FAQ

Here are common questions people have. You can also check out dashboard features, plus all kinds of tips & tricks, on this sample dashboard.
Check out our video tutorials to learn how to work with the app.

  • 1. All questions
  • 2. Common questions
  • 3. Dashboards
  • 4. Cards
  • 5. Lists
  • 6. Time Tracker
  • 7. Gantt chart
  • 8. Additional questions
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  • 1. 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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  • 2. 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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  • 3. 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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  • 4. 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 clicking on the board’s 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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  • 5. 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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  • 6. 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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  • 7. 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`
    dashboard description,
    list description,
    card description,
    card title,
    checklists,
    comments
    # This is an H1
    ## This is an H2
    ###### This is an H6
    dashboard description,
    list description,
    card description,
    comments
    * apples
    * oranges
    * pears
    Shopping list:dashboard description,
    list description,
    card description,
    comments
    1. apples
    2. oranges
    3. pears
    Numbered list:dashboard description,
    list description,
    card description,
    comments
    [Text to be shown](http://example.com/ "Mouseover text")Inline link:dashboard description,
    list description, card title, card description,
    checklists,
    comments
    > apples
    oranges
    pears
    Vertical line:dashboard description, list description, card description, comments
    oranges

    ---

    apples

    Horizontal line:dashboard description, list description, card description, comments
    ![Alt text](http://path/to/img.jpg)Inline image:dashboard description,
    list description,
    card description,
    comments
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  • 8. 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 click the door icon. Google Sign-In pop-up will appear, where you can choose another account you'd like to log in.

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  • 9. How do I rename a dashboard or change other dashboard settings?
     

    To make changes on a dashboard, open Dashboard Details by clicking on the board’s name in the upper left corner of the screen or in a tab at the bottom of the screen. A popover window will appear for editing the dashboard. Change the name of the dashboard in the name field and then click Enter.

    To add a description, click on Dashboard Description under the dashboard 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 dashboard copy, deleting a dashboard, editing color labels for cards, setting up email notifications, and exporting dashboard information (title & descriptions). 

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  • 10. 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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  • 11. How can I make a copy of any dashboard?
     

    To make a copy of a dashboard, first open the Dashboard Details for the desired board. Click on Actions located at the upper right corner of the Dashboard Details popover window. When you choose an option Copy dashboard, copy of the dashboard with all cards will appear in the main folder of your Google Drive and will be opened next to original board with the prefix Copy of. If you choose an option Copy dashboard layout, no cards will be copied, but only dashboard layout (list names and dashboard settings).

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  • 12. 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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  • 13. How can I export my dashboard 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.

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

    export

    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 dashboard 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.

    export

    To initiate the process, click All Dashboard 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.

    export process

    When the export is finished, we'll send you an email with the link to a new spreadsheet with exported data. The file will be created in the root of your Google Drive with dashboard name and export date in the title.

    3. About Time Tracker data export learn here.

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  • 14. How can I filter cards on the dashboard?
     

    To filter cards on the dashboard, press the Filter Button filter in the upper left corner of the screen. A popover window will appear, which may be used 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:

    • Sort cards by due date order (earliest first, latest first).
    • Filter cards by Priority
    • Select the user to whom cards are assigned to.
    • Specify a range of dates for creation date and due date.
    • Filter cards by Colour Tags
    • Filter cards by Comments (any, with comments, without comments).
    • Filter cards by Attachments (any, with attachments, without attachments).
    • Hide empty lists

    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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  • 15. How can I learn about changes that have been made on the dashboard?
     

    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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  • 16. How can I set another background for a dashboard and upload my company’s logo? (Pro feature)
     

    Open Dashboard Details and then 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.
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  • 17. How to create, edit and delete a list?
     

    Create list

    To create a new list, click on the Plus [+] button 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 List description.

    Delete list

    To delete a list, click on Actions located in the upper right corner of the List Details. Select Remove list with 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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  • 18. How to print a list or save it to my computer as PDF?
     

    To print a list, open the List Details and click on Actions in the provided popover window. Select Print list from the drop-down menu and you will be directed to the print preview. Click on Print list int the top right corner and a Google Cloud Print popover window will appear for customising the print settings. Once finished, click on Print.

     

    Tip: You can save your list as a PDF to your Google Drive account or to your computer. In the Google Cloud Print window, click on the Change button in the Destination section. Choose Save as PDF under the inscription Local Destination to save a list on your computer or choose Save to Google Drive.

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  • 19. How to limit card number in a list?
     

    To change the limit of cards numbering in a list, first open the List Details. In the provided popover window, edit the number of cards in the Limit card number field. The available card number will be shown on a dashboard near the list title.

    If you exceed the defined limit of the added cards, the number of cards will become red. If you do not want to limit card quantity, simply remove the checkbox next to the Limit card number option.

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  • 20. How to switch a list in a compact view of a list?
     

    To switch a list in a compact form, use the Fold list [><] button that appears in the upper right corner of the list. You will need to hover the mouse cursor on the list title to see this option.

    To switch off the compact form, hover the mouse cursor on the list title and click on the Unfold list [<>] button.

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  • 21. How do I add and remove cards?
     

    Adding cards

    To add a card, click a white circle under one of the available sections (To Do, Doing, Done), type text and then hit Enter on your keyboard.

    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

    Click on the Trash button trash but in the right upper corner of Card Details to remove a card.

    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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  • 22. 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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  • 23. How to change card color?
     

    To change a card color, open the Card Details and click on the button representing a palette, located near the card title. Choose the color.

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  • 24. How can I create a card copy?
     

    To create a card copy, first, open the Card Details and then click on Actions in the opened menu. Next, select Copy card from the drop-down menu. 

    The copy of the card will appear at the bottom of the list that contains the original card.

     

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  • 25. How to set a color label to a card?
     

    To set a color label to a card, first open the Card Details and then click on Add colour tag located at the top of Card Description. Choose a color label from the drop-down list.

    To change the text of a label, click on the Edit colour tags button at the bottom of the drop-down list. Then click on the necessary tag to change its text and then hit Enter on your keyboard. You can also remove text from the label and save it as empty.

    Tip: Remove toggle from a checkbox opposite to color if you do not want to use this color on your dashboard. This color will not be displayed in the drop-down list within the Card Description.

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  • 26. How to print a card or save it on my computer as PDF?
     

    To print a card,  open the Card Details and click on Actions in the provided popover window. Then select Print card from the drop-down menu. You will be directed to print preview. Click on Print card at the top right corner. In the Google Cloud Print popover window, customise print settings and click Print.

    Tip: You can save your card as PDF to your Google Drive or to your computer. In the Google Cloud Print window, click on the Change button in the Destination section, Then choose Save as PDF under inscription Local Destination to save a card on your computer or choose Save to Google Drive.

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  • 27. How can I assign a card to a person?
     

    To assign a card to a person, click that card and look at Card Details on the right. Scroll down a bit and click on the Assign to button located under the card description. Choose a person from the drop-down list.

