Kanban Tool User Manual
Contents
1. amado l http bar brighthubpm com sott in the Developer ware reviews tips 127998 Tools ee ae review to the board i 6 minutes ago By enabling this a JL moved 10819 you will also see 7 htp Awww guora comi Online the information project management tool that about what vou ve focuses on work done by y members from Biezacy sprint been changing Working to Biezacy sprint Buffer 15 minutes ago on the board Card aging With this Power Up the cards will begin to fade as they haven t been edited or active for some time it s up to you what time that is exactly Card aging x With this power up cards become more transparent as time passes without any activity Task Age thresholds are 7 14 and 30 days 41 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Add task box By enabling this Power up it will be even quicker to add new tasks Once active you will see a simple task box in a column over which you ll hover Simply by writing in the task name and hitting enter the new task is placed on the board filter the grid add task add task add task Sar DE Ja aper overlapping 3 01 hrs limit the number of records A PA wa P TE es sce displayed in view 76 2 to less debug the D than 50 of the whole E if th i 1 min H default display change the Enter new2. First of all you will need to create at least one board to work on When you log in to your account please select the option Create new board visible on the vertical panel on the right side of your screen In this section you are able to name your board provide a short description and most importantly choose one of the pre defined types of the board that will allow you to start the work as quickly as possible There are two kinds of boards simple and team each with three sub types Simple Kanban A Basic Kanban Board template This is a very simple workflow suitable for basic personal work and time management It has three self descriptive states e Todo to store and organize things you want to work on e In progress with limit to keep you from doing too many things at the same time e Done for reference and to track your performance In Progress 0 2 To do Done 4 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOGL Kanban Tool User Manual A Time driven Kanban Board template The time driven version of basic workflow Works best if you plan in a time based manner The board layout looks as follows e Todo e Scheduled with three categories o Soon things to do in near future o Tomorrow limited number of things scheduled for tomorrow o Today things to do today with limit of 7 cards to keep you focused and organized e In progress with limit to keep you from doing too m
3. E S 8 Z pa 5 S Z o E Creating folders For better organization KanbanTool allows creating folders in which you can store your boards very helpful once you get going and end up with a lot of boards While on the Dashboard just click Create new folder To place a board in a folder go to more option and choose the move option to decide where to put your board A word on initial clarity As you can see there are many available options of designing the board to suit the needs of a particular team or project At first glance it may look confusing but we do not want you to get confused For this reason it is best to start with any of the basic Kanban Boards and suitably develop them on further steps of the project depending on your needs This way you can avoid confusion among the team members that need to learn the tool as well keep it simple from the beginning and it will stay simple even when you ve created a whole network of projects Before you leave the board creation screen you can tick the option want to further customize this board to be transferred to the board edition screen 8 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual 2 Customizing your board Board edition screen is the place where you can change the layout of your board as well as add further columns and swimlanes that will suit your project flow The board edition scree
4. Move word like editor clone wdelete Create new folder S Scrum l Group organise and mar notes A Basic Board You will be transferred to a board cloning screen where you can give a name to the new board provide a description and even place it inside a folder if any have been created Most importantly here you can also choose whether to copy it with tasks or without them 37 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Clone board Scrumban New name for board clone Short description optional Place inside folder none N Clone all visible tasks or cancel Clone now Go back to dashboard 20 Speeding up your work shortcuts In the top right section of the headline you can see the shortcuts sign By moving the cursor over it you can display a list of useful keyboard shortcuts that can be used to speed up your work while using the Kanban Tool board 15k Ik shortcuts feedback tools Search for title card type or tag Keyboard shortcuts BUFFER for approval SPRINT DC N add new task Ciri Enter save and close add task Esc Ciri H Shit E Cirl Sihift Arrow add task Ciri 1 9 Cir Shi al Enter while task is opened save changes or create and add next task while task is opened close task without saving or exi
5. com 1 0 5 violet AM 2014 11 14 goog onoo code robots 45646 AS a developer want to nav WWA anbantool com 1 0 6 pink 5 2014 11 14 goog onoo allow access to 3 75475As a customer want to have Ww kanbaniool com a 0 7 lemon AM 2014 11 15 goog onoo debug SWW 7567567 As a customer want to hawk mwskanbantoal com 1 0 8 lemon AM 2014 11 16 goog onoo 9 jenter values 4 444354 As a developer want to hav www kanbantool com 1 0 9 white 5 2014 11 17 goog onoo write a manual 35325 As a customer want to hes ww kantantoo com a 1 white AM 2014 11 18 goog anoo Prepare you excel or CSV file Fill it with information useful to you you can fill as little as the first column of the file alone if that s all you need When creating the file please remember to use only card types and user initials that are set for your board otherwise the system will not be able to recognize them You will need to change the priority from high low normal to numerical values Priority 0 means normal priority 1 is high and 1 is low Also you will have to remove the heading from the csv file before importing so that it doesn t get imported too the file has to contain only the information that you want to import To make sure that your file will be recognized by KanbanTool it needs to be encoded in a UTF 8 format instructions on how to ensure It are provided here Alternatively you can copy the information from your cs
6. All rights reserved KANBAN TocL Kanban Tool User Manual 6 Moving around the Kanban board Kanban boards are all about simplicity The aim of using a Kanban board is to see the card progress through the various stages of the project until it reaches the end i e completion at the far right end of the board To move a card around the board just use the standard Drag amp Drop method You can also use a card dropdown menu Just right click on the card and select Move This action will progress the card to the next column to the right Task 534 call Maxim Dalton about the H Task 30 enter values 4 On Site purchase 77 13 Archive 766 qa FTG 5 code the 28876 Q Start timer Add to my work gr Edit Duplicate add task add task s Delete add task 4453 um Tt AM A a Block task 353634 4 qa 7 10 AM 15325 as T debug the 92 Task Y code function 43b Write a manual 4 Move to 45641 af Assign to i ta Change priority Change type If you have more tasks that need to be moved from one column to another right click in any empty space within a column and select Move all On Site purchase Task 1 Task 435 756 aa FTG 5 code the 98876 D Task 534 3536394 es 710 AM code function amp 3b 4433649 ga 714 5 enter values 4 add task add task Sort by 4453 4 aa 37 AM A 456465 amp ea 11 5 2014 Kanban Tool by Shore Labs All rights reserve
7. a yellow card to the To do column of the Kanban board with a name Task 1 Example 2 on a more advanced Kanban board Red Waiting Marketing Bill Thompson Perform A B tests Subject written like this will assign a red card to the Waiting column of the Marketing swimlane with the name of Bill Thompson and a task name Perform A B tests 18 KanbanTool integration Kanban Tool offers many useful integration features One of the most popular is adding tasks via email to your board in KanbanTool to find out how to do it please go to next question We also provide a powerful API to integrate KanbanTool with your systems You can find more information in our well documented Kanban Tool API section Add task button Chrome extension for KanbanTool While on Dashboard go to My profile l a a Inf x API access Generate your API ES token and copy it Then please go to Chrome Web Store and add the KanbanTool Add task button extension to Chrome lt appears in the top right corner menu of your browser with the other extensions The best way to enable it is to right click it and go to Options Here is where you can add your domain name your KanbanTool account name and where you should paste the API Token 34 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Then you will be taken to Options where Log
8. add and link file attachments from any of these services add attachment Attach from Dropbox Attach from Google Drive Upload from Computer You will now be able to add documents to your tasks and access them directly through the stored link Google Drive will allow you to collaborate on your attached documents in real time 48 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Select a file Google Drive Q Cancel Kanban Cast This integration has been characterized in section 16 page 37 of this User Manual 22 One Click access to KanbanTool KanbanTool offers you a quick and secure access to Kanban Tool with SAML2 based One Click authentication This solution helps to centralize the access control and allows your employees to access KanbanTool and other services without a password This integration will allow all your team members to log in to KanbanTool with just one click Also creating new accounts is much simpler just add a new person s profile to the identity provider s service Similarly when someone leaves your company you ll be able to delete their profile with a single modification 49 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Account SAML Single Sign On SAML is a standard for identity management and 550 typically used by large Enterpris
9. edit my password member what to do and check my current version AS admin can access files i PA i E I I As admin can access files s a user can find mews cards E I I I I e a irker ran bion mirt Registered User who has paid can access document AS a user can edit my personal As a user can check the number of items in my bask AS a user can remote an item form a basket Large Font enlarges the board font size Use medium font css to make the font slightly bigger and large font css to make it extra large You can join this script with High contrast to get an even greater experience on large TV displays Apply a Card Tilt that will make the cards look more like real life sticky notes Add an option to Delete all cards in a column Sorting animations this one makes cards animate on movement 43 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOL Kanban Tool User Manual Fixed card height can be achieved with this script it s especially useful for wide columns with many cards that have different length s description and therefore the board looks unordered This script blocks auto scaling feature of cards and makes them appear next to each other without spaces in between them Before After add task add task ASave and done button will be added to the task card and once you tick th
10. task here patterns for T system set up ms in DE options inl 8 min disallow acc for non privil MEW add task add task add task add task adjust the w _ redil A Task navigator There are situations when you want to view or edit a number of tasks at a time Once you ve switched this Power Up on whenever you open a task card useful arrows on each side appear The arrows are to speed up the navigation between tasks and save you having to open and close tasks by hand Just click an arrow to move to the next task within a column THIS SPRINT Approval SPRINT DON 5 12 oa enlarge the spreadsheet view for users with more than 50 ead tek R ee AM willow access to system tings for non priviledged e add task D lebue the 98 M report add task As a developer ld debug the online reg window Save Save and close 42 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOGL Developer Tools Thanks to this Power Up you can add custom scripts and style sheets to your board At the moment we offer scripts that enable you to Change the design of the board into a High Contrast mode Once you ve added it to your chosen Developer Tools go to the board view and click on Tools high contrast mode Board all Analytics Q Settings gt Exit Buffer f sbn As a user can ask a team As a user can
11. want to put back on the Kanban board and simply select Put back on the 11 board Search for archived between and in WON y Task Name Card Type Archived in Archived at v 31 Oct 12 47 Task 133 mint S 2 minutes ago 31 Oct 12 47 W Show details Showing 1 to 2 of 2 archived ta ga kg Delete First Previous 1 Next Last Export all results to Excel CSV 14 KanbanTool Analytics Kanban Tool provides advanced Kanban analytics and metrics including a Cumulative Flow diagram Lead amp Cycle Time diagram Breakdown charts an a Time report The Breakdown chart allows you to generate various reports about the current status of your board Choose what information interests you and hit the green Go button to see the results in a pie chart Breakdown chart Time report Lead and Cycle Time Cumulative Flow Changelog Show breakdown of distribution by cards count Y all card types Jin whole board T all swimlanes T without archive T Go SPRINT DONE 3 2 BUFFER for approval 3 2 AA IN PROGRESS 2 1 NEXT 2 1 25 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual The Lead and Cycle Time diagram shows the average time it takes tasks to get from a specified start point to a specified end state It is a powerful metric which can be used to track the delay between the initiation and execution of a process which i
