FAQ

  • Common questions
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  • 1. How can I import my Trello boards to Kanbanchi?
     

    Are you a Trello user curious to try out Kanbanchi? To ease the transition, you can import Trello Boards to Kanbanchi. Here’s a short set of instructions on how to do that.

    Step 1: Export Your Trello Board

    Log in to Trello and go to the board you’d like to export.

    Exported Trello Dashboard

    In the Board settings click Print and Export… and select Export JSON

    Export JSON from Trello

    Don't be confused if you see the screen full of text. Click Save Page As... and the file in JSON format will be saved on your computer.

    Saving JSON Export File To Import To Kanbanchi

    For further details, Trello provides a walkthrough for exporting.

    Step 2: Import Your Trello Board to Kanbanchi

    To import your Trello Board to Kanbanchi you need to sign in to the app. In the provided screen, сlick Import Your Trello Board.

    You can select a file from your computer or Google Drive. Kanbanchi will create a new board using your imported data.

    Here's the imported board!

    Imported Dashboard from Trello

    Now your cards from Trello are in Kanbanchi. Play around and see what functionality Kanbanchi offers. Enjoy! :)

    Watch a short video tutorial:









    If you need any help with import from Trello, just drop us a message. We'll be glad to help you out :)

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    Viewed 29498 Times
  • 2. How to create, edit and delete a list?
     

    Create list

    To create a new list, click + Add new list in the right part of the dashboard (to the right of the last list).

    Edit list

    To edit a list, click on its title and the List Details popover window will open. Here you can change the list title and add information to the list by clicking on Add description.

    Delete list

    To delete a list, click on Actions located in the upper right corner of the List Details. Select Delete list with all cards from the drop-down menu.

     

    After the list has been removed, you have 10 seconds to restore it by clicking on the Undo delete button restore that appears at the bottom centre of a dashboard.

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    Viewed 7600 Times
  • 3. How do I track time spent on my tasks?
     

    To track time spent on your tasks you need to open the card with the task you want to track first. On the top panel of your dashboard a Start timer icon will appear. Hit the start button when you start working on the task and stop it when you’re done.

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    Viewed 6499 Times
  • 4. How to archive cards in Kanbanchi?
     

    To archive a card, open its details and choose Archive card from the Actions menu.

    The card will be moved to the archive of the board it belongs to. To switch to the Archive, use the drop-down list near the board name.

    The Archive is available to all users on the Professional and Enterprise plan. If you are on Starter and need Archive, please, consider upgrading your account.

    Please, check out our pricing here

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    Viewed 405 Times
  • 5. How do I switch to Gantt Chart?
     

    Gantt Chart is a horizontal graph used to track specific tasks in a project. Sounds simple, right?  Gantt Chart in Kanbanchi IS simple, intuitive, and will get you started in no time. 

    Switch to Gantt Chart clicking the drop-down list on the top panel near the board name.

    Choose Gantt Chart.

    Switch to Gantt Chart clicking the drop-down list on the top panel near the board name. Choose Gantt Chart.

     

     

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    Viewed 8326 Times
  • 6. How do I create relations between cards in Kanbanchi?
     

    If some of your tasks are related semantically, you can connect them with each other in Kanbanchi for quick reference. To do that, open a card and click Edit related cards button in Card Details panel.

    Select cards you want to connect with the active card by clicking them. You can choose as many cards as you wish including those from other boards (they need to be opened in the same browser tab, though). When you're done with the selection, click Save related cards button.

    A list of related cards will appear under the card description for quick reference and all collaborators will be able to view it.

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    Viewed 5791 Times
  • 7. How do I see how much time my colleagues have spent on the task?
     

    Click on any card on any dashboard and you will see the Timing section in the right panel. There you can see the report showing how much time your collaborators have spent working on the task.

    If you don’t have Time Tracker, you will not be able to see the Timing section of the right panel. However, as far as each time entry appears as a simple comment in the Comments section of the right panel - you still will be able to see the time spent by your collaborators.

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    Viewed 4151 Times
  • 8. How do I remove related cards?
     

    To remove related cards, click Edit related cards button. You will see a list of related cards. To delete any of them, put the cursor on its title and click on the trash icon. After that, click Save related cards button.

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    Viewed 2828 Times
  • 9. How do I add and remove cards?
     

    Adding cards

    To add a card, click a plus button on the right from the list name in which you need to add the card, type the name of your new card and hit Enter or click the "Add" button.

    Editing cards

    Click on a card to make changes. A popover window will appear on the right for editing the selected card.

    You may edit the Card Title and Description from this window and also make other changes such as assigning people, adding a checklist, and so on.

    Deleting cards

    You may delete cards by choosing this option in the "actions" section of Card Details.

    A card may also be deleted by using Delete (or Fn + backspace for Mac OS) on your keyboard.

    After card removal, you have 10 seconds to restore it. This can be done by clicking on the Undo delete button restore that appears at the bottom centre of a dashboard.

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    Viewed 7532 Times
  • 10. I have subscribed to Time Tracker feature, but I can’t see it.
     

    The Time Tracker button appears when you click on any card.

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    Viewed 3392 Times
  • 11. How to archive lists in Kanbanchi?
     

    To archive a list, open its details and choose Archive list with all cards from the Actions menu.

    The list will be moved to the archive of the board it belongs to. To switch to the Archive, use the drop-down list near the board name.

    The Archive is available to all users on the Professional and Enterprise plan. If you are on Starter and need Archive, please, consider upgrading your account.

    Please, check out our pricing here

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    Viewed 330 Times
  • 12. How to change a card title and description?
     

    To make changes to a particular card, open the Card Details by clicking on a card. A popover window will appear for editing the selected card. After editing a card title, the change will be saved automatically.

    Click on Edit card description and type your text. Click on the Save Changes button to save the description.

