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FAQ

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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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  • 2. How can I learn about changes that have been made on a board?
     

    There are several options to learn about changes on the dashboard. You can receive email notifications and in-app notifications. To learn about changes on the dashboard and setting up email notifications read the article “How can I receive email notifications when my dashboard is changed?”.  If you're not a big fan of email, opt for the article "How to receive in-app notifications in Kanbanchi". Additionally, you may click on the circular arrow button in the upper left corner of the screen next to the dashboard name or open the Dashboard Details. In the provided popover window, click on the Activity tab, which is located next to Dashboard Details.

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  • 3. How can I set another background for a board and upload my company’s logo?
     

    Open Board Settings panel by clicking on the board name and choosing Board settings in the drop-down menu.

    Kanbanchi board details/settings

    Choose the Branding tab located next to the Activity tab at the top of the popover window.

    Background

    To set an existing background, select it in the section titled Pick a premade theme. To browse your theme click on the Change background button in the Customize your own section. Then select a display mode for your background.

    • Default - Use a default image size on background.
    • Tile image - Image in the default size is used like a pattern for the background.
    • Stretch to Full Screen - Image is enlarged proportionally to fit the screen width.

    Tips:

    • Maximum image size is 2MB.
    • You can upload different images for different dashboards.
    • Background will be displayed for every person who has an access to your dashboard.
    Logo

    To set a logo, click on the Change logo button within the Branding tab. Then choose Upload a new image and select a logo from your computer. If you want to get rid of an existing logo,  click on Remove.

    Tips:

    • Maximum logo image size is 500KB.
    • The uploaded logo is displayed on each dashboard of your account.
    • Logo is displayed for every person who has an access to your dashboard.

    Note: Only board owner can change board background and add logo. 

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  • 4. Does Google Workspace have a Kanban board?
     

    Google offers Workspace for its corporate clients but there's no built-in Kanban board or other project management tool. There's a great need in one according to the search level. Google Workspace users need a solution integrated with Google products so that they don't leave their familiar environment. Many apps offer connection to Google Workspace. But not so many can offer full integration in terms of seamless authorization or collaboration. Kanbanchi provides an online Kanban board. It is built on the Google Cloud Platform and works in Google Drive, and it makes it a perfect match for corporate Google Workspace users.

    Google Workspace users are brilliant in using workarounds to organize their workflow in a kanban style. They are using various add-ons for Gmail that can turn your inbox to Kanban (Drag, Sortd, and more), Chrome extensions (Toby), or even creating Kanban boards out of Google spreadsheets. However, there's a solution that covers it all. Kanbanchi works in Google Drive, has an add-on that creates kanban cards from your incoming emails in Gmail and uses your Google account to authorise you in the app, so that you don't even need to remember any additional passwords to log in.

    If you would like to learn more about Kanbanchi as a Google Workspace Kanban board, please, read this explanation article - What is Kanbanchi? - or start a free trial right now.

    Run application
     

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  • 5. How can I apply a default template?
     

    There are 11 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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  • 6. How can I create boards within Shared Drives?
     

    It is possible to create boards not only in My Drive but in Shared drives to organize the workflow of your team and make it even easier. 

    Go to Open a new board, choose Shared drives. You will be asked to give permissions to integrate Kanbanchi with your Shared Drives and create boards in any of them (once). 

    You’ll see the list of Shared Drives available for you.

    You may create boards in any of the Shared Drives, also you may delete the boards clicking the Trash bin icon and move boards to My Drive or other Shared Drives clicking the Arrow button. 

    Please note that the board’s Time Zone is inherited by the creator’s Time Zone by default.

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  • 7. How can I use Kanbanchi Add-on for Gmail?
     

    Kanbanchi for Gmail Add-on makes your team’s collaboration even easier. It keeps your inbox and boards connected to boost your productivity. Users with the installed Add-on have an opportunity to convert emails into Kanbanchi cards.

    How can I install Kanbanchi for Gmail add-on?

    You may install Kanbanchi for Gmail from GSuite Marketplace.

     

    You should be logged in to your Google account to install the add-on. Click Install.

     

    You will see the pop-up window. Click Continue.

     

    When the Add-on is installed you will see the confirmation message. Click Done.

     

    Also, it is possible to install the addon directly from your inbox. Click the Plus icon on the right-side panel.

     

    Find Kanbanchi for Gmail in the list of GSuite Marketplace add-ons. Choose Kanbanchi and click Install. You will be taken through the same steps described above.