    Note: In this list, you will see only those people with whom you have shared your board.

    To remove an assigned person from the card, simply click on their name in the same drop-down list.

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  • 28. How to assign a Start Date, Due Date and set a time estimation?
     

    To assign a date to a card, click on it to open the Card Details. Scroll a bit to Dates section and click Select date text opposite to Start Date or Due Date. Choose the desired date within the provided calendar. You may also set a time, which appears after selecting the date.

    To set a time estimation, enter this information within the field opposite to inscription Estimate.

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  • 29. How can I receive notifications about calendar events?
     

    To receive notifications about calendar events, open the Card Details and click on the Push Due Date in Google Calendar option. You will receive that notification within a day of the configured deadline.

    To remove notifications click on the Trash button opposite to inscriptions Due Date: in calendar “Primary calendar”.

    Tip: You can configure email & pop-up notifications by using resources of Google Calendar and Google Tasks. After pushing the Start date and Due date into your Google Calendar, click on Start Date: in calendar “Primary calendar” or Due Date: in calendar “Primary calendar”.

    Your Google Calendar will be opened in a new browser tab. Find the Start date (Due date) in the calendar and click on it. In the opened window, you will see a wide range of settings. Find the Notification section and choose pop-up or email from the drop-down menu. Then set a quantity of minutes/hours/days or weeks to configure how long before the event you want to receive notification. Click on Add a notification to add more notification mods.

    Note: There is only one-way communication between date on cards and Google Calendar. If you change the Start (Due) date in your calendar, the corresponding date on a card of Kanbanchi dashboard will not be changed. But if you remove or change the date within your card, this date will also be changed or removed from the calendar, no matter where in the calendar it is located.

    Integration with Google Calendar

    Learn more about configuring dates in Google Calendar and Google Tasks

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  • 30. How to create and customise a checklist (list of subtasks)?
     

    To create a checklist, open the Card Details and click on the Add an item button under the inscription Checklist. Type an item in the field and then press Enter.

    • To edit a subtask, click on its title, make amendments, and then click Save changes.
    • To give various weight to subtasks, choose weight on the slider, which appears when you hover a mouse cursor on a subtask.
    • To mark a subtask as complete, toggle the checkbox opposite to the task.
    • When you mark checklist items as Done, you will see a progress change on the progress bar. Percents are calculated proportionally to item weight.
    • When you mark the last checklist item as Done, card status changes to Done, unless it doesn't have any subcards, which affect progress calculation.
    • You can add URLs in checklist items and they will be automatically transformed into hyperlinks.
    • To reorder items, hover you mouse cursor on a particular item, click and hold a sign, then move your item.
    • To remove a checklist item, click on the Trash button opposite to it.
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  • 31. How can I add tags to cards?
     

    To add tags to a card, click the card to open the Card Details, scroll to reach Tags section and click on the Add a tag button. Type the tag and hit Enter

    To remove the tag, hover a mouse over it and click.

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  • 32. How can I attach files from Google Drive, Team Drive and my computer?
     

    To attach files to a card, click on the card to open the Card Details, scroll to Attachments section and click Attach a file button. A request for permission will be shown to you. Accept it if you trust Kanbanchi to view your Google Drive and attach files to cards.

    attach files

    Uploading files from computer

    By default, you see Upload tab. Drag files right there or click on the Select files from your computer button and hit Upload.

    Note: Files uploaded from your computer will be uploaded to your dashboard folder inside Kanbanchi folder of your Google Drive. Therefore, files will have the same sharing settings as the entire dashboard, and your collaborators will have access to uploaded files instantly.

    Attaching files from Google Drive & Team Drive

    My Drive tab shows files you own. Team Drives tab shows the content of team drives, that are available to you. Select one or several files you want to attach and press the Select button. Use Shared with me and Previously selected tabs to find a file more quickly.

    google drive attachments

    Note: When attaching a file from your personal Google Drive, please, make sure the file is shared with your collaborators, otherwise, they won't be able to open it and will have to send you an additional request for sharing.

    Actions with attached files

    Open the Card Details and hover the mouse cursor on a file. You will see additional file options opposite to the file:

    • Change order of files reorder.
    • Pin multiple attached files on a dashboard pin.
    • Download the file to your computer download. You must have permission from the file owner to the file.
    • Remove the file trash but.
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  • 33. How can I leave a comment on a card?
     

    To leave comments on a card, open the Card Details and scroll to the bottom of the provided popover window. Locate the field containing the text “Add your comment”. Then enter your comment in this field and click on Send.

    You can edit or remove your comment any time after it has been sent. Click on the text of your comment, make amendments, and then click on Save changes or click on the Trash button to remove it.

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  • 34. Is there a way to move a card from one dashboard to another?
     

    To move a card from one board to another, click on the card to see Card Details. Under inscription Card in list you'll see the name of the list your card is currently in. Click on it will open an interface for moving a card to another list or board.

    By default, you see the boards which are currently open (the same you see in the bottom panel of Kanbanchi). Click Load more to load other boards.

    Choose the board and the list you want to move a card to. You'll see a system notification that the card was moved.

    Done! 🙂

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  • 35. How can I choose multiple cards and what actions can I do with them?
     

    There are several actions you can perform with multiple cards:

    • Remove all cards
    • Change due date
    • Change color tag
    • Assign to
    • Add a tag
    • Move to list

    To choose multiple cards, hold down the Ctrl button on your keyboard and without releasing it choose the necessary cards by clicking on each one.

    If you want to choose several cards in a row within one list, hold down Shift Key on your keyboard and then click on the first card in the list and the last card in the list.

    If you want to select all cards in the list, click on a list title to open the List Details. In the provided popover window, click on Actions and choose Select all cards in list. Then choose the needed option to all these cards.

    Tip: When you move cards to another list, all your cards will be placed at the bottom of this list.

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  • 36. 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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  • 37. 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 opened menu, between a card color tag and card title.

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  • 38. How to quickly move cards to the top of a list?
     

    When you create a new card and you want to send it to the top of the list, do this by using the Ctrl key and hitting Enter. It will be sent to the top of the list and you will not need to move it later.

    When you are working with a long list it’s very tricky to move the card from the bottom all the way to the top. It is easier to move this card to a temporary location in the next list, scroll down the working list, and then move this card to a desired location.

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  • 39. 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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  • 40. Is there any way to archive completed tasks?
     

    Currently, there's no specific feature Archive in Kanbanchi. However, there're two options to organise Archive (as much as Backlog).

    Option 1. Create a separate list, name it Archive and move done cards there (either by drag-and-drop or in Card Details)

    Option 2. Create a separate board for these purposes. You can add this board to a set of boards in one tab to quickly switch between them and move cards from one to another (you can also save it for quick access). To move done cards to Archive board follow instructions on moving cards between boards.

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  • 41. 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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  • 42. 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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  • 43. 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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  • 44. 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.

    Personal users (gmail.com) cannot pass ownership of the board to other users (unlike with Docs and Sheets). However, within G Suite domain, G Suite Admin can move ownership of all files, including Kanbanchi boards, to other members of the organisation.

    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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  • 45. I want to help you to move forward your product. How can I do that?
     
    1. We greatly appreciate it when you give us 5 stars in G Suite Marketplace. You let us know that we do a good job and your positive reviews inspire our team to make a better product! It also helps other people find Kanbanchi easier and thus increase our audience.
    2. It’s important for the further growth of Kanbanchi to be present on peer review platforms, where we aspire to rank in Project Management category. If you like Kanbanchi could you please take time to share your thoughts on Kanbanchi on G2Crowd or Capterra. It’s easy to log in with your LinkedIn profile. Your opinion will help us move forward a lot!
    3. We welcome anyone wanting to share their Kanbanchi experience. How do you work with Kanbanchi? For what tasks do you use it? What are the features you like the most? Why did you choose Kanbanchi instead of many other tools? Be it an article, a blog review, video, presentation, or anything else about how you use Kanbanchi in your life or work, this information helps to show others new ways of applying the app. We will be happy to provide a one-year Professional account as a bonus to everyone who shares her or his experience with Kanbanchi. Contact our support if you have told the world something about Kanbanchi! All user experiences are placed on our website in the Case Study section of our blog.
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  • 46. 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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  • 47. 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 9745 Times
  • 48. I really need an API that will pull data from my application into cards. Is this possible at this time? Will it likely be possible?
     

    At this stage we do not have an API that we can publish and a fully functional API will not likely be released within the next year. However, we have already developed a small part of an API, which makes it possible to add cards to a certain dashboard via an API call. Please let us know if that might be sufficient for your needs.

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  • 49. I'd love the ability to use one board as a template for another. Is this something you're planning or does this already exist?
     

    A lot of Kanbanchi users elect to copy a dashboard for creating a template. To make a copy follow these steps:

    1. Open the dashboard right panel by clicking on the dashboard tab.
    2. Click on “Actions” in the top right corner.
    3. Choose “Create a Copy of Dashboard”.

    You can create a special folder for templates in your Google Drive and move this copy there.

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  • 50. 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 🙂

    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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  • 51. 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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  • 52. 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.

     

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  • 53. 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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  • 54. 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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  • 55. How can I correct the time spent on my task?
     

    There are several ways you can correct the time spent on a task. If the Time Tracker is running you can correct time by simply setting the cursor at a time section and correcting it manually. If you’ve already stopped the tracker, you can correct the time when saving your progress.

    Note that in the Card Details section you can only set estimated time (that option exists to compare estimated time and actual time spent). To correct the time spent you should go to the Timing section or Comments section of the right panel.

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  • 56. 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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  • 57. 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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  • 58. What should I write as a comment when saving progress?
     

    You may write what exactly you have been doing or just leave a note for your colleagues to draw their attention to some point of the task. Your comment will be visible to everyone who has access to the dashboard.

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  • 59. How do I add cards to Gantt chart?
     

    There are several options to add cards to Gantt chart:

    1. From Gantt Chart. When you're in Gantt Chart, you will see a special field on the left side of it, 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
    3. 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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  • 60. Can I filter cards in Gantt chart view?
     

    Yes, you can filter cards in Gantt chart view the same way as you do it in Kanban and List views. Click filter icon on the top panel of the screen to set filtering criteria.

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  • 61. How do I look at a longer period of time in Gantt chart view?
     

    To zoom in and out use +/- buttons in the bottom right corner of the screen. Scroll to move forward or backward within the displayed period. To return to present day, click the square button with the date on it.

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  • 62. Can I change the start/due date on my card in Gantt chart?
     

    When a card has neither start nor due date, it is different from other cards on Gantt chart in two ways: firstly, it is grayed out on the left; secondly, there is no track bar for this card on the right. 

    There're 2 options to set new or update existing dates:

    1. To click on the card in Gantt chart view to open the right panel and set new start/due dates manually in the Card Details section. 
    2. To set or adjust the start/due date on your card using a track bar. Hover the mouse over the area on the Gantt Chart corresponding to a card, find the date on the timeline you want to be the start date of your card, press the left button of your mouse and lead a cursor to the end date and release the button.

    To adjust dates simply click on the left/right edge of the track bar representing the time frame for a particular task and drag it to a particular date. Dates will change automatically. If you have pushed them to your Google Calendar, changes will be displayed there as well.

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  • 63. 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 and in the drop-down list 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.

    reinstall 3

    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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  • 64. 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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  • 65. How can I sort cards in list by priority?
     

    You can set priority to every card that you create. Priorities vary from low to critical.

    priority

    Cards in a particular list can be automatically sorted by priority for you to see the most important cards always on top of the list. Kanbanchi will sort them automatically, without any drag-and-dropping and reordering on your side.

    To activate Sorting by priority for a list, go to list settings and tick the box Sort cards by priority.

    sort by priority

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  • 66. How to use List View?
     

    When you first enter List View you see all your cards in a scrollable list in natural order. The columns in a cards list determine what information you want to have visible about each card of your dashboard. All columns are visible by default. You can customise List View to include specific columns and look differently to meet your needs.

    To configure what columns you do or do not want to see, click on the gear wheel icon on the right, and then click or unclick the elements of information you need.

    Apart from card title and card description which are always visible, you can choose to see:

    • Tags
    • Priority
    • Start date/Due date
    • Estimate/Spent time
    • Checklist progress
    • Attachments
    • Comments
    • Assigned to

    Also, compact view is available to save space on the screen.

    You can edit, sort and filter cards as you do in Kanban View or Gantt Chart View.

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  • 67. How to switch between dashboard views?
     

    Kanbanchi offers several options to see cards on your dashboard – Kanban View, Gantt Chart View and List View. between different views, click the view button on the right side of the dashboard title.

    dashboard views

    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.

    kanban view

    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.

    list view

    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.

    gantt chart view

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  • 68. 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!

    enabling notifications

    Now, configure which 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.

    in-app notifications settings

    Choose what cards you want to receive in-app notifications about.

    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.

     

    illustration of notifications

    See who did what and when.

    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.

    due date notifications

    You will receive a notification when the card 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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  • 69. How do I create a subcard?
     

    Subcards let you specify your tasks to the level of granularity that you need.

    They enhance a simple checklist – each Subcard is a real Kanbanchi card with assignees, due date, comments and all other properties.

    The first way to use Subcards is to create subtasks for each of the individual steps in a task. Secondly, you can assign different parts of a task to each person – simply identify the parts of a task each person has responsibility for, and assign those subtasks to their respective owners.

    Terminology

    Epic Card (Parent Card) — a card, that is broken down into smaller tasks/pieces of information – subcards. 

    Subcard – a card, that is a part of a larger process. For example, there's one task – release a new version of the product. A product manager has to define requirements, designers – to develop an interface, developers – to code and testers – to report all bugs. Maybe marketing people shall write a relevant facebook post? Great – that’s another subcard! 🙂

    Add Subcards

    To add a subcard click Add subcard button next right after Related cards section in the right panel

    Start typing to choose subcard from existing dashboard cards, or type and hit Enter to create a new card.

