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Kanban Board Excel Template

4.65 (40 reviews)

Automated Kanban Board in Excel. Manage your workflows and tasks in cards view. Easy-to-use printable spreadsheet. Works in Mac & Windows.

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TEMPLATE DESCRIPTION

When you are working on a project, you must ensure the sustainability of every project from the very beginning to its end. After all, one of the main tasks of a project manager is to provide effectiveness and efficiency in the company’s best interests. This Kanban Board Excel Template lets you track your entire process by preparing a scrum board.

With Automated Kanban Board following each step will no longer be a painful process. Even without a software program or another tool. All you have to do is input the necessary data into the database and refresh the workbook to display all your results.

This tool will help you with scheduling, better decision-making, delegation, prioritization, and backlog monitoring for your employee pool.

Kanban Boards are based on agile management principals. What are Kanban principles?

Kanban is an agile project management framework. It aims to make teams more effective and organized. The main principles of this framework are:

  • Visualization of the work
  • Focus on the flow
  • Continuous workflow
  • Limiting the Work in Progress (WIP)
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 5 main sections:

Kanban-Board-Someka-Excel-Template-S01

Kanban

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 due date, overdue, and time until the due date.

If you have more than one board you may also input that data in the database and display your tasks on 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 deleting the unnecessary ones on Kanban Sheet.

kanban-board-excel-template-S03

Calendar of Kanban Board Excel Template

In the calendar, you can select the month and year from the drop-down menu.
Also, you can specify the person responsible, the priority and the status. As a result, you can see the change you created in the calendar.

Kanban-Board-Someka-Excel-Template-S09

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, use refresh button to update it.

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

Database

You can use the database to enter your task and its properties. Just select the board section, responsible person, priority and statistics from the dropdown menu.
To be able to select them, you need to list your options in the Settings section.

kanban-board-excel-template-S05-1

  • Fiish date is the date that you completed the task
  • Due Date is the date that has been set for the end of the project.

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

Settings

You can use the data you input area in the settings section, to be later on selected in other sections.
Type down your statuses in “Status Section“, Responsible People to “Team Members“, and your boards to “Board Section“.

kanban-board-excel-template-S07

Following that, you may define five priority levels and decide their color representations in the Kanban Board. Overdue % Settings forms the Overdue Percentage Chart on the Dashboard. Define your levels for each priority to see it on the Dashboard.

The date format on the Kanban board can be changed in the Settings section.

How to make further adjustments in the settings section?

Select your desired Date Format as well as the connector style to be used for dates. You can also decide on the overdue principal, from the Overdue definition settings. Information on both options is provided within the yellow instruction notes.

Offering the next level of customization, you can even decide the exact data to be shown on the Kanban board. For this please use the Card Data Selection.

kanban-board-excel-template-S08

Having full power on your project will help you plan your route and let you make effective plans in the future.
Moreover, we can choose to see start date, end date or due date. Also, choose to see only the person responsible in the second row or we can also see the progress of the task.

Kanban-Board-Someka-Excel-Template-S11

Finally, there is an additional filter for tasks in the kanban sheet. You can filter tasks whose due date is in the next X days. For example, in the next 5 days. You also update the X in the settings.

Kanban Board Excel Template Features Summary:

  • Automated Kanban Board in Excel
  • Simple workflow management
  • Organizer, planner, scheduler
  • 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
  • Includes VBA code and macros

Kanban Board Excel Template is a 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! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

Kanban Board FAQ

Yes, you can easily switch the date format to display day/month/year. Just go to the settings tab, select the Date Format dropdown, and pick the day/month/year option. Doing this will automatically change the date format of all your template.

how to change date format on Kanban

After entering your details in the template, press the Refresh Button on the Kanban Board sheet to view the output. If you want to pick all choices, use Multi-Select from the Board, Priority, and other filters located in the Kanban Board sheet, as demonstrated in the screenshot below.

use Multi-Select from the Board

The Finish Date is the day you finished a task, while the Due Date is the predetermined end of the project.

