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