Kanban (Japanese kan = signal, ban = card) is an agile project management method developed by Toyota Motor Corporation. The Kanban method helps you to better control and visualize a project and its associated tasks, increasing your company's productivity.
The Daylite Plugin Boards allows you via drag and drop to easily organise and visualise your tasks from projects and opportunities in Daylite as Kanban-Boards. You and your team keep track of relevant tasks and can respond to shortages in time.
Use boards as a controlling tool to better structure tasks for projects and opportunities and thus work efficiently with your team.
- Create an individual Kanban board
The board is based on the tasks linked from a Daylite project or opportunity
- Working with subtasks
Work on your subtasks by using Boards to assign them to tasks and display them via Grouping depending on User, Priority or Tasklist or Category. This allows you to decide the perspective individually for any project or opportunity
- Customizing columns
The status of a particular task is displayed in grey font (example: Open, In Progress etc.). The column name displayed is the task status and can be individually edited by double-clicking (example: status In Progress, column name Review). If you need to display additional columns, you can add them with just one click or remove those you don't need
- Creating tasks (tickets)
You can create new tasks, as tickets, for projects and opportunities right within Boards and delegate these to your colleagues in no time
- Group a board
Grouping Boards provides you with an individual perspective of your project or opportunity.
Group tasks within a Board by User, Priority, Tasklist or Category and react in no time to bottlenecks
- Different views on a board
You can decide which task relevant details you'd like to have displayed on your Kanban-Board. Based on the level of detail, chose between Minimal View, Standard View and Expanded View
- Managing and saving board templates
Save a board as template to use it for other Daylite projects or opportunities
- Project Pipelines and Opportunity Pipelines
Keep track of your projects and opportunities by pipeline and pipeline stage
- Overview of created boards
The Daylite smart lists All Boards and My Boards give you a complete overview of all boards created for projects and opportunities in Daylite
How do I create a board?
How do I manage columns in Boards?
How do I create a ticket in Boards?
How can I delegate a ticket in Boards?