12. you need to generate an email address that will be directly assigned to your Kanban board To do this please click on the Tools menu in the top right corner of the board view and choose add tasks from email You will be moved to the screen with a preset email form that allows you to add tasks via email Please carefully copy the email address displayed on top of the form in the address section This is a unique address assigned to your Kanban board Sending emails at this address will add tasks to your board Use the email address below to add new tasks to this board 65357f42d9be41c3def2 103713 1 bfbd3a08 114956 add task ateeeneeneal kanbant ool com Learn more about adding tasks by email The subject of the email is be the name of the task while the message itself will constitute the description of the task Filling the subject field is necessary to create the task Please note that you can write up to 256 signs in task name field 32 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Advanced task adding via email you can further determine the features of the task by adding tags to the subject of the email Names of the tags always written within square brackets and starting with a capital letter correspond with the names on your Kanban board and determine the location of the new task added to the board Tags should be added before the name of th
13. KANBAN TocL KanbanTool User Manual Kanban Tool User Manual PE al Prod aba Kanban Tool Sanet AAN a MTVWN Project board a Board ail Analytics B Archive Settings E Exit shortcuts feedback tools Search for thie card type or tag Eo de Eo de Br 35 MaR r haz Mak I ae Boon a sag sn engineered ar eba bant pS beg drr lature tez Kon red m ba p gs L CKS dela 8 lepe der kiii hii dar ars B re d Sree da i ma PT 4 8 e 1658 rh Gg Brama code SR Era M e 1 6856 Cr G Ane es KR KRAS Sr a Od rren E mreta to p AAA ee op eee sabre pi ra P ra rd Ey eterne inabot ot Rated la day teat trent obre KEH K B E or E A Lor a pe l j ddd inbes pago Updating Cola ua ent pets s 595 T D CK dea 0 e Ah pena manir w aly Ba er D G de 0 A Bi MAS PE RL pA E de h va l A Pa ega Ba hiz L GR de 9 ez EE Gd Te oC ni a Ka krpami g i 1 a oe aaa A EEE a Swart Role 4 Etes d farea Kei begel aac el j hay x lee i 1 9 del AA i L E iz AAI A aa pp Bee Gr bria A Tara pai brier Kid Ba ae Hc KR RKS 4 oe rios oe artatr mnre R join pa tps mie G Her al s l k KE b ea GEE gc rea node tater CA HE a apr del Apra RI T e An E add a T aT R p MZ Aaja wa paty AS 4 e h siz L pR tR 8 REE i r f EF roa or catia de sl 4856 69 ae E PA AA A de CEC T CTE 99 8 rre 59 R Rr b Gk I n 8955 46 w 15 96 R ee j alerts Kp pE erae ar Senen te p
14. Kanban Tool User Manual lf you have a CSV file with people you would like to add to your account you can import them at once instead of adding each person individually Go to People gt Invite a Whole Team option cal Dashboard A People D Account administration faa a Invite a whole team Enter one person per line each line in following format Jona Smith JS john smthiiconpanyemal com Joe Sixpack JS joem companyemail com or upload a CSV file Choose Ella Mo file chosen or cancel 4 Sharing boards and folders with your team While on the Dashboard click the share option next to your Kanban board s or folder s name y My Kanban folder r Scrumban KE ie Combine Scrum and Kanban S Scrum s S Basic Board 12 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Then click Add new person and fill the form Choose full access option to allow invited person to create modify move and delete tasks This person will have access to this board or folder only In custom access option you can specify what exactly a particular person is allowed to do on the board A read only access will only allow to view the board no modifications of any kind allowed 5 Using your Kanban board With your board edited to suit the needs of your team or project you can now begin adding tasks To add a task t
15. Queue Waiting here the timer pauses In progress the timer starts Done the timer stops and the task is removed from the list of timers shortcuts feedback tools Search for title card type or tag T CO My Work Ww sel filter the grid view to disallow WON overlapping buttons E Z archived tasks add task 47 rin N Y D debug the DW 054 Task 344 1 min patterns for system set up The Time Report Wondering what your team is doing With insightful time reports you always know how much time your team spends on any activity To get an overview of how your team spends time select the Summary report On the bar graph you will see the total time spent working each day 2 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL KanbanTool User Manual 69 4 h 36 12 54 36 55 6 h 42 42 42 46 41 7 h 27 8 h 13 9 h Sun 23 Feb 17 Feb 18 Feb A more detailed breakdown is also available allowing you to track each team member s performance and logged hours Group by user then group by task and sort by name A z Go Tim Ferris 54 14 Angle Keys 47 38 John Greene 28 25 156 19 in total Jose Garcia 14 15 Michael Smith 11 47 The Detailed report shows a specific list of all timings It displays a sum of the time spent the number of tasks and the total number of entries Every time you start and pause t
16. WAGE reeset ce ete tes etc cee cree en te su enon yearn eune aetna enc emma ented etree ce 28 MA lell ale T RTE SM o eye 31 NOI ARN Ani OES GALLO INS O te seers eee on a cme see en eee een eae ee 33 17 Sl ONAN OUI DO ACLS ers eres cee ese oe racial rae maces carne mieten eee ce nearer ara 36 20 Speeding Up your work SNOStCuts cece eee 37 a Oo A e A e E PU A 39 LERMA widget ae renee este nerfs eet E een 40 e O o 40 2 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL O PPP Gea ere eee ne cbt cerns amen Su genera And eee e 41 Task Re s Lee AP A e e oetyrr ere e 41 Bs AAA o E E O ee eaaauae cy aaaneee es gee ene chia 42 A A eee eee ee 46 Ake RZ A 9 ko epee ements E E eee ee eee reese 46 AWO RAS SIG L perce es er re sere ec ae eee geese E coe ek een Carat Geen rere Peer a eee 46 ARGH IOC TTT 47 Google Drive Dropbox One Drive and Box Power UpS ccocccoccccocccocccocicoccononnos 47 Kanban AS as ae te see sae a ee ee eS eee Nee Cee eee eee 48 22 One Click access to Kanban TOO loan dates endnceaneeeee wanes 48 3 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Dear User welcome to the KanbanTool quick guide manual On the following pages you will find a collection of KanbanTool s most important functions that will allow you to start managing your project without any further delay 1 Creating your first board using a template
17. access this account and collaborate with each other They will have separate login password and you f edit suspend can decide what they will be able to see and do In the screen that follows you are able to set an entire sub account for any person you need to take part in using your Kanban board There you can also assign privileges that determine how much change the particular person can introduce onto the boards lf you want this person to view all boards and folders select Account owner privileges These privileges allow to see and do everything with and within your account If you d like for a user to be able to see manage and create new items within the account assign them Account administrator privileges They will not be able to edit any account settings When you want a user to only access the boards that were shared with them and create and manage new ones give them Project Manager privileges Project Managers will be able to invite new people but will not be able to edit the People section to edit users options However if you only want a user to have access to one selected board or a folder after inviting this person please go to share option and select this person to give access When you fill the pop up form the person will receive an email with their username password and URL to access your account 11 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL
