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Kanban Tool User Manual

KanBan

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0% found this document useful (0 votes)
75 views

Kanban Tool User Manual

KanBan

Uploaded by

Manish
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 66

Kanban Tool

User Manual

Nov 2020

© 2020 Kanban Tool™ by Shore Labs. All rights reserved.


Kanban Tool User Manual

Dear User,
welcome to the Kanban Tool guide manual.
On the following pages you will find a collection of the service’s most important functions, which
will allow you to start managing your project without further delay.

Table of Contents
1. Creating your first board using a template...................................................................................6

1.1. Simple Kanban.............................................................................................................................................. 6

1.2. Team Kanban Board...................................................................................................................................... 8

2. Customizing your board..............................................................................................................11

2.1. Editing the board......................................................................................................................................... 11

2.2. WIP Limits................................................................................................................................................... 13

3. Adding people to your account...................................................................................................13

3.1. Sharing the account in full capacity.............................................................................................................13

3.2. Sharing selected boards and folders only...................................................................................................14

3.3. Adding multiple users to the account..........................................................................................................15

3.4. User Groups – easier access management................................................................................................16

3.5. Personalized company logo on your login page.........................................................................................17

4. Using your Kanban board...........................................................................................................18

4.1. Creating Kanban cards............................................................................................................................... 18

4.2. Editing Kanban Cards................................................................................................................................. 20

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Kanban Tool User Manual

5. Moving around the Kanban board..............................................................................................21

6. Collapsing columns and swimlanes...........................................................................................23

7. Customizing the card template...................................................................................................24

7.1. External ID.................................................................................................................................................. 24

7.2. External link................................................................................................................................................. 24

7.3. Estimated time............................................................................................................................................ 24

7.4. Task difficulty............................................................................................................................................... 24

7.5. Custom fields.............................................................................................................................................. 25

7.6. Assignment.................................................................................................................................................. 25

7.7. Due Date..................................................................................................................................................... 25

7.8. Different templates for different card colors................................................................................................25

8. Defining Card Types...................................................................................................................27

9. Notifications................................................................................................................................27

9.1. Basic notifications....................................................................................................................................... 27

9.2. Additional notifications: Work Summary & Due Task Reminder..................................................................28

10. Import of tasks from Excel or CSV, mass updates on tasks & export to CSV..........................29

11. Kanban board archive...............................................................................................................32

12. Kanban Tool Analytics..............................................................................................................34

12.1. The Breakdown chart................................................................................................................................ 34

12.2. Lead and Cycle Time diagram.................................................................................................................. 34

12.3. Cumulative Flow diagram.......................................................................................................................... 35

13. Time Tracking and Time Report................................................................................................36

13.1. How to get Time Tracking up and running.................................................................................................36

13.2. The Time Report........................................................................................................................................ 36

14. My Work for today widget.........................................................................................................40

14.1. How does the Timer work?........................................................................................................................ 40


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15. Adding tasks via email..............................................................................................................42

16. Kanban Tool integration............................................................................................................44

16.1. “Add task button” Chrome extension for Kanban Tool..............................................................................44

16.2. "Kanbanira" Chrome extension for Kanban Tool.......................................................................................45

16.3. Zapier and We-Wired Web integration......................................................................................................45

16.4. Export tasks to Outlook............................................................................................................................. 45

16.5. Export tasks to Google Calendar..............................................................................................................46

16.6. Attach files from Google Drive, Dropbox, OneDrive or Box......................................................................46

16.7. Kanban Cast............................................................................................................................................. 46

16.8. Adding tasks from Microsoft Excel............................................................................................................46

17. Cloning your boards.................................................................................................................46

18. Speeding up your work – shortcuts, filters, global search & automation rules.........................47

19. Power-Ups................................................................................................................................48

19.1. Calendar widget........................................................................................................................................ 49

19.2. Interactive Checklists................................................................................................................................ 49

19.3. Card aging................................................................................................................................................. 50

19.4. Recurring Tasks......................................................................................................................................... 50

19.5. Custom Theme.......................................................................................................................................... 51

19.6. Team Activity Widget................................................................................................................................. 51

19.7. Add task box.............................................................................................................................................. 52

19.8. Task navigaton.......................................................................................................................................... 53

19.9. Developer Tools......................................................................................................................................... 53

19.10. Card block............................................................................................................................................... 55

19.11. Web attachments..................................................................................................................................... 56

19.12. Google Drive, Box, Dropbox, One Drive Power-Ups..............................................................................56

19.13. Auto assign.............................................................................................................................................. 56

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Kanban Tool User Manual

19.14. Activity notice.......................................................................................................................................... 56

19.15. Kanban Cast........................................................................................................................................... 57

19.16. Emoji Picker............................................................................................................................................ 57

19.17. Checklist Templates................................................................................................................................ 57

19.18. Postponed Tasks..................................................................................................................................... 58

19.19. Task Summary......................................................................................................................................... 58

19.20. Card Legend........................................................................................................................................... 59

19.21. Card Covers............................................................................................................................................ 60

19.22. Pinboard.................................................................................................................................................. 61

19.23. Task Dependencies................................................................................................................................. 61

19.24 Task Reminders........................................................................................................................................ 62

20. One-Click access to Kanban Tool.............................................................................................63

21. Two-factor authentication.........................................................................................................64

22. Mobile support..........................................................................................................................65

© 2020 Kanban Tool™ by Shore Labs. All rights reserved.


Kanban Tool User Manual

1. Creating your first board using a template


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:

1.1. 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:

 To do to store and organize things you want to work on.

 In progress with limit to keep you from doing too many things at the same time.

 Done for reference and to track your performance.

Fig 1: A basic Kanban board template

- 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:

 To do

 Scheduled with three categories:


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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

 In progress with limit to keep you from doing too many things at the same time.

 Done for reference and to track your performance.

Fig 2: A time driven Kanban board template

- 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:

 To do 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

 In progress with an all important limit to keep you from doing too many things
at the same time.

 Done for reference and to track your performance.

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Kanban Tool User Manual

Fig 3: An event driven Kanban board template

1.2. 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:

 Backlog - containing all the things a team can work on

 In progress with two columns:

o Waiting - for tasks ready to be pulled when enough capacity


is reached

o Working - limited number of tasks currently being worked on

 Done - for keeping a reference and to monitor team performance.

Fig 4: A basic team Kanban board template

- A Team Board template for product development:

This template can act as a base for describing a product development process.

 Requirements gathering
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 Requirements analysis

 In development

o Waiting

o Working on

 In QA

o Waiting

o Working on

 In verification

o Waiting

o Working on

 Done for keeping a reference and to monitor team performance.

Fig 5: A team Kanban board template for product development

- 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

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Kanban Tool User Manual

 Solution development

 Proposal

 Solution evaluation

 Negotiation

 Closed

o LOST

o WON

Fig 6: A team Kanban board template for a sales pipeline

- A Team Board template for online marketing:

This template can act as a base for running your online marketing processes.

 Alerts

 To do

 Scheduled

o This Week

o Today

 In Progress

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 Monitoring

 Done

Fig 7: A team Kanban board template for online marketing

- Creating folders:

For better organization, Kanban Tool 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 “I want to further customize
this board” to be transferred to the board edition screen.

2. Customizing your board

2.1. Editing the 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.

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Kanban Tool User Manual

The board edition screen is accessible through Settings → Board Editor. Settings are located
in the top right corner of a board view – next to Tools, Help and filters box.

Fig 8: Workflow edition screen

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.

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2.2. WIP Limits

The Work In Progress limits are designed


to reduce multi-tasking and maximize
throughput. To add work in progress limits
per column go to Settings → Board
editor and click the pencil icon to edit
the limit. Fill the work in progress limit
in WIP limit field and save.

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.

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. Fig 9: Adding a WIP limit to a column

3. Adding people to your account

3.1. Sharing the account in full capacity

Start collaborating by adding new users to your account. Please click the People tab, visible
in the top left the menu.

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.

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Fig 10: Adding other team members to the account

There, you can also assign privileges that determine how much change the particular person
can introduce onto the boards:

- If you want this person to view all boards and folders, select the 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.

3.2. Sharing selected boards and folders only

However, if you only want a user to have access to one selected board or a folder, after inviting
this person, please go to the share option and select this person to give access. When you fill
the pop-up form, the person will receive an email with their user name, password and URL
to access your account.

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Fig 11: Sharing a selected board with other team members

Then, click Add new person and fill the form. Choose the 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 the 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.

Individual boards can also be shared with others directly from the board view – just use the Share
option in a board's top right corner, next to Settings, Tools and Help links.

Fig 12: Sharing the open board with others, without exiting the board view

3.3. Adding multiple users to the account

If you have a .csv file with details of people you would like to add to your account, you can import
them at once instead of adding each person individually. Please go to the People → Invite
a Whole Team option.
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Fig 13: Adding an entire team to the account

3.4. User Groups – easier access management

Enterprise plan subscribers can take advantage of a user groups feature. This saves you from
having to share individual boards with individual people – instead, when creating users, you
assign what groups they belong to. Then, boards only need to be shared with a group once – all
current and future members of a group will automatically get access to them.
It's a great feature for larger teams, for which data access control is crucial and user
management more complex.
To learn more about user groups please visit this page.

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Fig 14: User Groups assigned to team members

3.5. Personalized company logo on your login page

Account Owners can add a logo image to the account, making a visual connection between your
company workflow and company branding. Simply upload a logo image from Account
Administration - Account Settings. The image will be shown on your account login page, and on
the dashboard.

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4. Using your Kanban board

4.1. Creating Kanban cards

With your board edited to suit the needs of your team or project, you can now begin adding tasks.
To add a task to a particular column either just double click on the empty space within the column
or click the +add task link.

A card creation screen will appear. Here you are able to:

- name the task (this field is required to fill)

- create a checklist of items that are part of this task (each of them can be assigned to a specific
user)

- write a task description, or simply copy & paste any external information about it

- add card attachments that make the task easier to complete / understand – at this point, you
can only attach files from your computer, unless you have previously enabled the Google Drive
/ Box integration, or had you switched on the fabulous Web Attachment Power-Up (read more
about this on page 57).

The file attachments (uploads from a computer) are not a feature supported in Kanban Tool's
Free plan. Free plan users can, however utilize the Google Dive / Box and other file hosting
service integrations to attach files to cards.

- 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

- add tags, to help in managing and searching tasks via the search engine visible in the top right
corner of your board

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Fig 15: Creating a new task

Add at the top option –

Once you've filled in all the information on your task, you have the option to place this newly
created task at the top of the column (bottom right corner of the task card) – this is particularly
helpful when adding last-minute or urgent tasks to highly populated columns.

Note: Please note this is a standard layout of a card. Adding further functions (fields) to the cards
will be described in the next sections.

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4.2. Editing Kanban Cards

Fig 16: Additional options available when editing a newly added task

When you open your new card you will notice some additional options available.

Comments and Card History – in the side panel opened with the red chat-like icon, any user
with access to the board may leave notes concerning this particular task. Each comment comes
with the name of the user that wrote it, as well as a date, so it is not necessary to sign the
commentary.

Comments will be intertwined with card history – given in chronological order, since the card's
creation to the latest changes and comments. All changes are accompanied by date, time and
name of the person who made them.

Comments are to be entered via the bottom text window, and can include attachments and links
to convey more information.

Comment notifications can also be sent to a specified person, people or user group via email.
Comments can be exchanged either by replying in Kanban Tool or by replying to the notification
email – whichever works for you.

At the bottom of the card, you will also notice the time passed since the card's last edition.
If you're using Kanban Tool's Time Tracking – once the team had been working on a card, and
timing this work – under the task's name there will also be information on the time already worked
on it.
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By clicking the time logged, a list of all users' time worked on this task will be displayed.

If you're not using Time Tracking, the only additional information under the task's name will be the
name of the column, in which that task is currently placed.

Fig 17: Information on current card location on the board

5. 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 various stages of the project (left to right) 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 & Drop method. You can also use
a card drop-down menu. Just right-click on the card and select Move. This action will progress the
card to the next column to the right.

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Fig 18: Moving cards with the context menu option

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.

Fig 19: Moving all cards from a column

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Kanban Tool User Manual

6. 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.

Fig 20: Full view of a board

Fig 21: A collapsed view of a board

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7. 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.
Settings are located in the top right corner of a board view – next to Tools, Help and filters box.

In Card Template, you are able to add more options to your cards:

7.1. 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.

7.2. 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. Once an External Link had been placed in a card,
it will be possible to open with one click – both from an open and closed card (chain-link icon).

7.3. Estimated time

The Estimated time field is designed to store your task duration guess. Additionally, the
Enterprise plan clients can use it to get a visual clue comparing the time recorded while working
on a task, to their estimate on how long that task should have taken.

You can add your estimation of how long you think the task will or should take. The Estimated
time field is set to work in hours. For instance, you can write: “6” for 6 hours or ",5" for half
an hour or ":25" for 25 minutes.

When work is started on a previously estimated task, there will be a pale green progress bar
displayed at the bottom of the card, informing of the running time being within the estimate.

If you work on this task for longer than estimated, a new progress bar will be displayed - pale red,
showing how far over the estimate you've gone. To learn more about this feature, please visit
this site.

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7.4. Task difficulty

Allows you to rank the difficulty of a task, indicating how much effort will be required to complete
it. The scale (points) are predefined, but you can edit them and input values used by your team
for this purpose.

7.5. Custom fields

This is the part allowing you to create up to 15 custom fields, that will appear on each of the
board’s cards. Custom fields can contain either: free text, numbers, drop-down menus with
options, external links, date pickers, web links, a progress indicator, an email address, votes,
rating or an address. You can also set how much space a particular custom field will take on the
card edition screen (width in %).

7.6. Assignment

Once this field had been activated, you will be able to assign each of the tasks to different users
of the board. Their initials will then be displayed at the fronts of the cards. Users will also
be notified of a task assignment via email, and will be able to filter the boards to see the work
items that were assigned to them.

7.7. Due Date

Enabling this field will allow you to add a due date to each card. This date will be visible within the
card and on top of a closed card (when hovering over the calendar icon associated with the due
date field).

Once the due date is less than 10 days away, there will be a number of days left visible next
to the calendar, showing you when the due date is approaching. Once exceeded, the number will
be displayed in a visible red color.

7.8. Different templates for different card colors

When editing the Default card template of your board, you are selecting the base template for
all your cards.
You can, however, also assign other, more limited templates to specific card types (colors). If you
switch over to a particular card type below the Default template - you will be able to remove
or reorder some fields for that specific card type. So that different card types will have different
fields on them, or have a different order of fields on them. It's a good way to make various job
types use different card templates.
Please do keep in mind, that the Default template is your baseline here.
In order for any card type to have a specific field on it, that field first needs to be enabled for the
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Kanban Tool User Manual

Default template. From the fields selected in Default template, you can then remove some for
the specific card types. You can learn a bit more about using this functionality here.

