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 editions of Kanban Task Manager you can reach the kanban board where ever you are, as long as you have an internet connection. Kanban Task Manager has many 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.  Move tasks to other boards.  Project view and Month view for alternative overviews.  My Tasks makes it simple for users who only need to see their own tasks.  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.  % complete graph that shows task progress  Priority icons  Task overdue indicator  Set number of columns per phase Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions Kanban Task Manager SharePoint Editions ‒ Introduction www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  2. 2. www.kalmstrom.com Kanban Task Manager with 5 phases and 5 lanes The tasks may be dragged and dropped between or within the phases and lanes It is possible to group the tasks in lanes The Kanban Task Manager example data is used in this slide show Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  3. 3. www.kalmstrom.com Kanban Task Manager Features Filter by Project, Responsible and/or Priority Color code tasks by Project or Responsible Instant search of bodies and subjects Zoom in and out on the kanban board, to see more or less of it. Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  4. 4. www.kalmstrom.com Kanban Task Manager Phase Columns Use more than one column in a phase Decide the number of columns in the settings Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  5. 5. www.kalmstrom.com Kanban Task Manager Month View Group the tasks by Phase, Priority, Project or Responsible Drag to change start or due time Show Timeline or Calendar Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  6. 6. www.kalmstrom.com Kanban Task Manager Project View Each project is visualized as a pie chart This phase has 3 tasks Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  7. 7. Kanban Task Manager Phase settings www.kalmstrom.com 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 Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  8. 8. www.kalmstrom.com Kanban Task Manager WIP Limits 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 Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  9. 9. www.kalmstrom.com Kanban Task Manager ‒ Work with Tasks Right click a task to see more of subject, description, task assigned to and task created by with photos 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 Move the selected task to another kanban board – only for the sandboxed solution Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  10. 10. 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 If you fill out the % Complete field, the value will be shown on the task card with an icon. Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  11. 11. Insert tables, images and videos in the description field of the task Kanban Task Manager ‒ the task form Description field www.kalmstrom.com You can play the embedded video without opening the task Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  12. 12. Kanban Task Manager ‒ Configure page www.kalmstrom.com Check to allow moving of tasks to other installations (not possible with the add-in) Create a custom field for tasks and filter Uncheck to use custom lists instead of SharePoint fields Use your own tasks list with Kanban Task Manager Color coding for project/responsible and phases Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  13. 13. 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 is available in 2 SharePoint editions: add-in and sandboxed solution
  14. 14. Write or paste items into the datasheet Kanban Task Manager list in Quick Edit /Datasheet View www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  15. 15. This task is overdue, which is indicated by the red right border and the red color in the Completed icon. Kanban Task Manager My Tasks www.kalmstrom.com My Tasks shows tasks assigned to the current user, sorted first by priority and then by created date. Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  16. 16. Kanban Task Manager Sandboxed Solution ‒ Embed My Tasks www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution Click on the Embed My Tasks button in the settings. Click on Edit to open the page in edit mode Click on Embed code and paste the code Copy the code
  17. 17. Kanban Task Manager Add-in ‒ My Tasks App Part www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution Click on Edit to open the page in edit mode Select My Tasks and click on Add
  18. 18. 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 is available in 2 SharePoint editions: add-in and sandboxed solution
  19. 19. 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 is available in 2 SharePoint editions: add-in and sandboxed solution
  20. 20. 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 is available in 2 SharePoint editions: add-in and sandboxed solution
  21. 21. 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 is available in 2 SharePoint editions: add-in and sandboxed solution
  22. 22. Kanban Task Manager Excel Reports ‒ Custom Chart Style www.kalmstrom.com Change the charts as you like with the Excel tools Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
  23. 23. The Kanban Task Manager SharePoint editions 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 is available in 2 SharePoint editions: add-in and sandboxed solution

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