Kanbanchi - Project Management Tool Overview
Kanbanchi is a project management tool that has sprung up as a serious contender against the more well known Trello. Like Trello, Kanbanchi uses the Kanban methodology to help you organize your workflow.
If you’re not familiar with the Kanban methodology it is in essence the idea of writing your tasks down on cards and placing them in lists that represent a workflow order.
For example, if you’re using Kanbanchi as an editorial calendar you may have four lists such as “Ideas”, “research”, “In progress” and “Published”. Your initial “idea” might be for a blog post on “email marketing”. Once this idea is in the research phase, youdrag it to the “Research” list. When you’re writing the draft for your idea it goes into the “In Progress” list. When it has been published you put it in “Published”
Kanbanchi can be used for much more than editorial calendars. In fact it can be used for any project where a workflow is involved.
It can be used for creating the buyer’s journey with your marketing team. Your sales team can map out their playbook process, and it can be used as a company overview board, where your organizational goals are transparently depicted, and each department can see how their goals fit into the overall company goal.
This systematic and efficient approach, helps you maintain control of your workflows, creating a smooth, more integrated process as a result.
Some features of note are Starting and Due dates for tasks, a premium feature that times your tasks (handy for productivity tracking), priority tagging, checklists and much more.
Kanban style not your thing? No problem, with Kanbanchi’s premium plan you can switch to a Gantt Chart View or a List View.
Kanbanchi Business Overview Board
Kanbanchi not only helps you with department workflows, but it can be used to help you run your business better.
It’s critical for any business to aim for their goals. But sometimes overarching business goals get lost between departmental goals.
With Kanbanchi you can create a Business Overview Board which helps you maintain a bird’s eye view of your business objectives, alongside having a clear view on departmental objectives, and how their tasks fit into the overall picture.
This board is open and transparent to everyone in the company so that everyone is up to date on what is going on in the company. For example, your marketing team will be able to see what the sale team’s objectives are, they might have feedback or offer assistance if they understand their objectives.
It brings about the idea of working collaboratively rather than in department silos.
Let’s take a look at an example to see this in action:
Here’s an example of a Kanbanchi Board in use. This first list on the board is “Teams.” The first card in the “Teams” list is an instructional card “How to use this board”:
This card is helpful to ensure that everyone in your company understands how the board works and also helps with new employee onboarding.
In the “Teams” list, there is a card for each team, as you can see here:
This example is divided into the teams you have in your company. In this instance, we have Marketing, Sales, IT, Growth Hacking, Partnerships and Customer Support.
It’s a good idea to have a team lead in charge of updating the card with team updates each week. You can do this by hitting “Assign” in the card and assigning the team lead.
The next list on the board is “Priorities”, which is a broad outline of the company priorities. Each card in this list reflects one of the priorities of the company, and there are often multiple projects related to these priorities. Each priority card has a project owner assigned to the card and can also have multiple files attached to it, checklists and you can link related cards.
Example of a Priority card.
In Kanbanchi, you can link relevant cards on the board.
The next list on the board is the “Projects” where each “Priority” from the “Priorities” list is being broken down into projects to help the company attain their overall goal.
If multiple team members are working on the one project, one team member is designated as the project owner. It is their job to update the card with the progress or setbacks of the project each week.
Example project card.
When Projects are completed they are dragged and dropped into the “Done” list.
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