How do I add Kanban policies to my Kanban board?

Kanban board policies are a way to present guidelines about your process stages (columns) and swimlanes (rows). They are specifically useful when you’re reinventing your process and the team needs reminders on how things should now be done.

Policies are also of help when your company experiences a significant employee turnover and there are always new team members, in need of extra information on how to deal with items on the board.

To add a Kanban policy, while on a board, please go to Settings - Board Editor.

The board's Settings page

Once in Board editor, click on the pencil icon below the column or swimlane name, that you want to add the policy to.

Edit the column details

Then simply fill in the Policy description field. The policy will be available for every Kanban board user, displayed when hovering over the blue info icon on a board.

Column policy

If you’re in need of a spot for general board use policies or other team notes, try the Board Readme Power-Up.