You can add tasks i.e. To-Dos for a card to break down work into smaller manageable units. Card Owners can add and manage their own set of To-Dos, estimate effort and report progress against the To-Dos.
You can track the progress of To-Dos based on Status or Effort.
If you want to add and manage To-Dos for a card on the board, hover over the card and click the Tasks icon on the card.
In the To-Do List window for the card, you can now add To-Dos for applicable queues all at a time or as and when required.
If you want to create a default To-Do list for a card type, see Predefining To-Dos for a Card Type section in this page.
In the To-Do List::
You can directly copy To-Do tasks from an Microsoft™ Excel file to the To-Do tab of the card with the following steps:
- Prepare the task list in Excel such that the column names in the Excel sheet are exactly same as that in the To-Do tab of the card.
- Copy the required rows in the Excel sheet including the header row using the keyboard shortcut CTRL + C.
- Switch to the To-Do tab of the card, and scroll to click on the blank space below, and then press keyboard shortcut CTRL + V.
Although, the copied tasks appear under the To-Do tab, values under the Actual column are not copied and need to be entered manually from the To-Do tab of the card. Similarly, values under Remaining column are calculated dynamically.
This copy-paste functionality is not supported in the default To-Do widget (Kanban Board > Modify Process > Configure Cards).
Copy pasting using the mouse is not supported.
After you finish adding and organizing the To-do list, close the pop-up.
Updates to a card’s To-Dos are logged in the Card Activity Log and can be tracked for activities such as New To-Do, Assignment of To-Do Owner, etc.
As a Product Owner, you may want to define a set of tasks / To-dos that need to be performed when each card is being executed on the board. SwiftKanban enables you to create a default To-Do list specific to your board, separately for a card type.
You can define these tasks which typically represent the repetitive activities required to be done for each work type. When card is pulled on the board, the To-Do list for a card will be automatically created and the owner needs to just update the status of the To-Do as work progresses.
To create a predefined To-Do List, go to the List of Card Types view and click Configure for the enabled card type. You can even configure for card types that are on the board. The To-Do list will be seen for new cards added only.
When configuring the To-Do list for a card type, you can select the owner, estimated effort for each To-Do and also the queue to which the To-Do is applicable. See Adding and Managing To-Dos for detailed help on creating To-Dos.
By default, the current state for a task/To-do displays as 'Pending'. As work progresses, the To-do owners can update the ‘Current State’ as 'In-Progress' and later on as 'Completed' by double-clicking the Current State to select.
The status is visually indicated by colors i.e. Gray indicates 'Pending', Orange indicates 'In-Progress', and Green indicates 'Completed'. While you manage/update your To-Dos, you can track the status in the same view as highlighted in the image below. It also displays the '% Complete' value in the Details tab of the Card Detail view. The '% Complete' value is the percentage of To-Dos completed over the total number of To-Dos added to a card. The example below shows %Complete is 50%, as two To-Dos are in the ‘Completed’ state, out of four To-Dos.