Fig 22: Setting up a custom card template

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8. Defining Card Types


In the Settings → Card Types menu you are able to assign colors to different kinds of cards. You
can assign colors to particular users, or according to the urgency of tasks, or simply by the nature
of the task at hand (most recommended).

Fig 23: Defining own card types

9. Notifications

9.1. Basic notifications

There are 3 instances when a user gets notifications by email:


• when this user is assigned to a task,
• when this user is assigned to a checklist item of a task,
• when someone adds a comment to a task and selects this user to be notified about it.

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If you want to be informed about the status 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.

Fig 24: Making an RSS subscription

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.

9.2. Additional notifications: Work Summary & Due Task Reminder

These are optional notifications -


Work Summary is a daily email, letting you know what tasks you and your team were working
on over the past 24 hours.
Due Task reminder email is listing your due tasks for the coming day – for today, if you choose
to get this email at an AM hour, and for the following day, if a PM hour is set for the email arrival.

You can manage your preference for these emails in My Profile – Edit my details. My Profile
is available under your name displayed in the top right corner of the dashboard view.
You may also define completely custom notifications with the help of Automation Rules
(Enterprise plan only). This is configurable from board Settings – Automation Rules.

Also, you can create own due date reminders with the Task Reminder Power-up.

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10. Import of tasks from Excel or CSV, mass updates on tasks


& export to CSV
You're welcome to import a number of tasks to your board in one go - either by uploading
an Excel or .csv spreadsheet, or by dragging a copy of data directly from an Excel sheet to the
import window, or by typing task data into Kanban Tool's import table.

Fig 25: Kanban Tool task import – "Tools – Import tasks”

If you're going to import a file, which contains a title row, naming what data type is listed in which
columns, you should either delete this row before uploading, or use the built-in import option
to change file format where you can select to ignore the first row. If the imported file seems
to have incorrectly detected your data separators, you may also tweak this in here.

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Fig 26: Adjusting the file format for task import

Once you've got the first row removed and data separators in order, it's time to assign which card
fields are represented by which column. On many occasions, Kanban Tool will recognize some
fields itself, especially if you're using a Kanban Tool export file to import back.

If your file has any empty columns, or columns you do not want or can't import back to Kanban
Tool, leave the heading above this row as (ignored). For all other columns, be sure to choose the
right data type field from the drop-down list.

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Fig 27: Choosing data types in Task Import

In cases where you need to choose an option defined by the board settings, such as a card type
- you can do this by hovering over the field - an arrow will show and let you choose the right type
from a drop-down menu. This will happen for various field types - whenever you see this arrow,
it means that cues are available for you to choose from.

After this, simply hit the blue Import button at the bottom. If there are any problems with the
import, you'll see a black exclamation point - if you hover the mouse cursor over it, you'll see
information about what exactly was the problem.

The import functionality also allows to make updates to tasks that already exist on your
board. To do that, please be sure to include IDs of the existing tasks on the import list - the data
you import for a task of that ID will overwrite what was there previously. It's a great way to mass
update task due dates, user assignments, priorities or tags.

You can export all tasks from your board to an Excel or a .csv file. While on the board, please go
to tools → Export tasks option to download your data export file. You will be given a choice of
what information the file should include.
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11. Kanban board archive


Kanban Tool allows you to archive completed tasks so they don't take up space on the board, but
still lets you always be able to go back to them. To archive a task, please right-click on it and use
the drop-down menu to archive it.

By default this option is available only in the last column of your Kanban board, but you can edit
the options of your columns (Settings → Board Editor → pencil icon under the name
of a particular column) to allow tasks to be archived in any of the columns.

To archive all tasks in a column just right-click anywhere in that column and select the Archive
all option.

Fig 28: Placing all of a column's tasks in archive

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Fig 29: Bringing an archived task back on the board

Should you want to put a task from the archive back on the board – just go to the
+ x archived tasks tab at the top of an archive-enabled column, and then right-click on the item
that you want to un-archive. You will see an option to Put back on the board. It can also be done
for multiple cards at once, after a number of cards was selected with the CTRL button pressed.

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12. Kanban Tool Analytics


The analytical metrics within Kanban Tool are available to you from the Tools menu, at the top
right corner of a board view. In there, you'll find Analytics, Changelog and – if you're
an Enterprise plan user – a Time Report.

12.1. The Breakdown chart

Fig 30: Kanban Tool Breakdown Chart

It allows you to generate various reports about the current status of your board. Select the
information that interests you in the drop-downs at the top and hit the green Go button to see the
results in form of a pie chart.

12.2. Lead and Cycle Time diagram

It 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 is a holistic way to measure team performance.
In short, it shows the difference between the work time and process time for tasks.

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Fig 31: Kanban Tool Lead & Cycle Time Diagram

12.3. Cumulative Flow diagram

The (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.

Fig 32: Kanban Tool Cumulative Flow Diagram

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13. 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.