18. acking 29 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TL Kanban Tool User Manual To add tasks to the My Work list right click a task and select Add To My Work That s all Also when someone else assigns a task to you it will appear on this list To sort tasks with your own preferences just use drag and drop ke Move C Start timer Add to my work kr Edit t Duplicate ud Delete a Block task ay Move to LA Assign to Ta Change priority Change type To postpone a task click on the hourglass icon and choose when do you want the task to return onto the list change the default display change the default displ options in DS patterns for system set up patter new Postpone task x stem settings isers by 1 hour B p x until tomorrow e dialog until next week custom date T MN MaU E 2 Code the Z You can view all postponed tasks by clicking the Tray icon next to the collapse button 30 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Postponed tasks Code the E New Code the E NEW Code the E new The timer on the task starts just when you move the task into an In Progress column or if there s more tasks in there already and you pick one of those when you right click on it and select start timer Once you ve co
19. an Tool User Manual 12 Exporting tasks to Excel or CSV You can export all tasks from your board to Excel or CSV While on the board please go to Tools Export to excel or Export to CSV option That s all shortcuts feedback tools Search for title card type or subscribe to RSS ork export to CSV ues 4 E T DONE export to calendar take a screenshot i rt task P i j gin ice grid view to disallc add task add tasks from email view tutorial da oT TTS debu iea the CVs 13 Kanban board archive KanbanTool allows you to archive completed tasks so they don t take up space on the board but allow you to always be able to go back to them To archive a task right click on it and use the dropdown menu to archive it By default this option is available only in the last column of your Kanban board but you can edit options of your columns Settings Board Editor pencil icon under the name of a particular column to allow tasks to be archived anywhere To archive all tasks a column just right click anywhere in that column and select the Archive all option Archive all sort by 24 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual What if you wanted to put a task from the archive back on the board Please go to the X archived tasks tab at the top of a column and then right click on the item that you
20. ange the defau patterns for syst options in DB 3 min disallow access to for non priviledgec New adjust the width of window in view 66 MEW Code the new History here you can see a complete history of a card from its creation to the latest changes All changes are accompanied by their date and time 4606260 i 1 j 7 E he Feedback Details Checklist Q Comments History add task Zoe on Mon 09 Now 2014 15 08 a minute ago AM modified the floorplans and F task AN and G version 6 E Y AM Zoe on Mon 03 Now 2014 15 07 3 minutes ago ans C and F AM has checked to do make changes according to Andy s remarks on floorplans and F Zoe on Mon 03 Now 2014 15 07 ca minutes ago AWM has checked to do send the pre sets to Andy on floorplans and F Zoe on Thu 11 Sep 2014 16 28 2 months aga AM has commented on task floorplans C and F Going with 900cm in the end check available space before editing O My Work filter the grid view to overlapping buttons 2 59 hrs debug the DV 054 1 min change the default patterns for system options in D8 8 min disallow access to sy for non piviledged u MEW adjust the width of th window in view GGO new Code the New Code the E New 4496450 Z marr 15 2014 Kanban Tool by Shore Labs
21. any things at the same time e Done for reference and to track your performance Scheduled DOT GR Todo 0 40 pres Done 0 2 add task add task 0 archived tasks add task e K K S 5 85 U T 8 C E An event driven Kanban Board template The event driven version of a basic workflow works best when some external event like approval or a pre defined completion of a particular stage etc determines which tasks are ready to be worked on next The board layout looks as follows e Todo with three categories o Backlog things to do some time in future o Waiting a limited number of selected tasks waiting for some event to happen i e approval o Ready things ready to start working on 5 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual e In progress with an all important limit to keep you from doing too many things at the same time e Done for reference and to track your performance To do Waiting Ready 0 7 0 7 In progress 0 7 2 Done Backlog Team Kanban Board A Basic Team Board template Team boards use buffers to signal that tasks are ready to be pulled to the next workflow stage possibly by other team members The board layout looks as follows e Backlog containing all the things a team can work on e In progress with two columns o Waiting for tasks ready to be pulled whe
22. be imported into CE 2 Separator Select how columns in the source file are separated Comma 3 Row Format select how columns in the source file map into task attributes CI Description External Link gt Priority sl size Estimate gt Card Type sl Assigned User h Due Date gt Tags gt ignore 4 Import Text CSV File One task per line each line in valid row format Use quotes when needed code the 988 6 766 As a customer want to have access to the changelog with regards to all the people using my tools www kanbantoal com 0 0 1 pink S 2014 11 09 g009 onoo debug the 92 4453 As a customer want to have access to the changelog with regards to all the people using my tools www kanbantool com 1 0 2 violet A M 2014 11 10 g009 onoo prepare side views 8756856 As a customer want to have access to the changelog with regards to all the people using my tools ww kanbantoo com 1 0 3 lemon S 2014 11 11 7009 onoo debug the exports 5316 As a developer want to have access to h m e ha ra ra ra ral rara nu otk r ra ra ra rr rd he ell thm ml m Do ra reat P To convert the CSV file into UTF 8 encoding you can follow instructions textarea it should also work or upload a file Browse No file selected 5 Validate or Import Tasks now 23 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanb
23. d KANBAN TocL Kanban Tool User Manual 7 Collapsing columns and swimlanes Are you working with a very large board You can always collapse or expand column by clicking on it s label when expanded or at the sign when collapsed For your convenience you can still move cards to collapsed columns just drag a card over and hold above one until it expands NEXT IN PROGRESS STORIES BACKLOG THIS SPRINT 2 4 2 2 134 20 6 6 5 12 BUFFER for approval SPRINT DONE add task TO DO NEXT IN PROGRESS BACKLOG THIS SPRINT 2 4 2 2 6 6 5 12 SPRINT DONE add task add task add task add task add task B Project WSM AM c plates disallow access to system view settings for non priviledged REE T The top graphic shows a Kanban board with all columns expanded while on the STORIES 134 20 D change the default display BUFFER for approval 3 lower one there are two collapsed columns replaced with a and with their names written sideways 8 Customizing the card template It s very easy to customize Kanban cards layout to suit your needs You can edit your Kanban card template in Settings Card template Here you are able to add more options to your cards 17 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Board wil Analytics O Settings Exit Card Types Card Templat
