Kanban Task Manager for SharePoint Add-in ‒ Introduction 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 anytime, wherever you are. 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. Possibility to create swim lanes. 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
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
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
The Kanban Task Manager example data is used in this slide show It is possible to group the tasks in lanes
Color code tasks by project or responsible
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager in SharePoint – Features Zoom in and out on the kanban board, to see more or less of it.
Filter by Project, Responsible and/or Priority
Instant search of bodies and subjects
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.
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager for SharePoint ‒ Phase settings
The Kanban Task Manager phase names are by default fetched from the tasks list Status field Kanban Task Manager phases may be hidden
Set a limit for the number of tasks
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ WIP limits
This phase has too many tasks
The “Work in Progress” limit can be set for each phase and lane
This lane has too many tasks
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ work with tasks
The Close feature will either delete the task or move it to a specified phase The Edit and Close icons will be visible when you move the cursor over the task
Right click a task to see more of subject and description
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ the App Part Edit the App Part and add the URL to the page where you inserted the App Part.
The Kanban Task Manager App Part may be inserted on any page in the site collection. The App Part synchronizes with the Add-in and has the same features.
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ the task form
The App Part task
The Add-in task
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ Configure page
Use your own tasks list with Kanban Task Manager Create a custom field for tasks and filter Uncheck to use custom lists instead of SharePoint fields Check to display priority on the tasks
Color coding for project or responsible
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ Export to Excel
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.
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ Excel Reports
Links to reports. ‘Number of Tasks per Phase’ is used as an example in the following slides
Pivot and graph representations of the reports
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager Excel Reports ‒ Pivot Table
Sort, filter, drill and add more fields for extended info. All changes are reflected in the chart and vice versa.
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager Excel Reports ‒ Default Chart Style
The reports may be printed, saved as .pdf and studied with all the features of Excel.
www.kalmstrom.com
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 SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager Excel Reports ‒ Custom Chart Style
Change the charts as you like with the Excel tools
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint
Kanban Task Manager ‒ learn more!
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 SharePoint Add-in from SharePoint Store and try it for 30 days. There is also a sandboxed version of Kanban Task Manager for SharePoint. Visit the kalmstrom.com website to learn more!
www.kalmstrom.com
Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint