User Manual, Kanban Task Manager for Outlook
Contents
1. Finished which you want to keep in the database but not show on the kanban board and for finished projects and responsibles that are no longer active in the work group Hide Move closed tasks to this phase 4 5 LANES The Lanes list does not have to be used but if you want to group the tasks on the kanban board in swim lanes create new items in this list Add a sequence number to get them in the desired order a __ aaa Kanban Task Manager for Outlook V3 www kalmstrom com 19 kalmstrom Business Solutions Kanban Task Manager or ouo leveraging your Microsoft 4 6 OTHER SETTINGS Under the Other settings tab you can decide if color codes should be associated with projects or responsibles and what Outlook should do with tasks converted from e mails Here you can also define if you want the priority value to be shown on the visualized tasks and you can create a custom field Projects Phases Responsibles Lanes Other Settings Color association 8 Use colors for projects C Use colors for responsibles Open converted task Ask C Yes Show priority Extra field Kanban Task Cancel Manager tor outo 3 www kalmstrom com 4 6 1 COLORS The tasks in the Kanban Task Manager homepage are colored after either project or responsible Both the project and the responsible tabs have a checkbox for color Check the one that suits you best2. leveraging your Microsoft Kanban Task Manager for Outlook Order rooms Lorem ipsum dolor sit amet consectetuer adipiscing elit Maecenas porttitor congue massa Fusce posuere magna sed pulvinar ultricies purus lectus male within lanes by using the CTRL key one of the arrow keys 2 Mormal Building a playgrou Edward Confessor If you have a touch screen you can move the tasks within and between phases and lanes with a finger When you move the task to another phase or lane the phase lane info in the task will be changed automatically 6 3 SEE MORE TEXT When you right click a task a details pane that shows more of the text than what is visible on the kanban board will be shown at the bottom of the screen oe Kanban Task Manager Outlook HB O xX SEND RECEIVE FOLDER VIEW IV pe p VER Tod Next Weel E Private Se People SO a FE Tomorro No Date High Importance EE Address Book d New New New Delete Reply Reply Forward More Mark Remove a Move OneNote Categorize i Configure Statistics Synchronize Task Email Items All Complete from List This Weel Custom Low Impartance All New Delete Respond Manage Task Follow Up Current Actions Tags Find Kanban Task Manager A lt i ss FEFE FA A 4alisal contoso com Project Responsible Priority All V Search Tasks Inbox New 19 In Progress 20 Waiting 21 Deferred 18 Finished 22 gt Draft G ee Customer aA Sent Items
3. All Unread ByDate Newest l Mon 8 17 2015 4 17 i 4 F Drafts Ayla Kol Ayla Kol e i Booking Approval Mon 4 17 PM R IE Sent Items i Video provides a powerful Booking ier b gt g Deleted Items EEE To Alisa Lawyer A EE Calendar Ayla Kol e Custom fields Mon 4 13 PM 1 Contacts y i S iia anti Pan a a Video provides a powerful way tof you prove your point When you click 5 Journal Carol Troup Online Video you can paste in the amp bed code for the video you want to add You TO Junk E Mail vu indan Mon 4 10 PM can also type a keyword to search ne for the video that best fits your vi KTMOL Lorem ipsum dolor sit amet document To make your documeny ok professionally produced Word provides Kanban Task Manager for Outlook V3 www kalmstrom com 31 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft 6 9 EDIT TASK When you focus on a kanban card the Edit button becomes visible and you can open the task for editing by clicking on it 6 10 DELETE OR CLOSE A TASK When you click on the close button on a kanban card the item will be either deleted or moved to a phase specified by the administrator 6 11 DELETE TASK When the administrator has decided that the Close button on the tasks should be used to move tasks to a specified phase you can delete a task by opening it and clicking the X button in the Outlook ribbon TASK INSERT FORMAT d XS V
4. Items b Inba 9 New KTM Task Drafi Lync Meeting Kanban Task Manager for Outlook V3 www kalmstrom com 26 Kanban Task Manager for Outlook kalmstrom leveraging your Microsoft Business Solutions When you are in the Outlook Task View you can o Click on the New Task button in the Task View ME Sa New New Mew Task Email Items New o Doubleclick in the phase and lane where you want to create the new task or in another phase and lane The phase and lane you doubleclick in will be selected by default in the new task Kanban Task Manager uses standard Outlook task items but the tasks have four or five dropdowns that are not there in other tasks The default dropdowns are four but if you use a custom field you will have five dropdowns 4 v H S5 c i p z F TASK INSERT FORMAT TEXT REVIEW p ATN dh pale md x i 5 NZ Vv Zi Project Planting the Lane Name Sales gt co Phase New ave amp Delete Forward OneNote Task Details Close Responsible James Bond fi Actions Show Kanban Task Manager o Due in amp days Subject ta rt Mile Ctatuc ee rep ae ee ee ee Enter or select the normal task info but also select project phase and responsible and lane for the task before you Save and Close There might also be a fifth dropdown with values for a parameter that is unique for your organization 6 7 1 INLINE IMAGES AND HTML
5. e X Q Reply ET Move to Vil Move Unread Read Search Ry St ad 2 Q Wrs m 7 sp e QQ Reply All 3 To Manager SF Rules v iii Categorize EE Address s Reply c H g P shortcut Configure Statistics Convert New New Delete Forward EN E Team Email 5e Email Items Mi OneNote gt Follow Up Y Filter mA New Delete Respond Quick Steps E Move Tags Find Kanban Task Manager A Drag Your Favorite Fola sA Search Current Mailbox JO Current Mailbox Q Reply R Reply All Forward ED All Unread By Date Newest Mon 8 17 2015 4 17 PM 4 alisal contoso com 4 Last Week Ayla Kol o ss EEE a w Ayla Kol Booking Approval i Booking Approval Mon 4 17 PM Alisa a Sent Items Video provides a powerful To Lawyer 4 b D el eted kem 5 Sansnnnnnnnannnnsnsnnvnnnsnnnnnennsnnnnnnnnnennnnenennennnnnennnnnnnnnnnennnnvnnnnnnnnnnnnnnnnevnennennnnennnnnnasnennennnsennnnenenet Ayla Kol pi Junk E Mail Custom fields Mon 4 13 PM Video provides a powerful way to amp ou prove your point When you click Outbox You can add custom fields Online Video you can paste in the gf2d code for the video you want to add RSS Feeds You can also type a keyword to sear nline for the video that best fits your PP Carol Troup document To make your documen k professionally produced Word org PE OE EN provides header footer cover page d text box designs that complement By default a dialog will open where you are asked i
