What is KanBan and why to use?
Soffront Enterprise has now introduced the popular Kanban Board for “Agile Project Management”. A Kanban project board will allow you to visually “Plan”, “Execute”, “Monitor” and “Close” projects while offering a convenient drag and drop task management tool for your project team.
You can create a new project and break it down into simple stages called “Status” which is represented by the lists on the Board. Conveniently add tasks to the list and allocate resources for execution of the tasks. “Priorities” for the tasks may be defined which would automatically be indicated by a suitable color.
Assigned users can drag and drop the tasks to the appropriate list corresponding to the “Status” of the project making it very simple for manager to evaluate the project progress. Managers can easily view projects created using the Soffront Gantt Chart on the KanBan Board and vise versa.
The image below shows how a project with its tasks would appear on the Soffront Kanban Board:
How to create Kanban project?
To create a project as Kanban type project follow the steps given below:
1. Click New from All Projects list view as shown in the image below:
2. The New project tab appears. Click the “…” icon to select the type of the project. Refer to the image below:
3. A pop-up appears. Select Kanban and click OK. This will make sure that the new project is created as a Kanban project and all the functionalities of a Kanban board will be applicable to the project.
Note: You can also view a project which is a non Kanban type under Kanban board, but will not be able to add tasks directly from the board.
How and where to access Kanban board in CRM?
You can access the Kanban project board from various locations.
Kanban icon from project detail view:
1. Double click on a project name to see the detailed view of the project.
2. Click the Kanban icon to view the project in Kanban board. Refer to the image below:
Kanban icon from project list view:
The kanban icon is also available from project list view. You can select multiple projects and click on the icon to view selected projects in kanban board.
Kanban icon from task list view:
The kanban icon is also available from task list view. You can select multiple tasks and click on the icon to view selected tasks in kanban board.
Working with Kanban
Some of the major advantages of the Kanban board are:
1. Create and add tasks directly from the status column. To do so click 
icon on the top right corner of any column. A new pop-up will appear to enter the details of the task. Refer to the image below:
NOTE: The task addition functionality will only be available for projects which are created with projects type as “KANBAN”.
The details are:
Project Name – Select the project name.
Task Name – Enter the task name.
Start Date– Set the start date of the task.
Due Date – Set the end date to the task.
Status – Set the status of the task. By default, it takes the status from where you are trying to create the task.
Save – Click to save the details.
Add Resource – Click to add a resource for the task. Once clicked, a new field will appear as shwon in the image below:
Once a resource is assigned to a task the initials of the resource name will be displayed on the task.
2. You can also create new status from the Kanban board. Click the New Status button present at the top right corner of the board. Refer to the image below:
A new pop-up appears. Enter the status name and click save. Refer to the image below:
The new status column will appear on the Kanban board as shown in the image below:
Note: The order of the status columns can only be set by the admin users. You cannot drag set the order / sequences of the status columns.
3. You can also opt to change the due date of the task directly from here. To do so, double click on the 
icon and it will directly take you to the details page.
4. Click on the 
icon to edit the task details.
5. Click on the 
icon to view the details of the task. Once clicked it will directly open the task details page in a different tab.
6. The color scheme of the tasks comes from defined priority rule of your system. For an example if medium priority tasks are marked as green in rule then it would be reflected on your KanBan board as well. Refer to the images below:
7. Any tasks which are grayed out in the kanban board represents a task which has dependent other tasks. You will not be able to move or drag and drop the task. A dependent task looks like as shown in the image below:
System restriction
One of the restriction in Kanban board is that you will not be able to move or drag a status column to set the order of the columns. The order of the columns can only be set by the administrator users. To set the order follow the steps given below:
1. Click Setup as shown in the image below:
2. Under Project Setup click Forms [DHTMl].
3. Select the TRTASK form name and click Edit.
4. The Form Designer tab appears. Double click on Status.
5. Select the status and click UP or DN to set the order of the status columns.