24. e Board Editor Power Ups Here you can choose which fields are visible in the card view and define up to 10 custom ones External ID lt Description Attachments 1 External link Card Type Priority Task Difficulty Allowed values start each with number separate by semicolon unknown 0 1 small and relatively easy to get done 0 1 0 3 0 5 1 0 the same as most of o Default task difficulty number or leave blank for unknown 4 0 LJ show difficulty on the front of cards wi Assignment _ Due date Tags Custom field 1 Label estimated time Type Free text field Width 50 External ID you can add an external ID to your cards It s possible to make it editable visible on the front of cards set sequential numbers this will make the number unique across all your boards and choose an option to auto generate them for new cards Editable external ID is useful for fast searching and keeping cards in groups External link allows you to attach external links to your cards very useful when information vital for completion of the task is found on a website 18 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Task difficulty allows you to rank the difficulty of a task indicating how much time and effort will be required to complete it Custom fields that s the part allowing you to create up to ten custo
25. e board you can use the Working time script which will make this exact information display on the front of the card Doing To Do Done 1 3 37 archived tasks add task 11 archived tasks add task 4 23 archived tasks add task ail 2 Taies ago New task By default a swimlane height is equal to a couple of cards height also when the swimlane is empty To alter this use the Swimlane height script It will make all the swimlanes equal just one cards height To do In progress Bone i Soe Last il DAR i dH saez LIU OS Ls a 4 add lash add task pe ahad Laos mid jash To do in progress Dore gt i iis aia rik 48 anhi tila lt Aa S i main w ane gt a idol Ina del oak 1d archived tasks od ark Dare i aa ta 301969 x wi msk a 75 ambras isis ad ask i and N 1 2 hed 14555 4 add aat ack Lk iTo See Leake Sd leek hres Should you want to integrate your Kanban Tool and Jira accounts please follow these steps and you will end up with Kanbanira 46 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOGL The My activity script will add information about your activity to the Team Activity Power Up All of these free scripts are available on http github com kanbantool scripts Calendar widget This Power Up is a simple calendar that will be displayed in the side panel By default it will be high
26. e meter Stat nee T ri l Mi Ber Cars eiis Re Haar Kr Lar gt ini Rar A90 Lest atiii dei ia ana weg nI afila ROP n n j E 59 rt CKS e ee begi rd hare efe ba pared ae er D GK KB e Rens Reprod har stez barg red aiea L Aa a fied ra cat Apr Content met pape et 1 e ee B 6 r L CKS rR R bep rete otal dad ae mire iiri recte eha Lo a om etre dere maaie g Kr y een fi Le de Bers L brie ey Be mbabr I din ern a h vab bo Cath at AS de h afr EA A 0 MES sr of Era ts ey brit Piet ho H l e SL de l 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOGL Table of Contents 1 Creating your first board using a template sese eee eee SUMO IKEDA T Esc e AES ONG eae ea eee are eae eee ae uta ona erences one ener ances ea ye cee ZeCUSTOMMNZING AY OUI DOAK T DAG Cll GO COIS O VOU eG COUN as eee a aed te tetas eee ener eon cmeee enone 11 4 Sharing boards and folders with your eam see eee eee eee 12 AUS your IAI ITs 1 AN enews tare ee tone race de 13 6 Moving around the Kanban board sese eee eee eee 16 7 Collapsing columns ANd SWwimlanesS e eee eaen ee e a a 17 8 Customizing the card template cee rere ara a e E E 17 o Beining Cad TYPES e A A 19 TO Vene 20 MEM PONIA tasks form EXCEL dae 20 12 Exporing tasks to E atte 23 ASE INARA OO CAG AGC INN a a 23 AAS ACAI AA Sida 24 9 Time WTracking ang Time REDON a aa eee aceso il a ces eee in esata 26 1O NIY WOK
27. e task without spaces between them The attributes currently supported are column name swimlane name card type assigned user initials priority high low Any other attribute set in the email subject within square brackets will go to the Tags field The graphics below show a properly prepared task sending email the top one and the task received by the board the bottom one White New opportunities A M call Maxim Dalton about the 6535 142d9be41c9def2 103713 d089acte1 115964 add task WMa kanbantool com White New opportunities A M call Maxim Dalton about the On Site purchase Call MD to see whether they ve decided on the number of users and about their company details and virtual machine arrangements Quite urgent Q call Maxim Dalton about the On Site purchase D AM call Maxim Dalton about the Tast On Site purchase Task ID r 4624304 i Task 73 Tash B I SR MN S Task 14 Call MD to see whether they ve decided on the number of users and about their company details and virtual machine arrangements Quite M urgent S add attachment S M Card type Priority Difficulty Assigned to white vl normal 1 v AM Zoe l S Save Save and close orclose 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Example 1 on a basic Kanban board Yellow To do Task 1 Subject written like this will assign
28. es EB Account details Kanban Tool supports SAML based One Click authentication which is provided by many vendors together with online cloud identity providers such as OneLogin and SecureAuth W enable SAML2 Single Sign On Plan amp Billing details SAML Login URL Kanban Tool will redirect users to this URL to log in You can get this from your SAML Identity Provider Payments history https fl Logout URL LZ Account settings Optional logout URL responsible for SAML Single Logout functionality https W 4 Set domain alias Security Certificate Fingerprint Point any domain to your KanbanT ool Fingerprint SHA1 of the SAML certificate provided by your SAML Identity Provider El Single Sign On AB AB AB One Click Access to Kanban Tool for How new accounts should be provisioned New accounts can be automatically provisioned for users who authenticate with your Identity Provider AS normal user F To enable it for your team you will first need to have an account with one of the identity providers an example OneLogin SecureAuth Then from the KanbanTool s Owner Account go to Account Administration panel then Single Sign On and click right next to the enable SAML2 Single Sign On Here you will need to fill in the information provided by the identity provider s service From here your team is all set 50 2014 Kanban Tool by Shore Labs All rights reserved
29. f new options visible in the headline Checklist allows you to make a list of things that a particular task will consist of so that your team may tick off as they proceed through the task O My Work hg Feedback ilter the orid view Mf Details Checklist CG Comments History E aba gn overlapping buttor 2 56 hrs send the pre sets to Andy Zoe dgfdgd make changes according to Andy s remarks Sebastian D and G version 6 debug the DW 054 1 min OU re send the drawings to A Zoa Robert Palmer G a Add Hans C and F change the defau l E patterns for syst AM s in D8 Comments here any user with access to the board may leave his notes and comments concerning a particular task Each comment already comes with the name of the user that wrote it as well as a date so it is not necessary to sign the commentary 14 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL KanbanTool User Manual se Feedback Zoe Thu 11 Sep 2014 A N and G version 6 Palmer decied on 900cm width for Room 03 AM Zoe Thu 11 Sep 2014 K Cand E Changed his mind to 600cm for Room 03 Zoe Thu 11 Sep 2014 Going with 900cm in the end check available space before editing 4606252 enter your comment here Robert Palmer E add task My Work filter the grid view overlapping buttor 2 58 hrs debug the D V 054 1 min ch
