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Personal kanban board in Outlook. Drag and drop your color coded project tasks between phases as work proceeds.
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Kanban Task Manager helps you visualize the work with Outlook Tasks and makes it easy to co-operate on projects.
The traditional Kanban board uses cards, but moving it into Outlook gives you everything in the computer, and nothing is lost. On top of that the developers of kalmstrom.com Business Solutions have added several useful features:
Drag and drop tasks within phases or between different phases of a project.
Color code tasks by project
Filter tasks by project, priority and/or a custom parameter.
Display of tasks for multiple projects in one Kanban board.
Excel reports
Welcome to the show!Peter KalmströmCEO, kalmstrom.com Business Solutions
Kanban Task Manager Single‒ Introduction
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
The Kanban Task Manager toolbar in Outlook has three buttons:
Shortcut to the Kanban Task Manager folder
Configure Kanban Task Manager
Create Kanban Task Manager Excel reports
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Kanban Task Manager ‒ the Outlook Ribbon Group
Create a new Kanban Task Manager task via the New Items button when in the Outlook Mail view
Show all projects, or filter by project or priority
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Kanban Task Manager ‒ The Folder
The tasks may be dragged and dropped within or between the phases
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Kanban Task Manager ‒ The Folder
Right click a task to see the details pane
Search task subjects and bodies
The Close icon may either delete the task or move it to a phase specified in the settings
Kanban Task Manager uses standard Outlook Tasks. We have just added dropdowns
for project and phase.
Select these two, and otherwise treat the task just as a normal Outlook Task.
When the task is created by clicking in a phase, that
phase value is selected as default in the phase
dropdown. If project is filtered this value is also
shown as default.
Kanban Task Manager ‒ The Task
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
So far you have seen the most important features of Kanban Task Manager.
The configuration of Kanban Task Manager is handled via the Configure button in the Kanban Task Manager ribbon group in Outlook. Let’s continue!
Kanban Task Manager ‒ Configure
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Tasks are automatically color coded for project
The default colors can be changed into any color in the
RGB range
Kanban Task Manager ‒ Coloring
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Write or paste into the grid
The DateTimePicker gives correct dates for
Start and Due
Kanban Task Manager ‒ Project Settings
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Hide old projects from the kanban board
The phases are common for all
projects
Set phase order. When the order of one phase is changed, the
remaining phases are adjusted
automatically.
Kanban Task Manager ‒ Phase Settings
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Let the Close button on the tasks move the
task to this phase instead of deleting
Hide a phase from the kanban board
Kanban Task Manager ‒ Other Settings
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
When a name is entered in the Extra field, a new tab will be shown in the
settings, where you can add the values for this custom field.
These values can be selected in a third dropdown in the task, and you can filter
the tasks by it in the kanban board.
Decide if the tasks should be large or small on the
kanban board andif priority should be shown
on the visualized tasks.
Kanban Task Manager gives several statistics reports that are exported to an Excel sheet:
Number of Tasks per project
Number of Tasks per Phase
Time spent per Phase
Status of Tasks per Phase
% Completed Tasks per Phase
Overdue status of Tasks per Phase
Kanban Task Manager ‒ Export to Excel
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Pivot and graph representations of the
reports here.
Links to reports
Kanban Task Manager ‒ Excel Reports
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
You may sort, filter, drill and add more fields for
extended info.
Kanban Task Manager Excel Reports ‒ Pivot Table
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Each also report has a graph presentation. Changes in the pivot
will be reflected in the graph and vice versa.
Kanban Task Manager Excel Reports ‒ Default Graph Style
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
The reports may be printed, saved as .pdf and studied with all the
features of Excel.
Thank you for watching this slide show!
You will find more information about Kanban Task Manager Single at www.kalmstrom.com.
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. I 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 Task Manager Single. On my web site you will also find video demonstrations on Kanban Task Manager Single, as well as subscription information.
Kanban Task Manager Single ‒ More info
www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above