With the SharePoint editions of Kanban Task Manager, the kanban board is available in a SharePoint site. The license is unlimited within the organization, so you can have as many installations as you wish. Kanban Task Manager uses as much standard SharePoint features as possible, and therefore it is easy to understand and use.

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
 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 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
Copy the URL of the
filtered kanban board

4. 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

5. www.kalmstrom.com
Kanban Task Manager ‒ Work with Tasks
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
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
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

6. Kanban Task Manager ‒ The Task Form
www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
Changed
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.
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.

7. 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 task form.

8. Kanban Task Manager ‒ Configuration page
www.kalmstrom.com
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
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
Enable Checklist Enable Time Logging

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

10. 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

11. www.kalmstrom.com
Kanban Task Manager Default Values
Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution
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.
Start Date: the current date.
Due Date: the current date plus one.
Project: the first project in the list.
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.

12. 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

13. 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

14. 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

15. 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

16. 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

17. Kanban Task Manager My Tasks
www.kalmstrom.com
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.

18. 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

19. 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

20. 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 ‒ Export to Excel
www.kalmstrom.com Kanban Task Manager is available in 2 SharePoint editions: add-in and sandboxed solution

21. 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

22. 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

23. 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
www.kalmstrom.com
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
www.kalmstrom.com
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. 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