30. imers a new entry is created here Both account administrators and regular users can modify and remove entries by clicking on the icons to the right of each row Regular users can only edit and remove their own entries 2270 25 hrs J 169 tasks J 152 entries s 2 i blog post Angie Keys 13 May 1551 1751 200hrs Y i homepage bug fixes John Greene 13 May 1542 1559 16min Y E test product tour Jose Garcia 13 May 14 03 14 12 amin S i new product template Tim Ferris 13 May 1327 1342 14min Y 28 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual You can also filter all reports by boards time interval users task types swimlanes and tags Development Board Detailed Report lt e Summary Report lt This week 9 gt Detailed Report FD Users Task types Furthermore you can export your reports to PDF file and print them out or simply save them as a CSV file 16 My Work widget My Work widget is what allows you to display your upcoming tasks across multiple boards in one place From there you can sort them in accordance to your preferences and postpone by a specific amount of time hours days To be able to use My Work widget you need to be on a Pricing Plan that includes Time Tracking Enterprise or Unlimited The widget is displayed on the right hand side of your Kanban board in the side panel s portion to do with Time Tr
31. in with API token you can decide to which of your Kanban lod boards you want to be adding tasks via this coran API token a BI6ISALNACBY button Once you ve set everything you can quickly add new tasks by clicking the KanbanTool button in the browser s top right nR Login with API token corner You can easily change the board The API token can be generated on the that you re adding tasks to by entering the My Info gt API access page l l Options menu in the same way as Logged out described above Logged into KanbanTool Where would you like to add tasks to Board logout S c Swimiane f Project GDO N Column BACKLOG T Kanbanira Chrome extension for KanbanTool Kanbanira connects tasks in KanbanTool with issues in Atlassian JIRA It s a simple but powerful integration allowing you to gain most benefit from both tools All you need to start is visit Kanbanira page in Google Web Store and watch a video on how to integrate KanbanTool with Atlassian JIRA using Kanbanira 35 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Zapier and We Wired Web integration This is the easiest way to sync Kanban Tool with other web services that
32. is the card will be moved to the last column of the board A similar effect can be achieved with the Task done script but this one adds the option to the context menu right click on a task while in board view K add attachment Card type Priority Assigned to white normal nobody lt Tags press ENTER key or separate tags with commas Save Save and close task is done 44 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual In P ress To do rog 1 2 add task add task Task 1 Task 2 lt a KT Task 3 Task 8 Task 5 Task 6 Task done a Edit Duplicate ag Delete ud Block task de Move to When you d like to move a task to a particular column on the board but this is not necessarily the closest to its current position you can benefit from the Change column script It will allow you to send the task to any column within the board To Do Re Done 1 3 37 archived tasks add task 11 archived tasks add task 23 archived tasks add task ka Move 4 Duplicate ag Delete 4 Block task de Move to eN iil To Do Swimiane w Assign to Doing t4 Change priority PM Done Change type S 45 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOGL Kanban Tool User Manual If you re interested in seeing the amount of time that a task has spent on th
33. lighting your tasks due dates in it You can click on highlighted days to see what tasks are due when p Parr Calendar AM O November 2014 O Mo Tu We Th Fr Sa Su November 10 2014 x E S j 7 sj 8 10 11 12 13 14 15 16 debug the 94 AM v lad ee a Pal Pa Pal b Lu Web attachments With this Power Up you can link any address on the internet a task a board a website to a task card To do this simply click on the add attachment link on your card and choose Attach from the web option Auto assign Wouldn t it be great if just moving an unassigned card meant that it s being assigned to the user who moved it This is what this Power Up does 47 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOGL Kanban Tool User Manual Card block With this Power Up cards can be marked as blocked from the context menu Blocked cards cannot be moved they have distinctive look stripes and a message explaining why they have been blocked add task adi A M about the se Task 50 Task 435 sy Google Drive Dropbox One Drive and Box Power Ups Integrate your Kanban board with popular file hosting services This will enable you to store file attachments on either service and easily access them through Kanban Tool To use this type of integration please go to Settings Power Ups and enable the ones that you wish to use Now you will be able to
34. m fields that will appear on each of the board s cards They can contain either free text fields numbers dropdown menus with options an external link or date pickers You can also set how much space a particular custom field will take on the card edition screen width 9 Defining Card Types In Settings Card Types menu you are able to assign colors to different kinds of cards Sky is the limit here as you can assign colors to particular users or according to the urgency of tasks or simply by the nature of the task at hand Actually the more the merrier and since it is based on simple connotations it should be fairly easy to follow for all team members new or experienced Just remember not to change the meaning of the colors too often as it may cause confusion y Scrumban a Board wall Analytics Settings E Exit Card Types Card Template Board Editor Power Ups e Color 7 E E E E E E EEE HEE Make default or close Add custom card type B grassy 18 cards 0 0 archived edit disable B green 17 cards 0 0 archived edit L disable 19 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual 10 Notifications There are 2 situations when a user gets notifications by an email e when this user is assigned to a task e when someone adds a comment to a task and selects this user to be notified about it If you want to be informed about the stat
35. mpleted a task and moved it to the Done column the timer will stop automatically and the task will then disappear from My Work widget You can pause at any time My Work widget also allows displaying the subtotal amounts of time spent on each individual task It is accessible by clicking the time passed record Doing this opens a list of all subtotals They are also available to view in Time Report just make sure to open the Detailed Report My Work v filter the grid view to disallow overlapping buttons BUFFER for approval SPRINT DONE 47 min gr y A a 15 Oct 15 42 15 48 6 min 6 15 Oct 15 15 15 55 40 min A patterns for system set up options in D change the default display The name of the task will appear in a bold format when there s been a new comment made in the task and when the task comes back to the list after being postponed This widget allows displaying tasks from multiple boards clicking on a 31 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TOGL Kanban Tool User Manual particular task in My Work widget will take you to the Kanban board that the task is from Also if someone assigns a checklist item to you a task to which this checklist belongs will be added to My Work widget and will appear in bold so you know there s been new activity 17 Adding tasks via email In order to add tasks to your Kanban board via email
