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1.Site Actions (Create a List)
a.More Options
i.Select Custom List, give it a Name, Create

2.Site Actions
a.Site Settings
b.Site Libraries and Lists
c.Select List created in Step 1

3.Customize List
a.General Settings
b.Content Type
c.Columns
i.Create columns 
1.For information from other lists select Lookup option and then select list 
ii.Add from existing columns
d.Column ordering – field order (when items are being added or updated)
e.Column ordering for list  (Under Views)select what to display, sort, count/Totals under Task, Style-Shaded 
f.Update column values and settings – Choice, Date and Time, Lookup

4.Create Views
a.Create View
i.Standard View or Start from an existing view
1.Base views on status
a.Select columns to display, sort, count/Totals, Style
b.*Filter – how to differentiate the view

5.Site Actions (Create Kanban Board)
a.More Options
b.Wiki Page Library (give it a name), Create

SAVE

6.Site Actions (Edit Kanban Board)
a.Edit Page
b.Delete Text
c.Insert Table (match columns to number of states)
d.Place cursor in first cell
e.Select Insert
f.Select Existing List
g.Select list created in Step 1
h.Select Add
i.Select dropdown arrow in right corner of list and select Edit Web Part
j.Selected View – select view for this column
i.Appearance – change title
ii.Chrome Type – Title and Border
iii.Select Apply
k.Repeat for rest of columns on your wiki page (kanban board)

SAVE before exiting

7.Clean up lists/board/library
a.Site Actions
b.Site Settings
c.Quick launch – change order
i.Select List – Change Heading to Library/List
ii.Change order so that Kanban board is under main list
iii.Add hyphen to make it look like a subheading




When I first started with Kanban I didn't have any fancy tools.  But I did have fancy SharePoint which I figured out how to configure into a Kanban board.  It didn't automatically create reports or CFDs for me but it did plenty to visualize the workflow and keep the development project organized.  Contact me with questions sean@kanban.com.
KanbanThis