Using Child Cards

Sometimes large tasks need to be broken down to smaller units or there is a need to record approvals for an M-Files document or object. Kanbanoo can display related M-Files objects - like separate assignments - as child cards slightly indented immediately below the parent card. These so-called child cards are displayed when the parent card is selected and expanded.
Prerequisite is that you have configured the desired object type(s) to be shown as child card as decribed in Configuring Child Cards.See also note [1].

The number of child assignments is displayed on the parent card next to the checkbox icon. Once all child assignments are completed the checkbox icon will be highlighted in green. For other object types the number of child objects of that type is displayed on the parent card next to the icon corresponding to that object type.

Creating a Child Card

To manually create a child card:

Select the parent Kanban card.
Press the M-Files Create button (big plus symbol) or press the appropriate button in the Create section of the M-Files task area.
Select the desired object type from the drop-down menu.
Fill out the metadata card of the object, check "Check in immediately" and press Create

If the child card is not an assignment you need to manually add a relationship to the parent card as follows:
Right-click the parent card, select Relationships from the context menu.
In the Relationships dialog, select the Relationships From this Object tab, and press Check Out.
Select Add Relationship and find the object created in step 4 (e.g. find it in the Recent view).
Press Check In and close the Relationships dialog.

Troubleshooting

If the new child card does not appear, press the Reload

button in the top panel or chose Reload from the parent card's context menu.
Double-check that a relationship exists between the parent card and the child card by opening the Relationship dialog of the parent card (see step 6 above).
Double-check that display of child cards for the intended object type is enabled in Configuring Child Cards.

A Kanban coard "Floor Plan" with two completed sub-assignments.

An Issue as Kanban card with two CAPA child cards.

Tips

You can use child (i.e. separate) assignments to create a checklist of tasks to complete before a main piece of work is considered done.

[1] Prior to Kanbanoo v2.8.4 users had to explicitly check a Show Child Cards button Show Assignments button

in the top panel. If you have that button, please ask your M-Files Administrator to upgrade Kanbanoo.