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How can the Card Revision policy be your team’s task time machine?
There is something so comforting in knowing there is an insurance policy backing you up every time you make changes to the details of your task cards. The new Card Revision policy was made with this in mind. When configured, the policy saves the revisions you make to your cards until a time when you want to manually restore them through the card menu. What’s great about this feature is that it can be as general or as specific as you need, making it as flexible as it is practical. Its restorative function can help you avoid mishaps, refer back more efficiently and have an easy-to-use portal to the past information of your tasks. The past meets the present with this new policy, so you’re holding time in your hands more than ever in Kanbanize 4.13.
How to get the most out of this powerful restorative function in Kanbanize?
Follow the graphics below to find out how to make sure you’re saving the revisions you make to your cards in case you need to restore them later.
As it is with all other runtime policies, only Administrators of your Kanbanize account can set up the Card Revision policy to work for any or all users and cards. Start with your Administration panel in the Runtime Policies tab. Click Add New policy to bring up the list of possibilities.
You’ll find the Card Revision policy, our latest addition, at the end of the list! Open up the Card Revision policy icon to launch the configuring panel.
Manually define which fields of your task cards you would like your Card Revision policy to track the changes for, this includes all regular fields, custom fields, the description as well as whether the card has been blocked or not.
Then, decide which cards with those fields you would like to apply the policy to. You can be as general or as specific as you want with this, by choosing all cards on a particular board or just the cards with a certain assignee, of a single colour or almost any other characteristic. To add various filters use the Add New Property button. After you’ve set all the properties which apply, click on the green arrow to activate the new policy and you’ve achieved lift off!
To check on saved revisions or perform a restore of any changes made to a task card, open up any card which is covered by the properties you indicated in the set up and click on the gear settings menu in the top right corner of the card parameters. Choose the Card Revision button … and turn back time!
Now you can rest a bit easier having a simple way to return to various stages of your process in the saved changes.
Take control of your card revisions and keep Kanbanizing!