How to Edit & Optimize Your Kanban Workflow

What are the steps to developing an efficient workflow? Learn how to edit your Kanban workflow, visualize your process better and optimize your Kanban boards

Introduction

You already know what Kanban is all about. You have introduced your team to the Kanban board and you have started using it. You map every task on it and analyze its path from Requested to Done column. You like how it works for you, but you feel that there is more to do with Kanban but just don’t know how to get started for your specific case. Knowing how to edit your Kanban workflow will help you achieve better results.

Getting Started With Sub-columns

The most basic Kanban board (whether physical or digital) has three columns – To Do, In Progress and Done. Before understanding their specific needs, teams usually start for some time with just the three. The sooner you personalize your board, the more benefits you will get from Kanban.

The first thing you can do on each board is to organize the To Do/Requested column. It’s useful to divide it into two sub-columns, where one contains ideas for near future and the second – the items that are most urgent and ready to start. The more columns you were able to identify, the smoother your Kanban workflow will be. You will see exactly which stages of the process are slowing it down, where cards are waiting in queues and are the WIP limits set accordingly to the team capacity.

Editing workflow in Kanbanize

Usually, most of the sub-columns are in the In Progress area. Depending on your field of occupation and specifics of your processes, your Kanban board layout may vary a lot. For example, in RnD, there may be even two levels of sub-columns.

At Kanbanize, the team has made three divisions of the In Progress area – Tech Design, Development and Production. Tech Design has its own four sub-columns – Tech Design, Ready for Review, Tech Design Review, Ready for Coding. Development is divided into another four – Coding, Testing, Ready for Code Review, Code Review. Production has another three sub-columns – To Be Tested on Production, Testing on Production, Ready to Archive. This way the stages are clearly divided, waiting columns ensure proper cycle time calculation and a smooth workflow.

Marketing teams can have different variations such as Conceptualization, various Review sub-columns, or Waiting on a 3rd party when a task depends on a partner/media/designer. Columns depending on external parties are called buffer columns. If you want to keep you cycle time on track, it is recommended to visualize them so you can differentiate between the actual time spent working on a task and the time it had spent waiting.

Introducing Swimlanes Into Your Kanban Workflow

In the very beginning, teams are not quite sure why they need swimlanes and how to organize them. Usually, the top one is Expedite/Urgent and tasks with high priority are pulled there, so they can be started as quickly as possible and processed forward. The other swimlanes could be organized thematically, so tasks don’t get mixed in the different stages.

If you are using a Kanban software, swimlanes are even more useful. For example, in Kanbanize, you can collapse each column or swimlane. You could leave only these that you are working in so that you have a concise view only of information that is relevant to you. You can even imply a WIP limit per swimlane so that you are sure a certain part of the process is not being overloaded.

Defining Tasks With Kanban Cards

In Kanban, there is no accent on the size of the work items. The idea is to break projects into the smallest possible pieces. It is assumed that if done properly, there shouldn’t be big differences in terms of size. Each task is represented on the board with a card containing all the information about it.

Kanban card in detail

In the description section, you can put a summary of what should be done step by step, mention coworkers, and add comments in a specifically designed section. In Kanbanize, you are able to attach files and external links, in order to have all the necessary documentation all at one place.

It is also a good idea to set priorities for your tasks, so you know how to organize them. You can set a reminder for the day before the deadline and minimize the stress and the chance to delay projects.

Kanbanize also allows you to create custom types and templates for cards, containing predefined field specifications such as assignee, content description, card color, among others. Types allow you to easily spot on the board what kind of work do certain cards represent without having to open them and read the whole description.

How To Continuously Improve Your Kanban Workflow

The Kaizen culture of continuous improvement is one of the core elements of Kanban. Here are some explicit ways to pursue it. In addition, it is important to analyze your progress in time and compare data with previous periods. There are useful analytical tools to help you monitor your performance and grow sustainably.

    1. 1.Lower WIP Limits

Kanban prescribes incremental change and thus setting a drastically low WIP limits could be stressful for the team. It is better to start with choosing the current number of tasks in In Progress and be sure they are not exceeded. Then, with the use of the method, tasks would be moving faster towards completion and you will be able to reduce the WIP limits. The ideal is one item per team member – e.g. if your team is made of 10 people, then the limit of the items being worked on should be 10.

    1. 2.Adjust Board Structure to the Changes in Your Process

Your columns are not set in stone. Your process is ever-evolving. There are new activities added, some are excluded and the board should reflect these changes. New columns and swimlanes, however, should not affect the WIP limits if there are no changes in the size of the team. It is important also from analytical point of view that your board reflects exactly your Kanban workflow, otherwise, the analytics will not present correct data.

    1. 3.Aim for Shorter Cycle Times

Your ultimate goal is to achieve shorter cycle times. This means that a card travels faster from Requested to Done column. You can use the advanced analytics module in Kanbanize to monitor your success and analyze your results. There are the cycle time chart, heat map for cycle time and cumulative flow diagram, which could help you on the way to improving.

You can try to apply these learnings by starting your one-month free trial account at Kanbanize and experiment with editing your Kanban workflow!

In Summary

In order to achieve a smooth workflow on your Kanban board you need to map precisely every step of your work process. To continuously improve, you need to:

  • Optimize your WIP limits
  • Adjust your Kanban board's structure to address changes in your process
  • Aim for shorter cycle times

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