6. the Search field When you press the X all the earlier tasks will come back again 6 5 ZOOM BAR The kanban board may be zoomed in and out with the zoom bar to the right of the search field Drag the bar to the left when you want to see as many tasks as possible Drag the bar to the right when you want to zoom into one or a few tasks You can also use the Ctrl key the plus or minus key to zoom in and out on the kanban board just like you do with web pages This method gives an even more expanded zoom range than the button 6 6 SYNCHRONIZATION Changed data is synchronized in the background every five minutes but if you need to synchronize more often press the button in the task view toolbar Configure Statistics Synchronize In the automatic synchronization only the changed tasks are All updated That way you will hardly notice the update When you press the Synchronization button Kanban Task Manager updates all tasks so it might take a bit longer Kanban Task Manager 6 7 CREATE NEW TASK Kanban Task Manager tasks can be created in three ways When you are in the Outlook E mail View or another View that HOME SEND RECEIV is not the Outlook Task View click the New item button and _ f lignore select New KTM Task ee X New New i md Delete Email Itemsy Junk Ne EJ E mail Message 4 Favc FFE Appointment Inbo Fes Meeting Sent Contact Dele ly Task E mail Message Using gt 4 kene More
7. to exit the Setup Wizard kalmstrom com Business Solutions Kanban Task Manager for Outlook V3 www kalmstrom com 8 kalmstrom Business Solutions Kanban Task Manager Four Outlook leveraging your Microsoft 2 3 FILES When the installation is finished you will have the following files in the folder where Kanban Task Manager is installed Program files x86 kalmstrom com Kanban Task Manager Program Files x86 kalmstrom com Kanban Task Manager Y Search Kanban Task Manager D KTMPages al AddinExpress MSO 2005 dll a AddinExpress OL 2005 dll amp adxloader dll adxloader dll manitest al adxloader64 dll amp Interop Office dll l Interop Outlook dll a Interop SHDocVw dll al kalmstrom dll kalmstrom pdb al KanbanTaskManager dll KanbanTaskManager dll config KanbanTaskManager pdb al KTMCommonCode dill KTMCommonCode pdb pr KTMExampleData KTMExampleData pdb R KTMSettings KTMSettings pdb Qi KTMSynch KTMSynch pdb al Microsoft ldentityModel dll al Microsoft SharePoint Client dill al Microsoft SharePoint ClientRuntime SafeKalmstrom dil al SafeKalmstrom64 dll a SecurityManager 2005 dll a SetupActions CA dll al System Web Extensions dll After the configuration is finished there will also be a settings file called KanbanTaskManagerSettings txt file under C Users UserName AppData Roaming kalmstrom com KTM Roaming kalmstrom com KTM ut Name __ KanbanTaskManagerSettings
8. txt There will also be an Excel report in Document My KTM folder called KanbanTaskManagerReports xIsx file It will be created the first time you run the reports and then updated each time you run them 2 4 THE FIRST OUTLOOK BUTTON When you open Outlook again after the installation you will see a new Kanban Task Manager Configure button in the Outlook ribbon Press it to configure Kanban Task Manager mrs Ean E mal a Configure kanban Task Manager 2 5 THE OUTLOOK FOLDER When you press the Kanban Task Manager Configure button for the first time you will be asked to give a name to the Kanban Task Manager folder When you have entered the name and clicked OK the folder will be created under your Outlook tasks Kanban Task Manager for Outlook V3 www kalmstrom com 9 kalmstrom Business Solutions Kanban Task Manager Four Outlook leveraging your Microsoft This is a personal folder so each user who installs Kanban Task Manager can give the name he or she prefers Qe Enter a name for the Kanban Task Manager Outlook folder NIR Kanban Task Ti OK FA Ma nager for Outlook O K 3 SHARING OPTIONS When the Outlook folder has been created you are asked how to share and store the task data and the Kanban Task Manager settings Kanban Task Manager supports three alternatives for sharing and storing and each has its benefits If you select the Sh
9. 4 AN SQL SERVER DATABASE With the SQL Server option the shared information will be stored in an SQL Server database The admin first user may either configure an existing SQL Server database or use the sql file provided with Kanban Task Manager The application creates the database tables on the SQL server and the settings are also saved in the local PC When subsequent users of Kanban Task Manager connect to the same SQL Server database Kanban Task Manager will load the settings and save the info to the local PCs Kanban Task Manager for Outlook V3 www kalmstrom com 12 kalmstrom Kanban Task Business Solutions Li Manager ter outo leveraging your Microsoft Sr Kanban Task Manager With Kanban Task Manager a team can share information about projects and tasks The ongoing projects can be seen in Outlook on all PCs and when one team member creates a new task changes a task or drags it to another project phase the other members can see it in their PC3 Please select how you wish to share your data Kanban Task Manager supports all versions of Access and SQL Server and SharePoint 2010 and above including Office 365 For SharePoint and SQL you need to have your own SharePoint site or SQL Server in house or hosted Ff you select the Access database Kanban Task Manager can create the database for you C A Microsoft SharePoint site Sh ed at nt C A Microsoft Access database A Access 8 A Microsoft SQL Server d
10. FORMATTING The task body support inline images and bold and italic text The formatting and images are shown when you open the task The kanban cards only show links and plain text Kanban Task Manager for Outlook V3 www kalmstrom com 27 kalmstrom Kanban Task Business Solutions M d n d g er for Que look leveraging your Microsoft vi HS e p z Work on Documentation Task 7 Hz O x TASK INSERT FORMAT TEXT REVIEW rd X Q Ei 1 Project Building ap Lane Customer v gt Vvv oO mP Phase New 7 Save amp Delete Forward OneNote Show re Mark Assign Send Status Recurrence Categorize Follow Zoom Close Responsible Charles Dar Complete Task Report v Up Actions Kanban Task Manager Manage Task Recurrence Tags Zoom A Subject Work on Documentation Start date None E status Not Started Due date None FES Priority Low v Complete 0 EN Reminder None Fa None amp Owner Alisa Lawyer When you click Online Video you can paste in the embed code for the video you want to add You can also type a keyword to search online for the video that best fits your document To make your document look professionally produced Word provides header footer cover page and text box designs that complement each other For example you can add a matching cover page header and sidebar Click Insert and then choose the elements you want fr
11. GER OUTLOOK BUTTONS cccccscsccscscsccscsccccscsccccscaccecsccscscsscscscescncs 23 5 1 BUTTONS IN THE OUTLOOK MAILBOX VIEW aararanerevnvnnnvnnennnnnennnnnanennnnnnnnnnnnnnnnnnnnnnnnnnnnnnenenenenenennnnnnnenenenee 23 5 2 BUTTONS IN THE KANBAN TASK MANAGER VIEW aeuanannnnvnnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnenenenenenennnnnnnenenenee 23 Kanban Task Manager for Outlook V3 www kalmstrom com 1 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft 6 USING KANBAN TASK MANAGER cccccccceccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccscccces 23 OL TN 23 Er ETNA nen 24 bo ENTEN 24 DA MENN ne 25 er NENNE 25 OG STN 25 EL TEAM 25 6 7 1 Inline images and HTML formatting sccccseeccneccceseccncccenecceneecesecauecsenecsesesssesaeeseseeesesesseeees 26 6 72 ENN 27 6 73 Moe mon INNES Lene 27 6 8 CONVERT E MAILS INTO TASKS winscuscstcncondacncieilonaceneanhodleulnsesnaiiadbsmsccnesusandoed wens ood aundsetasnnebeasideeawndeweniobitanenss 29 681 ODEN CONVETTCO TASK cesstacesusdestwesseciedsdoatnetanrbauaatsenssdandesenboiededuxeevadeosasdeanbersecouatessutedsatenededaess 30 Co gt EE ccc eres eck erate EE EE EE EM ue eak 31 6 10 BS JE ENE EE EE NE EE 31 6 11 OL TETA NN 31 6 12 FITER TA K aa E AE EEN AEE E EEE E EAE 31 Z SUP CS a A AE A E EA E EN 32 S UPORADE NN 33 9 REGISTRATION AND TRIAL INFO cccccccccscccssccccsevc
