FAQ

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  • 1. How can I start using the application?
     

    Go to Kanbanchi, sign in with your Google or Microsoft account, and accept permission requests Kanbanchi asks you for on the authorization screen. Once this step has been completed, you can start using Kanbanchi for task management.

    In Kanbanchi you can create visual boards for your projects and activities. To create a board,  click Create board.

    Click on create board, on the top left corner, to create a new board

    Each board consists of cards that are grouped in lists. You can create as many lists and cards as needed and move cards between lists. To create a card click the white Plus button, type your text in the dashed rectangle, and hit Enter

    The appearance of a list when you click on the + button to create a new card

    Watch this tutorial on Youtube:

     


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  • 2. How can I share a board with others?
     

    To share a board with one or multiple people, you need to first open Sharing Settings, which you can do:

    1. Within Google Drive

    To open the board folder in Google Drive faster, use the Open in Drive button in the board settings.

    Once you're in Google Drive, click on the Share button and type in the user’s email in the pop-up window.

    2. Within Kanbanchi 

    Click on the Share button at the top right corner of a board, and you will see familiar Google Drive Sharing.

    Define permissions for the invited members. Click on the drop-down menu near them and select Editor, Commentor or Viewer. Then click on Done.

    You can allow people to edit, comment, or view your board just by giving them a URL for the board from the address bar of your browser. However, you will first need to make sure that your board is available to Anyone with the link.

    Click on the Share button, then click on Get link at the bottom of the appeared screen. Change Restricted for Anyone with the link option and define permissions, choosing between Editor, Commentor, and Viewer.

     

    Note: After you change permissions, feel free to send an URL from the browser address bar to a person  https://kanban-chi.appspot.com/dashboard/xxxxxx/d-xxxxxx), as the generated shareable link provided by Google in the Google sharing screen doesn't work to open Kanbanchi boards.

    To learn more about Sharing, read Google Drive help https://support.google.com/drive/answer/2494822?hl=en.

    Watch this tutorial on YouTube:

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  • 3. How can I buy subscription in Kanbanchi?
     

    You can buy and manage subscriptions right in the application. To purchase the subscription, follow the instructions. 

    Click your profile picture or company logo in the bottom left corner. Click Pricing in the pop-up menu.

    Choose whether you want to pay Annually or Monthly. Choose the plan you want to buy by clicking "Pay now" under the plan that you want to have.

    Choose the number of seats by clicking Qty 1.

    Choose the appropriate quantity in the pop-up menu.

    Please note: if you want to purchase more than 10 seats, you can manually enter the number.

    Click Proceed to checkout to continue the purchase.

    Fill in the form and click Next.

    Please select the payment method and provide your payment details. Then, click Next to purchase a Kanbanchi subscription. We kindly remind you that AMEX cards can't be used for international payments; therefore, we do not accept them.

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  • 4. I have a technical problem. How can I describe it to your support?
     

    Whenever you’ve got a problem you may contact Kanbanchi support.

    To make the issue more visible for our team, please provide us with a screenshot of your console.

    If you use

    Chrome or Opera:

    • Press Ctrl+Shift+J (Windows / Linux) or Cmd+Opt+J (Mac);

    Firefox:

    • Press Ctrl+Shift+K (Windows / Linux) or Cmd+Opt+K (Mac);

    Safari:

    • Press Cmd+Opt+C (Mac).

    Depending on your computer you may be able to open the console by hitting F12 on your keyboard.

    Once open you should see something similar to this screenshot. Please, make sure the Console tab is captured.

    Contact Kanbanchi support

    When the console is open, try to do any of the actions, that cause the issue (click or open a card, login, create a dashboard, etc.)

    After that please take screenshots of the console output, if there are messages in it.

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  • 5. How do I set up my Kanban?
     

    Life and work efficiency is an everyday challenge for most people. Kanban methodology gave us a popular and useful approach to managing our workflow and life routine without overburdening. Currently, Kanban boards may be both physical or online.

    Certainly, not everyone has space and equipment for a physical kanban. On the contrary, organizing an online board is very easy. To set up an online kanban board just go to kanban-chi.appspot.com, sign in with your Google account, and accept permission requests Kanbanchi asks you for on the Google Authorization screen. That's it; now the application is ready to use!

    In Kanbanchi you can create visual boards for whatever tasks and goals you need. Simply click Create board and your first board will be created.

    kanban setup

    Type in a name for your first board or just hit Enter. Now it is the time to customize your Kanban board. Each board contains lists that you will fill with your cards. From the very beginning, you have only three lists: to do, doing and done. You are not limited in the number of lists and cards to create. When created, cards may be moved between lists. To create your first card click Plus button, type your text and hit Enter.