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    Viewed 3897 Times
  • 13. How can I add time spent on my tasks?
     

    To add spent time you can simply add a comment to a card of this form: [Xh Xm Xs] meaning that h - hours, m - minutes, s-seconds. The system will transform such comment into time and will add it to the total spent time.

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    Viewed 4559 Times
  • 14. How can I apply a default template?
     

    There are 10 default templates in the app. You can find them in the Template tab on the start screen.

    Kanbanchi templates

    By hovering a mouse cursor on a template you may see its title, partly the description and 2 buttons: Preview and Use template.

    preview Kanbanchi template

    To read the description click Preview.

    Kanbanchi template description

    You may click Use template in the pop-up window. The board from the template is created.

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    Viewed 536 Times
  • 15. I need everyone in my team to track time. What do we need to do?
     

    If you want everyone to see the Timing section with the report showing the time spent by each member of your team, then everyone should purchase a plan with the Time Tracker.

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    Viewed 4328 Times
  • 16. How do I add cards to Gantt chart?
     

    There are several options to add cards to Gantt chart:

    • From Gantt Chart. When you're in Gantt Chart, you will see a list of your cards at the bottom of which there's a special field where you can either add an existing card or create a new one right there. To find an existing card simply start typing its name in the field and click on a card when it appears in the list. To add a new card, type its title and then either click Create New Card or use a shortcut ctrl+Enter.

    • 2. From the right panel in any view. Find a card you'd like to show on Gantt Chart, go to Card Details and there check the box Show on Gantt.

    • Add multiple cards to Gantt Chart from Kanban view. When you select multiple cards, you can Show on Gantt Chart all selected cards by checking this option in the right panel.

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    Viewed 7149 Times
  • 17. How to archive a Kanbanchi board?
     

    To archive a board, open its details and choose Archive board from the Actions menu.

    The boards will be moved to a special tab on the start screen. All the collaborators will find it there.

    The Archive is available to all users on the Professional and Enterprise plan. If you are on Starter and need Archive, please, consider upgrading your account.

    Please, check out our pricing here

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    Viewed 308 Times
  • 18. How can I save my current set of dashboards?
     

    If you opened several boards in one browser tab and want to save that set of boards to easy access in the future, just add this page to bookmarks of your browser or save the link from the address bar of your browser in another place.

    Tip: You can create a new board where you will keep links to sets of boards for various projects you work on.

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    Viewed 4730 Times
  • 19. How can I get to know who and when created a card?
     

    Open the Card Details and you will find this information at the top of the opened menu, between a card colour tag and card title.

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    Viewed 3585 Times
  • 20. How to configure the zoom?
     

    You can use the built in browser zoom functionality, which is normally available from settings menu.

    Another option is to hold down the Ctrl key and press the plus or minus buttons on a keyboard. You may also hold down the Ctrl key and use your mouse wheel to control zoom.

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    Viewed 3801 Times
  • 21. How do I add my board address to contacts list?
     

    The structure of Kanbanchi board email address is a bit different from a usual one, due to security and uniqueness reasons. To be able to save it as a contact in Google Mail and any other email client, please, do the following:

    - Add the first part as a contact name
    - Add card@kanbanchi.com as an email address

    It shouldn't be any problem, as you can still star such contact and find it in the search field by typing the name of your board.

    Example: board address is Kanbanchi-board_nu/0pcoDTGGEZDmZ5mPYLPR75mLEVQf0N1jRhwgKdgim9DcztBtXNT4zmg5MPp1K <card@kanbanchi.com>
    First part: Kanbanchi-board_nu/0pcoDTGGEZDmZ5mPYLPR75mLEVQf0N1jRhwgKdgim9DcztBtXNT4zmg5MPp1K
    Email: card@kanbanchi.com
    The first part always starts with the name of your board.

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    Viewed 870 Times
  • 22. I would like to get rid of the color name. How can I do it?
     

    Open the Dashboard Menu, click on a color field, and erase the color name using the Backspace button of your keyboard. Then hit Enter.

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    Viewed 4225 Times
  • 23. Why do I need Time zones in Kanbanchi?
     

    How to set the time zone in Kanbanchi?

    The owner’s time zone becomes the dashboard’s time zone by default. If the owner doesn’t have a timezone, UTC+0 will be set by default.

    How to change the time zone in Kanbanchi?

    Time Zone selector is available in the Board Details only for the owner of the dashboard.

    Click the Time Zone drop-down selector and scroll to choose the necessary time zone. Or just start typing to choose from the provided options.

    Note: Time Zone change influences the data collection for reports.

    What does the time zone change influence?

    When the time zone is changed, the data of the report before the change will still be shown according to the previous time zone.

    Also, if the time zone is changed, the data on the reports might be incorrect for the date this change is made.

    In what time zone Kanbanchi reports are generated?

    Kanbanchi reports are generated in accordance with the Time Zone set for the board. The board’s Time Zone is set automatically due to its owner. It is possible to change the board’s time zone, however, all the data that has been collected before the time zone changing will be represented in the old time zone format.

    What time zone does the board have if it’s created from the template?

    The board created from the template has the owner’s time zone, i.e. the board doesn’t inherit the time zone of the template.

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    Viewed 328 Times
  • 24. If I send someone the generated shared link, they can't see my board. The opened link shows only the Kanbanchi logo and no project info. How can I share it?
     

    The generated shared link is provided by Google and never works to open Kanbanchi boards. To share a dashboard with others (after you change permissions), you need to send a URL from the browser address bar.

    So, the right link will look like this:

    https://kanban-chi.appspot.com/dashboard/xxxxxx/d-xxxxxx

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    Viewed 4457 Times
  • 25. Can you read all my dashboard information? Does Kanbanchi have access to other files in our Google Drive?
     