12. I Then the task will be deleted from Outlook and also from Save amp Delete Forward OneNote Task the database SharePoint list used with Kanban Task Manager Close kl Actions Sho Q Due in days Subject hole Invoice customer 6 12 FILTER TASKS You may filter tasks by project responsible and or priority If an extra field has been added you can filter the tasks by that parameter too When you select a value from the dropdowns in Kanban PE Task Manager the tasks with that value will be shown on Building a playground the kanban board Composing instructions manual Health and safety program All the tasks will be shown when you select All Planting the garden gj Sales team meeting SES School reunion ps Staff training day LECA eam meeting eds Trip to India Low Planting the gard James Bond Kanban Task Manager for Outlook V3 www kalmstrom com 32 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft 7 STATISTICS Kanban Task Manager data can be studied in different Excel reports You can reach the statistics by pressing the Statistics button in the Kanban Task Manager ribbon group or by running the file KTMExampledata exe in the installation folder Kanban Task Manager creates various reports and by using the table under the first tab in the datasheet where all data is gathered you can also create your own reports KanbanTaikdansg
13. Kanban Task Manager for Outlook V3 www kalmstrom com 3 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft 1 1 LANGUAGES The language of Kanban Task Manager is automatically set to the same as of the computer s Outlook language If that language is not supported Kanban Task Manager takes the language of the operating system Should the OS language not be supported by Kanban Task Manager English is used The supported languages are Danish Dutch English Estonian Finnish French German Italian Norwegian Portuguese Spanish and Swedish 1 2 REQUIREMENTS To use Kanban Task Manager you need to have Outlook installed on a PC For the sharing you also need access to either a network folder the Access option or an SQL Server database or SharePoint site in house or hosted 1 3 SYSTEMS Kanban Task Manager works with Microsoft Office 2007 2010 or 2013 32 and 64 bit and Office 365 Outlook Outlook 2007 does not support inline images and HTML formatting in the task body Microsoft Windows Vista 7 8 and 10 Microsoft SharePoint 2010 and 2013 and Office 365 SharePoint All versions of Microsoft Access and SQL Server Internet Explorer 9 or higher To use Kanban Task Manager you must have NET framework 4 0 installed It may be download for free from http go microsoft com fwlink LinkId 131000 The screenshots in this manual are taken from a PC with Wi
14. ager to C Program Files x86 kalmstrom com Kanban Task Manager Kanban Task Manager for Outlook V3 www kalmstrom com 6 kalmstrom com Business Solutions Kanban Task Manager tor outo leveraging your Microsoft OG 4 Confirm installation Ready to install Kanban Task Manager r kalmstrom Business Solutions Click Install to begin the installation Click Back to review or change any of your installation settings Click Cancel to exit the wizard 5 Allow the installation if the file is digitally signed by Kalmstrom Enterprises AB the company behind the brand kalmstrom com Business Solutions Kanban Task Manager Setup Ly Installing Kanban Task Manager F g kalmstrom com Business Solutions In User Account Control pf Do you want to allow the following program to install k 2 f software on this computer Program name 19aaaQab msi Verified publisher Kalmstrom Enterprises AB File origin Network drive show details Change when these notifications appear Kanban Task Manager for Outlook V3 www kalmstrom com 7 kalmstrom com Business Solutions Kanban Task Manager ror outo leveraging your Microsoft 6 The actual installation kalmstrom gt Business Solutions Please wait while the Setup Wizard installs Kanban Task Manager Status Copying new files Completed the Kanban Task Manager Setup Wizard Click the Finish button
15. almstrom com 36
16. and each project or responsible will have their own color You can change the default color to another color in the RGB range if you wish Click the color you wish to replace and a color picker will be shown The new color you select will be added when you click OK In the screenshot below colors are used for projects which is default Kanban Task Manager for Outlook V3 www kalmstrom com 20 kalmstrom Business Solutions Kanban Task Manager Four Outlook leveraging your Microsoft Kanban Task Manager Settings 3 0 0 1 a tJ Pantrathesaden oo i CTTEITEILITA B F E 174 171 MENEE 1T SEED 11 OER Ee SEED 11 1E EAN TI 0 7 Kanban Task j S77 Manager w ooe PEE 4 6 2 TASKS CONVERTED FROM E MAILS Under the Other Settings tab you can change the settings for what should happen when an e mail has been converted into a task with the Convert button in the Outlook mail view Keep the radio button Ask selected if you want Kanban Task Manager to ask about opening tasks converted from e mails Note that the users can tell Kanban Task Manager to remember their choice about opening If you select the radio button Yes the converted task will open every time without asking and if you select the radio button No the tasks will not be opened Instead they will be placed in the first phase on the kanban board If you decide that converted tasks should not be opened you
17. arePoint or SQL Server option you need to have your own SharePoint site or SQL Server in house or hosted If you select the Access database Kanban Task Manager can create the database for you but you need a shared network folder to place it in If the Access or SQL Server alternative is selected there will be an option to Create new or Use existing For the SharePoint option Kanban Task Manager can judge if there are already existing lists for the application In that case they will be used If there are no Kanban Task Manager lists on the site new lists will be created 3 1 TABLES LISTS The Kanban Task Manager installer creates six database tables or SharePoint lists Lanes Phases Projects Responsibles Settings and Tasks When the custom field option is used a seventh table or list will be created 3 2 A SHAREPOINT SITE With the SharePoint option the shared information will be stored in SharePoint lists created by Kanban Task Manager on the site that the admin first user defines and logs into When subsequent users of Kanban Task Manager log into the same SharePoint site Kanban Task Manager will load the settings and save them in the local PCs Kanban Task Manager for Outlook V3 www kalmstrom com 10 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft Gi Kanban Task Manager With Kanban Task Manager a team can share information about projects and tasks T