    After a while, your board may look something like this:


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  • 6. How can I import data to Kanbanchi?
     

    Kanbanchi has several import options. You may import a CSV file to Kanbanchi or upload data from such tools as Trello and Jira.

    import to kanbanchi

    You may find out details about each option in these help articles:

    How can I import my Trello boards to Kanbanchi?

    How can I import my Jira data to Kanbanchi?

    How can I import a CSV file to Kanbanchi?

    How can I import data to my Kanbanchi board?

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  • 7. How can I use Kanbanchi on a mobile device? Is there a mobile app?
     

    If you're looking for Kanbanchi mobile app then you will be interested in several options of how you may use Kanbanchi on your mobile device:

    • Any mobile browser. Just open app.kanbanhi.com and use it the same way you do it on your PC. Allows you to start working as well as to evaluate Kanbanchi during a piloting period.
    • Install a separate web-based app on your mobile phone. This is a more proficient way of using the app on your phone/tablet. it gives you more opportunities and control over the app on your mobile device.

    Separate Kanbanchi app on mobile devices

    We do care about your Kanbanchi experience on mobile devices. Currently, you are able to install Kanbanchi as a separate app on your mobile device. First of all, if you haven't yet done it, the app itself will suggest this option to you whenever you try to log in from your mobile browser. You will see thу suggestion to add Kanbanchi to your Home screen. Choose this option and then choose to Install the app.

     

        

    When the installation is completed, your phone should send a notification, and also you will see the Kanbanchi app among your apps. You may change its location as any other app on your mobile phone.

         

     

    *What if I missed or declined Kanbanchi's suggestion to add itself to my Home screen?

    You may install the Kanbanchi app at any time. Whenever you want to do it, please, log in to Kanbanchi in your mobile browser and tap on a three-dot sign in the upper right corner. From the list of actions, please, choose Install app and then confirm that you want to perform this action. Kanbanchi app will appear among your other apps on your mobile device.

       

    Using Kanbanchi in a mobile browser

    All you need to do is open Kanbanchi in a mobile browser. Quick access from the home screen can be configured in most browsers. Just open browser settings and choose “Add to home screen”. You will see the Kanbanchi icon on the home screen. Additionally, you may switch from the mobile version to the desktop one in case you need a bigger visual.  To switch, open browser settings and check in the checkbox beside the “Desktop site” option.

    Kanbanchi mobile interface   

    Please, don’t hesitate to contact us and share what's your preferred way of using Kanbanchi and why. Your feedback is the most important thing that can help us make a better app.

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  • 8. How can I automate my workflow with Kanbanchi?
     

    To automate your workflow you may use the following Kanbanchi features:

    • Board templates: you may choose one of the defaults Kanbanchi templates to adopt the app easily and start project planning right away. Additionally, you may save an existing board as a template and use the same structure for another department.
    • Card templates: in case most of your cards are of the same structure, you may use card templates and perform fewer actions while setting your board up.
    • Recurring cards: tasks of recurring nature are common for most types of workflows. Set up the schedule and parameters and Kanbanchi will create the cards for you.
    • Dependency chain shift on the Gantt chart: you may change dates for the group of dependent tasks at once.
    • Card progress automation: depending on the status of a card, it will be put into a specific list of your board or the other way round, when you move a card to a specific list, it will merked as done.

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  • 9. How does Kanbanchi integrate with Google Drive?
     

    Kanbanchi has a very tight connection with Google Drive. The app exists as part of your Google Drive. It works inside your Google Drive allowing quick access to work boards, secure file storage, and easy assets management.

    These are the main points that you need to know to understand the relations between Kanbanchi and Google Drive.

    • When you sign up to Kanbanchi, a folder named 'Kanbanchi' appears in the My Drive section of your Google Drive. The app will work inside this folder.
    • When you create a board inside the Kanbanchi application, a new sub folder for this board is created.
    • Kanbanchi boards act like files inside your Google Drive and follow the same sharing rules: you may share them from your Google Drive.
    • When you create a backup of your Kanbanchi board it is placed to your Google Drive to the appropriate folder.
    • When you export data from Kanbanchi it is also placed to your Google Drive in a form of a spreadsheet.
    • Kanbanchi boards owner may be changed according to your Google Drive rules.
    • All listed above works the same for Shared Drives because they are part of your Google Drive.

    Watch our short 2-minute video to learn the details of Kanbanchi and Google Drive connection.

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