    A new card will be created in the same list, where epic (parent) card is located.

    Kanbanchi Add subcard button

    Subcard Details

    Subcards function like independent cards in Kanbanchi with all the same fields and properties, the only difference is that they’re embedded within an epic (parent) card.

    You can access its epic (parent) card quickly by clicking the link to its epic card, located above the card title.

    Epic link in subcard details

    Completing an epic card will not complete the subcards within it, and vice versa, so they will need to be marked as done separately.

    Epics and Subcards Appearance

    Epic (parent) card has a special crown icon, which can help you easily identify it on the dashboard. It is followed by the number of subcards it has. You can see epic cards instantly also because they have a different font and larger font size. Subcards, in turn, look like ordinary cards but have a grey border.

    Subcards and epics appearance in Kanbanchi

    Editing and Removing Subcards

    In the right panel of the epic card, you can see its Subcards, and title of the list each subcard is located at the moment.

    You can change a position of the subcard within the subcards list by drag-and-drop.

    Appearance in the right panel

    To remove a subcard, hover over its right side and click the bin icon. Connection will be broken and that subcard will become an ordinary Kanbanchi card.

    Remove subcard

    If you remove all subcards from the epic card, it will turn into an ordinary Kanbanchi card.

    How is progress calculated?

    Epic progress is determined by its checklist and the progress of its subcards. Monitor easily how the task goes by looking at the epic card progress.

     

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  • 70. How to cancel my subscription?
     

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

    You'll see a green bar showing your subscription status. Click Cancel.

    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.

    cancel subscription

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  • 71. How do I export Time Tracker data to Google Spreadsheet?
     

    To export Time Tracker data to Google Spreadsheet go to Dashboard Details. In the right sidebar find Export Dashboard to/Google Spreadsheet/Export Time Tracker Data. Click Export Time Tracker Data.

    Your data has been successfully exported. Click on the pop-up window or go to your inbox to review the exported spreadsheet.

     

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  • 72. How to export Gantt chart to PDF?
     

    To export your Gantt chart to PDF click the Print button first

    When the print dialogue window opens, choose Save to PDF option instead of your current printer.

    Watch this video for more detailed guidance.









    Please accept functionality cookies to watch the video

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  • 73. How to print out the Gantt chart?
     

    To print out your Gantt chart click the Print button.
    Then choose print in your browser printing dialogue window.

    Watch this video for more detailed guidance.









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  • 1. 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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  • 2. 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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  • 3. 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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  • 4. 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 clicking on the board’s 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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  • 5. 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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  • 6. 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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  • 7. 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`
    dashboard description,
    list description,
    card description,
    card title,
    checklists,
    comments
    # This is an H1
    ## This is an H2
    ###### This is an H6
    dashboard description,
    list description,
    card description,
    comments
    * apples
    * oranges
    * pears
    Shopping list:dashboard description,
    list description,
    card description,
    comments
    1. apples
    2. oranges
    3. pears
    Numbered list:dashboard description,
    list description,
    card description,
    comments
    [Text to be shown](http://example.com/ "Mouseover text")Inline link:dashboard description,
    list description, card title, card description,
    checklists,
    comments
    > apples
    oranges
    pears
    Vertical line:dashboard description, list description, card description, comments
    oranges

    ---

    apples

    Horizontal line:dashboard description, list description, card description, comments
    ![Alt text](http://path/to/img.jpg)Inline image:dashboard description,
    list description,
    card description,
    comments
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  • 8. 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 click the door icon. Google Sign-In pop-up will appear, where you can choose another account you'd like to log in.

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  • 9. 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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  • 10. How to create, edit and delete a list?
     

    Create list

    To create a new list, click on the Plus [+] button 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 List description.

    Delete list

    To delete a list, click on Actions located in the upper right corner of the List Details. Select Remove list with 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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  • 11. How do I add and remove cards?
     

    Adding cards

    To add a card, click a white circle under one of the available sections (To Do, Doing, Done), type text and then hit Enter on your keyboard.

    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

    Click on the Trash button trash but in the right upper corner of Card Details to remove a card.

    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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  • 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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  • 13. 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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  • 14. 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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  • 15. 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.

     

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  • 16. 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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  • 17. 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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  • 18. 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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  • 19. 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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  • 20. How do I add cards to Gantt chart?
     

    There are several options to add cards to Gantt chart:

    1. From Gantt Chart. When you're in Gantt Chart, you will see a special field on the left side of it, 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
    3. 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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  • 21. 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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  • 22. 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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  • 23. 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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  • 24. 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:









    Please accept functionality cookies to watch the video

    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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  • 25. 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!

    enabling notifications

    Now, configure which 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.

    in-app notifications settings

    Choose what cards you want to receive in-app notifications about.

    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.

     

    illustration of notifications

    See who did what and when.

    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.

    due date notifications

    You will receive a notification when the card 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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  • 26. How to cancel my subscription?
     

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

    You'll see a green bar showing your subscription status. Click Cancel.

    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.

    cancel subscription

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  • 27. 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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  • 1. 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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  • 2. 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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  • 3. 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 clicking on the board’s 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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  • 4. How do I rename a dashboard or change other dashboard settings?
     

    To make changes on a dashboard, open Dashboard Details by clicking on the board’s name in the upper left corner of the screen or in a tab at the bottom of the screen. A popover window will appear for editing the dashboard. Change the name of the dashboard in the name field and then click Enter.

    To add a description, click on Dashboard Description under the dashboard 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 dashboard copy, deleting a dashboard, editing color labels for cards, setting up email notifications, and exporting dashboard information (title & descriptions). 

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  • 5. 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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  • 6. How can I make a copy of any dashboard?
     

    To make a copy of a dashboard, first open the Dashboard Details for the desired board. Click on Actions located at the upper right corner of the Dashboard Details popover window. When you choose an option Copy dashboard, copy of the dashboard with all cards will appear in the main folder of your Google Drive and will be opened next to original board with the prefix Copy of. If you choose an option Copy dashboard layout, no cards will be copied, but only dashboard layout (list names and dashboard settings).

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  • 7. 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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  • 8. How can I export my dashboard 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.

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

    export

    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 dashboard 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.

    export

    To initiate the process, click All Dashboard 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.

    export process

    When the export is finished, we'll send you an email with the link to a new spreadsheet with exported data. The file will be created in the root of your Google Drive with dashboard name and export date in the title.

    3. About Time Tracker data export learn here.

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  • 9. How can I filter cards on the dashboard?
     

    To filter cards on the dashboard, press the Filter Button filter in the upper left corner of the screen. A popover window will appear, which may be used 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:

    • Sort cards by due date order (earliest first, latest first).
    • Filter cards by Priority
    • Select the user to whom cards are assigned to.
    • Specify a range of dates for creation date and due date.
    • Filter cards by Colour Tags
    • Filter cards by Comments (any, with comments, without comments).
    • Filter cards by Attachments (any, with attachments, without attachments).
    • Hide empty lists

    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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  • 10. How can I learn about changes that have been made on the dashboard?
     