18. atabase An existing SOL Server database eee baase OO SOS Integrated Security User name Password The data will be stored in an SQL Server database The first user may either configure an existing SQL Server database or use the sql file provided with Kanban Task Manager The application creates the database tables on the SQL server and the settings are also saved to the local PC When subsequent users of Kanban Task Manager connect to the same SQL Server database Kanban Task Manager will load the settings and save the data to the local PCs Pemissions To create a new database you must be the owner of the SQL Server f no new database is created write permission over the database used with Kanban Task Manager is enough C Create E le Data Kanban Task Manager trota 3 4 1 PERMISSIONS The admin first user must be owner of the SQL Server database Subsequent users need to have write permission Kanban Task Manager for Outlook V3 www kalmstrom com 13 kalmstrom Kanban Task Business Solutions Manager rer ouo leveraging your Microsoft 3 5 SWITCH TO ANOTHER SHARING OPTION If you want to switch to another option delete the file KanbanTaskManagerSettings txt in the folder at C Users UserName AppData Roaming kalmstrom com KTM Then you will get the Sharing options dialog again the first time you click on the Kanban Task Manager Configure button in Outlook Note that the tasks from the old database wil
19. ccessccecssceccccscceusecceucucccessscecstceccsevccesseccessscessssecenss 33 10 SUBSCRIPTION oes hp 34 11 NINI NN 35 12 UNINSTALLATION cise occas vices aris inar NEEE 35 Kanban Task Manager for Outlook V3 www kalmstrom com 2 kalmstrom Business Solutions Kanban Task Manager ror ouo leveraging your Microsoft 1 INTRODUCTION Kanban Task Manager helps a workgroup co operate on projects and tasks inside Outlook The software visualizes the work with Outlook tasks and makes it easy for a workgroup to manage projects All the ongoing projects can be seen in Outlook on all PCs and when one member of the group creates a new task changes a task or drags it to another project phase or to a new place within the same phase all the other group members can see it on their PCs also The traditional kanban board uses cards that tell what and how much should be produced and when it should be done When managers get such a visual picture of the work process they can quickly reveal bottlenecks and blockers Less time is spent on trying to sort out how projects are coming along because everything is visible on the kanban board Moving the kanban board into Outlook gives you everything in the computer and no cards are lost because they fall to the floor or someone takes them away to make a note On top of that the developers of kalmstrom com Business Solutions have added several useful features Drag and drop tasks between or with
20. cription The registration is performed by clicking the License button in the Configure dialog When the registration is finished this button will be hidden Projects Phases Responsibles Lanes Other Settings s ee Date Hide Color Code Insuanoefores frvaems mes IGG msmngtnegaden mms as IG Saesnes foovzms hems LO Schoeurin aars las LO siffieningdey fems h ve OG Temmes fwoems ms LO Tipton rema 20000008 OD fee es G Manager ror outo JO com Kanban Task Manager for Outlook V3 www kalmstrom com 34 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft The registration is made by the first user administrator for all users Enter an e mail address with your company domain and the registration key you have received from the kalmstrom com Support and click Registration You must be connected to the internet for this to work T Registration Please enter your e mail address and your registration key for Kanban Task Manager and click Registration You need to be connected to the Intemet for this to work This version will function 30 more days E mail PG Registration key Format AAAA AAA ARAARA AR waw kalmstrom com Kanban Task Ff Manager tor otio 10 SUBSCRIPTION Kanban Task Manager is subscribed to and there are three subscription levels Minimum Medium and Premium and support upgrade
21. der rooms File the papers Book time at the ministry Send notices Forward memos Order invitations and distribute Select samples before the meeting Number of Tasks 20 v Kanban Task Manager for outico www kalmstrom com Kanban Task Manager for Outlook V3 www kalmstrom com 14 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft 3 8 REMOVE EXAMPLE DATA The best way to remove the Example data is to delete the Kanbab Task Manager Outlook folder and database and create a new database and Outlook folder In the SharePoint case delete all items from the SharePoint list or delete the whole SharePoint list Follow these steps 1 Delete the Kanban Task Manager Outlook folder 2 Close Outlook Delete the Kanban Task Manager database or SharePoint list 3 8 1 ADD YOUR OWN DATA Follow these steps to start using Kanban Task Manager with your own data after removing the Example Data 1 Open Outlook and press the Kanban Task Manager Configure button 2 Give a name to the new Outlook folder and click OK 3 Now you might get a message about failed connection In that case click OK A Select sharing option If a path to the Example data database SharePoint list you have deleted is shown remove that path and add a new path or browse to the desired location Click OK 5 As you have not created Example data this time the settings dialog will be displayed Write or past
22. e your own projects phases responsibles and lanes and define other settings 6 Click OK to save the settings Restart Outlook 4 THE SETTINGS DIALOG When you have selected the Sharing Option and clicked OK without checking the box for Example data the Settings dialog will open Here the first user admin must enter the projects phases responsibles and lanes to be used by the team At least one project phase and responsible must be added Lanes must not be used If you don t want to group the tasks on the kanban board just leave the Lanes tab empty The settings dialog also has a button for the Registration dialog where you can register Kanban Task Manager Refer to Registration and trial info Subsequent users will see the settings defined by the first user admin and they just have to click OK to save the settings to their own PCs The Settings dialog may be opened anytime via the Configure button in Outlook The settings are saved in the selected database or SharePoint site and in the kalmstrom com folder under AppData on each local PC Details for projects phases responsibles and lanes may be copied from Excel or a database and pasted into the settings grid and vice versa You can make any changes in the grid and when you click OK all the changes will be saved Kanban Task Manager for Outlook V3 www kalmstrom com 15 kalmstrom Business Solutions 4 1 PROJECTS Enter your workgroup s projects under the Pro
