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 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
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
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
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.
www.kalmstrom.com
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
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
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
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
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
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
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
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