Kanban Examples PDF

Kanban For DummiesContentsKanban .................................................................................................................................................. 4Kanban For Dummies ........................................................................................................................... 5Who Uses Kanban? ............................................................................................................................................................... 5How Does Kanban Help? .................................................................................................................................................... 5Is Kanban Complicated To Use? ...................................................................................................................................... 6Rules Of Kanban .................................................................................................................................... 7Kanban Examples ................................................................................................................................. 9Example 1: Process Management ................................................................................................................................... 9Example 2: Worker Management ................................................................................................................................. 10Example 3: Inventory Management ............................................................................................................................ 10Kanban Work Flow .............................................................................................................................. 12Kanban Implementation .................................................................................................................... 14Set WIP Limits ...................................................................................................................................................................... 14Analyze Work Flow And Make Improvements ........................................................................................................ 15Design The Kanban System ............................................................................................................................................ 15Develop The Kanban System ......................................................................................................................................... 16Test The Kanban System ................................................................................................................................................. 16Kanban Project Management ............................................................................................................ 18Collaboration ....................................................................................................................................................................... 182www.leankor.com

Kanban For DummiesBrainstorming ...................................................................................................................................................................... 19Visual Management .......................................................................................................................................................... 19Continual Improvement .................................................................................................................................................. 20Leankor Kanban Tutorial ................................................................................................................... 21Home Screen Overview ................................................................................................................................................... 21Viewing Project Boards .................................................................................................................................................... 21Creating A Kanban Card .................................................................................................................................................. 21Creating A New Value Stream ....................................................................................................................................... 22Tracking Kanban Card Movement ............................................................................................................................... 23Creating A New Kanban Card Category ..................................................................................................................... 23Using The Kanban Board ................................................................................................................................................. 24Kanban Mobile App ............................................................................................................................ 25Leankor Kanban App Setup ........................................................................................................................................... 25Why Kanban? ....................................................................................................................................................................... 26Why Leankor? ..................................................................................................................................... 273www.leankor.com

Kanban For DummiesKanbanProjects of all sizes and types require structured management to be completedefficiently, correctly and on time. While some processes are simple, others are verycomplex and involve a set of sub-processes. If any step is omitted, the entireproject may be affected. Managing work flow and information flow is important.Kanban is one of the most effective methods for managing the processes in anyproject. This concept is designed to give people a more efficient work flow byoptimizing all tasks involved. A more efficient process ensures projects arecompleted quickly and effectively.Kanban is a fusion word with Japanese roots. The word “kan” means visual, andthe meaning of the word “ban” is card. As a common Japanese term, the combinedwords are commonly used to refer to billboards or visual boards. With any softwareprogram or management system utilizing a Kanban concept, the use of boards orcards is a visualization technique that helps identify progress, tasks andorganization details in a central location.4www.leankor.com

Kanban For DummiesKanban For DummiesLearning how to use the Kanban method for project management processes mayseem like a daunting task at first. However, Leankor incorporates it into a softwareprogram that presents the information in a logical layout and provides a visualdemonstration of how the product works. Visit Leankor’s site now to receive a freeno-obligation video demonstration that shows how to use their Kanban software ina little over 30 minutes.Who Uses Kanban?Anyone who wants to simplify the processes in any size or type of project canbenefit from a Kanban system. Programmers use it to develop software.Housewives use it to organize grocery and pantry inventory. Busy professionalsuse it to organize the daily tasks in their businesses and personal lives. Evencollege students use it to organize their homework and study schedules. Kanbanhelps anyone who needs assistance in organizing tasks for a business or personalproject. If the project takes only 30 minutes or as much as 30 months, Kanbanoptimizes and simplifies it.How Does Kanban Help?Kanban is a tool that uses Lean principles to help anyone who needs assistanceplanning and completing a project. The term “Lean” refers to optimizing processes.As a term once used only in the manufacturing industry, it is actually applicable toprocesses in a variety of industries as well as processes in a person’s individuallife. Lean involves analyzing processes to identify and remove wastefulness. It issimilar to the idea of evaluating energy use to make green improvements but in avariety of task-related processes instead.For example, one of the processes in a home renovation project includes paintingthe living room walls and setting up an anchored bracket system for a televisionthat must be ordered online. Waiting for the television bracket system to arrivebefore starting the painting project is considered as a form waste.5www.leankor.com

