Blocking a card indicates a problem (blocker) preventing the card from progressing to the right on the board because it gets immobile. Once a card is blocked, it needs immediate attention to be resolved and get unblocked.
Note: A blocked card cannot be moved to the next step in the process flow, but there is no restriction to move the card to a different swimlane in order to change its type or a priority.
1. How to block a card?
There are several ways to block a card:
Option 1: Open the card Context menu and select the Block icon.
The "Block card" panel opens (Img.1) and the system prompts you to select a blocker. You can use the dropdown menu and select the most relevant blocker. The menu provides a list of all blockers that you have created as well as the default Generic blocker.
Note: You can not use the "Generic blocker" without adding a block reason comment. The comment field is not mandatory for the rest of the blockers you apply.
Once you block the card it becomes immobile. The card coloring turns red to stand out on the board and helps you visualize problematic areas. The block reason is visible when you hover over the card.
Note: If you open the card, the blocker icon is visualized at the upper left corner.
Option 2: Open the card Settings menu and select the "Block" icon. Use the same navigation as described above to proceed with the card blocking.
Block a card using the card token panel on the Board sidebar. There are two ways:
- Open the card token panel, select the blocker and drag & drop it to the card.
The card will be instantly labeled with the color and the icon of the respective blocker token and will become immovable until its resolution. If you open the card, the blocker is visible at the upper left corner of the card.
- Open the card token panel, select the blocker -> press CTRL + drag & drop the selected blocker to the card. Using this method the system opens the "Block card" panel, where you can provide additional comments relevant to the Blocker.
Important: All blocked cards accumulate block time that is added to the standard and premium analytics modules in Kanbanize.
2. How to unblock a card?
To unblock a card, open the Card Context menu or the Card Setting menu and click "Edit/Unblock".
Select the "Unblock Card" button.
3. How to edit a block reason?
Open the Context menu or the Card Settings menu.
Click the "Edit/Unblock" icon and select the "Edit reason" button to edit the block reason you have provided.
When you make the changes, click the "Block Card" button to save them and to keep the card blocking status.
4. How to customize your own blockers? (for Workspace Manager and Account Owners)
You can customize the blockers you apply to your workflow process.
Please, check the dedicated article to learn how to create your own blocker tokens.
Having your own list of most commonly used blockers relevant to your unique scenario will sustain your process. Moreover, this will help you to group the blockers in clusters and analyze the type of reasons that block your projects most often and turn into bottlenecks.