Managers can quickly see how much of the project has been completed and how much still needs to be done. Go to the Dashboard page and check the Work Done vs. Left chart.

Dashboard of Kanban Board to check the tasks status

Both Kanban board and Scrum board are project management frameworks and support agile management approach. Kanban is based on cards moving around the process steps to show which task is at which stage. On the other hand, scrum boards show the completion of work and delegation through sprint intervals. So Kanban boards are based on continuous flow, while scrums rely on regular sprints.

USER REVIEWS & COMMENTS

40 reviews for Kanban Board Excel Template

  1. Phil

    I need a technical support, I have some difficulties with my excel file, can you help me?

    • Someka

      Hi, surely, we have a plan for getting Someka’s technical support, please check it and our developers are ready to help you.

  2. Madeline

    I enjoyed using this template, but we area product team and I like to share it with my team, can you please let me know what should I do?

    • Someka

      Hello, we are happy to hear that. To use this template with your colleagues please upgrade your license to Multi-User. Thanks for your interest.

  3. Astin Bekker

    I want to add 180 hours to one of my tasks, how is that done in this template? It needs also different phases.

    • Someka

      Hi, Kanban Board is exactly what you need. In the database, the sheet adds the total hours that you need for that specific task/project and then chooses the status from dropdown options like in progress, or backlog.

  4. Adriana

    I love this template! I like how it works dynamically, especially the calendar is fabulous, just in one look you knows everyone priority. Good job team.

  5. Margarett

    Where I can add my team members in to this template?

    • Someka

      Hi for adding all your team members, please go to the Setting sheet, and find the team members column, you can add your team here. Hope it helps you.

  6. Mir Wasim

    What does backlog means in this templaete?

    • Someka

      The product or project backlog is an illustrated compilation of possible tasks for the team to accomplish. This list is located at the far left of the Kanban board, preceding the ‘To Do’ column.

  7. Wilder

    great app. one question: how or what to put in Q&A column

    • Someka

      Hello Wilder,

      That part is under the status part of the database.
      It actually shows the status of your task. You can change that part in the settings section if you want.
      Please check the below images.

      kanban_review1

      kanban_review2

  8. Crystal J

    I bought the Kanban Board Template to organize the documentation projects in our company.
    Unfortunately it is not possible to insert a link into the “notes” section. How can I change thi

    • Someka

      Hello Cystal,

      To add a hyperlink, you should first unlock your file with the password sent to you.
      To unprotect your sheet go to Review > Unprotect Sheet and enter your password: (for more information about unlocking please click here)

      Once your Database sheet is unprotected, on the cell where you want to add a link:
      Go to Insert > Link and on the Insert Hyperlink window input the link:

      Kanban-Board-Excel-Template_review

  9. Flavia T

    Useful app but tiny question: Does the color change when the task becomes Overdue?

    • Someka

      Hi Flavia,

      The colors of the cards on the Kanban do not change according to overdue. Only the name of the card returns “Bold” when there is an overdue.
      Please see the image below:

      Kanban-Board-Excel-Template-review2

  10. Ian Y

    I need help please.. I did not understand how it works?

    • Someka

      Hi Ian,

      We’re really sorry that you’re having a problem with the product.

      Let us explain to you how the product works:

      There are four navigation buttons above which will carry you to the relevant sections. Click on the buttons to go to the relevant section.

      First, you will input your Settings option in the Settings section.

      Then go to the Database section to input your data. Please do not forget to clean all the dummy data before inputting your own.

      Then after clicking on Refresh, Kanban and Dashboard sections will automatically populate according to your data.

      Thanks and regard

  11. G Harrison

    thanks! kanban excel is very simple and understandable. filtering is very very helpful for our company

  12. Rita

    Great template but need some rows shown in bold. Or need a bigger warning like in different colors on database section, How can I?