    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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  • 11. How can I set another background for a dashboard and upload my company’s logo? (Pro feature)
     

    Open Dashboard Details and then 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.
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  • 12. 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 Dashboard 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 or and any other email client. There're two options:

    1. Add it without a name, putting everything in email address field:


    2. 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.

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  • 13. 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:









    Please accept functionality cookies to watch the video

    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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  • 14. How to back up my dashboard?
     

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

    Creating a backup

    To back up a dashboard, first open the Dashboard Details for the desired board. To do that, click on the board’s name at the top of the screen or on its tab at the bottom of the screen. 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 dashboard, date and time of the backup. The backup file will be saved in backups folder of the dashboard in your Google Drive.

    Kanbanchi Dashboards Backup

    Restoring your dashboard from a backup

    To restore your dashboard from a backup, select any backup on the list and click Restore when you mouse over it.

    Restoring dashboard from the backup

    Video demonstration









    Please accept functionality cookies to watch the video

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  • 15. How to use List View?
     

    When you first enter List View you see all your cards in a scrollable list in natural order. The columns in a cards list determine what information you want to have visible about each card of your dashboard. All columns are visible by default. You can customise List View to include specific columns and look differently to meet your needs.

    To configure what columns you do or do not want to see, click on the gear wheel icon on the right, and then click or unclick the elements of information you need.

    Apart from card title and card description which are always visible, you can choose to see:

    • Tags
    • Priority
    • Start date/Due date
    • Estimate/Spent time
    • Checklist progress
    • Attachments
    • Comments
    • Assigned to

    Also, compact view is available to save space on the screen.

    You can edit, sort and filter cards as you do in Kanban View or Gantt Chart View.

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  • 16. How to switch between dashboard views?
     

    Kanbanchi offers several options to see cards on your dashboard – Kanban View, Gantt Chart View and List View. between different views, click the view button on the right side of the dashboard title.

    dashboard views

    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.

    kanban view

    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.

    list view

    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.

    gantt chart view

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  • 17. 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!

    enabling notifications

    Now, configure which 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.

    in-app notifications settings

    Choose what cards you want to receive in-app notifications about.

    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.

     

    illustration of notifications

    See who did what and when.

    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.

    due date notifications

    You will receive a notification when the card 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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  • 18. 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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  • 1. How can I filter cards on the dashboard?
     

    To filter cards on the dashboard, press the Filter Button filter in the upper left corner of the screen. A popover window will appear, which may be used 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:

    • Sort cards by due date order (earliest first, latest first).
    • Filter cards by Priority
    • Select the user to whom cards are assigned to.
    • Specify a range of dates for creation date and due date.
    • Filter cards by Colour Tags
    • Filter cards by Comments (any, with comments, without comments).
    • Filter cards by Attachments (any, with attachments, without attachments).
    • Hide empty lists

    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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  • 2. How do I add and remove cards?
     

    Adding cards

    To add a card, click a white circle under one of the available sections (To Do, Doing, Done), type text and then hit Enter on your keyboard.

    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

    Click on the Trash button trash but in the right upper corner of Card Details to remove a card.

    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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  • 3. 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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  • 4. How to change card color?
     

    To change a card color, open the Card Details and click on the button representing a palette, located near the card title. Choose the color.

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  • 5. How can I create a card copy?
     

    To create a card copy, first, open the Card Details and then click on Actions in the opened menu. Next, select Copy card from the drop-down menu. 

    The copy of the card will appear at the bottom of the list that contains the original card.

     

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  • 6. How to set a color label to a card?
     

    To set a color label to a card, first open the Card Details and then click on Add colour tag located at the top of Card Description. Choose a color label from the drop-down list.

    To change the text of a label, click on the Edit colour tags button at the bottom of the drop-down list. Then click on the necessary tag to change its text and then hit Enter on your keyboard. You can also remove text from the label and save it as empty.

    Tip: Remove toggle from a checkbox opposite to color if you do not want to use this color on your dashboard. This color will not be displayed in the drop-down list within the Card Description.

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  • 7. How to print a card or save it on my computer as PDF?
     

    To print a card,  open the Card Details and click on Actions in the provided popover window. Then select Print card from the drop-down menu. You will be directed to print preview. Click on Print card at the top right corner. In the Google Cloud Print popover window, customise print settings and click Print.

    Tip: You can save your card as PDF to your Google Drive or to your computer. In the Google Cloud Print window, click on the Change button in the Destination section, Then choose Save as PDF under inscription Local Destination to save a card on your computer or choose Save to Google Drive.

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  • 8. How can I assign a card to a person?
     

    To assign a card to a person, click that card and look at Card Details on the right. Scroll down a bit and click on the Assign to button located under the card description. Choose a person from the drop-down list.

    Note: In this list, you will see only those people with whom you have shared your board.

    To remove an assigned person from the card, simply click on their name in the same drop-down list.

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  • 9. How to assign a Start Date, Due Date and set a time estimation?
     

    To assign a date to a card, click on it to open the Card Details. Scroll a bit to Dates section and click Select date text opposite to Start Date or Due Date. Choose the desired date within the provided calendar. You may also set a time, which appears after selecting the date.

    To set a time estimation, enter this information within the field opposite to inscription Estimate.

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  • 10. How can I receive notifications about calendar events?
     

    To receive notifications about calendar events, open the Card Details and click on the Push Due Date in Google Calendar option. You will receive that notification within a day of the configured deadline.

    To remove notifications click on the Trash button opposite to inscriptions Due Date: in calendar “Primary calendar”.

    Tip: You can configure email & pop-up notifications by using resources of Google Calendar and Google Tasks. After pushing the Start date and Due date into your Google Calendar, click on Start Date: in calendar “Primary calendar” or Due Date: in calendar “Primary calendar”.

    Your Google Calendar will be opened in a new browser tab. Find the Start date (Due date) in the calendar and click on it. In the opened window, you will see a wide range of settings. Find the Notification section and choose pop-up or email from the drop-down menu. Then set a quantity of minutes/hours/days or weeks to configure how long before the event you want to receive notification. Click on Add a notification to add more notification mods.

    Note: There is only one-way communication between date on cards and Google Calendar. If you change the Start (Due) date in your calendar, the corresponding date on a card of Kanbanchi dashboard will not be changed. But if you remove or change the date within your card, this date will also be changed or removed from the calendar, no matter where in the calendar it is located.

    Integration with Google Calendar

    Learn more about configuring dates in Google Calendar and Google Tasks

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  • 11. How to create and customise a checklist (list of subtasks)?
     

    To create a checklist, open the Card Details and click on the Add an item button under the inscription Checklist. Type an item in the field and then press Enter.

