Kanban Task Manager helps teams visualize task workflows and makes it
easy to cooperate on projects.
With the SharePoint v...
www.kalmstrom.com
Kanban Task Manager in SharePoint with 5 phases and 5 lanes
The tasks may be
dragged and dropped
between...
www.kalmstrom.com
Kanban Task Manager in SharePoint – Features
Filter by Project,
Responsible and/or Priority
Color code t...
Kanban Task Manager for SharePoint ‒ Phase settings
www.kalmstrom.com Kanban Task Manager for SharePoint works with ShareP...
www.kalmstrom.com
Kanban Task Manager ‒ WIP limits
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and...
www.kalmstrom.com
Kanban Task Manager ‒ work with tasks
Right click a task to
see more of subject
and description
Kanban T...
The Kanban Task Manager task
may be customized just like
ordinary SharePoint list items.
Create a new task by clicking in
...
Insert tables, images and
videos in the description
field of the task
Kanban Task Manager ‒ the task form Description fiel...
Kanban Task Manager ‒ Configure page
www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013...
The tasks and lists are normal
SharePoint items, and all the
standard features may be used.
Kanban Task Manager lists in S...
Write or paste items into the datasheet
Kanban Task Manager list in Quick Edit /Datasheet View
www.kalmstrom.com Kanban Ta...
Kanban Task Manager gives several statistics
reports that are exported to an Excel file:
 Number of Tasks per Project
 N...
Pivot and graph
representations of the reports
Links to reports. ‘Number
of Tasks per Phase’ is used
as an example in the
...
Sort, filter, drill and add more
fields for extended info. All
changes are reflected in the
chart and vice versa.
Kanban T...
Each report also has a
graphic presentation.
Here is the default chart for
the pivot table in slide 14.
Slide 16 shows a c...
Kanban Task Manager Excel Reports ‒ Custom Chart Style
www.kalmstrom.com
Change the
charts as you like
with the Excel
tool...
Kanban Task Manager for SharePoint
may be used stand-alone or in
combination with Kanban Task Manager
for Outlook.
You are...
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Kanban Task Manager for SharePoint

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Drag and drop color coded project tasks in SharePoint. For all kinds of workgroup task and project sharing.

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Kanban Task Manager for SharePoint

  1. 1. Kanban Task Manager helps teams visualize task workflows and makes it easy to cooperate on projects. With the SharePoint version of Kanban Task Manager you can reach the kanban board where ever you are, as long as you have an internet connection. On top of that the developers of kalmstrom.com Business Solutions have added several useful features:  Drag and drop tasks between or within different phases or lanes.  Filter tasks by project, by responsible, priority and/or your own custom value.  See more of the text in the details pane.  Display of tasks for multiple projects in one Kanban board.  Hide phases, projects or responsibles.  Zoom in to see details and out to get an overview.  Set WIP limits for phases and lanes.  See statistics on task management in the Excel reports. Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions Kanban Task Manager for SharePoint ‒ Introduction www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  2. 2. www.kalmstrom.com Kanban Task Manager in SharePoint with 5 phases and 5 lanes The tasks may be dragged and dropped between or within the phases and lanes Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint It is possible to group the tasks in lanes The Kanban Task Manager example data is used in this slide show
  3. 3. www.kalmstrom.com Kanban Task Manager in SharePoint – Features Filter by Project, Responsible and/or Priority Color code tasks by project or responsible Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint Instant search of bodies and subjects Zoom in and out on the kanban board, to see more or less of it.
  4. 4. Kanban Task Manager for SharePoint ‒ Phase settings www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint Kanban Task Manager phases may be hidden Set a limit for the number of tasks The Kanban Task Manager phase names are by default fetched from the tasks list Status field
  5. 5. www.kalmstrom.com Kanban Task Manager ‒ WIP limits Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint This lane has too many tasks This phase has too many tasks The “Work in Progress” limit can be set for each phase and lane
  6. 6. www.kalmstrom.com Kanban Task Manager ‒ work with tasks Right click a task to see more of subject and description Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint The Edit and Close icons will be visible when you move the cursor over the task The Close feature will either delete the task or move it to a specified phase
  7. 7. The Kanban Task Manager task may be customized just like ordinary SharePoint list items. Create a new task by clicking in an empty space in a phase. That phase will be default in the phase dropdown. Filtered values will also be default, and the creator of the task is shown as the responsible. Kanban Task Manager ‒ the task form www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  8. 8. Insert tables, images and videos in the description field of the task Kanban Task Manager ‒ the task form Description field www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint You can play the embedded video without opening the task
  9. 9. Kanban Task Manager ‒ Configure page www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint Check to display priority on the tasks Create a custom field for tasks and filter Color coding for project or responsible Uncheck to use custom lists instead of SharePoint fields Use your own tasks list with Kanban Task Manager
  10. 10. The tasks and lists are normal SharePoint items, and all the standard features may be used. Kanban Task Manager lists in Standard View www.kalmstrom.com Add any RGB color code Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  11. 11. Write or paste items into the datasheet Kanban Task Manager list in Quick Edit /Datasheet View www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  12. 12. Kanban Task Manager gives several statistics reports that are exported to an Excel file:  Number of Tasks per Project  Number of Tasks per Phase  Tasks per Lane and Phase  % Completed Tasks per Phase  Number of Tasks per Responsible  % Completed Tasks per Responsible  Number of Tasks per Lane  Tasks per Phase and Lane  % Completed Tasks per Lane When a custom field is used, there is a report on the number of tasks for each value of that field. Kanban Task Manager ‒ Export to Excel www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  13. 13. Pivot and graph representations of the reports Links to reports. ‘Number of Tasks per Phase’ is used as an example in the following slides Kanban Task Manager ‒ Excel Reports www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  14. 14. Sort, filter, drill and add more fields for extended info. All changes are reflected in the chart and vice versa. Kanban Task Manager Excel Reports ‒ Pivot Table www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  15. 15. Each report also has a graphic presentation. Here is the default chart for the pivot table in slide 14. Slide 16 shows a custom chart. Kanban Task Manager Excel Reports ‒ Default Chart Style www.kalmstrom.com The reports may be printed, saved as .pdf and studied with all the features of Excel. Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  16. 16. Kanban Task Manager Excel Reports ‒ Custom Chart Style www.kalmstrom.com Change the charts as you like with the Excel tools Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
  17. 17. Kanban Task Manager for SharePoint may be used stand-alone or in combination with Kanban Task Manager for Outlook. You are welcome to download the full version of Kanban Task Manager and try it for 30 days without any obligations Visit the kalmstrom.com website to learn more! Kanban Task Manager ‒ learn more! www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint
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