LeanKit's step-by-step guide on how to enable and manage custom icons.
Visually Categorizing Work with Custom Icons
Custom icons help you visually categorize work in the same way that you use the card type/color. In essence, LeanKit allows you to define a list of options in a drop-down menu and associate each one with an icon that appears on the face of the card. For example, you could use this to identify which customer a card is for, which geographic region it's connected to, what product a card is related to, etc.
It's usually best to use card type/color as your primary classification method for work, and custom icon as your secondary system. This is because card color takes less time to "read" when looking at a board.
Defining Custom Card Icons (or Class of Service)
There are four default custom icons included in LeanKit:
- Date Dependent
Enabling Custom Card Icons
To enable custom icons, click the Settings (gear) icon, select the Board Settings option from the menu, and then click the Custom Icon tab.
In the Custom Icon tab, click the Enable Custom Icon button.
If you wish to disable custom icons, click the Disable Custom Icon button.
Adding and Editing a Custom Icon
To add a new custom icon, click the Add Custom Icon button.
To edit an existing custom icon, select the Edit (pencil and paper) icon next to the icon that you wish to edit.
In either case, you will be taken to a new page where you can update the Title, select an associated Display Icon from a large menu of options, and define the Policy for this custom icon.
The policy text field allows for rich formatting. Once you are satisfied with your changes, click the Save Custom Icon button to save your changes. Users can easily view the policy by opening a card and clicking on the "i" icon next to the selected custom icon.
Deleting a Custom Icon
In the Custom Icon tab, locate the icon that you wish to delete and click the Delete (trashcan) icon. Confirm that you wish to delete the item and the custom icon will be removed. You cannot delete a custom icon that has cards associated with it. You must edit or delete cards associated with a custom icon before it can be deleted. Alternatively, you can change the name of the option in the menu to indicate that it is no longer in use, e.g. ZZZ - Do Not Use
Doc ID: 1191969849