Kanban Task Manager helps teams visualize task workflows and makes it easy to cooperate on projects....
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Kanban Task Manager helps teams visualize task workflows and makes it easy to cooperate on projects. With the SharePoint version of Kanban Task Manager
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 Kalmstrm 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
Slide 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
Slide 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.
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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!the kalmstrom.com website Kanban Task Manager
learn more! www.kalmstrom.com Kanban Task Manager for SharePoint
works with SharePoint 2010, 2013 and Office 365 SharePoint