Kanban Task Manager for SharePoint

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Kanban Task Manager helps teams visualize the work with tasks and makes it easy to co-operate 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 different phases of a project or within phases. Filter tasks by project, by responsible and/or by priority. Two task sizes for the kanban board Display of tasks for multiple projects in one Kanban board Hide phases, projects or responsibles Welcome to the show! Peter Kalmström CEO, 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

description

Drag and drop color coded project tasks in SharePoint. For all kinds of workgroup task and project sharing.

Transcript of Kanban Task Manager for SharePoint

Page 1: Kanban Task Manager for SharePoint

Kanban Task Manager helps teams visualize the work with tasks and makes it easy to co-operate 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 different phases of a project or within phases.

Filter tasks by project, by responsible and/or by priority.

Two task sizes for the kanban board

Display of tasks for multiple projects in one Kanban board

Hide phases, projects or responsibles

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

Page 2: Kanban Task Manager for SharePoint

www.kalmstrom.com

Kanban Task Manager in SharePoint – default task size

The tasks may be dragged and dropped between or within the phases

The default size visualization of the tasks on the kanban board

Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

Click in a phase to create a new task

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www.kalmstrom.com

Kanban Task Manager in SharePoint – small task size

Smaller visualization of the task, for workgroups with many tasks or for

smart phone usage

Color code tasks by project or responsible

Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

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Kanban Task Manager for SharePoint ‒ Phase settings

The close button on the task will either delete the ticket or move it to a specified phase – to keep old

tasks in the database

www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

Kanban Task Manager phases may be hidden

The tasks and lists are normal SharePoint items, and all the

standard features may be used.

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Kanban Task Manager ‒ work with tasks

Hover over a task to see more of subject or

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

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Show all projects for all responsibles, or filter by project, responsible or

priority.

www.kalmstrom.com

Kanban Task Manager ‒ Search and Filter

Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

Search task subjects and bodies

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The Kanban Task Manager task may be customized just like

ordinary SharePoint list items.

The task is created by clicking in a phase, and that phase is

selected as default in the phase dropdown.

If project, responsible, priority and/or is filtered these values are

also shown as default.

Kanban Task Manager ‒ the task

www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

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The configuration of Kanban Task Manager is handled via the lists Projects, Phases and Responsibles.

You can reach to the Kanban Task Manager configuration page and lists by clicking the settings icon on the kanban board.

These lists can be customized just like any other SharePoint lists.

Kanban Task Manager ‒ Configure

www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

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Kanban Task Manager ‒ Configure page

www.kalmstrom.com

Create example data if you don’t want to test Kanban Task Manager

with your own data

Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

Check to display priority on the task

Custom field for tasks and filter

Set task size

Color coding

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Write or paste projects, responsibles and phases into the datasheet.

Kanban Task Manager lists in Datasheet View

www.kalmstrom.com Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

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A dialog is opened when you click (Add) new item

in the Standard view

Kanban Task Manager lists in Standard View

www.kalmstrom.com

Add any RGB color code

Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

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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