13.1. How to get Time Tracking up and running

To be able to benefit from this powerful feature, you need to be on the Enterprise pricing plan
of Kanban Tool. Once you are, simply edit the column types in Settings → Board editor. There
are three possible column types, and they will trigger different actions:

- 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 (My Work for today
widget).

Fig 33: Time being recorded on a task

13.2. The Time Report

Wondering what your team is doing? With the insightful Time Report, you always know how much
time your team spends on all activities. To get an overview of what your team does, please select
the Summary report. On the bar graph you will see the total time spent working each day.

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Right below this, there is the information on which team member had been working on what task
and for how long. There is also a corresponding pie chart showing the ratio between different
team members' time records.

Fig 34: The Summary view of Time Report

You may also view detailed information on what tasks were the team members working, after you
press the “+” mark on the left side of the team member's name. The pie chart will then show the
ratio of the different tasks this person was working on to one another.

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Fig 35: Single user's records in Summary view of Time Report

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 timers, a new
entry is created here. Both Account Owners 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.

Fig 36: The Detailed view of Time Report

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You can filter the report by: boards, time interval, users, task types, tags and swimlanes.

Furthermore, you can sort the details below the graph by: users, tasks, current card type, boards,
swimlanes or stages.

Grouping by column (stage) is of particular value to your knowledge about the process - with it,
you can easily tell in which stage the team is spending the most time. Great information, if you're
considering what specialists you need to hire more of.

Fig 37: Time Report filtered by stage (column)

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14. My Work for today widget


My Work for today 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.

To be able to use this 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 Tracking).

To add tasks to the My Work list, please 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 – this also goes for when
a checklist item (and not just an entire task) is being assigned. To sort tasks with your own
preferences, just use drag and drop.

Fig 38: Adding tasks to My Work for today widget

14.1. How does the Timer work?

The timer on a task starts just when you move the task into an In Progress type of 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. As you start timing a task, wide diagonal lines will start to animate
on it. Please note, that these animations will be displayed for all users' timers (so that you know
who is currently working on which task).

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Once you've completed a task and moved it to the Done type of column, the timer will stop
automatically and the task will then disappear from My Work widget, and animation will stop. You
can also pause work 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 (time value). 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.

Please note, that regular users (nor Account Owners or Administrators) may only edit their own
time records.

Fig 39: Time being recorded on a task – animated lines on timed item visible

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 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 and
that it needs your attention.

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15. Adding tasks via email


In order to add tasks to your Kanban board via email, 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 a screen with an email address that is assigned to this board.

Please, carefully copy the email address displayed on top of the form (in the address section).
Sending emails at this address will add tasks to your board.

Fig 40: A unique email address of a Kanban Tool board allows creating tasks by email

The subject of the email will be the name of the task, while the message itself will constitute the
description of the task. Filling in the subject field is necessary to create a task. Please note,
that you can write up to 256 signs in the task name field.

You can also include any type of files in the email, as regular attachments (note the size
limit for 1 file being 20 MB).These will get added to the task in Kanban Tool as attachments. This
makes for a great tool for better email management - you can just forward all emails to your board
and work them into your workflow.

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]
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 the task, without spaces between them.

The attributes currently supported are:

- column name,

- swimlane name,
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- 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 graphic below shows a properly prepared task-creating email.

Fig 41: An example of creating tasks by email

Example 1 (a simple task on a basic Kanban board):

[Yellow][To do]Task 1

An email subject written like this will assign a yellow card to the „To do” column of the Kanban
board with a name „Task 1”.

Example 2 (more complex task on a more advanced Kanban board):

[Red][Waiting][Marketing][BT]Perform A/B tests

An email 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”.

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16. Kanban Tool integration


Kanban Tool offers many useful integration features. We also provide a powerful API to integrate
Kanban Tool with your systems. You can find more information in our well-documented Kanban
Tool API page.

16.1. “Add task button” Chrome extension for Kanban Tool

While on the Dashboard go to My profile → API access.


Generate your API token and copy it. Then please go to
the Chrome Web Store and add the Kanban Tool Add
task button extension to Chrome. It will appear in the top
right corner menu of your browser, along any 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 Kanban Tool account name) and
where you should paste the API Token.

Then you will be taken to Options, where you can decide


Fig 42: Add Task button for Chrome
to which of your Kanban boards you want to be adding
tasks via this button. Once you've set everything, you can
quickly add new tasks by clicking the Kanban Tool button in the browser's top right corner. You
can easily change the board that you're adding tasks to by entering the Options menu in the
same way as described above.

Fig 43: API token for Add Task button

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Fig 44: Setting the column for adding tasks via the Add Task button

16.2. "Kanbanira" Chrome extension for Kanban Tool

Kanbanira connects tasks in Kanban Tool 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 the Kanbanira page in Google Web Store and watch a video on how
to integrate Kanban Tool with Atlassian JIRA® using Kanbanira.

16.3. Zapier and We-Wired Web integration

This is the easiest way to sync Kanban Tool with other web services, that you and your team
already use on a daily basis. With Zapier you can hook Kanban Tool with any of the over 200
supported 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.

