Mastering Kanban Views in Pronnel
Welcome to this comprehensive tutorial on effectively using Kanban views in Pronnel. Kanban is a powerful and straightforward tool for managing tasks and projects, and Pronnel has made it even easier to leverage this methodology for your work. In this tutorial, we'll guide you through creating and customizing Kanban views, managing your tasks, and using advanced features to get the most out of your Kanban boards.
Creating Kanban Views
Pronnel's primary view for analyzing your data is Kanban. If it's not the default view when you open a board, you can easily create a Kanban view. Here's how:
Step 1:Open any board in Pronnel.
Step 2:Click the plus sign at the top to create a new view.
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Step 3:Rename this view and customize it according to your needs.
Step 4:You can create multiple Kanban views, each tailored to specific requirements.
Applying Filters and Sorting
Creating multiple Kanban views is a valuable feature in Pronnel, as you can apply filters and sorting options to each view. When you return to the board later, your Kanban view will display the data per your previously applied filters and sorting preferences.
Sharing Kanban Views
You can easily share your Kanban views with your team members as public views. This way, they can access the same view with the applied filters and sorting, promoting collaboration and transparency in your projects.
Customizing Kanban Buckets
By default, Kanban Buckets represent different stages of your process, but you can rename them as desired. Go to the attributes and rename the buckets to match your terminology, such as "Status" or "Columns."
Rearranging Kanban Buckets
If you want to change the order of your Kanban buckets without affecting your process flow, drag and drop them in the order you prefer. Pronnel will save your arrangement.
Using Column Options
In the Kanban view, you can use column options to display custom attributes directly on the Kanban cards, eliminating the need to open each item separately. This feature enhances the ease and simplicity of using Pronnel.
Moving Items Between Buckets
Items in your Kanban view can be easily moved from one bucket to another, changing their status. To view the details of an item, click on its card.
Creating New Items
Creating new items in Kanban view is a breeze. Click the "Add" button at the top of the Kanban bucket to develop new items. If you don't see the "Add" button, item creation is disabled in that Kanban bucket. For items with mandatory fields, clicking "Add" will open a full popup for input.
Grouping Items
Pronnel allows you to view your data in different formats, such as by priority, assignee, or custom fields with dropdown options, using the "Group by" feature. This provides a holistic 360-degree view of your data.
Conclusion:
Now that you've learned all the features of Kanban views in Pronnel, it's time to put this knowledge into practice. Kanban is a versatile and effective method for managing your projects, and Pronnel's implementation makes it even more powerful. Experiment with different views, customize your boards and make your work processes more efficient and transparent with Pronnel's Kanban views. Happy managing!
FAQs -
What is Kanban, and why is it the primary view in Pronnel?
Kanban is a visual project management method emphasizing simplicity and efficiency. Pronnel uses Kanban as the primary view because of its effectiveness in managing tasks and projects in a clear and organized way.
How can I create a Kanban view in Pronnel?
To create a Kanban view, open a board, click the plus sign at the top, and rename the view. You can create multiple Kanban views for different purposes.
Can I apply filters and sorting in Kanban views?
Yes, you can easily apply filters and sorting to your Kanban views in Pronnel. The system remembers your preferences, so when you revisit the board, the data will be displayed accordingly.
How do I share a Kanban view with my team members in Pronnel?
As an Admin, You can share your Kanban view as a public view. Your team members will see the same view with the applied filters and sorting for collaborative work.
What are Kanban columns called in Pronnel, and can I rename them?
In Pronnel, Kanban columns are called "Buckets." You can easily rename them to match your preferred terminology, such as "Status" or "Columns."
Can I rearrange Kanban buckets in Pronnel?
Yes, you can easily drag and drop Kanban buckets to rearrange them as you like. Your preferences will be saved.
What is the benefit of using column options in Kanban views?
Column options in Kanban views allow you to display custom attributes directly on the Kanban cards, eliminating the need to open each item separately for information.
How do I move items between Kanban buckets in Pronnel?
You can drag and drop an item from one Kanban bucket to another to change its status.
How can I create new items in a Kanban view in Pronnel?
To create a new item, click the "Add" button at the top of the Kanban bucket. If you don't see the "Add" button, item creation is disabled in that specific Kanban bucket.
What if mandatory fields exist for a new item in the Kanban view?
If an item has mandatory fields, clicking "Add" from Kanban will open a full popup for you to enter the required information.
Can I view my data in formats other than Kanban columns?
Yes, Pronnel allows you to view your data in different formats, such as by priority, assignee, or custom fields with dropdown options, using the "Group by" feature.
How can I make the most of Kanban views in Pronnel for my projects?
To make the most of Kanban views, experiment with different views, customize your boards to match your workflow, and use the various features Pronnel offers. This will help you manage your projects more efficiently and transparently.