With Kanban E-mail Manager you can visualize and categorize your e-mails on a kanban board inside Outlook. The Kanban E-mail Manager Outlook add-in is intended for a single user, and once installed it can be used with any e-mail folder in Outlook. Responsive Web Design makes the kanban board adapt to all kinds of screens.

1. Kanban E-mail Manager helps you visualize, categorize and manage your e-mails on a kanban board in Outlook.
The traditional kanban board uses cards that tell what and how much should be produced and when it should be done.
On top of that the developers of kalmstrom.com Business Solutions have added several useful features:
 Drag and drop e-mail cards between or within different phases and lanes.
 Color code e-mail cards by categories.
 Filter e-mails by one or multiple categories and/or priorities and senders.
 Display of e-mails for multiple categories in one kanban board.
 Search of e-mail subjects and body texts.
 Possibility to create swim lanes.
 A details pane for the e-mail description.
 WIP limits gives a warning when there are too many e-mail cards in a phase or lane.
 Zoom in and out on the kanban board by using Ctrl + the plus or minus key.
 Categories view in addition to the kanban view.
 Excel reports that show statistics on the e-mail management.
 % complete bar that shows e-mail handling progress.
 Create a Checklist for each e-mail.
 Time logging to keep track of invested time per e-mail.
 Set number of columns per phase.
Welcome to the show!
Peter Kalmström
CEO, kalmstrom.com Business Solutions
Kanban E-mail Manager ‒ Introduction
www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above

2. www.kalmstrom.com
Kanban E-mail Manager ‒ The Outlook Mail View
Press the button to view your
e-mails on the kanban board
Select any Outlook e-mail
folder
Kanban E-mail Manager supports Microsoft Office 2007 and above

3. The e-mail cards may be
dragged and dropped within
or between the phases and
lanes.
www.kalmstrom.com
Kanban E-mail Manager ‒ The kanban board
This e-mail is unread, which is
indicated by the blue border and the
bold title
% completed bar that shows
e-mail progress.
Kanban E-mail Manager supports Microsoft Office 2007 and above

4. www.kalmstrom.com
Kanban E-mail Manager ‒ Filter and Search
Search and filter e-mail
cards in the left pane.
Click to open the Filter pane.
Kanban E-mail Manager supports Microsoft Office 2007 and above

5. www.kalmstrom.com
Kanban E-mail Manager ‒ Details pane
Right click on the card to open the
Details pane.
Move to Handled without
opening the E-mail.
The E-mail description.
Kanban E-mail Manager supports Microsoft Office 2007 and above

6. www.kalmstrom.com
Kanban E-mail Manager ‒ Category & Phase
Select e-mail category and
phase or Lane from an open
e-mail in both Kanban and E-
mail view
Kanban E-mail Manager supports Microsoft Office 2007 and above

7. Kanban E-mail Manager ‒ WIP Limits
www.kalmstrom.com
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 E-mail Manager supports Microsoft Office 2007 and above

8. So far you have seen the most
important features of Kanban E-mail
Manager.
The Kanban E-mail Manager
configuration is reached from the
kanban board.
Let’s continue!
Kanban E-mail Manager ‒ Configuration
www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above

9. Kanban E-mail Manager ‒ Coloring
www.kalmstrom.com
Click on a color to change it.
Kanban E-mail Manager supports Microsoft Office 2007 and above
Create e-mail checklist
Time logging to keep track of
invested time per e-mail

10. Write or paste into the grid.
Kanban E-mail Manager ‒ Category Settings
www.kalmstrom.com
Hide categories from the
kanban board.
Kanban E-mail Manager supports Microsoft Office 2007 and above

11. Kanban E-mail Manager ‒ Phase Settings
www.kalmstrom.com
Hide a phase from the
kanban board
Two columns of e-mail
cards in the Unhandled
phase
Kanban E-mail Manager supports Microsoft Office 2007 and above

12. www.kalmstrom.com
Kanban E-mail Manager ‒ Lane Settings
Write or paste the lane names here.
If you prefer to NOT use lanes, just
leave this grid empty.
Define the order of the
lanes, from top to
bottom.
Kanban E-mail Manager supports Microsoft Office 2007 and above

13. Kanban E-mail Manager ‒ Categories View
www.kalmstrom.com
Each category is
visualized as a pie
chartThis category has
two unhandled e-
mails
Kanban E-mail Manager supports Microsoft Office 2007 and above

14. Kanban E-mail Manager ‒ Export to Excel
www.kalmstrom.com
Kanban E-mail Manager gives several statistics reports that are exported to an Excel sheet:
 Number of E-mails per Category
 Number of E-mails per Phase
 E-mails per Lane and Phase
 Average of E-mails % completed per Phase
 Number of E-mails per Lane
 E-mails per Phase and Lane
 Average of E-mails % completed per Lane
 Number of E-mails per Sender
When Time Logging is enabled, there are three more default reports:
 Hours per E-mail
 Hours per Phase
 Hours per Category
Kanban E-mail Manager supports Microsoft Office 2007 and above

15. Pivot and graph
representations of the
reports.
Links to reports.
Kanban E-mail Manager ‒ Excel Reports
www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above

16. You may sort, filter,
drill and add more
fields for extended info.
Kanban E-mail Manager Excel Reports ‒ Pivot Table
www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above

17. Each report also has a
graph presentation.
Changes in the pivot
will be reflected in the
graph and vice versa.
Kanban E-mail Manager Excel Reports ‒ Default Graph Style
www.kalmstrom.com
The reports may be
printed, saved as .pdf
and studied with all the
features of Excel.
Kanban E-mail Manager supports Microsoft Office 2007 and above

18. Kanban E-mail Manager Excel Reports ‒ Custom Graph Style
www.kalmstrom.com
Change the graphs as you
like with the Excel tools.
Kanban E-mail Manager supports Microsoft Office 2007 and above

19. www.kalmstrom.com
The first tab shows all the e-mail data in the
database. Use it to create your own reports.
Kanban E-mail Manager Excel Reports ‒ Custom Reports
Kanban E-mail Manager supports Microsoft Office 2007 and above

20. Thank you for watching this slide show!
You will find more information about Kanban E-
mail Manager on the kalmstrom.com website.
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.
We 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 E-mail
Manager.
On the kalmstrom.com website you will also find
video demonstrations on Kanban E-mail Manager,
as well as subscription information.
Kanban E-mail Manager ‒ More info
www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above