LeanKit's step-by-step guide on how to manage board settings.
You can access most of the settings for a board from the Board Settings window. To open the Board Settings window, click the gear icon in the upper right of the board window and click Board Settings.
On the Board Settings tab you can update the board’s Title and Description. You can also select whether to:
- Base WIP Limits on Card Size: With this setting, you can assign “sizes” to individual cards and set Work In Progress limits for Lanes or Users according to the total of the sizes of cards rather than number of cards.
- Exclude this Board from Organization Dashboard: With this checked, metrics from this board won’t be included in your organization-wide metrics.
- Exclude Completed Lanes and Archive from User WIP and Due Date Violations: This setting keeps completed and archived tasks from counting against a user’s Work-In-Progress limits and due date violations.
Board User Access
On the Board User Access tab, you can assign different levels of board access—different roles—to different users. For more information, see Setting User's Board Access.
You can use the Tags window to manage all the tags present on a board. For example, whole sets of tags can be renamed or even merged.
On the Card Types tab, you can view and edit the types of cards available for this board. Card Types are used to define the types of work items that will be managed on this board.
For more details, see Configuring Card Types.
Class of Service
You can assign cards a Custom Icon (called “Class of Service” by default). Traditionally, Class of Service defines a policy for the work item based on the cost of delay. By default, Custom Icon is not enabled. If available for your account type, you can enable Custom Icons for this board by clicking Enable Custom Icon.
Card ID Settings
LeanKit allows you to specify an external Card ID, helping to link cards in LeanKit to tickets, bug reports, or other items in an external system
For more details, see External Card ID settings.
Import / Export
On the Import/Export tab, you can access the import wizard, which allows you to import cards to the board via .CSV files. From here, you can also download a .CSV file to export the existing cards on this board.
For details, see Importing and Exporting Cards.