    Dashboard data (such as card description, comments, activity and similar) is stored in Google Cloud owned by Kanbanchi Ltd. We need to store this data in our database to deliver some features such as activity feed. Nevertheless, there is some data associated with a board we do not have access to, i.e. user access permissions - we can not include it into a dashboard file by definition.

    Files you attach to cards (attachments) are stored in your Google Drive, Kanbanchi does not store them in its database. When you see attachments on cards, they are just links to real files on your Google Drive.

    We access your files on Google Drive to be able to attach files on cards, but we do not read or modify files in your Google Drive. When you click on the Attach a file button, Kanbanchi needs to open a window, which shows your Drive files for you to make a selection. If you upload files from your computer Kanbanchi needs to save these files to your Google Drive. It’s only way Kanbanchi interacts with other files in your Google Drive. That is why when you first try to attach a new file to your card in Kanbanchi, a pop-up window with the request for permission will be shown to you. We ask for access to view files in your Google Drive to be able to attach files to cards.

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    Viewed 6648 Times
  • 26. How to create a custom template?
     

    You may create your custom templates that will suit your personal needs.

    Click Templates on the start screen.

    Click Create new template. 

    The board for the new template creation is opened.

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    Viewed 507 Times
  • 27. Advanced Kanbanchi tips & tricks
     

    Click this link to see all Kanbanchi features on one dashboard:

    This is a Dashboard, where you can find a quick review of all features, possibilities, hidden tricks and useful links to ease your learning curve. Information will be supplemented and changed with each Kanbanchi release. Here on the FAQ page you can always get a fresh version of Advanced Kanbanchi tips & tricks.

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    Viewed 10102 Times
  • 28. How to cancel my subscription? (PayPal payment)
     

    To cancel your subscription, please, click your profile picture in the upper right corner of your Kanbanchi dashboard. In the drop-down list choose Pricing.

    You'll see an orange bar showing your subscription status. If you have a PayPal subscription click Cancel on PayPal.

     

    You will be redirected to PayPal. If you paid with Paypal, please, log in to your account and cancel your subscription within PayPal, otherwise, you will continue being charged.

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    Viewed 2354 Times
  • 29. Are you only allowed to create four dashboards?
     

    You are allowed to create as many dashboards as you need, but you can open only 4 dashboards in one tab of your browser at a time. This is a technical limitation, which was established to maintain stability of the app.

    Currently you can use the ability to open any number of browser tabs with any set of dashboards. You can also open one dashboard in different browser tabs simultaneously. All changes occur in real time.

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    Viewed 10526 Times
  • 30. I have a problem with Kanbanchi. What do I need to do?
     

    1. Allow third-party cookies in your browser settings. Kanbanchi will need Google's cookies to connect with your Google account, and if they are blocked by the browser, you'll face never-ending loading.

    Chrome: 

    Chrome gives hints in the address bar if cookie settings interfere with Kanbanchi. 

    Step 1: Click here

    Step 2: Make sure the Blocked list is empty

    Firefox:

    Go to browser preferences. In cookie settings allow third-party cookies.

     

    2. Make sure you're using the latest stable version of your browser.

    3. Log out of your Google Account, clear your browser history (including cookies) and restart your browser.

    4. Sometimes, browser extensions interfere with Kanbanchi. Try disabling them one by one to identify the troublemaker.

    Here is the list of errors you may come across:

    1) Cookies are not enabled in the current environment.

    2) Google is blocked for your system

    3)Temporary server error

    4) Difficulties connecting to Google services

    5) Failed to initialize a required iframe from Google, for instance, due to an unsupported environment.

    6) Closing the popup before finishing the sign-up process

    7) Permission to the scopes required denied

    If the above-mentioned steps don't help, contact Support:

    1. Try to access Kanbanchi in Incognito (Private) mode of your browser. Does this fix the issue?

    2. Go to https://kanban-chi.appspot.com/dashboard/help and click the Contact Support button. If Kanbanchi doesn't load, use this link instead.

    3. Describe your actions and the results you get in detail. Inform us whether the issue is resolved in Incognito (Private) mode of your browser.

    4. Attach:

    • URL of the page, where you get the issue;
    • Screenshots and/or a screencast. You can use http://recordit.co/ or another screen recording tool.

    Here are examples of problems some our users occasionally come across:

    Can not add new collaborators. It always says “currently not available, please try again later”; No application with ID “XXXX” has been installed.

    Please, log out of your Google Account, clear your browser history (including cookies) and restart your browser.

    Bad Request 400 error when I try to load my boards.

    Unfortunately, we could not help you resolve that problem. The probable reason for such a mistake might be the consequence of connection problems on the client side (firewall, proxy, or other network software).

    Kanbanchi freezes often, and I need to reload the page. We have about 1500 cards in our dashboard. Is it possible we have too many cards in the system?

    Dashboard with 500 cards works fine, but 1500 cards are outside of the limits we have tested. So the reason is actually in the card number. We recommend you to split a workflow into several dashboards. For example, by using separate boards for Backlog and Archive.

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    Viewed 10946 Times
  • 31. Why Kanbanchi asks for permissions?
     

    Kanbanchi is integrated with G Suite. That means that there's an ongoing exchange happening – information flows from your Google account to Kanbanchi and backward, for you to always be up-to-date :)

    Upon signup, Kanbanchi will ask only for essential permissions to create you as a user and get Kanbanchi going:

     

    Kanbanchi has access toPermissionWhy needed?
    Basic account informationView your email address
    View your basic profile info
    To create you as a user in Kanbanchi.
    Google DriveAdd itself to Google DriveTo add the creation of Kanbanchi boards to the + New button in Google Drive.
    Google DriveView and manage Google Drive files and folders that you have opened or created with this appTo create a Kanbanchi folder in your Google Drive for storing boards, attachments, and backups.

