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 KalmstrmCEO, kalmstrom.com Business SolutionsKanban Task Manager for SharePoint Add-in Introduction

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Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint

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www.kalmstrom.comKanban Task Manager in SharePoint with 5 phases and 5 lanesThe tasks may be dragged and dropped between or within the phases and lanesKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointIt is possible to group the tasks in lanesThe Kanban Task Manager example data is used in this slide showColor code tasks by project or responsible

www.kalmstrom.comKanban Task Manager in SharePoint FeaturesFilter by Project, Responsible and/or PriorityKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointInstant search of bodies and subjectsZoom in and out on the kanban board, to see more or less of it.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 for SharePoint Phase settings

www.kalmstrom.comKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointKanban Task Manager phases may be hiddenSet a limit for the number of tasksThe Kanban Task Manager phase names are by default fetched from the tasks list Status field

www.kalmstrom.comKanban Task Manager WIP limitsKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointThis lane has too many tasks This phase has too many tasks

The Work in Progress limit can be set for each phase and lane

www.kalmstrom.comKanban Task Manager work with tasksRight click a task to see more of subject and descriptionKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointThe 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 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. Kanban Task Manager the App Part

www.kalmstrom.comKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint

Edit the App Part and add the URL to the page where you inserted the App Part.

Kanban Task Manager the task form

www.kalmstrom.comKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointThe Add-in taskThe App Part task

Kanban Task Manager Configure page

www.kalmstrom.comKanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointCheck to display priority on the tasksCreate a custom field for tasks and filterColor coding for project or responsible

Uncheck to use custom lists instead of SharePoint fieldsUse your own tasks list with Kanban Task Manager

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 ResponsibleNumber 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

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Kanban Task Manager SharePoint Add-in works with 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 slidesKanban Task Manager Excel Reports

www.kalmstrom.comKanban Task Manager SharePoint Add-in works with 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.comKanban Task Manager SharePoint Add-in works with 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

www.kalmstrom.comThe reports may be printed, saved as .pdf and studied with all the features of Excel.Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint

Kanban Task Manager Excel Reports Custom Chart Style

www.kalmstrom.comChange the charts as you like with the Excel tools Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePointKanban 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!Kanban Task Manager learn more!

www.kalmstrom.com

Kanban Task Manager SharePoint Add-in works with 2013 and Office 365 SharePoint