Being a part of different Kanban boards, you might be assigned to various cards. Some you are about to start, some you are working on. You might have an important release knocking at your door, or an important notification being pushed to your inbox. You might also be interested to know your work allocation based on various parameters like Card Type, Priority, Size, Rank, Release, and so on. You may also want to have an aggregated view of To-Dos, Due Dates, and Flags in a single place.
So, the Personal View or Home page in SwiftKanban is the right platform to address all your above requirements. The Personal View works as an aggregator of important information and renders them all under the visually appealing and widget-driven Inbox view.
1. Personal Board
The Personal Board widget is the aggregator of all your assigned cards across various boards. Based on the column types the cards are into, they will be either in To-Do, Doing, Done column. You can perform following card actions from this widget:
- Update information in the Card Edit View.
- Use on card menu options like Link Cards, Comments, Add Comments, Attachments, To-Do, or Click Arrow icon to go to the respective board.
- Apply flags like Flag, Issue, Block and others on the card.
- Drag the slider in the auto-hide menu to resize the cards.
- To see the list view of the inbox, click the Inbox List view in the auto-hide toolbar.
The Board Calendar is the same calendar view that you can view while clicking the Calendar View icon in the auto-hide toolbar on a Kanban board.To know more about Calendar view, see this topic.3. Allocation Pie Chart
The Allocation pie chart shows the card allocation based on various parameters like Card Type, Priority, Size, Rank, Release and Board. It shows the absolute number and the percentage.4. Notes
Note: You can add important information in the Notes section. You can enter it directly, or add or drag-and-drop any attachment to the Notes widget. You can also maximize the widget for a better view.
You can add important information in the Notes section. You can enter it directly, or add or drag-and-drop any attachment to the Notes widget. You can also maximize the widget for a better view.
The Notifications widget lists down the latest five notification messages. Each of them will have card id, details, day, board name and activity details.
6. To-Do Board in the Personal Board
: The notifications in this widget are displayed based on the settings you have configured in the Notification menu items on the board. To know more about Notifications, see this topic
You can view the To-Do Board in your personal board also. It displays the To-Dos, which are assigned to you across various boards. This To-Do board is almost a replica of the main To-Do Board.
The Due Date Board lets you visualize the commitment date of various cards across multiple boards. The board is designed in the form of columns each representing a particular due date range, such as Overdue, Due This Week, Due in 2 Weeks, and Due This Month.
The cards are extracted from all those boards where you have the Managerial access and placed in the respective columns as per their due dates. Each column heading indicates the number of cards currently it has. You can click any of the cards to open the card edit view
You can use the Sort and Filter options in the auto-hide tool to focus on specific cards that need most of your attention.
The zoom option in the auto-hide toolbar lets you resize the cards and the required level of card details.
The Flags Board provides an aggregated view of cards having issues, risks, or blockers across various boards where you have the Managerial access so that you can take a prompt action on those bottlenecks.
The Flags Board has four columns: Multiple, Blocked, Risk and Issue. The Multiple columns contain all those cards having more than one flag. Each column heading indicates the number of cards currently it has.
Note: The Multiple column is not displayed if there is no card having multiple flags.
Like the other boards, the Filter, Sort, and Zoom options are also available in the Flags Board.