Kanboard

Here’s how an organization can use Kanboard

VISUALIZING WORKFLOW

Kanboard provides a digital board where teams can create columns representing different stages of their workflow. Each column typically represents a specific status or stage, such as “To Do,” “In Progress,” “Review,” and “Done.” Tasks or work items are represented as cards that can be moved across the board to indicate their progress.

WORK TASKS TRACKING

Teams can create work items or tasks and assign them to individuals or teams. Each task can have details like a title, description, due date, and associated tags or labels. By moving cards across the board, team members can track the status of each work item and understand where it stands in the overall workflow.

WORK IN PROGRESS (WIP) LIMITS

Kanboard allows organizations to set limits on the number of tasks that can be in progress in each column. This helps prevent overloading team members and ensures a balanced workflow. WIP limits encourage teams to focus on completing existing tasks before starting new ones, which improves efficiency and reduces bottlenecks.

COLLABORATIVE WORK

Kanboard facilitates collaboration within teams. Team members can add comments, attach files, and have discussions on individual tasks. This helps improve communication, allows for knowledge sharing, and ensures everyone is on the same page regarding task progress and requirements.

TASK PRIORITIZATION

Kanboard provides features to prioritize tasks within each column. Teams can use methods like drag-and-drop or setting task priorities to ensure that high-priority items receive the necessary attention.

REPORTING AND ANALYTICS

Kanboard offers various reporting and analytics features to track project progress and performance. Organizations can generate charts, reports, and metrics to monitor key performance indicators (KPIs) and identify areas for improvement. This data can help in making data-driven decisions and optimizing workflow efficiency.

By utilizing Kanboard, organizations can improve their project management practices by visualizing and optimizing their workflows, enhancing collaboration, and gaining better control and insights into their projects.

Features

HIGHLY CUSTOMIZABLE & CONFIGURABLE BOARDS

• The boards are easy to customize and can be catered specifically to an organization’s or project’s needs
• Board templates can be duplicated to save work and time, including automation settings

COLOUR CODING: KANBOARD ALLOWS YOU TO COLOUR CODE IN TWO WAYS

• Manual Colour Coding
  • the entire card can be assigned a colour to help organize tasks
  • tags can be assigned a colour
  • categories can be assigned a colour
• Automated Colour Coding
  • if a team member is assigned in a task, the card can be changed to the colour assigned to the team member
  • you can also automate the colour of the card to change based on priority, task overdue status (expiry date), or based on what column the task is moved to

CUSTOMIZING AND AUTOMATING TASK BEHAVIOUR: BEHAVIOUR OF TASKS CAN BE AUTOMATED

• Tasks can be moved to different columns based on specific activities or lack of activity such as no activity for x period of time, or assigning a user or marking a task as closed.

NOTIFICATION PREFERENCES ARE CLEAR AND EASY TO USE, AND THEY WORK RELIABLY

• KanBoard has a clear notification preference interface.
• Notifications arrive reliably.

ABILITY TO UPLOAD FILES AND SCREENSHOTS

• Uploading files is great, especially (because it is securely hosted).

EXCELLENT FILTERING WITH CUSTOM FILTER OPTION

• Being able to create custom filters for team re-use ie. “All tickets with assignee = Name + category = tech”
• Being able to search all task titles with partial-word searches, which is highly valuable for quickly finding the task card

ADD SWIMLANES

• Swimlanes are horizontal separations on your board.
• They can divide your tasks by type.
• Are easily collapsed.

Use Case Sample: Organization Wide Planning

Organization-wide Project Management

• Setting up boards for separate projects or different departments allows the organization to centralize all of their priorities
• Unlimited users can be added, board members, staff, and volunteers can be added to appropriate projects without fear of extra costs.
• Clear and easy to use permissions ensure that individuals only have access to the boards and tasks that they should see

Grant Tracking

• A grant tracking board serves several important purposes and functions related to grant process including foreseeing grants, meeting deadlines, submitting reports, and tracking successful vs. unsuccessful applications.
• Can be expanded to better understand which revenue streams are supporting which projects as well

Production/Workflow Planning

• The KanBoard’s flexible customization means that the board can be very specifically catered to serve the needs of a workflow or production plan.

Use Case Sample: Single Project

Using a Kanban board with three columns (To-Do, In Progress, Done), you can visualize and manage any project.

• To-Do: Tasks that need to be started
  • Create Cards for each task and add any folks you want to each card / task
• In Progress: Tasks currently being worked on
  • Cards: When you start working on a task, move it to this column.
• Done: Tasks that are completed
  • Cards: Once you’ve finished a task, move its card here.

Process

1. Task Creation : Create cards for each task that needs to be completed.
2. Work on Tasks : Start working on the tasks listed in To-Do and move them to In Progress as needed.
3. Progress Tracking : Move the card through the columns as work progresses
   ◦ From To-Do to In Progress when starting a task
   ◦ From In Progress to Done when completing a task
4. Completion : Once all tasks are completed, review the board to ensure the webpage is ready for viewing.