Configuring required fields in the card, zero WIP limit, co-editing documents

You can customize the required fields for each type of card and for each board

Configuring required fields in the card, zero WIP limit, co-editing documents

New features of Kaiten:

  1. Configuring required fields in the card.
  2. Zero WIP limit for column, lane, or cell.
  3. Co-editing of documents.
  4. Moving the card to child blocks on the timeline.
  5. Batch actions with card size and custom fields.

Required fields in the card

You can customize the required fields for each type of card and for each board. The manager no longer has to waste time completing important information on the card. It is enough to configure the required fields once in the cards of each type or specific board, and the performers will immediately indicate all the necessary data on the task.

Required fields in the card are highlighted

Detailed instructions on setting up required fields

Zero WIP-limit for column, lane or cell

The concurrent work limit can now be zero.

How and when to use

To show the team that some stage of the work needs to be skipped. For example, when working with urgent tasks, the verification step is skipped. To do this, set a zero WIP limit in the cell at the intersection of the “Urgent” track and the “Checking” column.

Zero WIP limit in the cell at the intersection of the “Urgent” track and the “Checking” column

To get rid of the jam on the board. In this case, we set a zero WIP limit on the column before the accumulation of cards to show that until the board on the right is unloaded, there is no need to take new cards to work.

There are too many cards in the “Checking” column, so we set a zero WIP-limit to the previous column

How to setup

Column menu

Click on the three dots next to the column name → Set WIP Limit

Window for setting the WIP limit

Set the limit to 0 cards and click “Save”.

Column with zero WIP limit

A green icon will appear in the column, indicating that this step should be skipped. If there is no background in your space, then this column will be shaded.

Moving a card to child blocks on the timeline

Now you don’t need to switch to boards to make a card a child card. Just drag the card wherever you want, and Kaiten will offer to edit the card’s links.

How to setup

Timeline Section Icon

Click on the timeline icon in the top bar.

Moving cards on the timeline

Select the card you want to move to the child block. Click on the six dots to the left of the card name and drag it to the desired location.

Card link editing window

Kaiten will offer you to edit the links of the moved card.

Co-editing documents in Kaiten

Now any documents can be edited by several participants at the same time.

On the top panel there is an avatar of the user who is working with you on the document

How to setup

  1. Menu → Documents → select the required document or create a new one.
  2. Make sure your colleagues have access to the document. Click on the “Access” button in the upper right corner of the document and open access for all users of the company or specific people.
  3. Copy the link to the document and send it to a colleague. You can start working together!

An article about the possibilities of documents in Kaiten

Batch actions with card size and custom fields

You can save a lot of time if you use the Batch Actions feature in Kaiten. With it, you can move or change several cards at the same time.

We recently added the ability to work with card sizes and custom fields in Batch Actions.

For example, you have a field “Responsible mail” and five cards in which this field must be filled. In order not to enter mail manually in each card, use the “Batch Actions” button.

How to setup

Batch Actions icon in the sidebar

Click on the “Batch actions” button on the sidebar → click on the cards you want to work with → click on “Choose action” → select “Manage Email ”→ enter mail → click on“ Add value ”.

As a result, the email address which will appear in all selected cards, and you will save your time.

Read more about using Batch actions in the FAQ.