Kanban Board

Configure the Settings sheet

Select the ‘Settings’ sheet and enter the following information:

  • Project Name: Give your project a name.
  • Start date: Enter the project Start date.
  • End date: Enter the project End date.
  • Team: List everyone who will be working across all projects.
  • Status: You may rename one or more of the default statuses.
  • Priority: You may rename one or more of the default priorities.
  • Kanban Preferences: Adjust preference options to your liking.

🟢 Tip: To remove an entry in the ‘Team’ list, right click on the entry and select ‘Delete -> Table Rows’.

Start creating tasks

The Tasks sheet is used to manage tasks. Each task contains the following columns:

  • Task: Enter the name of your task.
  • Status: Select a status from the dropdown menu.
  • Priority: Select a priority from the dropdown menu. (P1 = Most urgent, P4 = Least urgent)
  • Bucket: Move a task to the Backlog or to the Bucket of your choice. Bucket names are defined on the Bucket Board sheet.
  • Due Date: Enter the date which this task should be completed by.
  • Assigned To: Select someone from your team from the drop-down list.
  • Labels: You can enter anything in this field. It's reserved for custom text.
  • Progress: Enter a value between 0 and 100, which represents completion progress.
  • Notes: Feel free to leave a note or comment for this task (optional).

🟢 Tip: Due dates must be entered in the following format: January 1, 2024

🟢 Tip: The 'Progress' tile in the upper status bar calculates the result by looking at task statuses by default. To use the Progress column instead, change the setting called 'Calculate completion by status or progress' to 'Progress' on the Settings sheet under Kanban Preferences.

The Bucket Board sheet

You have the flexibility to create up to 7 buckets and name them as per your preference! The Bucket Board sheet displays these buckets along with the tasks assigned to each.

🟢 Tip: Task sorting done on the Tasks sheet will automatically reflect on the Bucket Board sheet.

The Status Board sheet

This sheet provides a clear view of all your tasks sorted by their Status (Not started, In progress, On hold, Blocked & Completed)

🟢 Tip: Task sorting done on the Tasks sheet will automatically reflect on the Status Board sheet.