Increase productivity with this all-inclusive Kanban board spreadsheet template. The template enables you and your team to document detailed tasks and move them between swimlanes. This detailed template is unique in that it provides several selectable details, such as the type of Kanban card (e.g., Feature, Research, Content, Update, Task), the role or team member who will complete it, a description of the feature or activity, the reason for the task, its priority, the total number of Agile story points, and the projected hours to complete it. The template enables you to set the length of your sprint, gauge task-completion progress, and track the story points completed at any point in the sprint.
Provide compelling and accurate information on your sprint or project progress with this presentation-ready, visually rich Kanban board presentation template. The template enables you to create your own numbered Kanban tickets, assign them to team members, and move them through the stages of an Agile sprint: Backlog, Active, Development, Testing, Deployment, and Complete. This unique template is shareable and presentable online, and it helps Scrum masters, project managers, project sponsors, and Agile team members ensure that the sprint is progressing on schedule.
Kanban Board Excel Template Free Download
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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
After learning about Agile development, Kanban, and Scrum, we decided to try implementing a very simple system to help our small team work more effectively. Vertex42 is focused on continuous content and product delivery (just like many software companies), but it's easy to get overwhelmed with too many tasks and competing priorities. So, we decided to combine some principles from both the Kanban and Scrum methods into a simple tool that we can use both collaboratively and remotely. This Kanban Board Template was born from that idea.
At first look, this spreadsheet may seem like just a glorified task list, but it's much more than that. It was designed to apply principles from agile project management. The idea of categorizing and prioritizing activities and moving the tasks through the "To Do", "In Progress" and "Done" lanes comes from the Kanban method. The idea of using a backlog and identifying activities to complete within a two-week period or "sprint" comes from the Scrum method.
What makes a good collaborative task management tool? In our experience, the answer is that we actually WANT to use it. And that's what we've found with this spreadsheet ... it's fun to use, extremely simple, and takes very little time to update.
A Kanban board is a collaborative work flow or task management tool used in Agile project management. Team members add cards or sticky notes to a board on the wall representing the features or tasks they will be working on during their one or two-week sprint. The team has regular stand-up meetings to discuss their progress, update priorities, and physically move the tasks from In Progress to Testing to Done as they complete them.
There are quite a few software companies that have developed online agile tools. Many of these, such as LeanKit and Smartsheet have developed a "card" system where features and tasks are added to and moved between columns on the screen.Kanban in a SpreadsheetInstead of placing cards in vertical lanes our template for Excel and Sheets uses horizontal lanes, where each row represents a separate card (activity, task, feature, etc.).
It is easy to move rows around in Excel and Sheets. In Excel: Select a row, then hold the SHIFT key as you left-click on the edge of the range and drag it. In Google Sheets: Select a row and then drag it when the mouse icon changes to a Hand.
When using Excel, we recommend using Microsoft OneDrive because it allows you to upload and share the file with multiple users, giving everyone online access to the file as well as access through Excel's mobile apps.
A sprint in the Scrum methodology is normally a week or two-week period where the team works on developing and delivering a fully functional feature, or perhaps even an entire product. In our case, that might be a new template or maybe a new blog article.
Backlog: We love the idea of the backlog. Maybe we don't use it the way it was meant to be used, but it allows us a place to stick all our ideas without cluttering up our current sprint goal. We can evaluate the list of backlog items before the next sprint to decide what to work on next. Hiding the rows in the backlog keeps them out of sight and out of mind - to avoid having the huge list of to-dos distract us from the priority items.
Sprint Progress Chart: The top of the worksheet shows a new type of chart that I developed specifically for this spreadsheet. It shows the overall progress as filled-in flag icons and the current day as an hourglass, so you can interpret the chart as your race against time.
Note: The information on this page describes how we have adapted some of the Agile principles into our own work and into the Kanban template. It is not meant as a general reference for how Agile, Kanban, and Scrum should be applied in all businesses.
These kanban cards are full of important information. They will have the name of the task and a description, who is assigned to the task and due dates. There is often a place to add tags, priority and even tracking to show what percentage complete the task is. Some kanban cards can have comments added and files attached to further the execution of the work.
Using a kanban board template for Excel is an excellent tool for understanding workflow and seeing the process from start to finish. This template also adds efficiencies that go beyond the productivity of having teams collaborate on the shared space of the kanban board.
Of course, agile teams still have daily scrums and the backlog must be groomed to determine which card moves forward into the next sprint. The kanban board visualizes this so team members are aware of what they need to focus on and finish before moving on to another task.
This speaks to all types of teams but is especially helpful for distributed teams that are working from different sites on the same tasks. A shared kanban board makes it easy for everyone to work independently but together.
Once you download the free kanban board for Excel, you can fill in your tasks on the kanban card and place them under the appropriate column heading. As these kanban cards move through the production cycle, you can copy and paste them into the next column.
As noted earlier, an Excel kanban board template is popular with lean and agile teams. But it would be rare to find any of them using the static template when they can have greater flexibility with kanban board software such as ProjectManager.
But, again, kanban boards are not exclusive to lean and agile teams. They can be found in a variety of industries and from there have found favor with teams that follow a repeatable process and want to improve their workflow through transparency.
Kanban boards are only one type of project management tool. ProjectManager has free project management templates for Excel and Word that gives you more choices of how to work. There are also free downloadable templates for every phase of your project. Here are a few of the more popular ones.
The Gantt chart is one of the most popular project management tools, especially for waterfall methodology in construction and other fields. This free template for Excel organizes your tasks and displays them on a visual timeline to see the entire project duration in one place.
The project budget is part of the larger project plan, but it requires more detail. Using our free project budget template for Excel helps you better estimate what the project will cost and avoid having to request more funds later. You can capture labor, materials and more all in our detailed free template.
Kanban is an intuitive system workflow management methodology that makes managing work agile and straightforward. Setting up a new Kanban board with a kanban board template takes a few clicks.
A Kanban template includes stages relevant to specific needs (i.e., the typical steps involved in completing digital marketing tasks). In addition, it may include preprogrammed automations such as reminders and work-in-progress limits.
Creating a Kanban board can be a time-consuming process if starting from scratch. The process includes brainstorming, deciding on the stages work must pass through, setting up the various task cards, building automation rules, etc.
Some prefer to work in a more traditional table view. Others like to see upcoming tasks in a Gantt chart. One of the enormous benefits of using our Kanban board template is that individual employees can visualize work the way they work best, and everyone can still collaborate on the same workflow!
As the team uses the Kanban methodology to adjust and improve business processes, look for opportunities to make small changes rather than radical ones. This will result in less internal resistance and will reduce the likelihood of significant drops in production as your team adjusts.
Effective Kanban systems allow for constant improvement across the entire organization at all levels of authority. Emphasize the notion that ideas, suggestions, and changes can come from anywhere on the team.
Technically speaking, yes. However, this is not the kind of work Excel is designed for, so it tends to be less user-friendly. For example, there is no ability to click and drag tasks between lists. Instead, there is old-fashioned cut and paste, which often messes with the formatting. 152ee80cbc
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