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Kanban Task Manager helps you visualize the work with Outlook tasks and makes it easy to see how different projects
procee...
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Kanban Task Manager ‒ The Outlook M...
Show all projects, or filter
by project or priority.
Kanban Task Manager Single works with Microsoft Office 2007 and above...
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Kanban Task Manager ‒ The kanban bo...
www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above
When you use lanes and default
sta...
Kanban Task Manager ‒ The Task
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Unch...
So far you have seen the most
important features of Kanban Task
Manager.
The configuration of Kanban Task
Manager is handl...
Tasks are automatically color coded for
project.
Kanban Task Manager ‒ Coloring
Kanban Task Manager Single works with Micr...
Write or paste into the grid.
Kanban Task Manager ‒ Project Settings
Kanban Task Manager Single works with Microsoft Offic...
The phases are common
for all projects.
Kanban Task Manager ‒ Phase Settings
Kanban Task Manager Single works with Microso...
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Kanban Task Manager ‒ WIP Limits
Th...
www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above
Kanban Task Manager ‒ Lane Setting...
www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above
Decide if e-mails converted into t...
Kanban Task Manager ‒ Other Settings
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.co...
Kanban Task Manager ‒ Month View
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Sh...
Kanban Task Manager ‒ Project View
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
Kanban Task Manager ‒ Export to Excel
Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.c...
Pivot and graph
representations of the
reports.
Links to reports. Lanes
are used here.
Kanban Task Manager ‒ Excel Reports...
You may sort, filter,
drill and add more
fields for extended info.
Kanban Task Manager Excel Reports ‒ Pivot Table
Kanban ...
Each report also has a
graph presentation.
Changes in the pivot
will be reflected in the
graph and vice versa.
Kanban Task...
Kanban Task Manager Excel Reports ‒ Custom Graph Style
www.kalmstrom.com
Change the
graphs as you
like with the
Excel tool...
www.kalmstrom.com
The first tab shows all the task data in the
database. Use it to create your own reports.
Kanban Task Ma...
Thank you for watching this slide show!
You will find more information about Kanban Task
Manager Single at www.kalmstrom.c...
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Kanban Task Manager Single for Outlook

Kanban Task Manager Single is installed in a folder under Outlook Tasks. When you open that folder you can see your different projects and tasks on a virtual kanban board. You can create new projects and tasks with a few simple steps.

Kanban Task Manager Single stores your projects, phases tasks and settings in an Access database that the application creates on your computer. The database is open, so you can use all the data in it as you wish.

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Kanban Task Manager Single for Outlook

  1. 1. Kanban Task Manager helps you visualize the work with Outlook tasks and makes it easy to see how different projects proceed. 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 or between phases or lanes.  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.  Possibility to create swim lanes.  A reading pane gives more info about the task than the short text visible on the card.  Support for inline images and bold and italic formatting in the task body (Outlook 2010 and above).  WIP limits give a warning when there are too many tasks.  Zoom in and out on the kanban board.  Convert e-mails into tasks.  Open button in the mail view to open the corresponding task.  Excel reports.  Project and Month views.  % complete graph that shows task progress.  Priority icons.  Task overdue indicator.  Set number of columns per phase. This slideshow shows the Single version for Outlook. There is also a workgroup version for SharePoint and a workgroup version for Outlook. Welcome to the show! Peter Kalmström CEO, kalmstrom.com Business Solutions Kanban Task Manager Single‒ Introduction Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
  2. 2. Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com Kanban Task Manager ‒ The Outlook Mail View Create a new Kanban Task Manager task via the New Items button when in the Outlook Mail view. The Kanban Task Manager ribbon group has four buttons:  Shortcut to the Kanban Task Manager folder in the Task view.  Configure Kanban Task Manager for your team.  Create Kanban Task Manager Excel reports.  Convert the selected e-mail into a task on the kanban board.
  3. 3. 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 kanban board Drag to resize. The Close icon may either delete the task or move it to a specified phase. This task is overdue, which is included by the red right border and the red color in the Completed icon.
  4. 4. Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com Kanban Task Manager ‒ The kanban board Right click a task to see the details pane. Instant Search of task subjects and bodies. The tasks may be dragged and dropped with the mouse within or between the phases and lanes. You can also move tasks with Ctrl + arrow keys, and if you have a touch screen you can use a finger.
  5. 5. www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above When you use lanes and default status as phase, there will be two dropdowns. Kanban Task Manager uses standard Outlook tasks. We have just added 1-4 dropdowns. Select your values, and otherwise treat the task just as a normal Outlook task. Phases in the work process are by default defined with the Outlook Status values. Kanban Task Manager ‒ The Task
  6. 6. Kanban Task Manager ‒ The Task Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com Uncheck this box in the settings, if you want to use your own phase names instead of the Status names. The custom field is also created in the settings, refer to slide 14. Here a custom field is added, and custom phase names are used instead of the default Status.
  7. 7. 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
  8. 8. Tasks are automatically color coded for project. Kanban Task Manager ‒ Coloring Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com The default colors can be change into any color in the RGB range.
  9. 9. Write or paste into the grid. Kanban Task Manager ‒ Project Settings Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com Hide projects from the kanban board. The DateTimePicker gives correct dates for Start and Completed.
  10. 10. The phases are common for all projects. Kanban Task Manager ‒ Phase Settings Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com Let the Close button on the kanban card move the task to this phase instead of deleting. Hide a phase from the kanban board. It will still be shown in the statistics. Set more than one task column.
  11. 11. Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com Kanban Task Manager ‒ WIP Limits This lane has too many tasks. This phase has too many tasks. The “Work in Progress” limit can be set for each phase and lane.
  12. 12. www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above Kanban Task 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.
  13. 13. www.kalmstrom.com Kanban Task Manager Single works with Microsoft Office 2007 and above Decide if e-mails converted into tasks should open automatically or not, or if Kanban Task Manager should ask every time. Kanban Task Manager ‒ Other Settings
  14. 14. 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 dropdown in the task, and you can filter the tasks by it in the kanban board. Filter by the new parameter.
  15. 15. Kanban Task Manager ‒ Month View Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com Show Timeline or Calendar. Group the tasks by Phase, Priority or Project. Drag to change start or due time.
  16. 16. Kanban Task Manager ‒ Project View Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
  17. 17. Kanban Task Manager ‒ Export to Excel Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com 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  % Completed Tasks per Phase When lanes are used, there are also reports for:  Number of Tasks per Lane  Time spent per Lane  Status of Tasks per Lane  % Completed Tasks per Lane  Overdue status of Tasks per Lane. And when a custom field is used, there is a report on the number of tasks for each value of that field.
  18. 18. Pivot and graph representations of the reports. Links to reports. Lanes are used here. Kanban Task Manager ‒ Excel Reports Kanban Task Manager Single works with Microsoft Office 2007 and abovewww.kalmstrom.com
  19. 19. 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
  20. 20. Each report also 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.
  21. 21. Kanban Task Manager Excel Reports ‒ Custom Graph Style www.kalmstrom.com Change the graphs as you like with the Excel tools. Kanban Task Manager Single works with Microsoft Office 2007 and above
  22. 22. www.kalmstrom.com The first tab shows all the task data in the database. Use it to create your own reports. Kanban Task Manager Excel Reports ‒ Custom Reports Kanban Task Manager Single works with Microsoft Office 2007 and above
  23. 23. 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 the kalmstrom.com website 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

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