Kanban For DummiesTo optimize this part of the project, it is best to start the painting project whilewaiting for the bracket system to arrive. A Kanban system makes it easy to identifyways such as this to save time and complete the project quicker. This cuts downon unnecessary wastes of time. In nearly any type of business project, wasted timemeans wasted money.Is Kanban Complicated To Use?One of the biggest benefits of the Kanban system is how easy it is to use. Leankor’sKanban software is designed to be easy for anyone to learn. With the adaptivefeatures of a Kanban system, there is no need to completely change a projectmanagement method. Kanban is not a set of rigid rules but rather a set of logicaland adaptive tools designed to help analyze and modify a project’s processes.When utilizing Kanban’s tools, it is easy to paint a visual picture of the entireprocess and the tasks required to complete it. The processes are easy to visualizefor a better overall view of the entire project.By painting a clear visual picture of everything, Kanban allows users to identifyareas of waste to remove. A clear overall view also simplifies the task of makingimprovements. Using the optimization principles of Kanban means there is no needto change work methods until waste and areas for improvement are identified.Since Kanban has user-friendly tools, anyone can use them to adapt their workingstyle to meet their own project goals.6www.leankor.com

Kanban For DummiesRules Of KanbanA Toyota industrial engineer named Taiichi Ohno developed the Kanban systemas a way to control logistics for production and to provide optimal inventorycontrol. Part of practicing Lean principles is using visual cards to identify necessarytasks such as completing a process or replenishing inventory. The original Kanbansystem was developed on a factory floor and was used as part of a pull system forToyota.Processes in a pull system are determined by customer demand. The Kanbansystem was used as a just-in-time or JIT pull system, which means it used signalsfor determining production progress and inventory needs. The cards or boardswere a centralized location for vital information about a process and what wasneeded to complete it. Toyota developed six rules for an effective Kanban system.These rules can be adapted and applied to any project management plan.1. Precise amounts of items determined by the Kanban model must bewithdrawn in downstream processes. In the original inventory system, thisreferred mostly to inventory items being removed or used. This could easily applyto a project management plan where a building is under construction. While theremay be an inventory of tangible items, there can also be an inventory of tasks tocomplete.2. Items must be produced in amounts specified by the Kanban for upstreamprocesses. For determining supply and demand ratios, this is a helpful idea. It alsoapplies to projects where tasks or processes must be completed to meet demands.3. Do not move or create any item without a Kanban. Part of a useful Kanbansystem in a physical or virtual setting is ensuring that every task has a Kanbancard.4. Every item should be accompanied by a Kanban. As every physical item in aninventory should have a Kanban card to make supply tracking easier, everyprocess in a project should have a Kanban card or category to make it easier totrack the status of that process.7www.leankor.com

Kanban For Dummies5. Never send incorrect amounts or defects to the following downstreamprocess. Processes should move upward and forward for both virtual and physicalsettings. This helps reduce delays, bottlenecks and other issues.6. When reducing the number of Kanbans to reveal problems and lowerinventories, do so carefully. Every successful Kanban system must undergo somechanges and modifications. It is normal to add more Kanbans as necessary.However, it is very important to exercise care when removing any Kanbans. Theymay be a vital part of the process to one or more teams or participants even if theyare unnecessary to another team or participant.These rules are also applicable to business processes in a project. No task orprocess should be without a Kanban card. With a centralized location forinformation, task designation and process status, it is easier to ensure incorrect orunnecessary information is not sent. Tasks and information are also sent in theright direction. Instead of backtracking with information or completing steps out oforder, it is easy for all people involved in the project to know what they need todo, who is doing what and what must be done next.8www.leankor.com

