1. Kanban Task Manager for SharePoint ‒ 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 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 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.
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 Kalmström CEO, kalmstrom.com Business Solutions
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

2. Kanban Task Manager in SharePoint with 5 phases and 5 lanes
It is possible to group the tasks in lanes
The tasks may be dragged and dropped between or within the phases and lanes
The Kanban Task Manager example data is used in this slide show
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

3. Kanban Task Manager in SharePoint – Features
Zoom in and out on the kanban board, to see more or less of it.
Filter by Project, Responsible and/or Priority
Instant search of bodies and subjects
Color code tasks by project or responsible
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

4. Kanban Task Manager for SharePoint ‒ Phase settings
The Kanban Task Manager phase names are by default fetched from the tasks list Status field
Kanban Task Manager phases may be hidden
Set a limit for the number of tasks
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

5. Kanban Task Manager ‒ WIP limits
This phase has too many tasks
This lane has too many tasks
The “Work in Progress” limit can be set for each phase and lane
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

6. Kanban Task Manager ‒ work with tasks
The Close feature will either delete the task or move it to a specified phase
The Edit and Close icons will be visible when you move the cursor over the task
Right click a task to see more of subject and description
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

7. Kanban Task Manager ‒ the task form
The Kanban Task Manager task may be customized just like ordinary SharePoint list items. 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 works with SharePoint 2010, 2013 and Office 365 SharePoint

8. Kanban Task Manager ‒ the task form Description field
Insert tables, images and videos in the description field of the task
You can play the embedded video without opening the task
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

9. Kanban Task Manager ‒ Configure page
Use your own tasks list with Kanban Task Manager
Create a custom field for tasks and filter
Check to display priority on the tasks
Uncheck to use custom lists instead of SharePoint fields
Color coding for project or responsible
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

10. Kanban Task Manager lists in Standard View
The tasks and lists are normal SharePoint items, and all the standard features may be used.
Add any RGB color code
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

11. Kanban Task Manager list in Quick Edit /Datasheet View
Write or paste items into the datasheet
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

12. 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
% Completed Tasks per Phase
Number of Tasks per Responsible
% Completed Tasks per Responsible
Number 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 for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

13. 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
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

14. 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.
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

15. Kanban Task Manager Excel Reports ‒ Default Chart Style
The reports may be printed, saved as .pdf and studied with all the features of Excel.
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 for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

16. Kanban Task Manager Excel Reports ‒ Custom Chart Style
Change the charts as you like with the Excel tools
Kanban Task Manager for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint

17. Kanban Task Manager ‒ learn more!
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 for SharePoint works with SharePoint 2010, 2013 and Office 365 SharePoint