     

    Along the way, as you continue using the app, Kanbanchi will ask you to give permissions to access other parts of your Google account, namely:

     

    Kanbanchi has access toPermissionWhy needed?
    Google DriveView and manage the files in your Google DriveTo attach files from Google Drive.
    Google DocsView and manage your spreadsheets in Google DriveTo export board and time data from Kanbanchi to Google Sheets.
    Google CalendarsManage your calendarsTo push dates from Kanbanchi to Google Drive.

     

     

    Don't worry; when you give Kanbanchi permissions, it is absolutely safe. We will only collect and use personal data in ways that are described in our Privacy Policy and Terms of Service, in a manner that is consistent with our obligations and your rights under any applicable law.

    Learn more about how Kanbanchu stores and uses your data.

    Watch a video about permissions:

    https://www.youtube.com/watch?v=wxKJO8BwzWc

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    Viewed 2019 Times
  • 32. How can I delete my custom template?
     

    You can delete your custom templates.

    Hover the mouse cursor on the custom template you want to delete.

    Click Preview.

    Click Edit in the opened window.

    Click Ok in the pop-up window.

    Go to board settings by clicking on the board’s name in the upper left corner of the screen.

    Click Actions in the right panel.

    Click Delete dashboard.

    Confirm the deletion by clicking Delete.

    The custom template is deleted.

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    Viewed 494 Times
  • 33. How to use List View?
     

    List View is an easy way to see all cards in a scrollable list in the natural order. Switch to the List View by clicking the drop-down list on the top panel near the board name.

    list view improvement

    You see the list of your cards.

    Columns determine card properties. Apart from card title, description and its overall progress you may see the following columns: Priority, List name, Tags, Start Date/Due date, Estimate/Spent time, Related cards, Checklists, Attachments, Comments, Assignees. All columns are visible by default.

    However, you may customise your List View by showing/hiding the columns. If you would like to hide any property, click the Gear Wheel icon in the top right corner and check/uncheck the elements.

    Please, note: this setting is saved while switching between Kanbanchi views.

     

     

    Moreover, you may edit cards right in the List View.

    Epic cards are marked with the crown icon in List View, just like in Kanban View or Gantt chart.

    Subcards may be grouped with epics. If Group subcards with epics is checked, you may choose to Expand or Collapse all groups. 

     

    The order of the cards in the List view is Chronological by default, but it may be switched to Manual. When switched to Manual, Drag&Drop is available. In this case, moving cards on the List View will influence Kanban View as well. But if Manual order is chosen together with Group subcards with epics, it won't influence Kanban View. 

    List View and all the changes made to Manual order are saved if you switch between Kanbanchi Views. 

    Sorting by properties is available in the List View as well.

    You may sort by card title, overall progress, tags, priority, list name, start date/due date, related cards, attachments, comments, assignees. There is no opportunity to sort by card description.

    Please note, turned on filter effects sorting. Filter configurations take precedence over sorting.

    To sort the column click on the property. The first click initiates sorting in descending order. 

    The second click initiates sorting in ascending order.

     

    The third click turns sorting off.

    Sorting can be enabled only in one column at once.

    Reset settings may be used to return to the default. It affects sorting and drag&dropping of cards. 

    Please, note: sorting settings don’t save when you switch to another view or leave the page.

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    Viewed 3910 Times
  • 34. How do I mention my colleague in comments?
     

    If you want to make sure your colleague will surely see your comment, you can mention them using @ and then typing their name. Just as you used to do it on Facebook or Twitter ;-)

    When you insert @ symbol you will see a drop-down list of all users on board. Choose the person you want to mention.

    If your colleague turns on notifications, they will receive it and will quickly respond to your comment.

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    Viewed 564 Times
  • 35. Why do I see the Gmail logo on my board?
     

    You may brand all your Kanbanchi boards with your company logo. If no configuration is set, the Gmail logo will be shown by default. The logo will be shown to the members of your team at the upper left corner of the board after they sign in to their accounts.

    To set a logo sign in to your Google Admin console using your administrator account. Click Company profile. Then choose Personalization. Select Custom logo. Click Choose file and select the file containing your logo. Click Upload.

    Gmail logo

    Tips:

    • Maximum image size is 300KB with maximum dimensions 320x132 pixels (images with smaller dimensions will scale. But for the logo to upload, you must use the same aspect ratio).
    • You may upload PNG or GIF format.
    • Be sure to stay within Google Terms of Service.
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    Viewed 524 Times
  • 36. How to upgrade Kanbanchi account?
     

    To upgrade Kanbanchi account click your profile picture in the upper right corner of the app. 

    Choose Pricing in the drop-down menu

    You will be redirected to Kanbanchi pricing page where you can discover the plans Kanbanchi offers and choose the right one for you. You may also choose the type of billing: annual or monthly

    Choose the plan and type of billing and click Pay now.

    Choose the number of seats you need to be purchased.

    Please, note if you would like to purchase more than 10 seats, you may enter the number manually.

    Click Proceed to check out to continue the purchase.

    Add your billing address and click Next

    Choose the payment method. Add your payment details and and click Next.

    Once the purchase is made you will be able to manage your subscription. You may learn more here: https://www.kanbanchi.com/faqwd/how-can-i-manage-my-subscription-in-the-application

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    Viewed 1488 Times
  • 37. How can I manage my subscription in the application?
     

    You may manage your subscription right in the application. You may control your subscription status (the number of allocated and available seats and the expiration date) in Kanbanchi.

    Click your profile picture or company logo in the upper right corner. Click Manage subscription in the pop-up menu.

     

     

    You see the information about the plan and type of billing you’ve chosen, the number of available and used seats and the expiration date of the subscription.

     

    Click the Plus button to add your team members. Use name@domain.com format in the search field to find the users. You can add them one by one.

    Then you will see the button 

    You can also add your team members by a list of users.