    • To edit a subtask, click on its title, make amendments, and then click Save changes.
    • To give various weight to subtasks, choose weight on the slider, which appears when you hover a mouse cursor on a subtask.
    • To mark a subtask as complete, toggle the checkbox opposite to the task.
    • When you mark checklist items as Done, you will see a progress change on the progress bar. Percents are calculated proportionally to item weight.
    • When you mark the last checklist item as Done, card status changes to Done, unless it doesn't have any subcards, which affect progress calculation.
    • You can add URLs in checklist items and they will be automatically transformed into hyperlinks.
    • To reorder items, hover you mouse cursor on a particular item, click and hold a sign, then move your item.
    • To remove a checklist item, click on the Trash button opposite to it.
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  • 12. How can I add tags to cards?
     

    To add tags to a card, click the card to open the Card Details, scroll to reach Tags section and click on the Add a tag button. Type the tag and hit Enter

    To remove the tag, hover a mouse over it and click.

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  • 13. How can I attach files from Google Drive, Team Drive and my computer?
     

    To attach files to a card, click on the card to open the Card Details, scroll to Attachments section and click Attach a file button. A request for permission will be shown to you. Accept it if you trust Kanbanchi to view your Google Drive and attach files to cards.

    attach files

    Uploading files from computer

    By default, you see Upload tab. Drag files right there or click on the Select files from your computer button and hit Upload.

    Note: Files uploaded from your computer will be uploaded to your dashboard folder inside Kanbanchi folder of your Google Drive. Therefore, files will have the same sharing settings as the entire dashboard, and your collaborators will have access to uploaded files instantly.

    Attaching files from Google Drive & Team Drive

    My Drive tab shows files you own. Team Drives tab shows the content of team drives, that are available to you. Select one or several files you want to attach and press the Select button. Use Shared with me and Previously selected tabs to find a file more quickly.

    google drive attachments

    Note: When attaching a file from your personal Google Drive, please, make sure the file is shared with your collaborators, otherwise, they won't be able to open it and will have to send you an additional request for sharing.

    Actions with attached files

    Open the Card Details and hover the mouse cursor on a file. You will see additional file options opposite to the file:

    • Change order of files reorder.
    • Pin multiple attached files on a dashboard pin.
    • Download the file to your computer download. You must have permission from the file owner to the file.
    • Remove the file trash but.
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  • 14. How can I leave a comment on a card?
     

    To leave comments on a card, open the Card Details and scroll to the bottom of the provided popover window. Locate the field containing the text “Add your comment”. Then enter your comment in this field and click on Send.

    You can edit or remove your comment any time after it has been sent. Click on the text of your comment, make amendments, and then click on Save changes or click on the Trash button to remove it.

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  • 15. 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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  • 16. 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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  • 17. 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 Dashboard 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 or and any other email client. There're two options:

    1. Add it without a name, putting everything in email address field:


    2. 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.

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  • 18. How can I sort cards in list by priority?
     

    You can set priority to every card that you create. Priorities vary from low to critical.

    priority

    Cards in a particular list can be automatically sorted by priority for you to see the most important cards always on top of the list. Kanbanchi will sort them automatically, without any drag-and-dropping and reordering on your side.

    To activate Sorting by priority for a list, go to list settings and tick the box Sort cards by priority.

    sort by priority

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  • 19. How do I create a subcard?
     

    Subcards let you specify your tasks to the level of granularity that you need.

    They enhance a simple checklist – each Subcard is a real Kanbanchi card with assignees, due date, comments and all other properties.

    The first way to use Subcards is to create subtasks for each of the individual steps in a task. Secondly, you can assign different parts of a task to each person – simply identify the parts of a task each person has responsibility for, and assign those subtasks to their respective owners.

    Terminology

    Epic Card (Parent Card) — a card, that is broken down into smaller tasks/pieces of information – subcards. 

    Subcard – a card, that is a part of a larger process. For example, there's one task – release a new version of the product. A product manager has to define requirements, designers – to develop an interface, developers – to code and testers – to report all bugs. Maybe marketing people shall write a relevant facebook post? Great – that’s another subcard! 🙂

    Add Subcards

    To add a subcard click Add subcard button next right after Related cards section in the right panel

    Start typing to choose subcard from existing dashboard cards, or type and hit Enter to create a new card.

    A new card will be created in the same list, where epic (parent) card is located.

    Kanbanchi Add subcard button

    Subcard Details

    Subcards function like independent cards in Kanbanchi with all the same fields and properties, the only difference is that they’re embedded within an epic (parent) card.

    You can access its epic (parent) card quickly by clicking the link to its epic card, located above the card title.

    Epic link in subcard details

    Completing an epic card will not complete the subcards within it, and vice versa, so they will need to be marked as done separately.

    Epics and Subcards Appearance

    Epic (parent) card has a special crown icon, which can help you easily identify it on the dashboard. It is followed by the number of subcards it has. You can see epic cards instantly also because they have a different font and larger font size. Subcards, in turn, look like ordinary cards but have a grey border.

    Subcards and epics appearance in Kanbanchi

    Editing and Removing Subcards

    In the right panel of the epic card, you can see its Subcards, and title of the list each subcard is located at the moment.

    You can change a position of the subcard within the subcards list by drag-and-drop.

    Appearance in the right panel

    To remove a subcard, hover over its right side and click the bin icon. Connection will be broken and that subcard will become an ordinary Kanbanchi card.

    Remove subcard

    If you remove all subcards from the epic card, it will turn into an ordinary Kanbanchi card.

    How is progress calculated?

    Epic progress is determined by its checklist and the progress of its subcards. Monitor easily how the task goes by looking at the epic card progress.

     

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  • 1. How to create, edit and delete a list?
     

    Create list

    To create a new list, click on the Plus [+] button 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 List description.

    Delete list

    To delete a list, click on Actions located in the upper right corner of the List Details. Select Remove list with 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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  • 2. How to print a list or save it to my computer as PDF?
     

    To print a list, open the List Details and click on Actions in the provided popover window. Select Print list from the drop-down menu and you will be directed to the print preview. Click on Print list int the top right corner and a Google Cloud Print popover window will appear for customising the print settings. Once finished, click on Print.

     

    Tip: You can save your list as a PDF to your Google Drive account or to your computer. In the Google Cloud Print window, click on the Change button in the Destination section. Choose Save as PDF under the inscription Local Destination to save a list on your computer or choose Save to Google Drive.

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  • 3. How to limit card number in a list?
     

    To change the limit of cards numbering in a list, first open the List Details. In the provided popover window, edit the number of cards in the Limit card number field. The available card number will be shown on a dashboard near the list title.

    If you exceed the defined limit of the added cards, the number of cards will become red. If you do not want to limit card quantity, simply remove the checkbox next to the Limit card number option.

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  • 4. How to switch a list in a compact view of a list?
     

    To switch a list in a compact form, use the Fold list [><] button that appears in the upper right corner of the list. You will need to hover the mouse cursor on the list title to see this option.

    To switch off the compact form, hover the mouse cursor on the list title and click on the Unfold list [<>] button.

