Kanban Task Manager Share Point Editions Introduction Kanban

Kanban Task Manager Share. Point Editions ‒ Introduction Kanban Task Manager helps teams visualize task workflows and makes it easy to cooperate on projects. The Share. Point editions of Kanban Task Manager have many useful features: Ø Ø Ø Ø Ø Drag and drop tasks between or within different phases or lanes. Filter tasks by project, by responsible, priority and/or your own custom value. Search of task subjects and body texts. Automatic synchronization of tasks within the workgroup, so everything is always up to date and everyone can see what is happening. Use your own tasks list with Kanban Task Manager. Possibility to create swim lanes. Set WIP limits for phases and lanes. See statistics on task management in the Excel reports. % complete bar that shows task progress. Create a Checklist for each task. Priority icons on tasks. Task overdue indicator. Hours Open Set number of columns per phase. See the responsible person’s image on the task. Time Logging to keep track of invested time per task. Multiple views in addition to the Kanban view. Welcome to the show! Peter Kalmström CEO, kalmstrom. com Business Solutions www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager with 5 phases and 3 lanes The Kanban Task Manager example data is used in this slide show Progress bar Drag and drop tasks between or within status phases and lanes Color code tasks by Project or Responsible www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Features Overdue Search and filter tasks Checklist steps Copy the URL of the filtered view www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager ‒ Task Form Hours open. Hover the time to see details. Use the Share. Point task form % Completed and time logging will be set to 0 in the copied task. Checklist and Time Logging have been enabled in the settings www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager ‒ Configuration Add an custom field in the task form Decide which list to use WIP limits Hide status phases or projects Service hours, for the “Hours open” feature The Kanban Task Manager phase names are by default fetched from the tasks list Status field www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager ‒ Columns per Phase Use more than one column in a phase www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Month View Tasks can be created, opened, edited and dragged and dropped Select another period Drag and drop tasks or change their time periods www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Timeline View Group the tasks for up to 4 parameters Scroll to see more Drag and drop tasks to change responsible person www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager 7 Habits View Tasks sorted by importance and urgency High priority tasks that are due today Low or normal priority tasks that are due today www. kalmstrom. com High priority task that are not due today Low or normal priority tasks that are not due today Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Grid View See data about all tasks – or use the filter panel www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Burndown View Tasks management over the last 30 days. Select New, Closed and/or Open. www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Doughnut View Tasks in each phase, grouped by Assigned To Project, Extra field or Lane. www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

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 Average of Tasks % completed per Phase Number of Tasks per Assigned Average of Tasks % completed per Assigned When swim lanes are used, there are three additional default reports: • • • Number of Tasks per Lane Tasks per Phase and Lane Average of Tasks % completed per Lane When Time Logging is used, there are three additional reports: • Hours per Task • Hours per Phase • Hours per Project 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 is available in 3 Share. Point editions: web part, sandboxed solution and add-in

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 is available in 3 Share. Point editions: web part, sandboxed solution and add-in

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 is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Excel Reports ‒ Default Chart Style The reports may be printed, saved as. pdf and studied with all the features of Excel. Each report also has a graphic presentation. Here is the default chart for the pivot table in slide 22. Slide 24 shows a custom chart. www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager Excel Reports ‒ Custom Chart Style Change the charts as you like with the Excel tools www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in

Kanban Task Manager ‒ learn more! Thank you for watching this slide show! You are welcome to download any edition of Kanban Task Manager and try it for 30 days without any obligations. Visit the kalmstrom. com website to learn more! www. kalmstrom. com Kanban Task Manager is available in 3 Share. Point editions: web part, sandboxed solution and add-in