16.4. Export tasks to Outlook

In order for this integration to work, you'll need to have some tasks with due dates first. To enable
the Due Date field on your card: while on board please go to Settings → Card Template and
enable the Due date field. Once you've filled in the "due date" on your cards, you will be ready
to export tasks to Outlook.

To export task names with tasks due dates to Outlook, while in board view please go to 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 correctly.
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16.5. Export tasks to Google Calendar

In order for this integration to work, you'll need to have some tasks with due dates first. To enable
the Due date field on your card: while on board please go to Settings → Card Template and
enable Due date field. Once you've filled in the "due date" on your cards, you will be 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 be asked: "Do you want to add this calendar?". Please click "Yes,
add this calendar". Now your tasks with due dates should appear in Google Calendar.

16.6. Attach files from Google Drive, Dropbox, OneDrive or Box

Integration with these file hosting services allows you to attach files from them to your task cards
or to place direct external links in cards. Please read more about this on page 57.

16.7. Kanban Cast

Kanban Cast is Kanban Tool'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, please 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.

16.8. Adding tasks from Microsoft Excel

If you often work in Microsoft Excel spreadsheets, and want to integrate your Kanban board with
Excel data - you may wish to simply create tasks on a Kanban board directly from the Excel data
cells.
Please download this guide. Follow the clearly explained steps to add a custom macro to your
spreadsheet, and you will be adding tasks to Kanban Tool from Excel in no time!

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 an option to clone existing
boards. You can either clone the layout only, or the whole board with the existing tasks.
To clone a board, you have to go to the dashboard, where all of your existing boards are
displayed. Then just click more icon (3 horizontal lines) → clone.
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Fig 45: Board cloning

You will be transferred to a board cloning screen, where you can give a name to the new board,
provide 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 the existing tasks or without them.

18. Speeding up your work – shortcuts, filters, global search &


automation rules
In the top right section of the headline you can see the shortcuts link. By moving the cursor over
it you will display a list of useful keyboard shortcuts that can be utilized to speed up your work
while using the Kanban Tool board.

Fig 46: Filtering options (green), global search (blue)

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You can also easily filter your tasks by a specific criteria. To view the criteria available, please
click the funnel icon next to the filter's text editing window (marked green above).

Alternatively, you can scan all of your boards in search of particular card information or by certain
criteria. To use the global search, click the magnifying glass (marked in red above) icon on the
right side of the filtering funnel. To find out what search queries are supported please view this
guide.
Please note, that the important difference between filtering and searching is in their range:
filtering is limited to 1 board, and searching applies to all boards you have access to.

For Enterprise plan subscribers, it is also possible to create custom Automation Rules.
It's a clever way of determining an action on the board to be causing
a reaction. For example, it's possible to make tasks of a certain type (color) get assigned
to a relevant team member, or to change card priority basing on a set due date, or to set
a custom email notification for when a card meets a set of requirements: task values, position
in a given column or swimlane and many more.

To add Automation Rules to a board, go to board Settings - Automation Rules and use the widget
provided. There are a few examples predefined for your convenience, but you are most welcome
to create any rules possible on your own.
Process Automation is an advanced feature with a lot to offer. To see a few examples
of Automation Rules being created please visit this page.

19. Power-Ups
With Kanban Tool's Power-Ups you can customize your boards and fine-tune your experience
with the service. We are constantly working on developing new features, that will add to Kanban
Tool's usefulness.

Fig 47: Kanban Tool Power-Ups for more custom options

To get started, go to Settings → Power-Ups and enable those that you fancy using.
Board Settings are located in the top right corner of a board view – next to Tools, Help and
filters box.

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On the next page you'll find an outline of what Power-Ups you will find there, followed by
a detailed description of each of them.

19.1. Calendar widget

Fig 48: The Calendar widget

This Power-Up is a simple calendar, that will be displayed in the side panel and highlighting your
tasks' due dates. You can click on highlighted days to see what tasks are due when.

The days that are highlighted in yellow are those that have due dates on tasks assigned to you,
while the ones highlighted in bold are due dates on tasks with no assignment, or assigned
to other team members.

You can also view a large calendar, by clicking on the magnifying glass icon, highlighted on the
image above. Moving tasks in this view will update their due dates.

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Fig 49: Large calendar view

19.2. Interactive Checklists

It offers a simple way of getting to view and tick-off their task lists without having
to open the card itself. To enable it for your board, please go to the board's Settings
– Power-Ups and switch the Interactive Checklist Power-Up on.
In there, you will find a setting to have the checklist items expanded in all or just the "Working"
types of columns, you will also be able to choose whether all list items should be displayed, only
the incomplete ones or just the firs incomplete one. Simply adjust the settings to match your
requirements & enjoy the easy checklist access.

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Fig 50: The Interactive Checklist Power-Up

19.3. 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).

Fig 51: The Card Aging Power-Up

19.4. Recurring Tasks

This is the perfect way to make your work planning a whole lot easier.
If there are tasks that you're doing every day, week, few days or monthly - rather than having
to create them for each of these instances separately, just use the Recurring Tasks Power-Up.
With this Power-Up, an instance of a recurring task will be popping up on the board on a desired
day and time. For more details on configuration, please visit this page.

