Kanban Task Manager SharePoint Editions ‒ Introduction Kanban Task Manager helps teams visualize task workflows and makes it easy to cooperate on projects. With the SharePoint editions of Kanban Task Manager you can reach the kanban board where ever you are, as long as you have an internet connection. Kanban Task Manager has many 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. Search of task subjects and body texts. Possibility to create swim lanes. Move tasks to other boards – only for the sandboxed solution. Several views for alternative overviews. My Tasks makes it simple for users who only need to see their own tasks. Set WIP limits for phases and lanes. See statistics on task management in the Excel reports. % complete bar that shows task progress Priority icons Task overdue indicator Set number of columns per phase See the responsible person’s image on the task Various views in addition to the kanban view Embed My Tasks in any page Create a Checklist for each task Time Logging to keep track of invested time per task Set Default values for tasks list fields Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager with 5 phases and 3 lanes The tasks may be dragged and dropped between or within the phases and lanes Group the tasks in lanes The Kanban Task Manager example data is used in this slide show www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Features Search and filter tasks in the left pane Color code tasks by Project or Responsible Copy the URL of the filtered kanban board www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager WIP Limits The “Work in Progress” limit can be set for each phase and lane This phase has too many tasks This lane has too many tasks www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ Work with Tasks Closed tasks will be moved to the “Completed” phase Move the selected task to another kanban board – only for the sandboxed solution Right click a task to see more of the description in the right pane Split the task into smaller tasks and check them as they are finished Keep track on how many minutes have been spent on the tasks www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ The Task Form The Kanban Task Manager task form may be customized just like ordinary SharePoint list items. If you fill out the % Complete field, the value will be shown with a line on the task card. Changed The task form has default values for Start Date, Due Date, Assigned To, Priority and Project, and. These can be changed in the configuration page. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ the task form Description field Insert tables, images and videos in the description field of the task. This is possible in the sandboxed solution task form and in the add-in app part task form. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ Configuration page Use your own tasks list with Kanban Task Manager Create a custom field for tasks and filter Enable Checklist Enable Time Logging Check to allow moving of tasks to other installations (not possible with the add-in) www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Phase settings The Kanban Task Manager phase names are by default fetched from the tasks list Status field Move closed tasks to a specified phase Set a limit for the number of tasks in the phase Kanban Task Manager phases may be hidden www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Phase Columns Decide the number of columns in the settings Use more than one column in a phase www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Default Values Some of the task form fields have default values. Change these values here. Responsible: the current user. Start Date: the current date. Due Date: the current date plus one. Project: the first project in the list. Priority: Normal. Responsible: the current user. Priority: Normal. These are the default values: Responsible: the current user. Start Date: the current date. Due Date: the current date plus one. Project: the first project in the list. Priority: Normal. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Month View Select another month www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Year View Select another year www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Timeline grouped by Responsible Drag and drop tasks to change responsible person. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Timeline grouped by Projects Drag to change start or due time www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Project View Each project is visualized as a pie chart This phase has 3 tasks www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager My Tasks My Tasks shows tasks assigned to the current user, sorted first by priority and then by created date. The add-in has a Kanban Task Manager app part, while the sandboxed solution has a My Tasks embed option. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ Embed My Tasks Fetch tasks either from all sites or from the current site (add-in only from the current site) Click on the Embed My Tasks button in the settings. Exclude one of the phases from showing up in the embedding Click on Edit to open the page in edit mode Copy the code Click on Embed code and paste the code www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Add-in ‒ App Part Open the page in edit mode Select the app part and click on Add www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ Export to Excel 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 Average of Tasks % completed per Phase Number of Tasks per Responsible Average of Tasks % completed per Responsible When swim lanes are used, there are three additional default reports: Number of Tasks per Lane Tasks per Phase and Lane Average of Tasks % completed per Lane When time logging is enabled, there are three more default reports: Hours per Task Hours per Phase Hours per Responsible When a custom field is used, there is a report on the number of tasks for each value of that field. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ Excel Reports Links to reports. ‘Number of Tasks per Phase’ is used as an example in the following slides Pivot and graph representations of the reports www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Excel Reports ‒ Pivot Table Sort, filter, drill and add more fields for extended info. All changes are reflected in the chart and vice versa. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Excel Reports ‒ Default Chart Style Each report also has a graphic presentation. Here is the default chart for the pivot table in slide 21. Slide 23 shows a custom chart. The reports may be printed, saved as .pdf and studied with all the features of Excel. www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager Excel Reports ‒ Custom Chart Style Change the charts as you like with the Excel tools www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

Kanban Task Manager ‒ learn more! The Kanban Task Manager SharePoint editions 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! www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution