kanban task manager single for outlook

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 ‒ 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 ‒ The Folder

The tasks may be dragged and dropped within or between the phases


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


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


Tasks are automatically color coded for project

The default colors can be changed into any color in the

RGB range

Kanban Task Manager ‒ Coloring


Write or paste into the grid

The DateTimePicker gives correct dates for

Start and Due

Kanban Task Manager ‒ Project Settings


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


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


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


Pivot and graph representations of the

reports here.

Links to reports

Kanban Task Manager ‒ Excel Reports


You may sort, filter, drill and add more fields for

extended info.

Kanban Task Manager Excel Reports ‒ Pivot Table


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


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

http://www.kalmstrom.com/

http://www.kalmstrom.com/products/TaskManager/KTMSingle/ManualSU.htm

kanban task manager single for outlook

Software