How To Create A Kanban Board In Excel

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 the effectiveness and efficiency in company's best interests. This Kanban Board Excel Template lets you track your entire process by preparing a scrum board.

With 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 4 main sections:

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Kanban

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 due date.

If you have more than one board you may also input that data in the database and display your tasks in 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 delete the unnecessary ones on Kanban Sheet.

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Dashboard

On the Dashboard section, you may check the performance and the general view of your projects. Once there is a change in your data the template has to be refreshed by the refresh button on the template.

You may also find the notes section on the right upper corner if you have any notes for any task or project.

Database

You can use database to input your task and it's properties. Just select the board section, responsible person, priority and stats from the drop-down menu (To be able to select them you need to list your options in the settings section).

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The Finish Date is the date that you completed the task and the Due Date is the date that has been set for the end of project.

If you have any notes you may input in the remarks section.

Settings

You can use the data you input area in settings section, to be later on selected on other sections.

Type down your statuses in "Status Section", Responsible People to "Team Members", your boards to "Board Section" (if you have more than one).

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Following that, you may define five priority levels and decide their color represenatations 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.

Select your desired Date Format as well as the connector style to be used for dates. You can also decide on the overdue principle, from Overdue definition settings. Information on both options are provided within the yellow instruction notes.

Offering a next level of customization, you can even decide the exact data to be shown in the Kanban board. For this please use the Card Data Selection.

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Having a full power on your project will help you plan your route and let you make effective plans in the future.

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 2010 and later versions
Includes VBA code and macros

This Kanban Board Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.