    Once the Add-on is installed, Kanbanchi icon will appear in the right-side panel.

     

    How can I create cards from Gmail with Kanbanchi for Gmail add-on?
    Once the Add-on is installed, you may start using it.
    Open an email. Click Kanbanchi icon on the right-side panel.

     

    Select Drive.

     

    Select board (templates, archive and Read-only boards won't show).

     

    Select list.

     

    Edit the content if needed.

     

    Click Create card.

    The subject will be displayed as the card title and the email body will be added as the card description automatically. You may edit the content if needed.

     

    What will happen if I install the addon without having Kanbanchi account?
    While trying to create a card from Gmail you will be informed that no Kanbanchi account has been found for the email. You may start using Kanbanchi app by just clicking Start with a free trial.

     

    Known issues
    “Content not available for this message.”
    The issue occurs on Google’s side. Unfortunately, there is no walkaround that the developer can apply.
    “Add-on error. Something went wrong when executing the Add-on.”
    Please, contact us if you’ve met the issue.

    How can I uninstall the Add-on?
    In case you don’t need the Add-on anymore you may uninstall it. Go to Manage Apps in the G Suite Marketplace, click on the three-dotted menu and click "Remove". Also, you may uninstall the Add-on in the Gmail settings. Click the nut icon and choose Setting in the drop-down menu. Open the Add-ons tab. You will see Kanbanchi in the list of installed add-ons. Click Manage. You will see the Add-on in GSuite Marketplace. Click Uninstall.

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  • 8. How to back up my board?
     

    With board backups feature, dashboard owners who want to be on the safe side can back up their most important boards for easy recovery. 

    Creating a backup

    To back up a board, first, open the board settings. To do that, click on the board’s name at the top of the screen and choose Board settings in the drop-down menu. In popover window on the right, click on Backups section. When you choose an option Create a new backup, a new line will appear on the list of available backups with the name of the board, date and time of the backup. The backup file will be saved in the backups folder of the board in your Google Drive.

     

     

    Restoring your board from a backup

    To restore an existing board from a backup, open board settings, select any backup on the list and click Restore when you mouse over it.

     

    To restore a deleted board from a backup open the list of all boards and click Restore board from backup and choose a file from your Google Drive.

    Video demonstration









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  • 9. 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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  • 10. 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 887 Times
  • 11. 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 804 Times
  • 12. Does GSuite have a project management tool?
     

    G Suite is a powerful pack of apps for corporate users that's been around on the market for quite a while. However, the pack doesn't include any gsuite project management tool. Which opens a wide range of opportunities for smaller yet not less great companies, like Kanbanchi.

    The same-named app is designed specifically for G Suite users. It provides them with the project management solution within the familiar environment.

    If we look at the search level for "gsuite project management", we'll understand that there's a great demand for an app integrated with Google's pack.

    What people are searching for?

    The main point of search is to find an app that's easy to use and which will operate the same way G Suite works. Kanbanchi works in Google Drive and acts exactly like any other file that you put inside your Drive. You can create boards for your projects and then open and share them from your Drive as well as from within the app. It helps to master the app in less than 15 minutes.

    Kanbanchi board and its special folder inside the user's Google Drive

    The most common requests from project managers working in companies that use G Suite is to have the app that supports a kanban board, Gantt chart or resource board. At the same time, they need to attach files from Google Drive and synchronize with Google Calendar.

    Do you recognize your requests?

    Then, Kanbanchi is a perfect fit for you! It has all these features in one, and even powered with the real-time synchronization. It makes collaboration extremely smooth and transparent so that Kanbanchi soon will become the tool for everyday usage of all your team.

    Want to try the power of Kanbanchi and G Suite?

    Run application

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  • 13. How to switch between board views?
     

    Kanbanchi offers several options to see cards on your board – Kanban View, Gantt Chart View, List View, Team Workload, Reports and Archive. To switch between different views, click the view button on the left panel of the board. Then just choose the view your need from the drop-up list.

    Kanban View

    When you want to monitor the progress your team makes it’s easier to do that with the Kanban View. It is a horizontal view where cards are places in the lists, which can represent categories or stages in workflow process. It will help you understand what milestones are being met and where you have bottlenecks in your project.

    List View

    However, sometimes, you’ll want to quickly look through all your cards, sort and filter them to easily access the ones you need. In this case, List View will come in handy – it displays a list of scrollable cards and allows you to quickly look through them from top to bottom.