23. eleted or moved to a specified phase The administrator first user decides which option should be used under the Phases tab in the Kanban Task Manager settings To move the tasks to a specified phase check the option Move closed tasks to this phase in the phase to where the tasks should be moved Kanban Task Manager for Outlook V3 www kalmstrom com 17 kalmstrom Business Solutions Kanban Task Manager ter ouo leveraging your Microsoft E mi alle i ove closed tasks to this phase When no phase is checked for Moved closed tasks to this phase the tasks will be deleted when the Close icon is pressed Delete When the Close button is used to move tasks instead of deleting them tasks can be deleted by using the standard delete button in the Outlook ribbon Delete 4 3 RESPONSIBLES Write or paste the responsible persons here They will show up in the task dropdown for responsible so that you can select one responsible for each task you create es Darwin L ou T m ain i www kalmstrom com Kanban Task Manager for Outlook V3 www kalmstrom com 18 kalmstrom Business Solutions Kanban Task Manager ter ouno leveraging your Microsoft 4 4 HIDE A PHASE PROJECT OR RESPONSIBLE By checking the Hide option for a phase project or responsible list item you may hide that phase project responsible from the kanban board This is suitable for phases like
24. elow the Project dropdown has been transformed into a button Kanban Task Manager for Outlook V3 www kalmstrom com 28 kalmstrom leveraging your Microsoft Business Solutions WES O tf FILE TASK INSERT FORMAT TEXT REVIEW Kanban Task Manager ter ouno wd x RQ DE iv rd Project Project Save amp Delete Forward OneNote lask Details Actions Kanban Task Manager o Due in 7 days Subject Invoice customer Start date Fri 13 Feb 15 Status Not Started Due date H Priority Complete When you click on one of these buttons a new dialog will open It has a list box with all the values and a text box of the auto complete type Write the first letters of the project name and it will be completed automatically Then click OK to select that project Project Name ge www kalmstrom com Kanban Task Manager for Outlook V3 www kalmstrom com 29 kalmstrom Business Solutions Kanban Task Manager ror outo leveraging your Microsoft 6 8 CONVERT E MAILS INTO TASKS In the Outlook mail view you will see a Convert button that converts e mails into tasks Woe To convert an e mail into a task select the email and click on the Convert button Convert The same button is also displayed in the open e mails and then you only have to click on the button to create a task from the e mail iJ OG Inbox alisal contoso com Outlook x HOME SEND RECEIVE FOLDER VIEW
25. er has been added via the Extra field feature in the settings there will be one more report that shows the number of tasks for each value of the custom parameter The different reports can be reached via the links on the Excel homepage or via the tabs at the bottom of the sheet All the Excel features may be used with the Kanban Task Manager reports and the field list is populated with fields suitable for the task reports Any customizations or changes will remain in next report if you save them 8 UPGRADE al Kanban Task Mana GET tor outiook PivotTable Fields Choose fields to add to report H v Task ID a Phases V Projects v Lanes v Subject Start Date Due Date v Overdue Status v Drag fields between areas below Y FILTERS Illl COLUMNS ROWS VALUES Projects v A Sum of Task ID v Subject Defer Layout Update IPDATE When you run the Kanban Task Manager setup file the installer will know if there is an existing installation When there is that installation will be upgraded and no new installation will take place Therefore the upgrade looks just like the new installation 9 REGISTRATION AND TRIAL INFO You may evaluate Kanban Task Manager for 30 days If you want to continue using the solution after the trial period you must either register it or order a Premium subs
26. erBeporisak Eorel HOME IRGERT PAGE LAYOUT FORMULAS DATA REVIEW VIDA Team n M For ar E pot Aule ar do Calibri 11 Er gt Wap Text General F ev Ey m SEX ag AuteSum p d fin Copy Cals Eg i a Ei B FEI Fai Zz Fate z r g E w Cersdmaonsl Faimat ag Cell rart Delete Ferma i So fe Find Bi bi x fr T Pale E Center 4 OG t Ai i atx f 5 W Format Porte kl Formatting Teble Style r r E Chai Filter Select Cipbeard fa vr Ta Absence i Humber a Stylist Celh Editing Al Kanban Task Manager Reports ing Number of Tasks per Project Humber of Tasks per Phaze Time spant per Phase Hiatus of Tarka per Phase completed Tasks por Phase gt gt gt gt gt Time spent per Lane Status of Tasks per Lane completed Tasks por Lane Overdue status of Tasks por Lane EL JE JR O W gt Kanban Task Manager offers several Excel reports Number of Tasks per Project Number of Tasks per Phase Time spent per Phase Status of Tasks per Phase Completed Tasks per Phase Overdue status of Tasks per Phase When swim lanes are used there are five additional default reports Number of Tasks per Lane Time spent per lane Status of tasks per lane Completed tasks per lane Overdue Status per lane Kanban Task Manager for Outlook V3 www kalmstrom com 33 kalmstrom leveraging your Microsoft Business Solutions When a custom paramet
27. es a task or drags it to another project phase the other members can see it in their PCs Please select how you wish to share your data Kanban Task Manager supports all versions of Access and SQL Server and SharePoint 010 and above including Office 365 For SharePoint and SQL you need to have your own SharePoint site or SQL Server in house or hosted F you select the Access database Kanban Task Manager can create the database for you ER i T genet i _ A Microsoft SharePoint site SnarePoint A Microsoft Access database A Access _ An existing Access database Path The data will be stored in an Access database in a shared network folder You may either use an existing Access database or let Kanban Task Manager create a new one In both cases the first user must give the path to the network folder When subsequent users of Kanban Task Manager connect to the same network folder Kanban Task Manager will load the settings from the database file None of the users must have MS Access installed except a user who creates a new database and has a 64 bit Office installed Permission Users must have write permission over the Kanban Task Manager network folder C A Microsoft SQL Server database SOL Server er me Create Example Data N wi Kanban Task ZFM Ma nag ET for outloca OK Cancel 3 3 1 PERMISSIONS All users must have write permission over the network folder where the Access database is placed 3