Kanban For DummiesKanban ExamplesThe best way to understand the Kanban method is to see how it works in examples.Developing a mental picture of how it works makes it much easier to digest theinformation in a written tutorial and put the methods into practice. Consider thefollowing examples.Example 1: Process ManagementA Kanban system is useful for keeping track of processes, updating informationand relaying messages. For example, consider a law firm that must obtain andverify a legal description of a land parcel to finish a purchase agreement to mail.The legal description is in a large land index book at the courthouse. This meanssomeone must go pick up a photo copy of the land index record and the legaldescription. Since the firm is large, the tasks are designated to employees indifferent departments. The steps are placed on a Kanban board that displaysvarious tasks and stages of their progress. In this example, the four employees willhave the option to update the status of their work by indicating that their tasks arein the process of being completed or have already been completed. This lets anyother related parties know the status of the processes to better determine thestatus of the project itself and estimate an accurate completion time.Employee A must go to the courthouse to pick up copies of the legal descriptionand land index records. When Employee A finishes this task, the completion isindicated on the board along with an alert for the next task to be completed.Employee B must then type the legal description and double-check it for accuracy.After doing so, Employee B must send it to Employee C for review and approval.Employee B places the updated information on the Kanban board. After this,Employee C is alerted to review and approve the document. When Employee Capproves the document, information is updated on the Kanban board to showEmployee D that it is time to send out the document. Employee D is able to quicklyprint the document packet and mail it.9www.leankor.com

Kanban For DummiesAfter all tasks are completed, the project is also complete. The Kanban is thecentralized place for information updates. By using the board to communicate andtrack the processes of the project, the overall result is task optimization andfinishing the project in a timely manner. If this is a common set of processes in thelaw firm, the Kanban can be analyzed to determine any parts of processes that areconsidered waste, to identify ways to cut time spent on a task and to identify waysto make the process more efficient.Example 2: Worker ManagementA software program using the Kanban concept is also useful for managing workersand their tasks. For example, consider a busy executive who has just hired fourinterns for the summer. The executive has a large volume of tasks that must becompleted each day. While some tasks are high priorities because they areconnected to upcoming deadlines, some tasks are lower in priority. These taskscan be moved to rows on the Kanban board for specific interns to complete. Theycan also be placed into columns that indicate they are in process or are completedby the workers. By using a Kanban system to communicate tasks with interns, it iseasier to save time and keep track of the status of each task. This eliminates theneed to have meetings every day or every week to assign tasks to the interns anddiscuss priorities.Example 3: Inventory ManagementAnother way to utilize an electronic Kanban system is by creating an inventory.Any office, warehouse or business that keeps an inventory of business necessitiesor merchandise can use a Kanban system to keep track of how many items are instock, what items need to be reordered and updated amounts of inventory aftersupplies have been replenished. A Kanban inventory system would involveplacing cards on physical items. These cards serve as a way to identify goods byname or number to match the inventory entries in the electronic system. As itemsare used, the cards are removed and put in a central location. Someone updatesthe electronic portion of the Kanban system to reflect the deficit in inventory.10www.leankor.com

Kanban For DummiesWhen it is time to replenish goods, a notification is made to reorder the neededitems. A Kanban system of this type is also useful for management to track whichmerchandise items sell best and which ones do not. Having an organized systemfor counting and identifying every item makes workplace theft less attractive toemployees. It is also a great way to save time by eliminating the need to doinventory every week or every few weeks. The inventory system can be arrangedin a way that is easy for everyone to understand and to know the exact amount ofsupplies on hand at any time. The best form of example for understanding Kanbanis to see a visual demonstration. To see how a software-based Kanbanorganizational system works, contact Leankor for a free no-obligationdemonstration that only lasts about 30 minutes. This demonstration makes it easyto quickly learn how to start saving time and money with Kanban.11www.leankor.com