    Archive View

    Archive allows you to save information that is not needed now, but might be needed later. The Archive feature includes archiving cards, lists and boards.

    Gantt Chart View

    Gantt Chart View demonstrates how your cards relate in time. You can see the duration of your cards across a timeline and visually plan and adjust project schedules with your team.

    Team Workload View

    The Team Workload view is very helpful while managing projects. It allows you to see how many tasks each team member has.

    Reports

    Data reports in Kanbanchi will help you to understand the performance and the current status of your project.

     

     

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  • 14. How to use boards templates?
     

    Speed up your work process! Choose any of the board templates we have prepared for you or create your custom templates.

    Watch this video to learn more









    Useful FAQs to master Kanbanchi templates:

    How can I apply a default template?

    How to make my board a template?

    How to create a custom template?

    How to delete my custom template?

     

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  • 15. 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 and choosing Board settings in the drop-down menu.

    The panel in the right of your screen is opened.

    Click Actions and choose Create a template in the drop-down menu.

    You will see a pop-up window saying that a template is being created.

    You will see the templated opened as a new board. You may make edits and they will be saved automatically.

    Whenever you need to create a board from this template, you will be able to find it in the Templates tab.

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  • 16. Can I create card from email?
     

    You can create new cards on your boards by email. First, decide what board you want to send cards to by email. Click its title on the top panel to access Dashboard settings.

    Once there, scroll down to the section Board email. Copy the email address associated with this particular board. 

    Note: It’s a unique email address for your account, so when you create cards by email, they appear on the dashboard as created by you. Keep it secret and don’t share it with others!

    When you send a message using the copied email address, a new card will be created with card title being the subject of your message, and card description – the body of your message. You may add tags to the card placing tag names in the square brackets in the subject of the message and attach files to the message. 

    Card, that was sent to the board by email will have a tag “from email”.

    Card from email in action

    https://youtu.be/gb25LQdW0dA

    https://youtu.be/MBU9FY24DYk

    Saving board's email address as a contact

    If you're going to use this feature frequently, we recommend saving the board's email address as a contact in Gmail as any other email client.

    Add the first part as a name, and 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.

    You may also use Kanbanchi Add-on for Gmail to create cards from the inbox.

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    Viewed 19131 Times
  • 17. Is there a way to change the owner of a dashboard? Or can we have more than one owner of a dashboard?
     

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

    Within Google Workspace / G Suite domain, Google Workspace / G Suite Admin can move ownership of all files, including Kanbanchi boards, to other members of the organisation. This option is very useful when one user leaves, and another comes in his place.

    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 on the top panel on the right and "Share with people and groups" window will appear.

     

    Start entering the new owner’s email in the "Add people and groups" line. Then choose the email and click Send.

    The user will appear in the list of those who have access to the board. 

    Click on "Editor" on the right from the new user and choose Make owner from the drop-down list.

    Confirm the transferring by clicking Yes in the "Make this person the owner?" pop-up window and the owner will be changed.

    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 the Board setting panel. The new owner's name should appear in Board details.

    Personal users (gmail.com) cannot pass ownership of their boards 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 the colleague should сopy your dashboard into his or 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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  • 18. What does Kanban board mean?
     

    The best definition of Kanban board is "a workflow management tool that is used to visualise work at its stages". The two key elements of a board are cards and columns. Kanban cards usually represent tasks. Typically, columns represent stages on a board.

    A brief story of term creation

    Japan, 1940s: Taiichi Ohno introduced Kanban boards to Toyota to effectively compete with American automotive manufacturings. Kanban approach along with Lean management helped Toyota to increase productivity and reduce wastes during production. The company still uses Kanban board and even educates children about Kanban and Toyota Production System.

    Kanban layout

    Generally, Kanban board depicts three columns:

    1. To Do
    2. Doing
    3. Done

    This layout is simple and covers the three main stages all the processes are to overcome. Regardless of its nature, each goal-oriented activity needs them. This is why Kanban board is a one-size-fits-all tool. Personal stuff can be monitored on a board. Educators use the method for staff and students. Enterprise-level companies tend to choose Kanban to make sure everyone fulfils the job.

    What kanban board tool should I choose?

    Kanbanchi is a great example of a digital Kanban board. All Kanbanchi boards have three classic Kanban lists.

    Kanbanchi classic kanban

    However, this model is optional and you may easily rename the lists and add extra ones. Also, Kanbanchi interface is intuitive and is just as easy as sticky notes with a whiteboard.

