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Manage work packages with Kanban boards


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Work packages Manage the work packages via kanban method

Agile teams can now organize their own work packages via freely configurable kanban view. With the kanban method you can quickly and efficiently complete your tasks. Moreover you have an overview about the processing status of your work packages. A further advantage of kanban is that the project tasks are organized as the individual work steps.

You can work with kanban as follows:

  1. Open an existing project or create a new one.

     For more information on how to create a project see Create a project.

  2. In the project, on the Start tab, in the Section group, click Work Packages.
  3. On the work package list, the following statuses as Not Yet Started, In Process and Done are set by default.

    For more information on how to edit status, see Change the work package status.

  4. Add new work packages. On the Edit tab, in the Edit group, click New.

    More information about work packages you can find here Create and edit a work package.

  5. You can easily change a status by moving the work package via drag&drop.
  6. You can add new columns with new status to the kanban. On the Edit tab, in the Edit group, click Status.

    This new status is visible only for this project. If you want to add or change a status for the whole system, see Change the work package status.

  7. On the side panel, click New status....
  8. On the Edit Work Package Status dialog box, in the Name field, enter a new name. In the Flag filed define the color for the status.

    notes-en

    • The color helps to quickly distinguish the status of the work package. You can change it in the Edit Work Package Status dialog box.
    • Change the order of the statuses on the side panel by moving the arrows Down and Up.
    • You can delete each status from side panel by clicking Remove symbol .
    • All work packages displayed in the right column of the kanban view, are done.