kanban task manager for sharepoint slideshow
DESCRIPTION
Drag and drop color coded project tasks within and between phases in SharePoint.TRANSCRIPT
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 KalmströmCEO, 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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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