    Clearly, physical Kanban has simply run its course especially when remote work has become widespread. Such online Kanban software as Kanbanchi provides users with much more opportunities, e.g. epic & subcards, priorities, time tracking, reports, ability to assign tasks and monitor team workload and much more. Kanbanchi stores user data in Google Drive and can also create auto backups.

    Build your first Kanban with Kanbanchi!

    Run application

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  • 19. 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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  • 20. How can GSuite Admin install and remove Add-on for Gmail for domain?
     

    Domain administrators can install, authorize and remove add-ons for users in their domain. You can install Kanbanchi for Gmail in your organization's domain from within the Google Admin console, or from the Marketplace website. When you get to the add-on's description page:

    - Click Install, then Continue.

    - Review the terms of service, specify if you want to make the add-on available to your whole domain or to a specific team or department, check the agreement box and click Accept.

    After you install the add-on to your domain, it's listed under Marketplace Apps in your Admin console.

    - From the Admin console Home page, go to Appsand thenMarketplace apps.

    - Click Kanbanchi for Gmail to access settings.

    Note: domain installation may require time for the add-on icon to appear for the domain users.

    As an admin, you can remove add-on for Gmail from your organization's G Suite account. When you delete it, none of your users can access it.

    - From the Admin console Home page, go to Appsand thenMarketplace apps.

    - Click Kanbanchi for Gmail.

    - In the upper right of the Settings page, click  Trash icon.

    - Click Remove App.

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  • 21. 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 369 Times
  • 22. How do I use Google Task Manager?
     

    Do you need to organize your workflow in the most efficient way? A task manager will help you with it. The task manager can structure your approach to workflow in the best possible manner and reflect it visually. 

    A good task management tool will allow you to add in all of the information that is needed to complete the job: descriptions, dependencies, reminders and the current status.

    task manager

    If you’re into the Google ecosystem and work with GSuite on a daily basis you need a Google task manager with tight integration with this environment. 

    In this regard, Kanbanchi might be your best choice. It is a smart way of keeping track of everything that is going on. You can be sure that you are always fully in control of your projects and know exactly where you stand on each of them at any given time.

    Want to try the power of Kanbanchi and G Suite?

    Run application

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  • 23. 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 10480 Times
  • 24. 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 11058 Times
  • 25. 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 839 Times
  • 26. 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 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 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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  • 27. How do I rename a board or change other board settings?
     

    To make changes on a board, click on board's title on the top panel and choose Board settings from the drop-down list.

    A popover window will appear for editing the board. Change the name of the board in the name field of Board Details and then click Enter. To add a description, click on Board Description under the board name field, type your text, and click Save changes.

    In the same menu you are able to make additional types of changes such as: 

    • creating a board copy;
    • deleting a board;
    • editing color labels for cards;
    • setting up email notifications;
    • enabling card prefixes;
    • changing time zone;
    • exporting board information (CSV, Google Spreadsheet).
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  • 28. 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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  • 29. How can I make a copy of any board?
     

    To make a copy of a board, click on board's title on the top panel and choose Board settings from the drop-down list.

    Click on Actions located at the upper right corner of the Board Details window. Then choose Copy board from the drop-down menu.

     

    A copy of the board with all cards will appear in the main folder of your Google Drive. It will also be opened next to the original board with the prefix Copy of. All settings will be copied, excluding comments, sharing settings, notifications and dates in Google Calendar. We also advise you to check Permissions of attached files, because original files might belong to the owner and be placed in the owner's Google Drive.

    If you choose an option Copy board layout, no cards will be copied, but only board layout (list names and board settings).

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  • 30. How can I receive email notifications when my dashboard is changed?
     

    If you want to receive email notifications when changes have been made to your dashboard, first open the Dashboard Details and then tick the option for recording Email notifications in the Dashboard Details popover window.

    You will then need to choose how often notifications will be sent (Send emails once a day, send emails once an hour, or send emails as soon as possible). Also, you can configure which cards in the dashboard you want to receive notifications for (all cards, assigned to me and watched cards, or watched cards only).

    Kanbanchi will notify you when:
    - a card has been assigned to you
    - a new card has been created
    - a card has been deleted
    - a new comment appears
    - a card's name has been changed
    - a card's description has been added or changed
    - a file has been attached
    - a card's due date passed
    - a card has been moved to another list
    - a card's priority has been changed

    Note, that notifications will be sent only if you are not the only member on this dashboard and changes are made by other people.

