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Kanban E-mail Manager helps you visualize, categorize and manage your e-mails on a kanban board in Outlook.
The traditiona...
www.kalmstrom.com
Kanban E-mail Manager ‒ The Outlook Mail View
Press the button to view your
e-mails on the kanban board
...
The e-mail cards may be
dragged and dropped within
or between the phases and
lanes.
www.kalmstrom.com
Kanban E-mail Manage...
www.kalmstrom.com
Kanban E-mail Manager ‒ Filter and Search
Search and filter e-mail
cards in the left pane.
Click to open...
www.kalmstrom.com
Kanban E-mail Manager ‒ Details pane
Right click on the card to open the
Details pane.
Move to Handled w...
www.kalmstrom.com
Kanban E-mail Manager ‒ Category & Phase
Select e-mail category and
phase or Lane from an open
e-mail in...
Kanban E-mail Manager ‒ WIP Limits
www.kalmstrom.com
This phase has too
many tasks.
This lane has too
many tasks.
The “Wor...
So far you have seen the most
important features of Kanban E-mail
Manager.
The Kanban E-mail Manager
configuration is reac...
Kanban E-mail Manager ‒ Coloring
www.kalmstrom.com
Click on a color to change it.
Kanban E-mail Manager supports Microsoft...
Write or paste into the grid.
Kanban E-mail Manager ‒ Category Settings
www.kalmstrom.com
Hide categories from the
kanban ...
Kanban E-mail Manager ‒ Phase Settings
www.kalmstrom.com
Hide a phase from the
kanban board
Two columns of e-mail
cards in...
www.kalmstrom.com
Kanban E-mail Manager ‒ Lane Settings
Write or paste the lane names here.
If you prefer to NOT use lanes...
Kanban E-mail Manager ‒ Categories View
www.kalmstrom.com
Each category is
visualized as a pie
chartThis category has
two ...
Kanban E-mail Manager ‒ Export to Excel
www.kalmstrom.com
Kanban E-mail Manager gives several statistics reports that are ...
Pivot and graph
representations of the
reports.
Links to reports.
Kanban E-mail Manager ‒ Excel Reports
www.kalmstrom.com ...
You may sort, filter,
drill and add more
fields for extended info.
Kanban E-mail Manager Excel Reports ‒ Pivot Table
www.k...
Each report also has a
graph presentation.
Changes in the pivot
will be reflected in the
graph and vice versa.
Kanban E-ma...
Kanban E-mail Manager Excel Reports ‒ Custom Graph Style
www.kalmstrom.com
Change the graphs as you
like with the Excel to...
www.kalmstrom.com
The first tab shows all the e-mail data in the
database. Use it to create your own reports.
Kanban E-mai...
Thank you for watching this slide show!
You will find more information about Kanban E-
mail Manager on the kalmstrom.com w...
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Kanban E-mail Manager

With Kanban E-mail Manager you can visualize and categorize your e-mails on a kanban board inside Outlook.

The Kanban E-mail Manager Outlook add-in is intended for a single user, and once installed it can be used with any e-mail folder in Outlook. Responsive Web Design makes the kanban board adapt to all kinds of screens.