28. f you want to open the converted task Remember this option next time If you choose to open the task you can tag the task with Kanban Task Manager values directly Kanban Task Manager for Outlook V3 www kalmstrom com 30 kalmstrom Business Solutions Kanban Task Manager Four Outlook leveraging your Microsoft vl HoH amp O ff y Booking Approval Task FILE TASK INSERT FORMAT TEXT REVIEW Pa Fa 7 fr 1 aa F 1 rd x 3 CE Project Building a p Lane Rs oN GE rnas ha Save amp Delete Forward OneNote Show Manage Recurrence Tags Zoom Close Responsible Charles Dar Task h Actions Kanban Task Manager Recurrence Zoom Subject Booking Approval Start date HE Status Not Started Due date HE Priority Complete Reminder None None Owner Alisa Lawyer Video provides a powerful way to help you prove your point When you click Online Video you can paste in the embed code for the video you want to add You can also type a keyword to search online for the video that best fits your document To make your document look professionally produced Word provides header footer cover page and text box designs that complement each other For example you can add matching cover page header and sidebar Click Insert and then choose the elements you want from the different galleries Themes and styles also help keep your document coordinated When you click Design and choose a new Theme the pictures chart
29. ger for Outlook V3 www kalmstrom com 22 kalmstrom Business Solutions Kanban Task Manager ror ouo leveraging your Microsoft 5 THE KANBAN TASK MANAGER OUTLOOK BUTTONS When the installation and configuration has been finished you will have more Kanban Task Manager buttons in the Outlook ribbon 5 1 BUTTONS IN THE OUTLOOK MAILBOX VIEW When you have created your first projects phases and Resposibles and clicked OK to save the settings three more buttons will be displayed in the Kanban Task Manager ribbon group in Outlook Shortcut Configure Statistics Convert Now you will have a shortcut to the Kanban Task Manager Kanban Task Manager Outlook folder under Tasks the Configure button and a Statistics button that takes you to the Excel reports refer to Statistics There is also a Convert button so that you can convert e mails into Kanban Task Manager tasks refer to Convert E mails into Tasks 5 2 BUTTONS IN THE KANBAN TASK MANAGER VIEW When you open the Kanban Task Manager folder the Configure and Statistics buttons are still visible in the Kanban Task Manager ribbon group but instead of the shortcut you have a button for manual Zoom Bar Configure Statistics Synchronize All The kanban board may be zoomed in and out with the zoom bar to the right of the search field Drag the bar to the left anban Wask Manager when you want to see as many tasks as possible Drag the bar to the right when you want to zoom in
30. gt E Deleted Items Ea Calendar EJ Contacts Journal To Junk E Mail KTMOL Notes B Outbox RSS Feeds b 1 Sync Issues vi Tasks I ye Search Folders Contracts Order invitations and d Select samples before 1 File the papers Lorem ipsum dolor sit amet consectetuer adipiscing elit Maecenas porttitor congue massa Fusce posuere magna sed pulvinar ultricies purus lectus malesuada libero sit amet commodo magna eros quis urna Nunc viverra imperdiet enim ALL FOLDERS ARE UPTO DATE CONNECTED TO MICROSOFT EXCHANGE O E3 When you have already opened the details pane by right clicking on a task you can select another task by either left or right click to see its details in the pane You can also use the arrow keys to move between tasks Right click in an empty space to close the details pane Kanban Task Manager for Outlook V3 www kalmstrom com 25 kalmstrom Business Solutions Kanban Task Manager Four Outlook leveraging your Microsoft 6 4 SEARCH Above the phases in the Kanban Task Manager homepage to the right of the filter dropdowns there is a search field where you can search the subjects and bodies of all tasks Search Tasks Write or paste the word or phrase you are looking for Kanban Task Manager will start searching instantly and all tasks that contain that letter combination will show up on the kanban board The rest of the tasks will be hidden and an X icon will be displayed in
31. he ongoing projects can be seen in Outlook on all PCs and when one team member creates a new task changes a task or drags it to another project phase the other members can see it in their PCs Please select how you wish to share your data Kanban Task Manager supports all versions of Access and SQL Server and SharePoint 010 and above including Office 365 For SharePoint and SQL you need to have your own SharePoint site or SQL Server in house or hosted f you select the Access database Kanban Task Manager can create the database for you l A Microsoft SharePoint site chal ge Microsoft SharePoint site oint URL User name Fassword Domain Optional Authentication Windows Test The data will be stored in SharePoint lists created by Kanban Task Manager on the site that the first user defines and logs into When subsequent users of Kanban Task Manager log into the same SharePoint site Kanban Task Manager will load the settings and save them to the local PCs Pennissions The first user needs to have Design permission or Full control over the SharePoint site Subsequent users need to have Contribute permission on the SharePoint lists created by Kanban Task Manager Pa ee ue UR ama pannon LJ A Microsoft Access database A Access C A Microsoft SQL Server database SQL Ser rver m en sr Create Example Data 3 Kanban Task BW Manager te ons Cancel 3 2 1 PERMISSIONS The admin first user needs to have Design pe
32. in different phases and lanes of a project Color code tasks by project or responsible Filter tasks by project responsible and or priority and also by a custom value if it is used Automatic and silent synchronization of tasks within the workgroup so everything is always up to date and everyone can see what is happening Also manual sync Convert e mails into tasks Support for inline images and HTML formatting in the task body Outlook 2010 and above 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 o3 F i s Kanban Task Manager Outlook 7 a x ga HOME SEND RECEIVE FOLDER VIEW n k i Search People vi amp A A par N s 7 Address Book New New New i i p M i Not Configure Statistics Synchronize Task Email ltems WW All Delete Respond Manage Task Follow Up Current View Actions Tag Find Kanban Task Manager A 4 alisal contoso com Project AII y Responsible An v Priority All v Searc Tasks 3 N a inbox New 19 In Progress 20 Waiting 21 Deferred 15 Finished 25 ty Drafts I Sent Items E Deleted Items 7 Calendar E Contacts B Journal TO Junk E Mail gt KTMOL E Notes 3 Outbox N RSS Feeds Ol Sync Issues vi Tasks b OD Search Folders Select samples before the mecti Lorem ipsum dolor sit amet cons
33. jects tab and they will show up in the task dropdown for project so that users can select the project that each task belongs to leveraging your Microsoft al Kanban Task Manager for Outlook The project tab has a DateTimePicker for choosing Start date and Completed Date for each project Start Date Completed Date Hide Color Code a a meer Camposnginsetons eres O ars O Heath and sfypogr oeerts firmas O nsranoeforens fosmeis tts GO 0 2 0 Ie B77 Manager tor ooe Kanban Task Kanban Task Manager for Outlook V3 16 February 2015 Mon Tue Wed Thu 26 27 28 29 3 4 5 10 FT 12 17 18 19 24 25 26 3 4 5 Today 11 Fri 30 6 3 20 2T 6 15 www kalmstrom com www kalmstrom com kalmstrom Business Solutions Kanban Task Manager tor outo leveraging your Microsoft 4 2 PHASES Kanban Task Manager has a common phase list which is shared by all projects There is no limit to the number of phases you can add under the phases tab of the Configure dialog Set the phase captions according to your team s requirements and order them as needed When you change the order of one phase the order of the other phases will be changed accordingly Hide Move closed tasks to this phase Manager tor onoo www kalmstrom com 4 2 1 CLOSE A TASK When users click on the Close button on the visualized task on the kanban board the item will be either d
