Templates Updated on: 28 March 2019

Getting Started with Kanban Boards

Conceptboard Kanban Board Template

Kanban is a framework used to implement agile methods in a flexible way. It’s an easy project management method that helps teams visualize their workflows.

Kanban boards allow everyone to see the status of a project at a glance and places limits on the amount of work in progress. By matching the amount of work-in-progress to the team’s abilities, Kanban gives teams more flexible planning options, clearer focus, and faster output, throughout their work.

If your team uses agile project management methods or wants to start, you will definitely enjoy an endless online Kanban board.

Though agile methods were initially used mostly by software and product development departments, many different types of teams, like marketing, distributed, and remote teams are now adopting agile methods to help speed up and streamline their projects.

Basic Kanban Boards

Kanban can be as flexible as you need, and it’s a great way to visualize Agile methods. It actually translates to “visual card”. Anything can be a card, such as a sticky note, but the main idea is to make sure that everything needed to complete a task is easily available and visible.

The simplest Kanban board consists of just 3 columns: To Do, Doing and Done, and work moves from left to right. By dividing the workflow into these three sections, you’re already streamlining your work. You can also give each department or team member their own swimlane to help keep tasks organized.

Visualizing work in a team environment simplifies communication, especially if you’re working with remote team members.

Tips for Setting Up Your Online Kanban Boards

Migrate your office whiteboard to an online board

To get the most out of an online kanban board, commit to it. Keeping a physical whiteboard in your office can cause confusion and task updates can fall through the cracks. Meanwhile, anyone that doesn’t go to your office frequently will not be able to see the latest board updates.

Go beyond sticky notes

Though a traditional Kanban board uses stickies, in Conceptboard you can expand Kanban boards to include whatever you team needs.

Besides sticky notes for tasks, you can add visuals, documents, and embed videos to keep relevant content connected with the tasks in one place.

Pick a color code

You can use sticky note colors to show the type of work (e.g., blue for user story and red for defect), or use colors to show priority (e.g., red for urgent, green for normal, etc.).

Visual indicators, like user avatars, can be added next to the sticky note to show who is assigned to the work or other important details that are relevant to your team’s work. You can decide what your board looks like and how to best represent your work.

Set access roles

Teams can work together and make changes in real-time.  Set working members of the team as Editors, so they can access all the changes that are made and can contribute to the board.

If you need to provide an overview to any stakeholders or external members of your organization, but don’t need them to contribute, you can easily add them as Viewers.

Grab the Kanban template

Want to try it out for yourself? We’ve created a template you can open up directly in Conceptboard.

Conceptboard Kanban Board Template


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