User Guides

Create Kanban Cards	Set Up  your Kanban Board	Email Integration	Main Dashboard	Card Count Automation
Types & Templates	Adding Custom Fields	Trends Chart	Heat Map	Automate Subtasks
Log Time for Tasks	Links Between Cards	Search Graphics	Flow Diagram	Moving Cards Policy
Card Revisions	Invite & Assign Users	Manage Block Reasons	Cycle Time Chart	Blocking and Time-Based Policies
Predecessor & Successor Links	Filter Your Search	Setting Up 2FA	WIP Limit Reached & Exceeded	Update & Create Cards Policies

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    Create Kanban Cards

    The Kanban Card represents a task on the project board. Get to know how they work, the ways you can make them in Kanbanize and how to customize their appearance based on your needs.
    Start making cards…

    

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    Make Links Between Cards

    Linking your task cards can help show hierarchy in tasks, how they are connected and their relationship between each other and the bigger picture. Linking can really help organize your board.
    Follow us, we’ll walk you through it…

    

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    Set Up Your Kanban Boards

    Setting up a board is like setting the rules of the way you intend to get things done – how you will split up your tasks and how many at a time you want to tackle.
    Start setting up…

    

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    Invite & Assign Users to Boards

    Once you’ve created your first project, you’re going to want to add users with certain permissions to the boards within it. This is a flexible, customizable way to create a virtual team in Kanbanize.
    Start adding your team…

    

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    Types & Templates for Task Cards

    When you’re adding similarly structured tasks to your board on a day-to-day basis, it helps to have some templates to reflect the consistent fields that you need most often when you make a card.
    Watch the step-by-step set up.

    

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    Adding Custom Fields to Cards

    Customize the cards on your board depending on the nature of your project tasks and requirements. Add custom fields in addition to the default to track the criteria relevant to your use case.
    Find out how to add custom fields.

    

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    Filter your Search

    When you’re setting up your advanced search, you want to make sure you’re using its incredible reach in order to focus on the most relevant information to your presentation, meeting or discussion.
    Find out how to search through and filter the information in your account.

    

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    Generate Search Graphics

    Having a visual representation of your specific search can really help make the copious amounts of information in your account more easily accessible. In Kanbanize, you can generate pie charts and bar graphs with a toggle option in order to zero in on the most relevant data for the occasion.
    Find out how…

    

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    Logging Time for Tasks

    Tracking the time you spend on particular cards is crucial to your entire process. Logging time doesn’t only help your administrators but it’s a simple way to monitor your own progress as well.
    Find out how…

    

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    Updating and Creating Cards Automatically

    Through our first set of Runtime Policies, administrators can set up triggers to update and create cards automatically when an action occurs within the account.
    Find out how automations make your team a well-oiled machine.

    

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    Blocking Cards Automatically & Time-Based Policies

    Through our second set of Runtime Policies, administrators can set up triggers to block and unblock cards based on their links. This is a way to keep priority rules within the account while adhering to the principles of Kanban. Time-based policies trigger automations not when an action occurs, but when a time-related event occurs.
    Find out more about it.

    

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    Moving Cards Automatically

    Our third set of runtime policies move cards around the account based on triggers. When you have it set up, it’s a handy way to make sure you always follow up and your card is where it should be even if you’re not focusing on it.
    Find out how to move cards automatically.

    

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    E-mail Integration

    Email integration is a flexible way to connect your project boards with one of your main communication channels. This feature is extremely useful for ticketing scenarios but equally effective for any other case.
    Step-by-step how to link your email.

    

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    Setting Up 2-Factor Authentication for Maximum Security

    Two Factor Authentication (2FA) for your Kanbanize account means needing an additional device to your desktop as well as a dynamic one-time password in order to access the system. It’s practically impossible to hack!
    Learn how to double your security here.

    

    
    
    

    Manage Block Reasons

    Get analytics from predefined, common reasons for blocking cards on your Kanban boards. By managaging your list, you can get more data from your process.
    Find out how to do it in Kanbanize.

    

    
    
    

    Main Dashboards in Kanbanize

    Curate your main dashboard with a flexible background, custom widgets to track the vital parts of your account from your account’s entry point and get an overview of your projects and boards.
    Click for the details about Dashboards.

    

    
    
    

    Track and Restore your Card Revisions

    This runtime policy saves the revisions you make to your cards until a time when you want to manually restore them through the card menu. What’s great about this feature is that it can be as general or as specific as you need.
    Get the step-by-step set up here.

    

    
    
    

    WIP Limit is Reached and Exceeded Runtime Policies

    These two runtime policies react automatically to exceeded or reached WIP limits in your account, help to add visibility to the process of keeping work in progress limits and make the breach of a limit an actionable event.
    Learn about this handy Kanban automations.

    

    
    
    

    Trigger Actions Based On Card Count

    The Card Count policy will trigger a predefined action such as create, move, update, send notification, or call web service whenever the number of cards in a given set of columns/lanes/cells satisfies a limiting condition.
    Start counting cards automatically.

    

    
    
    

    Automate Subtasks Using Business Rules

    Create subtasks and update cards based on the status of their subtasks automatically using a number of the available runtime policies in our business rules engine.
    Find out how to automate your subtasks.

    

    
    
    

    Predecessor & Successor Links Between Cards

    This form of linking allows the cards to be dependent on each other with order.The relationship indicates that a successor cannot precede the predecessor in the order in which the cards get updated.
    Create these dependencies between your tasks.

    

    
    
    

    Cycle Time, Logged Time, Blocked Time Heat Map

    The heat map shows data for cells of a board for cycle time, logged time, block time by a period, on average or as a total of all the cards in that cell during the defined period.
    Bring the heat to analytics.

    

    
    
    

    Trends Chart in Analytics

    The Trends Chart in the Kanbanize Analytics module shows total/average time for cycle time, block time, logged time aggregated by day/week/month/year.
    Start tracking your trends.

    

    
    
    

    Flows Chart in Kanbanize

    The Flows Chart is an advanced version of the CFD. It shows the fluctuations over time for a particular aspect of your board or just the selected columns and swimlanes indicated in the checkboxes.
    Keep the flow, find out how.

    

    
    
    

    Cycle Time Chart in Kanbanize

    The cycle time chart is made up stacked bars. Each bar represents how much time a particular task has spent in a given state. The different colors represent the different states in which the task has been throughout its life-cycle.
    Click to learn how to make the best use of this chart.

    

    
    
    

    Restoring Deleted Cards

    Want to get back any deleted Kanban cards from you project boards? There is a way to turn back time and restore deleted task cards to the original swimlane and column from which they were deleted.
    Check the quick step-by-step process of bringing back deleted cards.