    If you would like to manage Kanbanchi subscription but you don’t need the application for yourself, you may delete your email from the list of users by clicking the trash bin icon.

    You may transfer your seat to someone else from the team by clicking the pencil icon.

    After you have distributed seats, your subscription is set up. It will activate immediately or on the day it has been scheduled to. 

    If you would like to add seats to the subscription click Manage Subscription. The Customer Portal is opened.

    Click on the subscription information (e.g. Professional monthly x 6).

    Click Edit Subscription.

     

    You see the number of seats there are now in the subscription.

    Click the button to change the number of seats.

    Please, note, if the number is more than 10 you may put it down manually.

    Click Update Subscription.

    You may reduce the number of seats in the same way.

     

    Please, note: if your subscription has been created by Kanbanchi team, you should add billing details and payment method to the account first.

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    Viewed 993 Times
  • 38. How to use boards templates?
     

    Speed up your work process! Choose any of the boards templates we have prepared for you or create your custom templates.
    Watch this video to learn more









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    Viewed 921 Times
  • 39. How to make my board a template?
     

    You can create templates from any of your existing boards.

    Go to the board settings by clicking on the board’s name in the upper left corner of the screen.

    The panel in the right of your screen appears.

    Click Actions.

    Click Create a template.

    The template from the existing board is created.

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    Viewed 399 Times
  • 40. How can I create a burn up chart in Kanbanchi?
     

    You may create a burn up chart in Kanbanchi. It will help you to compare the number of completed tasks with the overall work scope. The number of completed tasks is on the vertical axis, with time along the horizontal.

    burn up chart

    Each coordinate corresponds with the number of completed tasks at each stage of the process for the corresponding day. Each graph describes the behaviour of the cards in a particular list, namely, it shows the number of cards in the list for a period of time.

    To create the burn up chart, open the board you need and switch to Reports by clicking the drop-down list on the top panel near the board name.

    Choose Reports and click burn up chart.

    burn up chart

     

    You may choose what lists to display on the chart and a period of time. Also, you may choose to show the ideal work remaining line and how to define done cards.

    You may choose how done cards should be recognised and what list should be considered as done.

    Hover the cursor alongside the chart lines to see the information about the particular date.

    Reports are available with the Professional plan subscription.

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    Viewed 314 Times
  • 41. How do I add priorities to cards?
     

    Visualise your priorities on boards. To add priority to cards, open Card details and hover your mouse cursor to No priority button.
    Choose the necessary priority from the drop-down.

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    Viewed 41 Times
  • 42. How to delete my Kanbanchi account?
     

    If you want to delete your account and all your data (including Personal data) from Kanbanchi, you’re in the right place. Read this article carefully to understand what happens when you delete your Kanbanchi account, and how to do that.

    Notice:

    -If you are still in doubt, write to our Support. Let us see if we can help you before you go. A unique offer, maybe?

    -If you need your board data for safekeeping, feel free export your boards to Google Sheets before deleting your account.

    -Make sure to have cancelled your paid subscription before deleting your account.

    -Please, note that after deletion Kanbanchi files (boards and backups) in Google Drive will become broken links, and you won’t be able to open them anymore. Attachments won’t be affected and will stay intact in your Google Drive.

    If you firmly decided to delete your account with Kanbanchi, go to kanban-chi.appspot.com, click your profile picture in the upper right corner.

     

    In the drop-down list choose Settings.

    Choose Delete account. Or follow the direct link  kanban-chi.appspot.com/dashboard/destroy.

    The deletion process will be initiated.

    Steps:

    Step 1 – We find all boards, where you're the owner. It takes time, so be patient, and do not close the browser.

    Step 2 – Answer one question to activate Delete button. This protects you from accidental deletion and helps us understand your choice.

    Step 3 – We delete your account information and all the boards you own, then log you out. Be sure there's no information about you in Kanbanchi database.

    Step 4 – Go to the list of the apps connected to your Google account and remove Kanbanchi from the list of apps with access to your Google. Your list will look similar to this, and you will find Kanbanchi on the list. Click on Kanbanchi to open settings, then you will see a REMOVE button.

     

    Step 5 – You will be logged out of Kanbanchi.

    You can now delete files (boards and backups) in Google Drive (which have become broken links after deletion).

    NOTE: deleting your account in our system doesn't remove your data from the third-party apps connected to Kanbanchi. If you would like us to remove your data from them, please, reach out to our support.

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    Viewed 7689 Times
  • 43. Is there a way to change the owner of a dashboard? Or can we have more than one owner of a dashboard?
     

    There can only be one owner of a board. The sharing settings in Kanbanchi are provided by Google Drive and it does not allow more than one owner.

    Within G Suite domain, G Suite Admin can move ownership of all files, including Kanbanchi boards, to other members of the organisation.

    The board owner can transfer ownership to another user by clicking Share in the app or within Google Drive.

    Note: ownership can only be transferred to another user in the same domain as the current owner.

    Click Share button in the app.

    The “Share with others” window appears.

    Click Advanced in the lower right corner of the window. Start entering the new owner’s email in the Invite people line.

    Choose the email. The user will appear in the list of those who have access to the board. Click the pencil mark.

    Choose Is owner in the pop-up window.

    Click Save changes blue button in the lower left corner of the window.

    Confirm the transferring clicking Yes in the "Are you sure?" window.

    In order to transfer ownership within Google Drive find the folder containing the board file. Click on it with the right mouse button. Choose Share in the pop-up window. Repeat the actions that are described above.

    We advise waiting a couple of minutes (up to 10) to make sure the transfer is completed. You may also check if the transfer has been completed by visiting the board. Open its Board setting panel. The new owner's name should appear in Board details.

