Kanban Task Manager Video Demonstrations

Kanban Task Manager for SharePoint iconYou are welcome to watch and share these video demonstrations on how to set up and use Kanban Task Manager.

The videos on use, settings and features come first, and the installation demos can be found further down on this page.

Features

 

Introduction

A short overview of Kanban Task Manager.

 

Create and Modify tasks

A demo for all Kanban Task Manager users.

 

7 Habits View

Automatically sort open tasks by importance and urgency.
 

Counters and Phases

Hide, rename or set number of columns for the phases in the Kanban Task Manager settings.

Assignee settings

Manage the settings for people responsible for tasks.

Swimlanes

Group the tasks in lanes in the Kanban view.

The Extra field

Categorize tasks with an extra parameter that users can select in the task form or search filter.

The Actions feature

Set task actions that users can select in the task form or context menu.

Time logging

If users fill out in the form how many minutes they worked with a task, the details will be saved and automatically summarized.

Checklist

Create subtasks in the form for complicated tasks and check them when they are done. The subtask numbers will be displayed on the task card like 2/4, which means that two subtasks of four are finished.


Installation

 

Create Example Data

Add example data to Kanban Task Manager for the evaluation.

 

Install the client-side web part in a tenant

Add the Kanban Task Manager SPFX edition to a SharePoint Online app catalog. By default, it will then show up among the web parts in all the tenant's site pages, but it can also be added as an app.

 

Install the client-side web part in a farm

Add the Kanban Task Manager SPFX edition to a SharePoint On-Premises app catalog. It will then show up among the web parts in all the farm's site pages.

 

Manual Sandboxed solution installation in SharePoint On-Premises

Upload the Sandboxed solution .wsp file to the Solutions gallery and activate Kanban Task Manager there and in the site (and any subsites).

 

Manual Sandboxed solution installation in SharePoint Online

Upload the Sandboxed solution .wsp file to the Solutions gallery and activate Kanban Task Manager there and in the site (and any subsites).

 

Install the Sandboxed solution in SharePoint On-Premises with a PowerShell script

Modify the PowerShell script to install Kanban Task Manager in multiple sites in a SharePoint farm.

 

Install the Sandboxed solution in SharePoint Online with a PowerShell script

Modify the PowerShell script to install Kanban Task Manager in multiple sites in a SharePoint tenant.

 

Add to Teams tab

Kanban Task Manager in Teams iconAdd a page with the Kanban Task Manager web part to a tab in Microsoft Teams.
 

Activate Sandboxed Code Service

Sometimes you need to start the Microsoft SharePoint Sandboxed Code Service before you can activate the sandboxed solution edition in SharePoint On-Premises.

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