Get to know Kanbanize

The Main Dashboard is your starting point before diving in to your team projects. You can create new projects, add dashboard widgets, upload backgrounds, or manage workspace templates for new projects. Projects are displayed in tiles across the dashboard with their respective portfolio kanban boards. Clicking on the menu icon will show a drop-down list of options to modify the project. You can rename or copy the project, manage boards and cards, save the project as a workspace template, or archive the project all together.

If you have cards in progress, these are displayed under the Initiatives tile where you can see each card’s respective project and a timestamp of when real-time changes were made. Initiatives are large tasks or a project that are broken down into smaller, more manageable tasks or work items. You’ll create initiatives on the Initiatives Workflow lane, which is the top lane of your board where you can track each initiative’s progress.

Double-clicking on a column will display a pop-up module where you can add a new card. Fill in all of the initiative’s details and the card fields with the necessary information (e.g. assignee, deadline, tags, etc). You can attach files, create new custom fields, and add team members as card watchers so they can keep track of a card’s progress. Once done, click the green Add card button to save your changes and create the card.

You’ll need to break these initiatives into work items called child cards. These child cards are linked to an initiative, so any progress made to a child card will update the initiative as well. Child card statuses are represented in three colors (i.e. blue, orange, and green) and you’ll see these smaller colored tiles underneath the initiatives they’re connected to. Kanbanize’s built-in automation updates initiatives whenever progress is made to a child card so that you can easily see and track a project’s progress.

Establishing effective team workflows is essential to getting things done on schedule. On Kanbanize, you can enhance existing workflows by creating powerful automations using runtime policies. These policies or business rules trigger actions when certain events occur, so you don’t have to go back and make similar changes to cards and initiatives. For example, if a new card is created and you are the assignee, the card will automatically change its color to red. Take note though that you’ll need to be an administrator to create and implement runtime policies.

Every board comes with its own analytics dashboard. This gives you a visual overview of your team’s performance, your project’s progress, cycle time and stability metrics over a period of time. What’s interesting is you not only have an idea of how your projects are doing currently, but when your team is expected to finish their work. The Monte Carlo metrics show you how much time it’ll take to complete a specific number of work items and the percentage of certainty of it happening. These numbers are based on past performance, so as your team delivers work on projects, the system analyzes and predicts completion over time.

Managing projects with full transparency keeps you and your team laser focused on key initiatives while minimizing potential waste. Kanbanize provides powerful tools to manage projects with such eagle-eye vision, saving you time from sifting through spreadsheets and instead delivering results on schedule.

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