    Personal users (gmail.com) cannot pass ownership of the board to other users (unlike with Docs and Sheets). A quick workaround would be to share the board with a colleague, who you want to see as the owner. Then she must сopy your dashboard into her Google Drive, thus becoming the owner of this copied board. All settings will be copied, excluding comments, sharing settings, notifications and dates in Google Calendar. Permissions of attached files also must be checked, because original files belong to you and are placed in your Google Drive.

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    Viewed 1384 Times
  • 44. How to reinstall Kanbanchi?
     

    Reinstalling Kanbanchi means removing the app from the list of  authorized apps connected to your Google account, and then installing it again.

    1. Please, go to the list of the apps connected to your Google account. Your list will look similar to this, and you will find Kanbanchi on the list:

    reinstall 3

    2. Click on Kanbanchi to open settings, then you will see a REMOVE button. Please, click on it. Be sure, all your data will be safe after removing the app.
    reinstall 2

    3. After you removed Kanbanchi, you need to close your browser completely. Then open it again. You will now need to install Kanbanchi again. To do this, simply open app.kanbanchi.com and go through the process of installation again, grant Kanbanchi permissions to access your Google Drive.

    Kanbanchi has been reinstalled.

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    Viewed 13211 Times
  • 45. How can I create reports in Kanbanchi?
     

    You may create data reports in Kanbanchi that will help you to understand the performance and the current status of your project.

    To create a report in Kanbanchi, open the board you need and click the drop-down list on the top panel near the board name. Choose Reports and then choose the report you need.

    reports dropdown

    If you don’t know what to choose you may use the Insights panel to understand what each report stands for.

    Please, review the reports requirements article Kanbanchi reports requirements. to learn about the requirements that should be fulfilled to create data reports in Kanbanchi.

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    Viewed 294 Times
  • 46. How can I create a cumulative flow diagram in Kanbanchi?
     

    You may create a cumulative flow diagram in Kanbanchi to check the state of the work scope. The diagram shows the work state transformation within a period of time. The number of cards is shown on the vertical axis with a timeline being on the horizontal. The diagram shows the number of cards in each list at a particular point in time.

    To create the cumulative flow diagram, open the board you need and switch to Reports by clicking the drop-down list on the top panel near the board name. Choose Reports and then choose Cumulative flow diagram. 

    reports dropdown

    You may choose what lists to display on the diagram as well as the period of time.

    Hover the cursor alongside the diagram lines to see the information about the particular date.

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    Viewed 240 Times
  • 47. How can I create a burn down chart in Kanbanchi?
     

    You may create a burn down chart in Kanbanchi. With the help of it, you’ll see the done work and may predict when the whole scope of work will be completed. The outstanding work (or backlog) is often on the vertical axis, with time along the horizontal.

    Each coordinate corresponds to the number of completed tasks at each stage of the process for the corresponding day. Each graph describes the behaviour of the cards in a particular list, namely, it shows the number of cards in the list for a period of time.

    burndown chart

    To create the burn down chart, open the board you need and switch to Reports by clicking the drop-down list on the top panel near the board name. Choose Reports and click burn down chart. The chart is created.

    reports dropdown

    You may choose what lists to display on the chart and a period of time. Also, you may choose to show the ideal work remaining line and how to define done cards. 

    burndown parameters

    Hover the cursor alongside the chart lines to see the information about the particular date.

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    Viewed 287 Times
  • 48. How can I sort cards by checklists in the List View?
     

    To sort cards by the checklist in the List View click Checklists. Cards will be sorted according to the number of items set in checklists. 

    The first click enables sorting in descending order. 

    The second click initiates sorting in ascending order. 

    The third click turns  sorting off.

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    Viewed 329 Times
  • 49. How can I sort cards by attachments in the List View?
     

    To sort cards by attachments in the List View click Attachments. Cards will be sorted according to the number of files attached to cards. The first click enables sorting in descending order.  

    The second click initiates sorting in ascending order.

    The third click turns sorting off.

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    Viewed 303 Times
  • 50. How to receive in-app notifications in Kanbanchi?
     

    In-app notifications are updates about activity on Kanbanchi dashboards, which you receive in real time within the app.

    Setting up in-app notifications

    To enable in-app notifications for a particular dashboard, first open the Dashboard Details and tick the option for In-app notifications in the Dashboard Details popover window. You're almost set!

    Now, configure what tyes of notifications you want to recieve. You may recieve notifications about the updates of cards and important activities (when someone assignes cards to you or mentions you in a comment). Also, you may choose cards on the dashboard you want to receive in-app notifications for (all cards, assigned to me and watched cards, or watched cards only). To mark card watched, open any card you desire to receive updates for and then click on the Eye symbol  located at the top of the Card Details to the left of the card author’s name.

    Receiving in-app notifications

    Notifications are located behind the bell-shaped button in the top right corner. When you have new notifications, the badge appears, which displays the unseen notifications count. Click on the notifications button to view your notifications.

    notification badge

    The red badge displays the number of unseen notifications.

    Notifications from all your Kanbanchi dashboards are gathered in one place.  You receive notification when your collaborator:

    – creates a card
    – changes assignees
    – deletes a card
    – comments on a card
    – renames a card
    – changes a card description
    – adds attachments
    – moves a card to another list
    – sets a priority to a card

    Looking at a new notification, you are able to see at a glance what dashboard it belongs to, which card it is about and who performed the changes.

     

    You can also use a filter to see notifications only from a current board.

    Due Date Notifications

    If you set a due date on a card, you will receive a notification about the card when it is due.

     

    Let us know if there're other types of notifications you would like to receive by dropping a message to Support. Also, learn more about an option to receive e-mail notifications in Kanbanchi.

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    Viewed 44459 Times
  • 51. What data do links to cards contain?
     

    If you are a board's owner you may decide what data links to cards will contain. By default, no data is represented while sharing a link to card. But in case you want your team to preview the link's content you may use the links to cards preview setting in boards setting.

