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(1 customer review)
(1 customer review)

Kanban Board

USD$ 19,00

Get rid of manual task creating and management. Scale it up with our spreadsheet Kanban Board. Simplify your job!

Kanban Board automates your work with ready-to-use rich tables with dropdown lists, Input form, and Kanban view. There are 2 kanbans, one for Deals, and the second for Tasks. These names can be changed to projects, jobs, services, or anything else.

Just try and organize your work!

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What is a Kanban Board?

Kanban Board is a great visual tool that gives an overview of the current work status and simplifies management processes. Visualizing work on a kanban board will boost productivity and eliminate chaos from your workplace.  A pipeline tool like Kanban will undoubtedly set your team up for success

Deals, Tasks, Projects?

Our spreadsheet tool can handle both deals and tasks. However, you can name it as you wish, so it can be named projects, jobs, services, orders etc.

Automation

To make it easy and simple to use, we’ve prepared dynamic dropdown lists. Also, the input table will help you to create an effective database. As a bonus, there is an input form to make it even easier.

 

Elements of our Kanban/Swimline/Pipeline

kanban cards spreadsheet

  1. Filter Tab – Filter your deals/tasks cards by user, month, category & customer
  2. Sidebar to make it easier to navigate between sheets
  3. Kanban column with cards. Each column represents a different stage of your workflow. Cards are the visual representation of tasks. Each card contains information about the task and its status, such as deadline, assignee, description, etc. Just click on the card header to open the popup (5.)
  4. Status Header with card counter. Status can be changed with a dropdown list.
  5. Popup with modification fields. This helps you to move cards between columns with just 3 clicks.

 

Getting Started with Kanban Board

      1. Add a new Deal or Task

      2. Manage your Deals/Tasks on Kanban Board

      1. Filter your cards

 

 

 

Would you like to manage projects, customers, contacts & invoices in one spreadsheet? Then check our CRM PRO Spreadsheet

Contents

Excel Spreadsheet (xlsb) + sheet with sample data – Macro (VBA) enabled

 

Compatible with

Excel 2013, 2016, 2019, 365

 

 

1 review for Kanban Board

  1. .

    Oh, it can’t be just copy-pasted to the existing project. It’s a great spreadsheet anyway, thank you!

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  • *Editable: Modifiable/Professional/Business: Sheets are protected due to unexpected formula modification. You can unprotect sheets. No password is required
  • *VBA code: Templates using the VBA code are marked with the appropriate information in the description
  • *Support: We help in the implementation of the file and in small modifications of the template
  • *Users: If you intend to have more than 5 users or copies of the template, then you must choose the Business license.
  • *Apps: VBA supported templates are available only on MS Excel.

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