard to close the Bulk Edit screen.

Searching card in hierarchy

  1. Navigate to the Bulk Edit page.
  2. Click to view the search result.
  3. Search for the desired card using the search box and a search criteria such as ID, Title, Description, and so on. Enter the search value and press Enter to search the corresponding card from the current board. Search result is displayed.
  4. Select the desired card from the list. In Windows and Linux, you can select multiple cards at a time using the command <Ctrl + Click>. Click the Check Box to select all the listed cards at a time.
  5. Click Save to add the selected cards as child cards.
  6. Press Esc button on keyboard or  icon to close the Bulk Edit page.