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 columns 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 > Board Editor > 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 column 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 of a task or 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.
With too many to-dos in a card, it gets difficult to focus or search the required one. So you can filter to-dos based on various attributes like Id, Name, Current State, and others. In the empty filter boxes above any column, enter or select the text to be searched.
The status is visually indicated by colors i.e. Grey 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.