    • Someka

      Hi Rita,
      Thank you for your comment. Actually in the full version you can modify the template after unlocking the sheet. If you need help with customization or have technical questions such as how to customize template please feel free to get in touch with us at contact@someka.net

    • Rita

      Okey I got it. One more thing. Can I change my license to multi?

    • Someka

      Hello Rita,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  13. Steph H

    hi, cool kanban !! how can I remove your logo in free?

    • Someka

      Hi Steph,
      Of course, you can remove the logo or replace it with your own logo. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in full version. Please check how to do that in this link

      how-to-remove-someka-logo

      Hope this helps!

  14. Shaun Fletcher

    Absolutely brilliant functionality and also fairly easy too edit/customise. Superb item and at a good price. Can’t recommend it enough.

  15. Dario

    excelente plantilla, gracias

  16. JOÃO LUCILIO FREDERICO

    Muito bom!!

  17. Borislav Chepanov

    Perfect for everyone !

  18. Michael

    I just paid and downloaded the Kanban Board Excel Template for Single-User License. how can I integrate my already existing excel file into your Kanban? thanks

    • Someka

      Hi Michael,

      You can integrate your file into our Kanban Board template as follows:

      1. Open both files at the same time (Kanban and Your File).
      2. On Kanban File, unprotect your workbook:
      Review > Protect workbook and enter your password.

      3. On the Kanban file, Display your sheet tabs as explained here.

      4. Go to your file. Right click on the first sheet. Click on Move or Copy.
      On the Move or copy window, select the Kanban file as a book, click on (move to end) and be sure that Create a copy box is checked before clicking on OK.
      Please see below:

      kanban-board_unhide-sheets

      Now your sheet is moved to Kanban file:

      kanban-board_additional-sheet

  19. Sanandia

    Hello, thank you for providing this Kanban board and hopefully it serves its purpose. So far it works just fine. Just a quick question:
    I would like to add a worksheet to keep up with my attendance during my status calls and add the teams features from Rally. How can I enable the insert new worksheet?

    • Someka

      Hi Sanandia,
      Please follow the steps below to add a new worksheet separately:

      * Unlock both worksheet and workbook. How can I unlock the sheets?
      * Open the sheet tabs. Where are the sheet tabs?
      * Please click the plus sign on the right side of the sheet tabs to add a new sheet.

      If you still couldn’t figure it out how to do, please contact us via email.
      Best regards,

    • Sanandia

      great help, thanks again!!!

  20. Giulio

    Hello,

    I’ve bought your excel kanban board in an editable version as I need to add more columns in the kanban.

    Anyway, if I add more columns and extend the formatting I’m having some problems as it seems that the formatting refers to an invisible sheet called Kanban_Helper.

    Can you please advise on how I can add more column to the kanban?

    Thanks

    • Someka

      Hi Giulio,

      You may make modifications on Someka’a ready-to-use templates.

      The Kanban Board has six sections in the existing file. To add more columns to the board you’ll need customization to the template.

      We usually send our products “locked” in order to prevent any user mistakes. So before doing any modifications you should firstly unlock your sheets and workbook.
      Go to Review > Unprotect Sheet (Workbook) and enter your password. To learn more about unlocking your sheets and workbook please click here.

      To see the hidden sheets you have to display sheet tabs.
      Go to File > Options > Advanced, and under the Display options for this workbook, please be sure the Show sheet tabs box is checked. To learn more about displaying sheet tabs please click here.

      To show the hidden sheets, Right Click on any of the sheets and click on Unhide, then select the sheet you want to unhide:

      PNG kanban board_unhide

      On the existing file the board is designed to have six different sections at the same time. If you add more columns you have to customize all the formulas and formatting stuff.

      Should you need assistance with the customization please get in touch with the team via email at contact@someka.net

  21. Jimmy Covington

    The % Complete isn’t working properly. It shows 100% at the 50% level in the cell. It isn’t filling in the cell completely. This is for the Kanban spreadsheet.

    • Someka

      Hi Jimmy,

      Thanks a lot for the time you spare to write a review!