36. n enough capacity is reached o Working limited number of tasks currently being worked on e Done for keeping a reference and to monitor team performance In progress Backlog Waiting Working Done 077 0 7 2 A Team Board template for product development 6 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual This template can act as a base for describing a product development process Requirements gathering Requirements analysis In development Done 0 archived tasks add task o Waiting o Working on e InQA o Waiting o Working on e In verification o Waiting o Working on e Done for keeping a reference and to monitor team performance In in OA In Requirements gathering Requirements analysis development verification add task add task Ae S S PEP S ee o e O A Team Board template for sales pipeline management This template can act as a base for describing your sales pipeline Leads New opportunities Initial communication Solution development Proposal Solution evaluation Negotiation Closed T 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual o LOST o WON Closed Initial communication Solution development Proposal Solution evaluation ae add task add task add task add task em cieiz S Z 2 0 6
37. n is accessible through Settings gt Board Editor located in the horizontal bar on the top of your screen Basic Board Board all Analytics Settings Exit Card Types Card Template Board Editor Power Ups leads new opportunities initial communication solution e ch S F ch S e ch S E In the board edition screen your board is a little faded and each column has a set of four icons that can be used to introduce changes to this particular column or swimlane the pencil icon allows you to edit the column or swimlane the split fork icon is used to divide a particular column into two separate ones There may be a situation when one group of items has to be further divided into two more like TO DO items into TO DO this week and TO DO next week etc You can divide and subdivide the divisions as much as you need the bin icon is used to delete a particular column or swimlane when you decide it is no longer needed the gray right left arrow icons these icons allow for changing the location of a particular column or swimlane on the board Click on the arrow icon for the column swimlane to swap places with the one indicated by the arrow s point To add a column or a swimlane just click on the big green icon visible on the right and at the bottom of the board respectively 9 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual The Wo
38. o a particular column either just double click on the empty space within the column or click the green add task icon To do faster you can also use a keyboard shortcut N adds a task to the leftmost column A card edition screen will appear Here you are able to name the task write a task description or simply copy paste any external information about it change the type of the card types are usually connected to colors and will be discussed in sections that follow set the priority of the task assign the task to a particular person within the team with whom you have shared your board set a due date for the task s completion add tags to help in managing and searching tasks via the search engine visible in the top right corner of your board 13 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual E Board dl Analytics Set Exit O My Work Im C filter the grid wie hering Requirements analysis overlapping butt 2 51 hrs aes debug the DV 0 1 min change the def patterns for sy options in DB e B min disallow access for non priviledg ado la O S Create and add next Create and close Code the E NEW Note Please note this is a standard layout of a card Adding further functions to the cards will be described in the next sections When you access your new card you will notice a set o
39. rk In Progress limits are designed to reduce multi tasking and maximize throughput To add work in progress limits per column go to Settings then Workflow editor and click the pencil icon to edit the limit Fill the work in progress limit in Task count limit field and save Column name initial communication WIP limit optional numeric value LS tasks _ difficulty tasks per user Lane Policy Description optional Lane Type optional not set Lane width cards visible in single row 2 Allow tasks to be archived here To add a Kanban policy while on the board please go to Settings Board editor Click on edit pencil icon next to the column or swimlane name where you want to add the policy uffer Policy description should be placed here Enjoy Then fill the Lane or Swimlane Policy Description field The policy will be available for every Kanban board user when hovering over the blue info icon on the board 10 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual 3 Adding people to your account Working together is fun Thanks to KanbanTool it is also easy Start collaborating by adding new users to your account Click People icon visible in the top left the menu Account administration Add new person Add friends employees and clients so they can f edit suspend
40. s a holistic way to measure team performance 900 800 700 500 500 400 300 200 1 fi ours z9 minutes 100 PE LI Wed 18 Apr The Cumulative Flow diagram CFD shows a detailed picture of your entire process and enables you to track items by state The horizontal x axis in the CFD stands for time and the vertical y axis indicates the number of tasks Each colored area of the chart represents the amount of work for each stage of your process at a given time CFD can be used to identify bottlenecks and team velocity B March Apr May Jun Jul Aug Sep Oct Now Dec Backlog Approved Buffer In Progress Final Review Done 26 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual 15 Time Tracking and Time Report Kanban Tool s seamless Time Tracking allows you to measure exactly how long different tasks take It s seamless because there is no extra clicking necessary for it to start tracking what you re doing Simply by dragging a task into an in progress type of column the timer switches on and your work is being measured How to get it working To be able to benefit from this powerful feature you need to be on an Enterprise Pricing plan of KanbanTool Once you are then simply edit the column types in Settings Board editor There are three possible column types and they will trigger different actions