34. kalmstrom Business Solutions Kanban Task Manager ror ouo leveraging your Microsoft Kanban Task Manager for Outlook Manual Table of contents T INIRODUCHON vvs 3 LE TEN 4 Le FAN gt 4 EVNE 4 2 INSTALLATION OF KANBAN TASK MANAGER i eeesersenensvnvnensvnvnsnnvnensnnnnsnsnnnnsnnnnnnsnnnnsnnnnnnsnnnnnnsnnnnensnnenen 4 ENN 4 EE EEE EEE EE EN 5 ES EE EEE EEE EE EEE EE EE NET PE 9 ZA THE FIRST OUTLOOK BUTTON Gene add ed 9 25 THE QUTLOOK FOLDER SSANG 9 3 SAARIN C OP TIONS eie 10 TENNE 10 gt EE SE EEE arias bccn Sng a nies nee E A A E E OAS 10 32d PENN 11 AE 5 EE EE po oe th geen NE aeons 11 3 3 MASS 11 SNL PN sen 12 34 NUSA re 12 L 2620 SG 5 SEE EE EE EEE NE ME 13 3 5 SWITCH TO ANOTHER SHARING OPTION sccccsaiwacowsiarsiuscenesaedesacas due dine cuiensnesmsenonueudes igunenedadwesinapasanonsnwandenneuss 14 PENN 14 PENNEN 14 3 8 REMOVE EXAMPLE DATA LGA SIE ENNER 15 36A Add 700 GK 00150 RE NE 15 4 THE SETTINGS DIALOG Luster NN GaS 15 AE VENN NG 16 A SE EE EEE EE ERE EE EEE 17 A21 90 210 0 SEE EE EEE eS Ee ee ee ne Ee eee 17 1 EPO re 18 4 4 HIDE A PHASE PROJECT OR RESPONSIBLE ananananannnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnenenenenennnnnnnnnnnnnnnnnnnnenenenennnenenene 19 AS EE NNN 19 16 OE NT 20 TN 20 4 6 2 Tasks Converted from E mails cccccscccsseccceseccuscccneccusesseeesaueceauecsaneesneseessanessansesesessaeeenesees 21 RE OV PO REESE EEE EE EN eaceseece 21 AF FEN 22 5 THE KANBAN TASK MANA
35. l not be visible in Kanban Task Manager unless you transfer them to the new database 3 6 EXAMPLE DATA The example data is intended for users who don t want to bother with creating or adding their own projects responsibles phases and tasks for the evaluation of Kanban Task Manager The example data quickly gives you a set of tasks to test the various Kanban Task Manager features with 3 7 CREATE EXAMPLE DATA Check the box for Example data in the Sharing options screen if you want to create example data A new dialog will open where you can choose how many tasks you want to create Click OK when you want the data to be created James Bond Hulk Hogan John Smith Wolfgang Mozart Charles Darwin Edward Confessor Ronald MacDonald Julius Caesar Richard Lionheart Easter Bunny Planting the garden Building a playground Trip to India School reunion Sales team meeting Team meeting Composing instructions manual Insurance for cars Staff training day Health and safety program Phases New In Progress Waiting Deferred Finished Lanes Customer Sales Contracts Legal Fulfillment Body Fusce posuere magna sed pulvinar ultricies purus lectus malesuada libero sit amet commodo magna eros quis urna Nunc viverra imperdiet enim Fusce est Vivamus a tellus Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas Proi D Invoice customer Send receipts Transcribe meeting notes Or
36. might want to give the first phase a name that suggests that it can contain tasks that are not tagged like Not Assigned or Converted from E mail 4 6 3 SHOW PRIORITY Check the box for Show priority if you want the priority value to be shown on the kanban cards Show priority Kanban Task Manager for Outlook V3 www kalmstrom com 21 kalmstrom Business Solutions Al Kanban Task Manager for Outlook leveraging your Microsoft 4 6 4 EXTRA FIELD In the Extra field you can enter any parameter that you would Edra field like to be added to the visualized tasks and that you want to filter the tasks by on the kanban board When you enter a name in this field a new tab will be added to the Kanban Task Manager settings Add your own values in the list so that users can select them for each task The extra field value will be added above the responsible value on the visualized task In the images below the organization has opted to use the parameter Weight and to set the values to 1 5 They have also opted to show Priority in the task Above the tasks on the kanban board there will also be a new dropdown for filtering the custom field If you want to change the name of the custom field write another name in the field on the Configure page and change the values in the list if needed Should you want to remove the custom parameter just remove the text in the field Kanban Task Mana
37. ndows 8 and Office 2013 English version 2 INSTALLATION OF KANBAN TASK MANAGER 2 1 INTRODUCTION Kanban Task Manager is installed in an Outlook task folder that will synchronize with the shared database SharePoint lists to update tasks and settings The Kanban Task Manager Outlook folder is created when the user clicks on the Settings button in Outlook for the first time There is no server side installation and no need for a public folder or shared mailbox Outlook should be closed during the installation NOTE the Single version of Kanban Task Manager for Outlook must not be installed on the PC where you install this Workgroup version Kanban Task Manager for Outlook V3 www kalmstrom com A kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft 2 2 PROCESS Download the file KanbanTaskManagerSetup in msi or zip format from the kalmstrom com website http www kalmstrom com products TaskManager KT MOutlook DownloadOL htm to any folder on your PC Extract the file if you selected to download the zipped file When you run the downloaded file KanbanTaskManagerSetup msi and are asked if you want to install please confirm that the file is digitally signed by Kalmstrom Enterprises AB the company behind the brand kalmstrom com Business Solutions If the file is not digitally signed you should not run it See step 5 below When you have clicked the KanbanTaskManagerSetup m
38. om the different galleries Themes and styles also help keep your document coordinated When you click Design and choose a new Theme the pictures charts and SmartArt graphics change to match your new theme When you apply styles your headings change to match the new theme Save time in Word with new buttons that show up where you need them To change the way a picture fits in your document click it and a button for layout options appears next to it When you work on a table click where you want to add a row or a column and then click the plus sign Reading is easier too in the new Reading view You can collapse parts of the document and focus on the text you want If you need to stop reading before you reach the end Word remembers where you left off even on another device htt www youtube com channel UCEfcOxwUNy6VDL5d 3Uuwlw In Folder m KTMOL 6 7 2 DEFAULT VALUES When the task is created by clicking in a phase that phase and lane if used is selected as default in the dropdown If project and or responsible is filtered these values are also shown as default 6 7 3 MORE THAN 100 VALUES Using dropdowns is a good way of minimizing errors and making selection quick and easy but if you have too many alternatives the dropdown will be difficult to handle Therefore the dropdowns are converted into buttons to show phases projects or responsibles when the number of alternatives is more than 100 In the image b