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Kanban E-mail Manager

  1. 1. Kanban E-mail Manager helps you visualize, categorize and manage your e-mails on a kanban board in Outlook. The traditional kanban board uses cards that tell what and how much should be produced and when it should be done. On top of that the developers of kalmstrom.com Business Solutions have added several useful features:  Drag and drop e-mail cards between or within different phases and lanes.  Color code e-mail cards by categories.  Filter e-mails by one or multiple categories and/or priorities and senders.  Display of e-mails for multiple categories in one kanban board.  Search of e-mail subjects and body texts.  Possibility to create swim lanes.  A details pane for the e-mail description.  WIP limits gives a warning when there are too many e-mail cards in a phase or lane.  Zoom in and out on the kanban board by using Ctrl + the plus or minus key.  Categories view in addition to the kanban view.  Excel reports that show statistics on the e-mail management.  % complete bar that shows e-mail handling progress.  Create a Checklist for each e-mail.  Time logging to keep track of invested time per e-mail.  Set number of columns per phase. Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions Kanban E-mail Manager ‒ Introduction www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above
  2. 2. www.kalmstrom.com Kanban E-mail Manager ‒ The Outlook Mail View Press the button to view your e-mails on the kanban board Select any Outlook e-mail folder Kanban E-mail Manager supports Microsoft Office 2007 and above
  3. 3. The e-mail cards may be dragged and dropped within or between the phases and lanes. www.kalmstrom.com Kanban E-mail Manager ‒ The kanban board This e-mail is unread, which is indicated by the blue border and the bold title % completed bar that shows e-mail progress. Kanban E-mail Manager supports Microsoft Office 2007 and above
  4. 4. www.kalmstrom.com Kanban E-mail Manager ‒ Filter and Search Search and filter e-mail cards in the left pane. Click to open the Filter pane. Kanban E-mail Manager supports Microsoft Office 2007 and above
  5. 5. www.kalmstrom.com Kanban E-mail Manager ‒ Details pane Right click on the card to open the Details pane. Move to Handled without opening the E-mail. The E-mail description. Kanban E-mail Manager supports Microsoft Office 2007 and above
  6. 6. www.kalmstrom.com Kanban E-mail Manager ‒ Category & Phase Select e-mail category and phase or Lane from an open e-mail in both Kanban and E- mail view Kanban E-mail Manager supports Microsoft Office 2007 and above
  7. 7. Kanban E-mail Manager ‒ WIP Limits www.kalmstrom.com This phase has too many tasks. This lane has too many tasks. The “Work in Progress” limit can be set for each phase and lane. Kanban E-mail Manager supports Microsoft Office 2007 and above
  8. 8. So far you have seen the most important features of Kanban E-mail Manager. The Kanban E-mail Manager configuration is reached from the kanban board. Let’s continue! Kanban E-mail Manager ‒ Configuration www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above
  9. 9. Kanban E-mail Manager ‒ Coloring www.kalmstrom.com Click on a color to change it. Kanban E-mail Manager supports Microsoft Office 2007 and above Create e-mail checklist Time logging to keep track of invested time per e-mail
  10. 10. Write or paste into the grid. Kanban E-mail Manager ‒ Category Settings www.kalmstrom.com Hide categories from the kanban board. Kanban E-mail Manager supports Microsoft Office 2007 and above
  11. 11. Kanban E-mail Manager ‒ Phase Settings www.kalmstrom.com Hide a phase from the kanban board Two columns of e-mail cards in the Unhandled phase Kanban E-mail Manager supports Microsoft Office 2007 and above
  12. 12. www.kalmstrom.com Kanban E-mail Manager ‒ Lane Settings Write or paste the lane names here. If you prefer to NOT use lanes, just leave this grid empty. Define the order of the lanes, from top to bottom. Kanban E-mail Manager supports Microsoft Office 2007 and above
  13. 13. Kanban E-mail Manager ‒ Categories View www.kalmstrom.com Each category is visualized as a pie chartThis category has two unhandled e- mails Kanban E-mail Manager supports Microsoft Office 2007 and above
  14. 14. Kanban E-mail Manager ‒ Export to Excel www.kalmstrom.com Kanban E-mail Manager gives several statistics reports that are exported to an Excel sheet:  Number of E-mails per Category  Number of E-mails per Phase  E-mails per Lane and Phase  Average of E-mails % completed per Phase  Number of E-mails per Lane  E-mails per Phase and Lane  Average of E-mails % completed per Lane  Number of E-mails per Sender When Time Logging is enabled, there are three more default reports:  Hours per E-mail  Hours per Phase  Hours per Category Kanban E-mail Manager supports Microsoft Office 2007 and above
  15. 15. Pivot and graph representations of the reports. Links to reports. Kanban E-mail Manager ‒ Excel Reports www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above
  16. 16. You may sort, filter, drill and add more fields for extended info. Kanban E-mail Manager Excel Reports ‒ Pivot Table www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above
  17. 17. Each report also has a graph presentation. Changes in the pivot will be reflected in the graph and vice versa. Kanban E-mail Manager Excel Reports ‒ Default Graph Style www.kalmstrom.com The reports may be printed, saved as .pdf and studied with all the features of Excel. Kanban E-mail Manager supports Microsoft Office 2007 and above
  18. 18. Kanban E-mail Manager Excel Reports ‒ Custom Graph Style www.kalmstrom.com Change the graphs as you like with the Excel tools. Kanban E-mail Manager supports Microsoft Office 2007 and above
  19. 19. www.kalmstrom.com The first tab shows all the e-mail data in the database. Use it to create your own reports. Kanban E-mail Manager Excel Reports ‒ Custom Reports Kanban E-mail Manager supports Microsoft Office 2007 and above
  20. 20. Thank you for watching this slide show! You will find more information about Kanban E- mail Manager on the kalmstrom.com website. 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. We 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 E-mail Manager. On the kalmstrom.com website you will also find video demonstrations on Kanban E-mail Manager, as well as subscription information. Kanban E-mail Manager ‒ More info www.kalmstrom.com Kanban E-mail Manager supports Microsoft Office 2007 and above

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