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

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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

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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

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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

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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

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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

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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

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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