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19.5. Custom Theme

This Power-Up brings the possibility of making significant changes to the way your board looks.
Aside for the Default theme, there is a choice of Dark and Lite themes.

Fig 52: Custom Theme settings

Also, you can choose a custom background image from among thousands available in this
Power-Up, or upload your own.

Also from here, you will be able to choose your closed card card view font size.

19.6. Team Activity Widget

This is a useful log of activity on a 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.

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Fig 53: Team Activity Widget

19.7. 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 the mouse cursor. Simply by writing in the
task name and hitting Enter - a new task is placed on the board.

Fig 54: The Add Task Box Power-Up

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19.8. Task navigaton

There are situations, when you want to view or edit a number of tasks one after another. Once
you've switched this Power-Up on, whenever you open a task card, useful arrows on each side
will appear.

The arrows will 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 in column.

19.9. Developer Tools

Thanks to this Power-Up you can add custom scripts and style sheets to your board. All of these
free scripts are available on: http://github.com/kanbantool/scripts.

At the moment we offer following scripts:

- High Contrast mode script –

Once you've added it to your chosen Developer Tools, go to the board view and click on tools
→ high contrast mode.
For a much better dark board result we recommend using the Custom Theme Power-Up and
enabling the Dark Theme, without this script.

- Large Font script –

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.

Font size can also be increased from the Custom Theme Power-up.

- Card Tilt script –

It makes the cards look more like real-life sticky notes:

- Delete all script –

Adds an option to remove all cards from one column. Please use with caution, as deleted cards
cannot be restored.

- Fixed card height script –

It happens sometimes that different size cards get stuck on a particular height of a column, but
you can get this sorted with this script.

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It will block the auto-scaling feature of cards and makes them appear next to each other without
spaces in between them.

- Move to done script –

This new button will be added to a task card, and once you tick it, the card will be moved to the
last column of the board.

- Task done script -

a similar effect to Move to done button action 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).

- Change column script -

If 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.

- Cycle Time script -

If you're interested in seeing the amount of time that a task has spent on the board, you can use
the Cycle Time script, which will make this exact information display on the front of the card.

- Swimlane Auto-Assign script -

Should you decide, that each of your board's swimlanes (rows) should hold tasks specific
to a given user, you can set it up, so that when a card is moved to a specific swimlane, it will
automatically be assigned to that person. An email notification will also be generated for each
of these auto assignments. In order to make it work, you need to add a team member's name
to the name of a swimlane and copy the script link to your board's Developer Tools window
(as you do with most scripts).

- Order Highlight script -

Want to ensure that tasks are being worked on in the exact order of their priorities? This script will
add a red highlight to a column, in which the task order does not match the correct order of task
priorities.
The order recognized as correct is: high priority, normal priority (or no priority assigned), low
priority.

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- User Avatars script -

This script allows to show your team members' avatars on card fronts.
To use it, you first need to have your team photos available online - URLs to these images need
to be defined in this script. For best results, please add images for all of the team members.
Leaving someone out will result with a broken image preview on cards assigned to them.

Once you have the images ready, copy and edit the code provided on this page and paste
it in your Developer Tools Javascript-highlighted slot.

- Show all settings script -

Using this script, you''ll enable new menu options for quicker board editing:

• T - for Card Type setting


• C - for Card Template settings
• W - for Workflow editor
• P - for Power-Ups selection
• A - for Process Automation rules.

- Additional keyboard shortcuts script -

By default, Kanban Tool supports a few keyboard shortcuts, a list of which you'll find under a
board's Tools – Keyboard shortcuts menu option.
With this script, you can add the following extra keyboard shortcuts to your board:

• B - to reveal boards express menu dropdown (next to home). Once the boards dropdown
is visible, you can navigate there by hitting tab a fair few times
• T - to reveal the Tools menu
• S - to go to Settings
• H - to navigate to the Dashboard (home icon).

19.10. 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.

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Fig 55: The Card Block Power-Up

19.11. Web attachments

This clever Power-Up will let you 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 the
„Attach from the web” option.

19.12. Google Drive, Box, Dropbox, One Drive Power-Ups

Integrate your Kanban board with your favorite file hosting service. 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 add and link file attachments from any of these services.

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.

19.13. 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.

19.14. Activity notice

This power-up will add pop-up notifications of task updates, that will appear when board changes
are made by other users while you're also logged in at the same time. This helps you all to stay
on track of the recent changes.

The changes that will be included on these notifications are adding, moving, deleting or archiving
a task.

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19.15. Kanban Cast

This is a great way to make your Kanban Tool boards into an information radiator and to keep the
team always informed of current activities. This integration has been characterized on page 46
of this User Manual.

19.16. Emoji Picker

Want to make your Kanban Tool comments say more with expressive emoji?
To enter an emoticon to your Kanban Tool comment, please use the twemoji model,
so instead of ":)" for a smile icon please use ":smile:".

You can view a full list of supported twemojis here. Or - you can make this easy for yourself
by enabling the Emoji Picker Power-Up in board Settings. This will add an icon picker to your
comment editing section.