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  • 1. 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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  • 2. 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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  • 3. 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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  • 4. How can I correct the time spent on my task?
     

    There are several ways you can correct the time spent on a task. If the Time Tracker is running you can correct time by simply setting the cursor at a time section and correcting it manually. If you’ve already stopped the tracker, you can correct the time when saving your progress.

    Note that in the Card Details section you can only set estimated time (that option exists to compare estimated time and actual time spent). To correct the time spent you should go to the Timing section or Comments section of the right panel.

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  • 5. 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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  • 6. 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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  • 7. What should I write as a comment when saving progress?
     

    You may write what exactly you have been doing or just leave a note for your colleagues to draw their attention to some point of the task. Your comment will be visible to everyone who has access to the dashboard.

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  • 8. How do I export Time Tracker data to Google Spreadsheet?
     

    To export Time Tracker data to Google Spreadsheet go to Dashboard Details. In the right sidebar find Export Dashboard to/Google Spreadsheet/Export Time Tracker Data. Click Export Time Tracker Data.

    Your data has been successfully exported. Click on the pop-up window or go to your inbox to review the exported spreadsheet.

     

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  • 1. 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.

     

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  • 2. How do I add cards to Gantt chart?
     

    There are several options to add cards to Gantt chart:

    1. From Gantt Chart. When you're in Gantt Chart, you will see a special field on the left side of it, 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
    3. 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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  • 3. Can I filter cards in Gantt chart view?
     

    Yes, you can filter cards in Gantt chart view the same way as you do it in Kanban and List views. Click filter icon on the top panel of the screen to set filtering criteria.

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  • 4. How do I look at a longer period of time in Gantt chart view?
     

    To zoom in and out use +/- buttons in the bottom right corner of the screen. Scroll to move forward or backward within the displayed period. To return to present day, click the square button with the date on it.

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  • 5. Can I change the start/due date on my card in Gantt chart?
     

    When a card has neither start nor due date, it is different from other cards on Gantt chart in two ways: firstly, it is grayed out on the left; secondly, there is no track bar for this card on the right. 

    There're 2 options to set new or update existing dates:

    1. To click on the card in Gantt chart view to open the right panel and set new start/due dates manually in the Card Details section. 
    2. To set or adjust the start/due date on your card using a track bar. Hover the mouse over the area on the Gantt Chart corresponding to a card, find the date on the timeline you want to be the start date of your card, press the left button of your mouse and lead a cursor to the end date and release the button.

    To adjust dates simply click on the left/right edge of the track bar representing the time frame for a particular task and drag it to a particular date. Dates will change automatically. If you have pushed them to your Google Calendar, changes will be displayed there as well.

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  • 6. How to use Dependencies on Gantt Chart?
     

    Dependencies show the relationship between cards on board. They indicate when a card should begin or end in relation to other cards.

    To add predecessor, Open Card Details, go to Dependencies section, and select a card. 

    Some cards in the drop-down list are greyed out. If it happens, that card cannot be chosen, as it would create a circular dependency, i.e. cards would either directly or indirectly depend on each other.

    To remove predecessor hover your mouse over it and click Remove.

     

    Cards are linked through a simple Finish-To-Start Dependency, which means that the first card must be finished before the second card can start. 

    If this logic is violated, a blue arrow connecting the bars turns red, prompting you to adjust the dates.

    Dependencies make connections between tasks more visual and your projects – more manageable.

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  • 7. How to export Gantt chart to PDF?
     

    To export your Gantt chart to PDF click the Print button first

    When the print dialogue window opens, choose Save to PDF option instead of your current printer.

    Watch this video for more detailed guidance.









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  • 8. How to print out the Gantt chart?
     

    To print out your Gantt chart click the Print button.
    Then choose print in your browser printing dialogue window.

    Watch this video for more detailed guidance.









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  • 1. How can I learn about changes that have been made on the dashboard?
     

    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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  • 2. How can I set another background for a dashboard and upload my company’s logo? (Pro feature)
     

    Open Dashboard Details and then 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.
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  • 3. How can I receive notifications about calendar events?
     

    To receive notifications about calendar events, open the Card Details and click on the Push Due Date in Google Calendar option. You will receive that notification within a day of the configured deadline.

    To remove notifications click on the Trash button opposite to inscriptions Due Date: in calendar “Primary calendar”.

    Tip: You can configure email & pop-up notifications by using resources of Google Calendar and Google Tasks. After pushing the Start date and Due date into your Google Calendar, click on Start Date: in calendar “Primary calendar” or Due Date: in calendar “Primary calendar”.

    Your Google Calendar will be opened in a new browser tab. Find the Start date (Due date) in the calendar and click on it. In the opened window, you will see a wide range of settings. Find the Notification section and choose pop-up or email from the drop-down menu. Then set a quantity of minutes/hours/days or weeks to configure how long before the event you want to receive notification. Click on Add a notification to add more notification mods.

    Note: There is only one-way communication between date on cards and Google Calendar. If you change the Start (Due) date in your calendar, the corresponding date on a card of Kanbanchi dashboard will not be changed. But if you remove or change the date within your card, this date will also be changed or removed from the calendar, no matter where in the calendar it is located.

    Integration with Google Calendar

    Learn more about configuring dates in Google Calendar and Google Tasks

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  • 4. Is there a way to move a card from one dashboard to another?
     

    To move a card from one board to another, click on the card to see Card Details. Under inscription Card in list you'll see the name of the list your card is currently in. Click on it will open an interface for moving a card to another list or board.

    By default, you see the boards which are currently open (the same you see in the bottom panel of Kanbanchi). Click Load more to load other boards.

    Choose the board and the list you want to move a card to. You'll see a system notification that the card was moved.

    Done! 🙂

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  • 5. How can I choose multiple cards and what actions can I do with them?
     

    There are several actions you can perform with multiple cards:

    • Remove all cards
    • Change due date
    • Change color tag
    • Assign to
    • Add a tag
    • Move to list

    To choose multiple cards, hold down the Ctrl button on your keyboard and without releasing it choose the necessary cards by clicking on each one.

    If you want to choose several cards in a row within one list, hold down Shift Key on your keyboard and then click on the first card in the list and the last card in the list.

    If you want to select all cards in the list, click on a list title to open the List Details. In the provided popover window, click on Actions and choose Select all cards in list. Then choose the needed option to all these cards.

    Tip: When you move cards to another list, all your cards will be placed at the bottom of this list.

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  • 6. 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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  • 7. 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 opened menu, between a card color tag and card title.

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  • 8. How to quickly move cards to the top of a list?
     

    When you create a new card and you want to send it to the top of the list, do this by using the Ctrl key and hitting Enter. It will be sent to the top of the list and you will not need to move it later.

    When you are working with a long list it’s very tricky to move the card from the bottom all the way to the top. It is easier to move this card to a temporary location in the next list, scroll down the working list, and then move this card to a desired location.

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  • 9. 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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  • 10. Is there any way to archive completed tasks?
     

