Kanban Task Manager helps you visualize the work with Outlook tasks and makes it easy to see how different projects proceed.

The traditional Kanban board uses cards, but moving it into Outlook gives you everything in the computer, and nothing is lost. On top of that the developers of kalmstrom.com Business Solutions have added several useful features:

Drag and drop tasks within or between phases or lanes.

Color code tasks by project

Filter tasks by project, priority and/or a custom parameter.

Display of tasks for multiple projects in one kanban board.

Excel reports

This slideshow shows the Single version for Outlook. There is also a workgroup version for SharePoint and a workgroup version for Outlook.

Welcome to the show!Peter KalmströmCEO, kalmstrom.com Business Solutions

Kanban Task Manager Single‒ Introduction

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

The Kanban Task Manager toolbar in Outlook has three buttons:

Shortcut to the Kanban Task Manager folder

Configure Kanban Task Manager

Create Kanban Task Manager Excel reports

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Kanban Task Manager ‒ the Outlook Ribbon Group

Create a new Kanban Task Manager task via the New Items button when in the Outlook Mail view

Show all projects, or filter by project or priority

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Kanban Task Manager ‒ The Folder

The tasks may be dragged and dropped within or between the

phases and lanes

Drag to resize

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Kanban Task Manager ‒ The Folder

Search task subjects and bodies

The Close icon may either delete the task or move it to a phase specified in the settings

Right click a task to see the details pane

Kanban Task Manager uses standard Outlook Tasks. We have just added dropdowns

for project and phase.

Select these two, and otherwise treat the task just as a normal Outlook Task.

When the task is created by clicking in a phase, that

phase value is selected as default in the phase

dropdown. If project is filtered this value is also

shown as default.

Kanban Task Manager ‒ The Task

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

When you use lanes and a custom field, there will be four dropdowns

So far you have seen the most important features of Kanban Task Manager.

The configuration of Kanban Task Manager is handled via the Configure button in the Kanban Task Manager ribbon group in Outlook. Let’s continue!

Kanban Task Manager ‒ Configure

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Tasks are automatically color coded for project

The default colors can be changed into any color in the

RGB range

Kanban Task Manager ‒ Coloring

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Write or paste into the grid

Kanban Task Manager ‒ Project Settings

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Hide projects from the kanban board

The DateTimePicker gives correct dates for Start and Completed

The phases are common for all

projects

Set phase order. When the order of one phase

is changed, the remaining phases are

adjusted automatically.

Kanban Task Manager ‒ Phase Settings

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Let the Close button on the tasks move the

task to this phase instead of deleting

Hide a phase from the kanban board. It will still be shown

in the statistics

Kanban Task Manager ‒ Other Settings

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

When a name is entered in the Extra field, a new tab will be shown in the

settings, where you can add the values for this custom field.

These values can be selected in a third dropdown in the task, and you

can filter the tasks by it in the kanban board.

Kanban Task Manager ‒ Export to Excel

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Kanban Task Manager gives several statistics reports that are exported to an Excel sheet:

Number of Tasks per Project

Overdue status of Tasks per Phase

Number of Tasks per Phase

Time spent per Phase

Status of Tasks per Phase

% Completed Tasks per Phase

When lanes are used, there are also reports for:

Overdue status of Tasks per Lane

Number of Tasks per Lane

Time spent per Lane

Status of Tasks per Lane

% Completed Tasks per Lane

And when a custom field is used, there is a report on the number

of tasks for each value of that field.

Pivot and graph representations of

the reports.

Links to reports. Lanes and a custom field is

used here.

Kanban Task Manager ‒ Excel Reports

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

You may sort, filter, drill and add more fields for

extended info.

Kanban Task Manager Excel Reports ‒ Pivot Table

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

Each report also has a graph presentation. Changes in the pivot

will be reflected in the graph and vice versa.

Kanban Task Manager Excel Reports ‒ Default Graph Style

Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com

The reports may be printed, saved as .pdf and studied with all the

features of Excel.

Kanban Task Manager Excel Reports ‒ Custom Graph Style

Kanban Task Manager for Outlook works with Microsoft Office 2007 and abovewww.kalmstrom.com

Change the graphs as you like

with the Excel tools.

Thank you for watching this slide show!

You will find more information about Kanban Task Manager Single at www.kalmstrom.com.

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. I 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 Task Manager Single. On the kalmstrom.com website you will also find video demonstrations on Kanban Task Manager Single, as well as subscription information.

Kanban Task Manager Single ‒ More info

www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above