Kanban For DummiesKanban Work FlowKanban simplifies the entire work flow of a process. Visualization is the key tosuccess. When people have the ability to visualize the process, they are able tounderstand how each task transitions from being incomplete to being completed.For complex projects that involve a large volume of processes, steps and tasks,visualization is vital. Without a visual representation for the process, steps andtasks are omitted. Also, parts of the process that are considered waste are harderto identify before they wind up costing time and money.Most companies use charts and tables for visual aids. While these may be morehelpful than not using any visual management aids, the charts and tables areusually left in places that are harder to access. Without visual management aidsand a solid outline of necessary processes in a centralized location, all peopleinvolved have a harder time remembering what they need to do. Imagine beingable to digitally capture the current progress of a process and allowing all involvedpeople to have access to it. With a software program implementing Kanbanconcepts, this is both possible and easy. Picture every party from the CEO to themembers of the task teams being able to see the same real-time information andknowing exactly what they need to do and when they need to do it.It is easy to understand how Kanban concepts are useful for a process. Imaginebeing able to access all Kanban boards for several processes belonging todifferent projects that are being completed concurrently. For example, a realestate agent who has several deals going at once has important deadlines andtasks to complete. Trying to organize deadlines and tasks in a planner or evenusing computer software can be difficult. People may read their reminders, thinkthey will complete them soon and then forget. With a Kanban board, tasks mustbe completed or started before updating the system. The Kanban board is alsohelpful for identifying ways to multi-task through separate projects.For example, consider the real estate agent referenced in the previous paragraph.If she has one pending deal going where she must contact an appraiser who ishard to contact and sees on a Kanban board for another project that she has tocontact the same appraiser for information on the other pending deal, she couldsave some time by contacting the appraisal company about both pending dealsat the same time.12www.leankor.com

Kanban For DummiesWhile this is a simple example, the same concept can be applied on much largerscales.Businesses that use strategy deployment models or similar processes can benefitfrom Kanban board structures with how easy it is to upload each document. Whenthe documents are uploaded, they can be turned into a plan and divided into tasks.The Kanban board makes it easier to monitor the status and success of the plansand to help work teams generate more thorough and accurate progress reports.13www.leankor.com

Kanban For DummiesKanban ImplementationThe most difficult part of changing any business process is usually the actualimplementation of the new system. However, the adaptive and supportive natureof Kanban concepts make systems using these tools easier to implement.However, there are several important steps involved in proper implementation ofa Kanban system.The simple outline of steps to complete a Kanban-based project are analysis,design, development, testing and using.The first and most important step in implementing Kanban concepts for businessprocesses is using the visual management benefits covered in the previous section.After completing that part of the process, the next step is to set work-in-process orWIP limits.Set WIP LimitsWhile it is important to identify areas of waste, it is even more important to bejudicious in which processes or projects to work on at the same time. Consider thereal estate agent in the previous section again as an example. If she has 10pending deals going, she may overtax herself by trying to complete processesinvolved in each of the 10 deals concurrently. If half of the deals are not expectedto close for a couple months or are not as sure to go through as the other half are,the agent should only focus on the deals that are higher priorities first.The idea behind setting limits is to get more done by doing less. This idea may notmake sense at first thought. However, it makes perfect sense in a Kanban system.When people take on too much, it can create more work instead of making tasksinvolved in a process more efficient. The limits for each person or businessdepends on the nature of the project and individual limitations. If a team is workingon projects together, it is even more important to carefully choose how manyprojects or processes to run concurrently. Sacrificing efficiency to attempt tocomplete a larger volume of work should never be an acceptable policy. With aKanban system in place, it is much easier to find an optimal amount of projects torun concurrently.14www.leankor.com

Kanban For DummiesAnalyze Work Flow And Make ImprovementsObjective measurement is an important part of making improvements to anybusiness process or project. This is also true with any system using Kanbanconcepts. It is important to remember that Kanban is not an overhaul of an existingorganizational system. Kanban complements the system by making the tasks thata person or team does easier by improving those tasks. There is no need to worryabout starting fresh and having to completely change a process. If certain parts ofrepetitive processes are already functioning well, they will not be completelychanged by implementing a Kanban-based system.Use the valuable tools of the Kanban boards to analyze the status of a process. Agood analysis makes it possible to identify weaknesses, waste and any changesthat must be made. While some systems that involve structured projectmanagement come with risks in implementation, Kanban comes with minimal risksbecause of its adaptive nature. Individuals and businesses looking for ways tosimplify processes without taking the risk of losing money and time can benefitfrom Kanban concepts.Design The Kanban SystemAfter analyzing and mapping out the processes involved in the overall project, thenext step is designing a Kanban board. For more complex projects that includeseveral sub-projects, create several Kanban boards. Part of the design processincludes deciding who will complete different tasks. Decide what types of columnsand sections to put on the Kanban board. It is best to set up cards to benefit theoverall process. For example, a card may have categories for various tasks, teams,workers and task priority levels. Think about how the Kanban board will look aspeople move task cards into columns for updates.One of the biggest mistakes people make when mapping a project and organizingthe processes involved in it is visualizing an ideal project instead of the trueprocess. Looking at the project objectively and realistically makes it easier to mapout the project in an optimal manner. Start by mapping a process in its actualexistence. By looking at it and planning realistically, it is possible to avoid pitfalls,identify waste and make any necessary modifications.15www.leankor.com