41. t the fullscreen view while task is opened Switch to fullscreen view while task is opened navigate between swimlanes navigate between swimlanes 1 9 E Bs 4 Y rid wiew to disallow ig buttons DV 054 le default display ior system set up Ds bress to system settings viledged users wariith XT thee diala 38 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Lanhan TAn lanar Nani KanbanTool User Manual 21 Power Ups With Power Ups you can customize your boards and fine tune your experience with KanbanTool We are constantly working on developing new features that will add to Kanban Tool s usefulness To get started go to Settings Power Ups and enable those that you fancy using 3 Board ail Analytics G Settings gt Exit Card Types Card Template Board Editor Power Ups Here is an outline of what Power Ups you will find there followed by a detailed description of each of them 39 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual wil Aralybcs D Settings E Exit Card Types Card Template Board Editor Power Upes Scurc or i Team activity Bz added tr lor 8 pur r MA 15 Aa Juno 2014 FTOgress A17 7 mid Eaa Team activity widget View recent activities of other team members on the side panel Add task box The quicker way to add new
42. tasks Google Drive Attach and collaborate on documents from Google Drive Calendar widget Shows upcoming due dates on side panel Auto assign Cards are automatically assigned to you when moved Dropbox Attach and work on files from Dropbox Box Attach and work on files from Box com i Zz 4 eth atiochrmeni ATE Tam rrot Card aging Cards vishy age when inactive Task navigator Navigate between tasks using arrow keys Developer tools Modify any aspect of your board with custom scripts and stylesheets Web attachments Attach anythang on the Internet to tasks Card block Cards can be marked as blocked OneDrive Attach and work on documents from OneDrive Kanban Cast Cast your board on any TV with Google Chromecast 40 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Team activity widget This is a useful log of activity on the board Displayed in the side panel this will inform you about recent happenings on the board New comments posted tasks being moved edited or deleted and more Enable it if you want to make sure that you re always up to date with what s going on a l Team activity a This Power Up JL moved 10793 odp na pytanie can be JE from Biezacy sprint Buffer to accompanied Bie cy sprint Working ivi 6 minutes aga by My Activity ria script available
43. th these file hosting services allows you to attach files from them to your task cards or to place direct external links in cards Read more in the Power Ups Section of this Manual page 48 36 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Kanban Cast Kanban Cast is KanbanTool s integration with Chromecast a Chrome internet browser streaming device that when attached to a tv screen displays your Kanban board in a view customized to best suit a large screen Perfect for daily stand ups or other work related meetings but most of all a great parallel to the original Kanban whiteboard idea and a fantastic information radiator for the whole team To enable it open your Kanban board view in Chrome switch it on in the top right corner right next to the tools section choose a receiver and see it loading 17 Cloning your boards Once you ve created a board layout that you love it would be an unnecessary effort to have to create another one from scratch For that reason we have prepared the option to clone an existing board You can either clone the layout only or the whole board with the existing tasks To clone a board you have to come back to the dashboard where all of your existing boards are displayed Then just click more clone ih share more T Scrumban El Create new note rename Create store and share Combine Scrum and Kanban Ma S S
44. us changes of all tasks on a board you need to subscribe to RSS feeds You can easily generate a link to RSS While on the Kanban board please go to Tools subscribe to RSS shortcuts feedback tools Search for title card type or subscribe to RSS export to excel export to CSV ues 4 Z DONE export to calendar take a screenshot i rt tasks E S Sey ares ond view to disallc add task add tasks from email view tutorial ing buttons oT TTS debu ie the T A The correct url for RSS feeds is generated for each user individually for security reasons to protect access to your cards boards and projects via RSS Your url should include surl a number 20 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual 11 Importing tasks form Excel or CSV KanbanTool allows to import Kanban cards to your board To do it right follow the steps below Al Fe 2 codethe 98876 A E F G H i j 766 As a customer want to hawr An kannan com 0 0 1 pink S 2014 11 09 goog onoo 4453 As a customer want to have 272727 kanbantool com 1 0 2 violet AM 2014 11 10 goog onoo 8756856 As a customer want to hav Www kanbantool canm 1 0 3 lemon 5 2014 11 11 goog onoo 53546 As a developer want to haw waa k anbantoal com 0 4 white 5 2014 11 12 goog onoo code TUunction 830 353634 AS a customer want to have WA Anant
45. v file and paste it as text in the text field provided in section 4 of the import discussed below Once your import file is ready you need to set KanbanTool import options In board view go to Tools Import tasks Section 1 choose into what column swimlane you d like the tasks to be imported 21 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL Kanban Tool User Manual Section 2 choose a separator for the information a comma is the default sign for csv files Section 3 select which columns of your csv file represent what Task Card information written in the same order that they appear in the file If you only wrote data in one column of your csv select just one field if you wrote more make choices for the same number of fields that there are data columns in the csv Section 4 here you can either write your tasks One task per line separated by the separator of your choice in section 2 data between separations is a different row format Section 5 you can validate if the way you ve given information is correct and the import is possible or not and if not you ll be told what the problem is After this you re ready to hit Import Tasks Now to have your new tasks on the board 22 2014 Kanban Tool by Shore Labs All rights reserved KANBAN TocL KanbanTool User Manual 1 Import tasks into select the column and swimilane to which tasks should
46. you and your team already use on a daily basis Zapier hooks Kanban Tool up with over 200 applications We Wired Web is an online service that allows you to easily create automated tasks for popular web services All you need to do is choose the online applications that you like and link them select a trigger and an action that you want to combine You can even use multiple triggers and actions per task as well as location based triggers defined on maps Export tasks to Outlook To export tasks names with tasks due dates to Outlook while in board view please go to the Tools export to calendar and select Outlook iCal Note please that Outlook should be your default calendar in order for the set up to work Export tasks to Google Calendar In order for this integration to work you ll need to have some tasks with due dates to be exported to Google calendar To enable Due date field on your card while on board please go to Settings Card Template and enable Due date field When you fill the due date on your cards you are ready to export tasks to Google calendar To do it while on the board please go to Tools export to calendar and Google On the Google calendar tab you will see a box Do you want to add this calendar Click Yes add this calendar And your tasks with due dates should appear in Google calendar Attach files from Google Drive Dropbox OneDrive or Box Integration wi
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