Kanban Task Manager is a task management tool that allows teams to visualize workflows through drag-and-drop tasks in a kanban board. It has features like filtering tasks, setting work-in-progress limits, and exporting task data to Excel reports. Kanban Task Manager is available as a SharePoint add-in or sandboxed solution, allowing users to access boards from any device with an internet connection. It helps teams collaborate effectively on projects.

1. 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
Welcome to the show!
Peter Kalmström
CEO, kalmstrom.com Business Solutions
Kanban Task Manager SharePoint Editions ‒ Introduction
www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

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

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

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

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

7. www.kalmstrom.com
Kanban Task Manager ‒ Work with Tasks
Right click a task to see
more of the description in
the right pane
Closed tasks will be moved to the
“Completed” phase
Move the selected task to
another kanban board –
only for the sandboxed
solution
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

8. 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 ‒ The Task Form
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If you fill out the % Complete
field, the value will be shown with
a line on the task card.
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
Changed

9. Kanban Task Manager ‒ the task form Description field
www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
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 form.

10. Kanban Task Manager ‒ Configure page
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Check to allow
moving of tasks to
other installations
(not possible with
the add-in)
Create a custom field
for tasks and filter
Use your own tasks list with
Kanban Task Manager
Color coding for
project/responsible and phases
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

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

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

13. www.kalmstrom.com
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

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

15. www.kalmstrom.com
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

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

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

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

19. 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 a custom field is used, there is a report on the
number of tasks for each value of that field.
Kanban Task Manager ‒ Export to Excel
www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

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

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

22. 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.
Kanban Task Manager Excel Reports ‒ Default Chart Style
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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

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

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