Kanban For DummiesDevelop The Kanban SystemTo complete this step, use the plans from the previous steps. When creating theKanban cards and boards, it is important to think about what each one must have.The boards should be organized to outline all necessary tasks and their priorities.If multiple boards are used for separate projects or sub-projects of a larger project,think realistically about how much work each individual or team can handle.Use the minimum workload from the analysis. For example, if one part of the teamhas simpler tasks and can handle 10 projects but a smaller team with morecomplex tasks can only handle five projects at a time, it is important to go with thelower number. Overloading one team or individual with too much work can slowprocesses and affect the overall outcome of the project. The work-in-process limitsfor teams and individual workers must always be a priority in this phase.Test The Kanban SystemAfter setting up an electronic Kanban system for a process or project, it is essentialto test the system. Since Kanban includes simple and user-friendly concepts, it iseasy to teach team members and all involved individuals how to use the system.To test the system, set up a practice run. Have each involved individual or teamwork on a simulated project for practice.The first project should serve as a way to identify any waste, weaknesses andnecessary modifications. Make modifications as needed and retest. In the previousstep, the importance of setting lower WIP limits rather than large ones washighlighted. In the testing phase, it is easier to identify delays, bottlenecks, wasteand any other parts of the process that need to be changed. If WIP limits are toohigh, it is harder to pinpoint these issues. If they remain unresolved for a longeramount of time, this slows down all processes and ends up costing more time andmoney.If a team is used to a high WIP limit and is stubborn about switching to a lower limit,consider implementing a moderate WIP limit. This moderate limit can slowly beadjusted to reach an ideal WIP limit that yields the most efficient results. It ispossible to try adding a small amount of additional work for multiple processes ifteams and workers are consistently performing the assigned tasks on time.16www.leankor.com

Kanban For DummiesTest the increased WIP limit to see if it is reasonable. If performance suffers, goback to the old WIP limit. When workers and teams excel with the new WIP limit,keep testing to reach an optimal work flow.When monitoring the success of a Kanban board system, be sure to consideraccuracy and thoroughness of work processes. Consider the WIP limits of alldifferent departments. For example, the WIP limit may be smaller than necessaryfor a team in one department but may be too high for a team in anotherdepartment. Finding a balance takes careful analysis and development. To seehow to start planning, developing, testing and using a solid Kanban system forproject management, visit Leankor.com for a free no-obligation demonstration. Thedemonstration lasts about 30 minutes and provides tips for getting started withLeankor’s collaborative Kanban software.17www.leankor.com

Kanban For DummiesKanban Project ManagementWhen applied to project management, Kanban is one of the most useful systems.With Kanban concepts in place, individuals and businesses can fine-tune regularand unique processes to be completed efficiently. Kanban is its own concept, andproject management also comes with several rules of its own. Combining the tworequires a conceptual fusion. There are several key ideas to remember whensearching for a Kanban project management organizational system.CollaborationThis is one of the most essential parts of any successful project management plan.When one person develops a Kanban system or any other project managementplan alone, it will only reflect that one individual’s ideas and information. Using acollaborative approach opens the door for more creative solutions and ideas thatwill work for everyone. As mentioned before in this e-book, it is important to setWIP limits that work best for everyone. The same rule applies when it comes todeveloping ideas for the new Kanban project management program.For example, a whole app development project idea formed by a member of uppermanagement may not be as realistic as an idea formed with the help of the teamof developers. The manager is more likely to develop the idea with a focus onsupervision and task delegation but may not know how long it takes to completedifferent stages of the app’s development. Since the development team knowshow long each part of the project should take, they can provide valuable inputabout deadlines and ways to multi-task throughout the process. One part of theteam may be able to complete a process in the development project while anotherpart of the team finishes another process. This eliminates some waste andenhances efficiency.Keep team members engaged and involved to receive everyone’s input and tokeep all parties interested in the project. If they are simply assigned tasks tocomplete, they may not put as much effort into it as they would if they weregenuinely interested in the success of the project. People are more interested inprojects where they have something invested. This does not necessarily mean amonetary investment but rather an investment of contributed ideas.18www.leankor.com

Kanban For DummiesConsider posting videos, photos and media for people to view. The media shouldreflect different ideas or processes. Let the team members cast votes for theirfavorite ideas or the ones they think would work best. Ask for help creating Leanideas. If everyone helps identify areas of waste and weakness, it is easier to finetuneprocesses for optimal completion dates. When ideas are presented in aplatform similar to social media where team members and board participants canfollow, vote and add comments, they are more likely to stay involved and stayinterested. With a Kanban software system, participants can vote on every ideaplaced on a card.BrainstormingThis idea is closely related to collaboration. Put a team effort into brainstormingideas. With a solid Kanban software program, brainstorming sessions are easy tocreate. At the end of the brainstorming session, there should be plenty of ideas toconsider. The great part about collaborative Kanban software today is that it ispossible to brainstorm with remote teams. If a project involves several individualsor teams in different parts of the globe, they can participate in the brainstormingsession just as they would if they were sitting in the same room.Visual ManagementSeeing the progress of every process and every concurrent project in one place isa great benefit for any business. Imagine opening a software program, seeingboards with every process of a project and the status of each task instantly. If aproject is being completed for a customer who calls frequently to check the statusand ask for an estimated time of completion, it is much easier to determine howlong the process will last based on up-to-the-minute information about the statusof each task.Being able to see this information and giving all participants a way to communicateit in a central location saves on having to relay emails, call participants to askabout their progress and holding meetings to determine where everyone is at interms of progress. The customizable content on Kanban software cards allows allvital information to be available at a single glance. Cards may indicate workpackages containing several tasks or simple individual tasks.19www.leankor.com

Kanban For DummiesContinual ImprovementCollaboration is essential even after the initial development of an idea. As a projector a repetitive process progresses, ask team members to provide Leanimprovement suggestions. Since they are the ones doing the tasks, they may figureout ways to cut time and modify processes that have unnecessary steps or can becompleted concurrently with another process instead of waiting until the otherprocess is done. When processes are constantly improved, it is easier to reach anideal set of rules for tasks. Using the visual strategy benefits of a Kanban softwaresystem, project managers and team managers can better determine the health ofa project and the effectiveness of each process in the project.20www.leankor.com

Kanban For DummiesLeankor Kanban TutorialLeankor is a solid Kanban software for project management. The tools provided inthe program make it easy to plan, develop, implement, analyze and modify anyset of processes. After completing the first step of choosing a membership planthat best fits business needs, it is time to start using the software’s advantageousfeatures.Home Screen OverviewAfter first logging in to the program, the home screen appears. This screen providesa comprehensive overview of projects and their boards. Ideas are placed in a feedwhere they can be voted on, commented on or followed. If members have anyspecific projects assigned to them, these are visible on the home screen. Analyticdata is accessible through a link on the home screen as well.Viewing Project BoardsWhen there are multiple projects running concurrently, use the Project Boards tabat the top of the home screen to view the boards. Right click on the button to openthe boards in a separate tab. Use the arrows on either side at the top to scrollthrough the different project boards. To select a project board to work on, simplyclick on that board. Managers who need to analyze the progress of a process orproject can scroll through specific columns where individuals are assigneddifferent tasks. At the bottom of the page, there are folders that show templates,active boards and tests. The folders contain all of the various project boards foreach category.Creating A Kanban CardUse the template folder at the bottom of the Project Boards page to open atemplate relevant to the type of project that needs to be completed. Look for theplus sign on the bottom left corner. After clicking on it, notice that several circlesexpand from it. Click on the card icon to create a new Kanban card.21www.leankor.com

Kanban For DummiesThe sections are labeled and can be changed. Choose a category for the card. Forexample, if it is a to-do task, label it as a task. There is a blank section where thecard can be named. This is where to put the name of the task. Fill in a descriptionbelow the task that provides any details or where to find information about the taskfor the person who must complete it. Add the due date to the card. Members whocreate cards are listed as the owners of the cards so that team members knowwhere and who the cards came from.To edit a Kanban card, right click on the Kanban Carousel button on the homescreen to open the card in a separate tab. Open the project board to see theKanban card. The small pen button on the upper right side of the Kanban card isthe icon to select to edit the card. A Harvey ball next to the pen is the indicator ofthe task’s completion status. If half of it is filled in, this means the project is abouthalfway done. It is also visible in quarters.The orange box to the left of this indicates the amount of time spent on the project.On the left side of the card is the category or type of Kanban card. Notice thestickers on the bottom left side of the card. There are several types of stickers toadd to the card. Click on the plus sign on the bottom left side of the page to openthe four icons. Use the bottom icon to the right of the plus sign to click and draginto the Kanban card. Some cards indicate that there have been polls anddiscussions on them, which is visible just to the right of the star at the bottom of thecard.When editing a Kanban card, it is possible to change the size and assigned user.Choose a priority level for a Kanban card. Task cards that remain unfinished andstart as low priorities can later be edited to reflect higher priority levels. Due datescan also be changed using the calendar drop-down menu next to the priority statusselection menu. Select time frames for effort to put toward completion below thesemenus. The Harvey balls next to this can be selected to indicate the overallprogress of the project in quarters.Creating A New Value StreamIt may be necessary to add a new value stream to the status bar or another listafter creating a Kanban board template. To do this, right click on the KanbanCarousel button on the home screen to open the page in a new tab.22www.leankor.com

Kanban For DummiesChoose the right board from the carousels. After the right board is displayed, clickon the middle button on the lower left side of the page to create a new valuestream. On the top left side, type in the name that should display on the carousel.The next bar is for relating the value stream to a project. Click on the icon to theright of the bar to bring up the Lookup window. Choose the right category from thesearch bar on the Lookup window. Save the value stream after adding thespecifications for it.On the top bar, click on the design mode button to show design customizationoptions. There are several background layouts to choose from. Alternately, userscan upload a background from their own device. Backgrounds are available byselecting the library button. Click on the resize button to change the display size.Click, hold and swipe up and to the sides to resize the layout to the desiredspecifications.Tracking Kanban Card MovementProject managers may have multiple Kanban boards to monitor and may want toknow exactly when a card is moved. By simply viewing the Kanban boards andcards, it is not as easy to track movement as it is with a notification or option tofollow movements. When a Kanban card is moved from one category to another,Leankor software provides the option to know about the movement.To do this, create a zone. Make sure the board is in design mode by clicking onthe second white icon from the right on the top bar. Click on the zone button belowthat bar. A box will appear with a text bar for typing the zone name. This is for anamed area that will be hidden on the background. After choosing the name, usethe mouse to outline a specific zone on the board by clicking and dragging tocreate a box. These will stay invisible to other users.Creating A New Kanban Card CategoryAfter creating a new value stream, there may not be an option to choose acategory of Kanban cards for that value stream. To make a new Kanban cardcategory, return to the home screen page. Click on the plus sign on the far rightside of the menu along the top of the page.23www.leankor.com

Kanban For DummiesThis plus sign will open all of the available tabs. Click on the Kanban card templateoption to create a new card. Some cards can be placed as global options to beaccessible in various value streams. However, most templates relate only to aspecific value stream. While it is possible to make a template from scratch, it isusually easier to select a template from the list to clone and assign to all valuestreams or a specific one. Change the title in the title field if necessary. It is alsopossible to edit the size, color, width and height of the Kanban card. From there,follow the instructions for editing a Kanban card to add due dates, priority levelsand task teams.Using The Kanban BoardRight click on the Kanban Carousel button on the home page to open it in a newtab. Use the arrows to select the right Kanban board. As processes are completedor started, simply click and drag the cards to the appropriate sections of theKanban board to show the progress of the tasks. For example, Team A moves thecard to the “to do” section when the project is an upcoming item. When they startit, they move the card to the “doing” section. Once they finish their task, they movethe card to the “done” section of the board. When the project manager reviewsboards to mark off processes that are finished and implement new ones, thismakes the status of the project available in a few fast clicks.If a card involves several tasks, it is helpful to use the Harvey balls to show theoverall progress of the tasks or process in quarters. Users can edit cards asnecessary, and project managers can use movement tracking to monitor everychange in card placement or information.These steps provide a simple overview of the basics for using the Leankorsoftware. Although it is easy to follow the steps in the previous tutorial, it is easierto put the steps into action by seeing them completed. Learn how to start usingLeankor like a pro in about 30 minutes with a visual demonstration. Visitwww.Leankor.com now for a free no-obligation demonstration of the software. If itlooks like a good fit for business needs, try it for free for 14 days.24www.leankor.com