19.17. Checklist Templates

Checklist Templates Power-Up allow for preparing a number of default lists for your cards. Once
created, they can be added to your cards with just one click. To use this feature, please enable
it in board Settings - Power-Ups and create your checklists from there.

After the templates have been prepared, you can choose a template for any new or existing card.

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Fig 56: Choosing a checklist from Checklist Templates

19.18. Postponed Tasks

It's a great way to clear your boards from items that you can't get to work until a specific event
takes place, or simply until you have the time for it.
The supported options are to postpone until the evening, next day, next week or a specific time
and date. When the set time comes, your task will come right back into the column, that it was set
to delay from.

19.19. Task Summary

Task Summary will let you show more information on a closed card.
You can choose from among all of your custom fields, as well as from the generic information,
such as card type, due date, external link, assigned user, priority, ID etc. - and, additionally, it's
possible to show information on the task creator, logged time and lead time (time passed since
card creation).
On top of this, you can display the entire task description (or its first paragraph) on a closed card
too if you like.

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Fig 54: Task Summary enabled – additional information on closed cards

19.20. Card Legend

Fig 55: Card Legend visible at the bottom of the image

This add-on will show you the names and colors of card types used on a board, right at the
bottom of the board. So, without having the view of your board obstructed, you will be able

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to quickly find out which color symbolizes what type of task.

19.21. Card Covers

If you wish to see images on closed cards, simply enable Card Covers in board Settings
→ Power-Ups.
Now, you can select any of your graphic files or pdf attachments to become a card cover
or covers - selecting multiple files with the eye icon will create a gallery on your card.

Furthermore, any of your file attachments or Web Attachments can be pinned to the card front.
This will make your files accessible directly from the closed card view, great for an easy preview
or download.

Fig 56: Card Covers in use

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19.22. Pinboard

Pinboard Power-Up lets you attach frequently needed files and links to websites or online
documents - directly to the board's side panel. It needs enabling in board Settings → Power-Ups.
To pin a file, just use the + icon, located in Pinboard's header.
And to pin a website link, first make sure that you have enabled either Web Attachments, Google
Drive, Box, Dropbox or One Drive Power-Up.

Fig 57: Card Covers in use

19.23. Task Dependencies

Task Dependencies allow for building relations between cards, to visually connect work items that
need doing in bunches. This way, complex work gets broken down into items of a more
manageable size, giving a clear picture of how far along a big job has come. It's a great way not
only to bring order to large tasks, but to also show parent-child card relations, and to delegate
pieces of work to other team members or boards.
Once activated in board Settings → Power-Ups, there will be an "+ add dependencies" link in an
open task's header, with which you can connect tasks to each other. With it, you can either create
a new, dependent task, or link an existing one as dependent.
Any task that you have access to can be made dependent on another - you can build

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dependencies between tasks across all columns, swimlanes and boards. Dependent tasks can
be opened directly from the master task view, and will be shown over it.

A tree-like scheme of dependent tasks shows additional information about cards status - you may
come across backlog, in progress, waiting and done icons. They relate to what Lane Type
column that task is in, thereby hinting on their completion stage. If present, team member
assignments and any tracked time records will also be displayed in the tree-like list.

Fig 58: Tree-like scheme of dependent cards with status icons on individual tasks

19.24 Task Reminders

This Power-up allows you to set custom reminders about any date listed on tasks (due date or
custom field date). The reminder can take the form of an email, or of an action, i.e. moving a task
to the top of a column, changing its color or priority, etc.
To use it, click the date field in an open card view, and select to “+add reminders”.

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Kanban Tool User Manual

Fig 59: Adding a due date reminder to a task

20. One-Click access to Kanban Tool


Kanban Tool offers you a quick and secure access to Kanban Tool with SAML 2.0 based
One-Click authentication. This solution helps to centralize the access control and allows your
employees to access Kanban Tool and other services without a password.

This integration will allow all your team members to log in to Kanban Tool 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.

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Fig 60: Setting up one-click access to Kanban Tool

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 Kanban Tool's Owner Account go
to Account Administration panel, then Single Sign-On and click right next to the enable SAML
2.0 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.

21. Two-factor authentication


Two-factor authentication adds an extra layer of security to your Kanban Tool user authentication
process, by asking you not only for your password when logging in, but also for a secret
time-limited verification code. You will need to read this code from a dedicated mobile application
on your phone, and type it on your login screen every time that you log in.

The application that you need to install for this is Google Authenticator (Android, iOS), Microsoft
Authenticator (Android, iOS) or any other compatible 2FA application.

The 2FA feature is available to each user of your account individually - every user needs to set
it up for themselves.

To enable 2FA for your user account, please go to My Profile (available under your name
displayed in the top right corner of the dashboard view) - Two-factor authentication and click Set
up two-factor authentication.

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For more details on how to set this up, please view this guide.

22. Mobile support


We welcome you to use dedicated Kanban Tool mobile applications to update your workflow
on the go.
Download Android application
Download iOS application

Fig 61: Kanban Tool for mobile devices

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