    Open the board's settings by clicking the board's name.

    The right-side panel with board's setting is opened.

    Scroll down to the bottom of the panel. Find Links to cards preview option.

    Check the checkbox.

    Note, don't use this option when working with sensitive content. 

    What information the link will contain?

    Sharing the link you will let your teammates preview the card's name and the board's name. Here are screenshots from different social media chats and messengers:

    Telegram

    Slack

     

    Viber

    WhatsApp

    Facebook

    LinkedIn

    Please, contact us indicating what social media or messenger you've used if the feature doesn't work for you. 

     

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    Viewed 430 Times
  • 52. Does Kanbanchi support resource management?
     

    Kanbanchi is not in general intended for resource management but it provides features to support it while managing projects. Our team understands that it's very important to manage resources when leading any kind of projects. That's why we created the Team Workload view.

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    Viewed 62 Times
  • 53. 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.

    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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    Viewed 660 Times
  • 54. How can I start using the application?
     

    Go to app.kanbanchi.com, sign in with your Google account and accept permission requests Kanbanchi asks you for on the Google Authorization screen. Once this step has been completed, you can start using the application.

    In Kanbanchi you can create visual boards for your projects and activities. To create your first board, simply enter a name for it and click Create.

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

    Watch our Getting Started tutorials on Youtube:

    https://www.youtube.com/watch?v=cGdbRA5PddA&list=PLeKebXXFFKM6Seuooq146y1J83zZ45M5t

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    Viewed 13147 Times
  • 55. Kanbanchi reports requirements.
     

    General information about Kanbanchi reports

    This article contains information about the requirements for creating data reports in Kanbanchi.

    What plan should I purchase to have access to the reports feature in Kanbanchi?

    The data for reports creation is collected only for the boards which owner is subscribed to the Professional plan. Kanbanchi automatically started collecting the statistical data for reports creation from 25 April 2019 for ALL the boards which owners are on the Professional plan. Consider upgrading your plan if you need to create reports for your boards.

    If I have cancelled the subscription, but want to renew it now, what data my reports will be based on?

    If the owner of the board cancels the subscription, we stop collecting data. After the owner renews the subscription the data collection will be started again. However, the data for the unpaid period will not be available (and you may see a flat line or a gap in your reports). The data that has been collected before the subscription cancellation will be still available. 

    What statistical data is collected for reports to be generated?

    The data collected for reports generation: board ID, the number of cards in each list, the number of done cards in each list.

    What changes may influence my reports?

    Change of plan may influence the data view (gaps for the periods when the owner of a board was not on the Professional plan). Also, changing the Time zone of a board may result in some incorrect data representation. Please, learn more about Time zones in this FAQ article

    Requirements

    Please, note: a collection of statistical data for reports may be affected by such factors as:

    -disabled cookies;

    -installed browser extensions;

    -installed antivirus software;

    -installed firewall.

    All these factors may result in incorrectly collected data and, consequently, a corrupted report.

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    Viewed 525 Times
  • 56. What's the difference between Kanbanchi plans?
     

    1. Which plan should I choose?

    • Starter is ideal for teams, who are starting their agile journey and need a shared space to manage tasks and collaborate in real time.
    • Professional is the best choice for teams, who need more sophisticated project management functionality (Gantt Chart, Time Tracker) and the priority support.
    • Enterprise is a comprehensive company-wide solution, that offers more flexibility, control, and a custom approach to each enterprise.

    2. Do you offer discounts for education?

    Edu users can apply for a 50% discount on any plan with a yearly billing. Contact us to get a promo code.

    Also, a limited version with the core kanban functionality is available for free. You can use it only if your google account belongs to an educational institution (for example, janedoe@hamilton.edu). It activates automatically upon signup only for users from the top-level .edu domains. Please, forward us other educational domains eligible for free access.

    What's included in the free version: core kanban functionality – boards & cards, search & filter, real-time changes, email & in-app notifications, comments, activity feed, Google Drive attachments, pushing dates to Google Calendar, export to CSV (only card title and description), board background. There's no support, but users can consult our FAQ page.

    3. Do you offer discounts or special conditions for non-profits?

    Yes! Non-profits get a 50% discount on yearly subscriptions. Contact us to get a promo code.

    4. Can I try Kanbanchi before committing to buy?

    Sure! We offer a free trial on the Professional plan. Simply sign up to get started! No credit card required.

    5. What happens when my free trial ends?

    During your free trial, you have access to the Professional plan with the full functionality of Kanbanchi. When the trial ends, you won't be charged. We preserve your boards in case you decide to upgrade to a paid plan. If you need more time to evaluate Kanbanchi, tell us why you need more time and we’ll extend your trial.

    6. Is there an installable version of Kanbanchi?

    Kanbanchi is a fully cloud application. If you need Kanbanchi to be installed on the server, please, contact us to learn about this possibility.

    Haven't found an answer to your question? Contact us!

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    Viewed 28880 Times
  • 57. How do I create and/or view multiple boards?
     

    To create and/or view more than one board, click on + Add a New Tab at the bottom of the screen or on the Open a New Dashboard button in the upper left-hand corner.

    In the provided screen, сlick on existing board to open it.

    Type a part of a board name into the Search Dashboards field to find and open a particular board.

    To create a new board click on Create Dashboard, enter its name, and click Create.

    Tip: You can select more than one board by clicking near the dashboard names and view multiple boards at the same time.

    Click on a tab to view a specific board and add or make changes to its cards. To close an opened board, hover the mouse cursor on a tab and click on the appeared X.

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    Viewed 9956 Times
  • 58. How can I synchronise Kanbanchi with my Google calendar?
     

    It's possible to push Start Date and Due Date of a card, and also the Entire event to your Google calendar.