    If you want to receive notifications on cards that have not been assigned to you, mark these cards as 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.

    If you would like to complement email notifications will in-app notifications, learn how to activate in-app notifications in Kanbanchi.

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    Viewed 11393 Times
  • 31. How can I export my board data?
     

    In Kanbanchi you can export either to CSV or Google Sheets.

    To export data from a board, click on board's title on the top panel and choose Board settings from the drop-down list .

    Board Details will open. Scroll down to the Export section at the bottom of the popover window.

    1. CSV export allows you to export card titles only or card titles & description for saving the file in CSV format on your computer. To initiate the process, simply click the option you'd like to use and choose the location where the new file should be created on your computer.
    2. A more advanced option - export of board data to Google Sheets. It provides more parameters for export, including the following ones: List name, Card name, Description, Author, Created, Start date, Due date, Estimate, Assigned users, Tags, Colour Tags, Priorities, Processing status, Attachments, Comments, Checklists, Related cards.

    To initiate the process, choose Export all Active data or Export Active and Archived data under the option Google Spreadsheet. Right away you will see a visual indication of the progress. Please, keep this tab in your browser open — export will take some time.

    When the export is finished, we'll send you an email with the link to a new spreadsheet with exported data. You can also open it from the pop-up window. The file will be created in the root of your Google Drive with board name and export date in the title.

    3. About Time Tracker data export learn here.

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  • 32. How can I filter cards on the board?
     

    To filter cards on the board, just press the Filter options button on the top panel near the board’s title.

    A popover window will appear on the right. You can use it to filter cards in several different ways.

    Start typing text in the top field to find cards containing particular keywords in title or description. 

    Additional settings may be used to:

    • Specify a range of dates for creation date and the due date;
    • Select the user to whom cards are assigned to;
    • Sort cards by chronological order or due dates;
    • Hide Empty lists, Subcards or Done cards;
    • Show Done cards, Overdue cards, Epic cards or Subcards;
    • Filter cards by Priority;
    • Filter cards by Comments (any, with comments, without comments);
    • Filter cards by Attachments (any, with attachments, without attachments);
    • Filter cards by Tags;
    • Filter cards by Colour Tags;

    Also, you may save the set of applied filters as presets

    Note:  

    • You can move or edit cards when the filter is on, but you cannot create new cards. 
    • You cannot save the sort order when you turn the filter off or close your board.
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    Viewed 5663 Times
  • 33. Does Google Workspace have a project management tool?
     

    Google Workspace is a powerful pack of apps for corporate users that's been around on the market for quite a while. However, the pack doesn't include any Google Workspace project management tool. Which opens a wide range of opportunities for smaller yet not less great companies, like Kanbanchi.

    The same-named app is designed specifically for Google Workspace users. It provides them with the project management solution within the familiar environment.

    If we look at the search level for "google workspace project management", we'll understand that there's a great demand for an app integrated with Google's pack.

    What people are searching for?

    The main point of search is to find an app that's easy to use and which will operate the same way Google Workspace works. Kanbanchi works in Google Drive and acts exactly like any other file that you put inside your Drive. You can create boards for your projects and then open and share them from your Drive as well as from within the app. It helps to master the app in less than 15 minutes.

    Kanbanchi board and its special folder inside the user's Google Drive

    The most common requests from project managers working in companies that use Google Workspace is to have the app that supports a kanban board, Gantt chart or resource board. At the same time, they need to attach files from Google Drive and synchronize with Google Calendar.

    Do you recognize your requests?

    Then, Kanbanchi is a perfect fit for you! It has all these features in one, and even powered with the real-time synchronization. It makes collaboration extremely smooth and transparent so that Kanbanchi soon will become the tool for everyday usage of all your team.

    Want to try the power of Kanbanchi and Google Workspace?

    Run application

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  • 34. How can I save filter presets?
     

    Sets of applied filters may be saved as presets when you filter cards on the board. 

    - press the Filter options button on the top panel near the board’s title;

    - click "Add new filter" and type the name for the preset;

     

    - apply filters you need;

    - hit Enter. The preset will appear in the list of saved filters. 

    You can Select one or more presets from the list to apply them to the view.

    You can also reset the filter settings using the check on the right.

    Additionally, you can rename the preset or delete it:

    - go to the list of saved filters; 

    - click the pencil icon ;

    - type new filter name and hit Enter.

    If you click the bin icon , the preset will be deleted.

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    Viewed 618 Times