Kanban Email Manager Introduction Kanban Email Manager helps

Kanban E-mail Manager - Introduction Kanban E-mail Manager helps you visualize, categorize and manage your e-mails on a kanban board in Outlook. The traditional kanban board uses cards that tell what and how much should be produced and when it should be done. On top of that the developers of kalmstrom. com Business Solutions have added several useful features: Ø Drag and drop e-mail cards between or within different phases and lanes. Ø Color code e-mail cards by categories. Ø Filter e-mails by one or multiple categories and/or priorities and senders. Ø Display of e-mails for multiple categories in one kanban board. Ø Search of e-mail subjects and body texts. Ø Possibility to create swim lanes. Ø A details pane for the e-mail description. Ø WIP limits gives a warning when there are too many e-mail cards in a phase or lane. Ø Zoom in and out on the kanban board by using Ctrl + the plus or minus key. Ø Categories view in addition to the kanban view. Ø Excel reports that show statistics on the e-mail management. Ø % complete bar that shows e-mail handling progress. Ø Create a Checklist for each e-mail. Ø Create a checklist template for e-mails where the same steps must be performed. Ø Time logging to keep track of invested time per e-mail. Ø Set number of columns per phase. Ø Day Report to view e-mails that were created, open, closed and modified on a specific date. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – The Outlook Mail View Press the button to view your e-mails on the kanban board Select any Outlook email folder www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – The kanban board The e-mail cards may be dragged and dropped within or between the phases and lanes. % completed bar that shows e-mail progress. This e-mail is unread, which is indicated by the blue border and the bold title www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Filter and Search Click to open the Filter pane. Search and filter e-mail cards in the left pane. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Details pane Move to Handled without opening the E-mail. The E-mail description. Right click on the card to open the Details pane. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Category & Phase Select e-mail category and phase or Lane from an open e-mail in both Kanban and E-mail view www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail 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. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Configuration So far you have seen the most important features of Kanban E-mail Manager. The Kanban E-mail Manager configuration is reached from the kanban board. Let’s continue! www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Coloring Time logging to keep track of invested time per e-mail. Enable this feature by checking the box. Create e-mail checklist. Enable this feature by checking the box. Click on a color to change it. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Category Settings Write or paste into the grid. Hide categories from the kanban board. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Phase Settings Two columns of e-mail cards in the Unhandled phase Hide a phase from the kanban board www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Lane Settings Write or paste the lane names here. If you prefer to NOT use lanes, just leave this grid empty. www. bizsolutions 365. com Define the order of the lanes, from top to bottom. Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Checklist Templates If the ‘Checklist’ feature is enabled, there will be another tab called ‘Checklist templates’. When many e-mails have the same steps to be performed, you can create a template for the checklist steps under the ‘Checklist templates’ tab. www. bizsolutions 365. com Checklist templates can be managed under the details pane. Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Categories View Each category is visualized as a pie chart This category has two unhandled emails www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Day Report E-mails that were created, open, closed or modified on a specified date. Select a date www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Export to Excel Kanban E-mail Manager gives several statistics reports that are exported to an Excel sheet: § Number of E-mails per Category § Number of E-mails per Phase § E-mails per Lane and Phase § Average of E-mails % completed per Phase § Number of E-mails per Lane § E-mails per Phase and Lane § Average of E-mails % completed per Lane § Number of E-mails per Sender When Time Logging is enabled, there are three more default reports: § Hours per E-mail § Hours per Phase § Hours per Category www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager – Excel Reports Links to reports. Pivot and graph representations of the reports. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager Excel Reports - Pivot Table You may sort, filter, drill and add more fields for extended info. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager Excel Reports ‒ Default Graph Style The reports may be printed, saved as. pdf and studied with all the features of Excel. www. bizsolutions 365. com Each report also has a graph presentation. Changes in the pivot will be reflected in the graph and vice versa. Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager Excel Reports ‒ Custom Graph Style Change the graphs as you like with the Excel tools. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager Excel Reports ‒ Custom Reports The first tab shows all the e-mail data in the database. Use it to create your own reports. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above

Kanban E-mail Manager More info Thank you for watching this slide show! You will find https: //bizsolutions 365. com/our-products/kanban-e-mailmanager/. There you may download the full version of the software and evaluate it for 30 days before you decide if you want to use it. We recommend you to also download the manual, which has detailed information about settings, configuration and usage and a full description of how to install and upgrade Kanban E-mail Manager. On the kalmstrom. com website you will also find video demonstrations on Kanban E-mail Manager, as well as subscription information. www. bizsolutions 365. com Kanban E-mail manager supports Microsoft Office 2010 and above