1. 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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

2. 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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

3. 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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

4. 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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

5. 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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

6. 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.
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

7. 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.
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

8. 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)
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

9. 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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

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

11. 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.
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

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

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

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

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

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

17. 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.
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

18. 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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

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

20. 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.
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

21. 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 is available in 2 SharePoint editions: add-in and sandboxed solution

22. 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 is available in 2 SharePoint editions: add-in and sandboxed solution

23. 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.
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

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

25. 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!
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution