How to control execution with Kanban boards in Elbuz

Kanban boards in Elbuz are a visual task management tool that helps organize your workflow in the form of cards on a virtual board. Imagine a regular board with columns “To Do,” “Working,” and “Done,” where you can move sticky notes with tasks between them. Kanban boards work in Elbuz in exactly the same way, only in digital format.

Key features of Kanban boards:

• 🎯 Create and distribute tasks among employees by dragging cards between columns
• 📋 Track progress complete projects in real time and see the big picture
• ⏰ Set deadlines for completing tasks and receive notifications about upcoming deadlines
• 👥 Collaborate on projects and discuss tasks directly in cards
• 📊 Analyze team performance using built-in statistics and reports

Getting started with Kanban boards

Open the boards using the shortcut on your desktop or through the main page menu.
To open projects through the main menu:

1. In the main menu, select the "Organizer" section
2. In the menu that opens, select "Boards"

Overview of the board management interface

At the top of the window there are board management buttons, such as:

• Create a board
• Delete a board
• Update a list

Below is a list of boards with the ability to search, view and edit. The Elbuz application already has a ready-made set of boards for various elements that you can change to suit your requirements.

To view and manage elements located on the board, click on the "Eye" button

The interactive control panel will open

To edit the board settings, click on the "Pencil" button.

How to work with a Kanban board in Elbuz - step-by-step instructions

1️⃣ Create a board

• Click the "+" button (create a board)
• Enter the name of the board
  
• Select the type of elements from the list , which will be displayed on the board
  
• Select responsible employees and other parameters
• Set up the main columns (for example: “In progress”, “In progress”, “Done”) and link the statuses of elements to the status of the column
  

2️⃣ Adding cards

• Open the created board to view
• Click "+" in the desired column
• Fill in the name of the task
• Add a description
• Assign performers
• Set a deadline execution
• If necessary, add labels and priority

3️⃣ Task management

• Drag cards between columns
• Open card to view details
• Add comments
• Mark the completion of subtasks by changing the status

4️⃣ Track progress

• Follow the movement of cards
• View due dates
• Use filters to search for tasks
• Check notifications for changes
• Monitor task status

5️⃣ Customize your view

• Group cards by artist
• Sort by priority or due date
• Customize the display of information
• Use color codes
• Collapse/expand columns

Important to remember

• Update task status regularly
• When changing the status in the element card (product, article, task, note, project and others), it will automatically move through the board columns
• When creating an element (product, article, task, note , project and others) it will be automatically added to the board in the column in which the status matches the status of the element from the board settings
• Keep track of deadlines
• Keep information in cards up-to-date
• Use comments for communication
• Archive completed tasks

Glossary

• Kanban board is a visual project and task management tool, which is a virtual board with columns for organizing the work process.
• Card is a Kanban board element containing information about a specific task, including description, assignees, and due dates.
• Column is a vertical section of the Kanban board that indicates a specific status or stage of a task (for example, "To be completed" , "In progress", "Completed").
• Label (tag) - a color or text identifier used for categorization and quick visual search of cards.
• Deadline - the deadline for completing the task, set in the card.
• Performer - an employee or group of employees assigned to perform a specific task.
• Priority - The level of importance of a task, usually indicated by a color or number.
• Checklist - a list of subtasks inside a card that allows you to track the progress of component tasks.
• Filter is a tool for selecting cards according to specified parameters (performer, deadline, tags, etc.).
• Archive - storage of completed or irrelevant tasks removed from the active board.
• Backlog - a list of all tasks awaiting completion but not yet taken on.
• WIP limit - (Work In Progress) Limit the number of tasks that can be in work at the same time.
• Drag and drop - function of dragging cards between columns using the mouse.
• Notifications - a system of notifications about changes in tasks, upcoming deadlines and actions of other participants.
• Dashboard - a general overview of all Kanban boards and key project indicators.

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