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Kanban Board Excel Template

4.57 (14 reviews)

This Kanban Board Excel Template lets you track your entire process and make event analysis to measure the performance of any act.

Learn more about License Types

Buy Modifiable Version Buy Modifiable Version

TEMPLATE DESCRIPTION

If you are working on a project, you must ensure the sustainability of every project from the very beginning to its end. In the end, one of the main tasks of a project manager is to provide the effectiveness and efficiency of either of his or his company’s best interests.

However, following each step is a painful process without a software program or another helpful tool.

This Kanban Board Excel Template lets you track your entire process by preparing a kanban board by formulas and make event analysis to measure the performance of any act.

All you have to do is input the necessary data into the database and refresh the workbook to display all your results.

If you do not have any idea about kanban board workflow management approach, check this Wikipedia description to learn more.

Kanban Board Excel Template Features:

Basically the template has 4 main sections:

kanban-board-excel-template-S01-1

In this section, you will display the kanban cards depending on the selected board and the filter you choose.

You may check and display the projects under many filters such as Priority, Responsible Person, Task Date, Due Date and Overdue.

If you have more than one board you may also input that data in the database and display your tasks in each border separately or you may also display all by choosing “All” from the board section.

It is also possible to change the order of the board status by choosing the required status from the drop-down list and delete the unnecessary ones on Kanban Sheet.

kanban-board-excel-template-S03

Dashboard

On the Dashboard section, you may check the performance and the general view of your projects. Once there is a change in your data the template has to be refreshed by the refresh button on the template.

You may also find the notes section on the right upper corner if you have any notes for any task or project.

Database:

You can use Database to input your task and it’s properties. Just select the board section, responsible person, priority and stats from the drop-down menu (To be able to select them you need to list your options in the settings section).

kanban-board-excel-template-S05-1

The Finish Date is the date that you completed the task and the Due Date is the date that has been set for the end of project.

If you have any notes you may input in the remarks section.

Settings:

On the Settings section, you can use the data you input (on this sheet) on other sections.

Type down your statuses in “Status Section“, Responsible People to “Team Members“, your boards to “Board Section” (if you have more than one).kanban-board-excel-template-S06

Define three priority levels and while typing, set it from the easy level to the hard one.

Overdue % Settings forms the Overdue Percentage Chart on the Dashboard. Define your levels for each priority to see it on the Dashboard.

Having a full power on your project will help you plan your route and let you make effective plans in the future.

Features Summary:

  • Automated Kanban Board in Excel
  • Simple Workflow management
  • Advanced Reporting with dynamic charts
  • Easy-to-use filters to see overall performance
  • Full Print Ready
  • Informational notes included
  • No installation needed. Ready to use.
  • Works both on Mac and Windows
  • Compatible with Excel 2013 and later versions
  • Does not include any VBA macros

This Kanban Board Template is ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

14 reviews for Kanban Board Excel Template

  1. Lena

    I have downloaded the free version to check if this tool is suitable for our purposes and if it is, I will most likely buy it. However there are two open questions: sometimes there is not just one person responsible for a taks. Is it possible to add more people who are responsible for the task? And if yes, how? And when I add a new date, the time frame is not shown in Task Due Date. How can this be fixed? Or are these features only available in the premium version?

  2. Daisuke Otani

    Basically, it’s really amazing, but there is one problem: the definition of “Overdue” is obviously wrong. Overdue is usually defined as when the system date is past the “Due Date”, but in this sheet, it is defined as when the “Finish Date” is after the due date. This means that tasks that are not completed by the due date will not be shown as Overdue at all. I am hesitant to buy the paid version just because of this problem.

  3. Jamie

    I purchased it today and like it very much. But, I would like to modify the sheet so that the date appears month, day, year instead of day, month, year?

    • Someka

      Hi Jamie,
      Thank you for your interest!
      It is possible to change the date format in the template but you have to follow some steps. First, you should unlock the template with the password you received just after download the modifiable version.
      Now, you will be able to display the sheet tabs.

      Once you do those steps, please unlock the “Calc” sheet which is hidden. On this sheet, please paste the below formula to Cell J8. (First input line of “Kanban Due Date to Display” column)
      (=IFERROR(IF(I8=$AD$3;$AD$3;CONCATENATE(MONTH(I8);””.””;DAY(I8);””.””;YEAR(I8)));””””).
      Now, all the changes need to be applied to each row on this column. After that, please check that is it changed properly on the dashboard section or not?