Kanban For DummiesKanban Mobile AppLeankor’s collaborative Kanban software is available on Apple and Androiddevices. Task teams and project managers use smart phones and tablets for avariety of tasks. Now it is as easy as sending a text message to update theprogress of a task or process on a Kanban board.Leankor Kanban App SetupFind the Leankor mobile app in the Google Play Store or in the Apple App Store.Once the app has successfully downloaded, select the gear button on the top rightcorner. Set “Lean.Cloudforce.com” as the login server. Next, click on the Saleforce1 tab to log in. Follow the prompts to get started. There is an option for calendarintegration. Businesses that rely heavily on a calendar system that is already inplace and is part of vital daily functions should take advantage of this feature.On the home screen, there is a menu on the left with a variety of options. Tap thetop left button to open the Kanban Carousel. The screen for selecting projectboards and files is the same as it appears on the desktop version. Swipe left orright to view different folders and their Kanban boards. To select a board to open,press down on it for a few seconds.To make the mobile app as easy as possible to use, Leankor stays consisten withmethods for editing and creating Kanban cards. Tap and drag to move Kanbancards from one category to another as projects progress. When using the mobileapp, it is helpful to make use of the stickers for Kanban cards to indicate differentmessages. If one user is editing a Kanban board or card on the mobile app, thechanges will be immediately visible to anyone else accessing that board or cardwhether they use a mobile platform or the traditional Leankor platform.From the Kanban Carousel tab, it is possible to create new tasks for different users.Make sure to fill in all of the necessary values to make the task message clear.After saving the task, it is immediately visible to all other users. Tap on a nameduser’s icon to create a user-specific task in the chatter feed.25www.leankor.com

Kanban For DummiesLeankor’s mobile app allows team members who are working in remote locationsto stay in contact and collaborate with all other participants easily. Both thestandard and mobile Leankor platforms focus heavily on communication asidefrom the updates placed on Kanban cards and the movement of cards from onecategory to another.Why Kanban?After reading all of the information and benefits in this e-book, it is easy to see thatKanban is a good project management planning template mainly because of itsadaptability. With a lowered risk for problems and hiccups in the project afterimplementing the Kanban methods, projects can start or continue and flow easily.The organizational benefit a Kanban system provides cannot be trumped. Allproject boards and cards related to specific tasks are found in one central location.26www.leankor.com

Kanban For DummiesWhy Leankor?Leankor keeps the Kanban concepts at the core of its program’s design. Addingcollaboration and communication options to enhance project management makesthe design combination a winning way to create actionable solutions and workablemanagement plans. The mobile app is an added bonus to help facilitate moreefficient processes and communication. Project managers who want to keepprocesses running smoothly and enhance them further without large amounts ofcostly setbacks must think carefully when choosing programs to organize theprocesses of a project. Leankor’s product can help users set up new projects fromscratch and develop an individual system. It can also simply be added as anenhancement to a system that is already in place but needs an efficiency overhaul.In addition to providing one of the most user-friendly and adaptive Kanbansoftware programs for project management, Leankor provides an easy platformfor brainstorming, collaborative project development, optimal visualization of workflow, features for identifying ways to continually improve and the benefit of visualmanagement of multiple projects. Users can start with a free basic package andupgrade to more amounts of custom boards as the benefits of Leankor’s Kanbansystem become necessities. Packages that come with custom Kanban boards alsocome with personal training to give users all of the tools they need to optimize theirboards and succeed in their projects. Learn how easy it is to start using Kanban ina little over 30 minutes. With Leankor.com’s visual demonstration of the softwareand how to use the main features, anyone can learn how to make Kanban startworking for them in a matter of hours. Visit our website at www.Leankor.com toget your free trial or demonstration today.27www.leankor.com