39. rmission or Full control over the SharePoint site Subsequent users need to have contribute permission on the SharePoint lists created by Kanban Task Manager 3 2 2 TIME For the synchronization to work each PC must have the correct local time and date 3 3 AN ACCESS DATABASE With the Access alternative the shared information will be stored in an Access database in a shared network folder When you select this option you may either use an existing Access database or let Kanban Task Manager create a new one for you In both cases the admin first user must give the path to the network folder by pasting it or browsing to it Subsequent users of Kanban Task Manager will have to use the Existing database option and give the path to the same network folder Kanban Task Manager will then load the settings from the database file Kanban Task Manager for Outlook V3 www kalmstrom com 11 kalmstrom Business Solutions Kanban Task leveraging your Microsoft Manager for Outlook None of the users need to have MS Access installed because the ability to read and write Access databases is included in Office However if the admin first user who creates the new database has a 64 bit Office he needs to have Access installed Gir Kanban Task Manager With Kanban Task Manager a team can share information about projects and tasks The ongoing projects can be seen in Outlook on all PCs and when one team member creates a new task chang
40. s and SmartArt graphics change to match your new theme When you apply styles your headings change to match the new theme Save time in Word with new buttons that show up where you need them To change the way a picture fits in your document click it and a button for layout options appears next to it When you work on a table click where you want to add a row or a column and then click the plus sign In Folder 4 KTMOL If you choose to not open the task you can find it in the first phase on the kanban board 6 8 1 OPEN CONVERTED TASK When you select an e mail that has already been converted into a task an Open button will be displayed in the Kanban Task Manager ribbon group so that you can open the connected task The Open button is also displayed in open e mails if they have been converted into tasks og Em Os Inbox alisal contoso com Outlook 7 0 O xX FILE HOME SEND RECEIVE FOLDER VIEW pe lem itz x Reply U Move to Vill Mover Unread Read Search People Ry Sa al ga e Ea p AN g ia AG 7 R Reply All O To Manager X Rules 7 HH Categorize Address Bo g New New 39 Delete ET EI i Shortcut Configure Statistics Convert Open Email Items 9 G Forward Team Email Nr OneNote Follow Up Y Filter Email gt New Delete Respond Quick Steps ra Move Tags Find Kanban Task Manager A Search Current Mailbox 2 Current Mailbox Q Reply Q Reply All Forward 4 alisal contoso com Ge po
41. s and an unlimited number of users within the subscribing organization are included in all levels For information about the subscription levels please refer to http www kalmstrom com products TaskManager KTMOutlook SubscribeOL htm If you are already a Premium Subscriber you may use Kanban Task Manager without paying any extra fees Just contact the kalmstrom com support team at support kalmstrom com and ask for a registration key or a register free Premium copy with your company logotype If you have a Medium subscription to Kaban Task Manager for SharePoint you may also use Kanban Task Manager for Outlook without extra cost Kanban Task Manager for Outlook V3 www kalmstrom com 35 kalmstrom Al Kanban Task Business Solutions M d n d g e r for Quik ok leveraging your Microsoft 11 CONTACT If you have any kind of problem or questions about Kanban Task Manager there are several ways of contacting us E mail Support kalmstrom nu Technical issues sales kalmstrom nu General issues Telephone 46 739 206 106 Within USA 800 518 4155 Online chat www kalmstrom com 12 UNINSTALLATION Kanban Task Manager is uninstalled via the Control Panel Programs and Features Uninstall or change a program To uninstall a program select it from the list and then click Uninstall Change or Repair Organize Name Publisher G Kanban Task Manager kalmstrom com Kanban Task Manager for Outlook V3 www k
42. si file and accepted the license agreements the file handles the installation by itself By default the Kanban Task Manager files are installed under Program files x86 kalmstrom com Kanban Task Manager and if you accept this location there are no choices to make These are the steps 1 Welcome Kanban Task Manager Setup Welcome to the Kanban Task Manager Setup Wizard The Setup Wizard will install Kanban Task Manager on your computer Click Next to continue or Cancel to exit the Setup Wizard Business Solutions Cancel Kanban Task Manager for Outlook V3 www kalmstrom com 5 kalmstrom leveraging your Microsoft Business Solutions Kanban Task Manager ror ouo 2 Accept the License Agreement Kanban Task Manager Setup Please read the following license agreement carefully kalmstreom lt Business Solutions End User License Agreement The installation of this software is conditional to the user accepting this agreement and thereby agreeing to abide by its terms The products from kalmstrom com Business Solutions have been thoroughly tested and are created in such a way that they interfere ar littla ac mnnmccihla with the firmnrtinnina af athar araorame I accept the terms in the License Agreement Kanban Task Manager Setup Destination Folder Click Next to install to the default folder or dick Change to choose another kalmstr m 0 Business Solutions Install Kanban Task Man
43. to one or a few tasks You can also use the Ctrl key the plus or minus key to zoom in and out on the kanban board just like you do with web pages This method gives an even more expanded zoom range than the button Synchronization of all tasks 6 USING KANBAN TASK MANAGER Kanban Task Manager works in an Outlook task folder When you open that folder you can see the workgroup s different tasks visualized on a kanban board and you can edit and move the tasks here and also create new tasks 6 1 TASKS On the Kanban Task Manager kanban board the tasks are categorized according to their phase and they can be dragged and dropped between different phases or lanes or within a phase or lane When you double click on a task it will open as a standard Outlook task item that has the Kanban Task Manager dropdowns refer to Create New task below When you Save a task the changes are saved back to the database or SharePoint site Kanban Task Manager uses for sharing Kanban Task Manager for Outlook V3 www kalmstrom com 23 kalmstrom Business Solutions Kanban Task Manager for Outlook leveraging your Microsoft Kanban Task Manager for Outlook V3 www kalmstrom com 24 kalmstrom Business Solutions 6 2 MOVE TASKS To move a task move the cursor over it The cursor will then transform into a hand and you can drag the task and drop it in the new place You can also move tasks between or within phases and
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