      Lastly, please make sure that you didn’t corrupt anything inside the template.
      Hope that helps! If you still can not figure out how to do it, please do not hesitate to contact us anytime.
      Best wishes,

  4. Abdulelah

    Greetings,
    I have downloaded the free SOMEKA kanban template to try it if it suits me or not.
    I noticed if I copy and paste my employees’ names and tasks from my old excel files, SOMEKA kanban template doesn’t provide accurate data.

    for example, the “Work Progress” column, should show a horizontal yellow arrow when the task is 50% or more. However, after pasting my employees’ names and tasks from another file, the “”work progress”” changes all and give the wrong indication.

    Does the file except copy and paste or must enter each task manually?

    • Someka

      Hi Abdulelah,

      First of all, thanks a lot for your interest and for your detailed comment and questions!

      We mostly recommend manually entering your data into the template, otherwise, you can also paste the existing format into the original file when re-pasting. This may affect the template structure and causes corruption within the template. If you want to copy and paste, please be careful not to paste any formatting options from another file.

      You can select the latest status of the work progress from the dropdown. So, the work progress percentage selection is entirely yours. The arrows inside the “Work Progress” column can be changed, so once you download the modifiable version of the template you can set totally different icons for that column as well.

      You can have a look at these templates if you need tracking team tasks: Gantt Chart Maker, To-do List Template, Team To-do List Template.

      For further questions or support do not hesitate to contact us anytime! Regards,

  5. Michelle

    I want to use the Kanban form for incident management. I tried to update the names of the team members and reassign things and the settings sheet and the other sheets do not update.

    I tried it on the locked version and an unlocked version and neither one of them worked. I did add a column on my sheet but I went back to the original to see if I had broken something.

    Neither file works correctly. Notice in your file it is not unlocked, I changed the names in the settings and they are not reflected anywhere else. Can you help?

    • Someka

      Hi Michelle,

      First of all, please try to download the fresh file again from the link you received from us just after the payment process. We should state that you don’t have to unlock the template to reflect the data to the kanban board or dashboard.

      You just have to click the “Refresh” button on the dashboard section to update the template and see the results of the data you have inputted.

      kanban comment pic2

  6. Yitbarek Y Tekie

    good

  7. Shafraz

    Hello,
    I need help. Using the Kanban template I purchased for the first time. What ever I updated under the Setting Tab, does not show up on Database tab. All sheets are unlocked. Can you help?

    • Someka

      Hi Shafraz,

      Thanks a lot for your interest!

      You should click the little dropdown button on each row at the Status column to select the status you have newly added. You may have clicked the wrong button in the heading just to the right of the word “Status”. We have shown the right button you should click below.

      kanban comment pic3

      Hope the image is clear enough to show! Best regards,

    • Shafraz

      Hi, yes you are right. I was looking at the wrong one. Now, it is working properly. Thanks a lot

  8. David L.

    Absolutely AMAZING Tool. The Tracker to end all Trackers!

  9. Dick van Dijk

    Earlier this morning I ordered and downloaded your Automated Kanban Excel template sheet.
    I like it and I’ll use it for organizing an urgent sizable effort, including a lot of topics, people, tasks etc. Thank guys for doing this.

  10. msbook

    Hi, I am using this Kanban tool but I need to add more information. Is there a possibility to change the DB by adding other columns?

    • Someka

      Hello there,

      Once you unlock the template with the password you received, you can modify it according to your needs. Please unlock the template and display the headings, now you can add columns for your personal usage.

  11. Marco Moreno

    Hi. I purchased this Kanban board in past and loved it. Now, looking for more of a project portfolio dashboard, or a project management tool. Do you have something like that?

    • Someka

      Hi Marco,

      We are happy to hear that you loved our template!

      Did you check our Gantt Chart template? As you know, it is highly preferred for project management. Hope that helps!

      If you have further questions please do not hesitate to contact us.

  12. Salim Mbarak Salim

    An exellent world of opportunities in presentation tools ,creative graphical charts,smart templates,innovative excel templates enabling an efficient analytical approach to inform managerial decision making on the processes and how the vision would be curved to be realised

  13. Valerie Herron

    It’s easy to use, it has everything I need without unnecessary complications or features that I wouldn’t use anyway. It’s worth the money so if you couldn’t be sure on whether to buy or not, I’d definitely recommend!

  14. M

    It is exactly what I am looking for. Really useful! If I want to use it also on google sheets, is it compatible?

    • Someka

      Hello Marco!

      We develop and test our templates only for Microsoft Excel.

      Some of our simple templates may work in other spreadsheet software as well. But we cannot guarantee if all the features will work though, as we don’t test them in Google Sheets or OpenOffice.

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