1. Kanban Task Manager Single‒ Introduction
Kanban Task Manager helps you visualize the work with Outlook tasks and makes it easy to see how different projects proceed.
The traditional Kanban board uses cards, but moving it into Outlook gives you everything in the computer, and nothing is lost. On top of that the developers of kalmstrom.com Business Solutions have added several useful features:
Drag and drop tasks within or between phases or lanes.
Color code tasks by project
Filter tasks by project, priority and/or a custom parameter.
Display of tasks for multiple projects in one kanban board.
Excel reports
This slideshow shows the Single version for Outlook. There is also a workgroup version for SharePoint and a workgroup version for Outlook.
Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions
Kanban Task Manager Single works with Microsoft Office 2007 and above

2. Kanban Task Manager ‒ the Outlook Ribbon Group
The Kanban Task Manager toolbar in Outlook has three buttons:
Shortcut to the Kanban Task Manager folder
Configure Kanban Task Manager
Create Kanban Task Manager Excel reports
Create a new Kanban Task Manager task via the New Items button when in the Outlook Mail view
Kanban Task Manager Single works with Microsoft Office 2007 and above

3. Kanban Task Manager ‒ The Folder
Drag to resize
Show all projects, or filter by project or priority
The tasks may be dragged and dropped within or between the phases and lanes
Kanban Task Manager Single works with Microsoft Office 2007 and above

4. Kanban Task Manager ‒ The Folder
Search task subjects and bodies
The Close icon may either delete the task or move it to a phase specified in the settings
Right click a task to see the details pane
Kanban Task Manager Single works with Microsoft Office 2007 and above

5. Kanban Task Manager ‒ The Task
When you use lanes and a custom field, there will be four dropdowns
Kanban Task Manager uses standard Outlook Tasks. We have just added dropdowns for project and phase. Select these two, and otherwise treat the task just as a normal Outlook Task. When the task is created by clicking in a phase, that phase value is selected as default in the phase dropdown. If project is filtered this value is also shown as default.
Kanban Task Manager Single works with Microsoft Office 2007 and above

6. Kanban Task Manager ‒ Configure
So far you have seen the most important features of Kanban Task Manager.
The configuration of Kanban Task Manager is handled via the Configure button in the Kanban Task Manager ribbon group in Outlook.
Let’s continue!
Kanban Task Manager Single works with Microsoft Office 2007 and above

7. Kanban Task Manager ‒ Coloring
Tasks are automatically color coded for project
The default colors can be changed into any color in the RGB range
Kanban Task Manager Single works with Microsoft Office 2007 and above

8. Kanban Task Manager ‒ Project Settings
Hide projects from the kanban board
Write or paste into the grid
The DateTimePicker gives correct dates for Start and Completed
Kanban Task Manager Single works with Microsoft Office 2007 and above

9. Kanban Task Manager ‒ Phase Settings
Set phase order. When the order of one phase is changed, the remaining phases are adjusted automatically.
Hide a phase from the kanban board. It will still be shown in the statistics
The phases are common for all projects
Let the Close button on the tasks move the task to this phase instead of deleting
Kanban Task Manager Single works with Microsoft Office 2007 and above

10. Kanban Task Manager ‒ Other Settings
When a name is entered in the Extra field, a new tab will be shown in the settings, where you can add the values for this custom field. These values can be selected in a third dropdown in the task, and you can filter the tasks by it in the kanban board.
Kanban Task Manager Single works with Microsoft Office 2007 and above

11. Kanban Task Manager ‒ Export to Excel
Kanban Task Manager gives several statistics reports that are exported to an Excel sheet:
Number of Tasks per Project
Overdue status of Tasks per Phase
Number of Tasks per Phase
Time spent per Phase
Status of Tasks per Phase
% Completed Tasks per Phase
When lanes are used, there are also reports for:
Overdue status of Tasks per Lane
Number of Tasks per Lane
Time spent per Lane
Status of Tasks per Lane
% Completed Tasks per Lane
And when a custom field is used, there is a report on the number of tasks for each value of that field.
Kanban Task Manager Single works with Microsoft Office 2007 and above

12. Kanban Task Manager ‒ Excel Reports
Links to reports. Lanes and a custom field is used here.
Pivot and graph representations of the reports.
Kanban Task Manager Single works with Microsoft Office 2007 and above

13. Kanban Task Manager Excel Reports ‒ Pivot Table
You may sort, filter, drill and add more fields for extended info.
Kanban Task Manager Single works with Microsoft Office 2007 and above

14. Kanban Task Manager Excel Reports ‒ Default Graph Style
The reports may be printed, saved as .pdf and studied with all the features of Excel.
Each report also has a graph presentation. Changes in the pivot will be reflected in the graph and vice versa.
Kanban Task Manager Single works with Microsoft Office 2007 and above

15. Kanban Task Manager Excel Reports ‒ Custom Graph Style
Change the graphs as you like with the Excel tools.
Kanban Task Manager for Outlook works with Microsoft Office 2007 and above

16. Kanban Task Manager Single ‒ More info
Thank you for watching this slide show! You will find more information about Kanban Task Manager Single at
There you may download the full version of the software and evaluate it for 30 days before you decide if you want to use it.
I recommend you to also download the manual, which has detailed information about settings, configuration and usage and a full description of how to install and upgrade Kanban Task Manager Single.
On the kalmstrom.com website you will also find video demonstrations on Kanban Task Manager Single, as well as subscription information.
Kanban Task Manager Single works with Microsoft Office 2007 and above