    Note, that the integration is one-sided: if you change dates in Kanbanchi, they will change in your Google calendar but the changes you make in your calendar will not be reflected in Kanbanchi cards.

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    Viewed 755 Times
  • 59. How can I find dashboards in Google Drive?
     

    When you create a board it appears in Kanbanchi folder in the root of your Google Drive. Inside Kanbanchi folder you can find all boards, backups and attachments which you upload through Kanbanchi. You can organize boards within your Google Drive as you like.

    Also, you can use a special command "app:kanbanchi" to look for all boards in your Google Drive.

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    Viewed 10576 Times
  • 60. How do I switch from 24-hour clock to 12-hour clock?
     

    To switch from or to 12-hour clock, please, open your user settings

    In the opened window, choose the desired time format

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    Viewed 524 Times
  • 61. 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

    Select the board you want to share by right-clicking on its name in Google Drive. Then click on the Share Button.

    2. Within Kanbanchi 

    Click on the blue Share button at the top right corner of a dashboard.

    Both options will lead you to the standard Google Drive Sharing Settings. To inform Google Drive of who can access the file, enter the Email Address of the person(s) you would like to share the board with.

    Define permissions for the invited members. Click on the drop-down menu near this field and select Can edit, Can comment or Can view. Then click on Send.

    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 Advanced at the bottom right corner of the appeared screen. In the Who has access section, click on Change and select the Anyone with the link option. Customise Access: Anyone (no sign-in required) at the bottom of the Link sharing, if you want to let people view your board (Can view), edit it (Can edit) or only comment your cards (Can comment).

    Note: After you change permissions, feel free to a 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 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.

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    Viewed 16648 Times
  • 62. How can I unauthorise (disconnect) the application?
     

    You will need to access your Google Apps settings in Google Drive to unauthorise (disconnect) the Kanbanchi application. First, open Google Drive (https://drive.google.com/#my-drive) and click on the Settings wheel located in the upper right hand corner of the screen. Select Settings from the provided drop-down menu and then Manage Apps.

    In the Manage Apps Screen for Google Drive, scroll down until you see the Kanbanchi App, click on the Options drop-down menu, and select Disconnect from Drive.

    Click on Disconnect in the provided confirmation window to finish disconnecting the Kanbanchi Application from Google Drive.

    The application will automatically be disconnected. Click on Done to close the Manage Apps Screen and return to Google Drive.

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    Viewed 5949 Times
  • 63. What are hotkeys and how to use them?
     

    On Card Creating:

    Ctrl + Enter, Cmnd + Enter (MacOs) – Create a card on top of the list.

    Enter – Create a card in natural order.

    ------------------------

    On Comment Creating:

    Enter – Add a comment.

    ------------------------

    On Card Selection:

    Click – Select card.

    Ctrl + Click, Cmnd + Click (MacOs) – Select multiple cards.

    Shift + Click – Select a range of cards.

    ------------------------

    On Opened Auto-suggest

    Arrow Up – Selection goes up.

    Arrow Down – Selection goes down.

    Enter – Select.

    Ctrl + Enter – Create a new item.

    Esc – Hide auto-suggest.

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    Viewed 5986 Times
  • 64. How do I format the content?
     

    In Kanbanchi you can use the following markdown formatting:

    Write this:See this:To be used in:
    *italic*
    **bold**
    ~~struck out text~~
    `monospace`
    board description,
    list title,
    list description,
    card title,
    card description,
    checklists,
    comments
    # This is an H1
    ## This is an H2
    ###### This is an H6
    board description,
    list description,
    card description,
    comments
    * apples
    * oranges
    * pears
    Shopping list:board description,
    list description,
    card description,
    comments
    1. apples
    2. oranges
    3. pears
    Numbered list:board description,
    list description,
    card description,
    comments
    [Text to be shown](http://example.com/ "Mouseover text")Inline link:board description,
    list description, card title, card description,
    checklists,
    comments
    > apples
    oranges
    pears
    Vertical line:board description, list description, card description, comments
    oranges

    ---

    apples

    Horizontal line:board description, list description, card description, comments
    ![Alt text](http://path/to/img.jpg)Inline image:board description,
    list description,
    card description,
    comments
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    Viewed 93608 Times
  • 65. How to log in into another account?
     

    Kanbanchi supports multiple Google account.

    To switch to another Google account, click your profile picture in the upper right corner and choose Switch account. Google Sign-In pop-up will appear, where you can choose another account you'd like to log in.

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    Viewed 6493 Times
  • 66. How can I use Kanbanchi Archive?
     

    The Archive feature includes archiving cards, lists and boards. To archive a board, open its details and choose Archive board from the Actions menu.

    When you archive a board, it moves to a special tab on the start screen. All the collaborators will find it there.

    When you archive cards or lists they move to the archive of the same board. Each board has its own archive. To switch to this Archive, use the drop-down list near the board name.

    You may easily unarchive cards, lists or boards and they will return to where they have been before.

    The Archive is available to all users on the Professional and Enterprise plan. If you are on Starter and need Archive, please, consider upgrading your account.

    You may check out our pricing here

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    Viewed 397 Times
  • 67. How do I remove a dashboard?
     

    Kanbanchi boards may be removed in two ways: within the app and within Google Drive.

    Within the app

    You will need to view the details of an open board to remove it from Kanbanchi. Click on the board’s name at the top of the screen or on its tab at the bottom of the screen to open Dashboard Details.

    Click on Actions located at the upper right corner of the Dashboard Details and choose Delete Dashboard from the drop-down menu. When a confirmation window appears, click on Delete to finish removing the board from Kanbanchi.

    Within Google Drive

    Select a board in your Google Drive and then click on the Remove Icon (Trash Symbol) remove  or hit Delete on your keyboard to move your board into Trash.

    In both instances, the removed board will be moved into the Trash Folder of your Google Drive.

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    Viewed 9329 Times