    Currently, there's no specific feature Archive in Kanbanchi. However, there're two options to organise Archive (as much as Backlog).

    Option 1. Create a separate list, name it Archive and move done cards there (either by drag-and-drop or in Card Details)

    Option 2. Create a separate board for these purposes. You can add this board to a set of boards in one tab to quickly switch between them and move cards from one to another (you can also save it for quick access). To move done cards to Archive board follow instructions on moving cards between boards.

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  • 11. 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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  • 12. 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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  • 13. 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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  • 14. 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.

    Personal users (gmail.com) cannot pass ownership of the board to other users (unlike with Docs and Sheets). However, within G Suite domain, G Suite Admin can move ownership of all files, including Kanbanchi boards, to other members of the organisation.

    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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  • 15. I want to help you to move forward your product. How can I do that?
     
    1. We greatly appreciate it when you give us 5 stars in G Suite Marketplace. You let us know that we do a good job and your positive reviews inspire our team to make a better product! It also helps other people find Kanbanchi easier and thus increase our audience.
    2. It’s important for the further growth of Kanbanchi to be present on peer review platforms, where we aspire to rank in Project Management category. If you like Kanbanchi could you please take time to share your thoughts on Kanbanchi on G2Crowd or Capterra. It’s easy to log in with your LinkedIn profile. Your opinion will help us move forward a lot!
    3. We welcome anyone wanting to share their Kanbanchi experience. How do you work with Kanbanchi? For what tasks do you use it? What are the features you like the most? Why did you choose Kanbanchi instead of many other tools? Be it an article, a blog review, video, presentation, or anything else about how you use Kanbanchi in your life or work, this information helps to show others new ways of applying the app. We will be happy to provide a one-year Professional account as a bonus to everyone who shares her or his experience with Kanbanchi. Contact our support if you have told the world something about Kanbanchi! All user experiences are placed on our website in the Case Study section of our blog.
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  • 16. 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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  • 17. 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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  • 18. I really need an API that will pull data from my application into cards. Is this possible at this time? Will it likely be possible?
     

    At this stage we do not have an API that we can publish and a fully functional API will not likely be released within the next year. However, we have already developed a small part of an API, which makes it possible to add cards to a certain dashboard via an API call. Please let us know if that might be sufficient for your needs.

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  • 19. I'd love the ability to use one board as a template for another. Is this something you're planning or does this already exist?
     

    A lot of Kanbanchi users elect to copy a dashboard for creating a template. To make a copy follow these steps:

    1. Open the dashboard right panel by clicking on the dashboard tab.
    2. Click on “Actions” in the top right corner.
    3. Choose “Create a Copy of Dashboard”.

    You can create a special folder for templates in your Google Drive and move this copy there.

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  • 20. 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 🙂

    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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  • 21. How to back up my dashboard?
     

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

    Creating a backup

    To back up a dashboard, first open the Dashboard Details for the desired board. To do that, click on the board’s name at the top of the screen or on its tab at the bottom of the screen. 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 dashboard, date and time of the backup. The backup file will be saved in backups folder of the dashboard in your Google Drive.

    Kanbanchi Dashboards Backup

    Restoring your dashboard from a backup

    To restore your dashboard from a backup, select any backup on the list and click Restore when you mouse over it.

    Restoring dashboard from the backup

    Video demonstration









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  • 22. How to use List View?
     

    When you first enter List View you see all your cards in a scrollable list in natural order. The columns in a cards list determine what information you want to have visible about each card of your dashboard. All columns are visible by default. You can customise List View to include specific columns and look differently to meet your needs.

    To configure what columns you do or do not want to see, click on the gear wheel icon on the right, and then click or unclick the elements of information you need.

    Apart from card title and card description which are always visible, you can choose to see:

    • Tags
    • Priority
    • Start date/Due date
    • Estimate/Spent time
    • Checklist progress
    • Attachments
    • Comments
    • Assigned to

    Also, compact view is available to save space on the screen.

    You can edit, sort and filter cards as you do in Kanban View or Gantt Chart View.

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  • 23. How to switch between dashboard views?
     

    Kanbanchi offers several options to see cards on your dashboard – Kanban View, Gantt Chart View and List View. between different views, click the view button on the right side of the dashboard title.

    dashboard views

    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.

    kanban view

    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.

    list view

    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.

    gantt chart view

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  • 24. How to cancel my subscription?
     

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

    You'll see a green bar showing your subscription status. Click Cancel.

    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.

    cancel subscription

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  • 25. Information on Legacy Subscriptions
     
    General Information 

    Previously, Kanbanchi subscriptions were formed around features. While this structure seemed flexible at the first sight, it had its own shortcomings. The number of features was constantly increasing, and it started to take more and more users’ time to explore all available them, decide which of them might be useful, learn about pricing and, finally, purchase subscriptions. That caused certain confusion among users, and increased the time of their interaction with our sales team.

    For that and other reasons, we have consolidated multiple feature-based subscriptions to 2 coherent subscription plans – Starter and Professional. The features of our legacy subscriptions we’ve recorded below:

    All Paid Features: Gantt Chart, Time Tracker, Company’s Logo, Card from email, Export to Google Sheets, Sorting cards by priority, Dashboard Backups, List View and Subcards.

    Gantt Chart: Gantt Chart, Card from email, Export to Google Sheets, Sorting cards by priority, Dashboard Backups, List View, Subcards and Team Drive Integration included.

    Time Tracker: Time Tracker, Card from email, Export to Google Sheets, Sorting cards by priority, Dashboard Backups, List View, Subcards and Team Drive Integration included.

    Company's Logo: Company’s Logo, Card from email, Export to Google Sheets, Sorting cards by priority, Dashboard Backups, List View, Subcards and Team Drive Integration included.

    Will you continue to support the legacy subscriptions?

    Users, who purchased legacy Kanbanchi subscriptions will be able to continue using them indefinitely, until they decide to cancel and switch to new ones. New features, that are going to be released in the future, will be included into the new plans. The legacy subscriptions will keep the fixed feature set.

    Learn how to cancel a legacy subscription and switch to a new plan.

    How are new subscriptions better than previous ones?

    New Kanbanchi plans are called Starter and Professional. Starter is ideal for companies or teams, who only need a shared space for Task Management and Team Collaboration. Professional is the best choice for companies and teams, who need more sophisticated functionality for professional Project Management and Time Tracking.

    Learn more about new plans and see feature comparison.

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  • 26. 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. It activates automatically upon signup only for users from the top-level .edu domains. Please, forward us other educational domains eligible for free access.

    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 one-month trial of fully-featured Kanbanchi. 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.

    7. I can't pay for Kanbanchi. Can I use it free?

    Kanbanchi has a limited free version. You can use it only if:

    - your google account belongs to an educational institution (for example, janedoe@hamilton.edu)

    - your google account is a free personal Google account (for example, janedoe@gmail.com)

    Note: If your Google account belongs to a company or an organization, you have to purchase a paid plan!

    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.

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

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  • 27. 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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  • 28. 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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