      The “Work Progress” column can be selected from the dropdown option. So, you can select the percentage of work progress manually. We attached the picture below to show you how you can select it.

      kanban board comment pic5

      Hope that helps!

  22. Ana Belen

    I purchased it today, however, i cant see the Calc sheet after unlocking the worksheet. I can now see the sheets but not the Calc. Same with Jamie, i would like the date format to be mm/dd/yyyy.

  23. Sherry Fox

    First, I love Someka templates in general. Very professional looking, and my boss is always impressed by the level of detail. I have been using the Kanban Board (which is FREEE!!!!!!). I loved it, far superior than any of the other Kanban Boards out there. Personally, I don’t care for the online versions…. even if they are free… I want it in Excel, I am an Excel girl, and I can easily provide either the Kanban board or the dashboard to my boss with my weekly status report. I decided there were a few things that I would like to customize, so I considered purchased the license to modify the Single-User License. I wanted to be sure I would be able to do what I wanted before I made the purchase. I got on the online chat (love that), and spoke with Mario. He answered all my questions, and even warned me that any changes made to the template could potentially “break” it if did not know what I was doing. I advised him that I was a BA & a developer, so I was in the habit of maintaining my original file “untouched” and versioning all changes, so I could go back and undo by going back to my previous version. I have made some alterations, and everything woks great. One of my favorite upgrades is upon selecting any cell with a dropdown menu the tab magnifies to 150%, so I can see & make my choice easily! For anyone that is a BA or a PM this is by far the best Kanban Spreadsheet. And even if you don’t know Kanban… the workbook guides you through the process. Download it now, you will thank me!

  24. JC van Rensburg

    Fantastic, THANK YOU Someka. Great features, thank you again!

  25. 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.

  26. 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,

  27. 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,

  28. 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

  29. Yitbarek Y Tekie

    good

  30. 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?

  31. 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

  32. David L.

    Absolutely AMAZING Tool. The Tracker to end all Trackers!

  33. 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.

  34. 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.

  35. 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.

  36. Bienvenido Bernabe

    Hello,

    I’m writing about the Kanban Board Excel Template. It appears that in the Kanban tab there’s only enough room for 6 sections. However, in the Settings tab, I am able to add multiple sections. The only problem is that the Kanban tab only allows for 6 sections.

    How would I overcome this obstacle?

    Looking forward to your reply,

    Anthony

    • Someka

      Hi Bernabe,

      Thanks a lot for your review!

      Yes, you can edit the titles on the Kanban Board section. There are dropdown buttons on each title to select the status section you entered in the setting section before. So, you can change the titles completely or reorder them all by choosing from the dropdown button. For now, however, the template can display up to 6 status sections at the same time.

      We have attached the picture below to show you how you can change the section from the dropdown button.

      kanban board template comment pic4

      Hope our explanation helps you.

      Kindly regards

  37. 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

  38. Angela

    Hi! I just ordered this kanban board and love it the only problem is the date is in a different format and when I update format the date format on Kanban board isn’t capturing due date in same format. I reverted back to original setting and the date I enter auto changes to different format.
    The format I would like to see is short date for start & end date with either format below.

    MM.DD.YY
    OR
    MM/DD/YY

    I think the date format is making my tasks appear is overdue in error since formula is set up for another time zone. I am using US calendar central time. Any help is much appreciated.

    • Someka

      Hi Angela,

      First of all, thanks a lot for your interest!

      The “Overdue” warning message is totally related to the Finished Date and Due Date column. When the Finished Date of the work passed the Due Date, the template is showing an Overdue warning on the Kanban Board. So, the Overdue warning is not actually related to the date format. Please be careful entered finished date has to be on sometime before the due date to not getting an Overdue warning.

      Making an update on the Kanban board template is already on our development team schedule for the customers who want to use MM/DD/YYYY format. So, when there is any update, we will let our customers know it.

      For further questions please do not hesitate to contact us.

      Kindly regards,

  39. 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!

  40. Marco

    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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