Kanban Board for Project
Kanban Board is a robust tool enabling hassle-free visualization and management of tasks. Featuring buckets/columns, it is a dynamic platform to increase work efficiency by depicting pending and completed tasks. By seamlessly implementing within NetSuite, it permits users to use NetSuite effectively for task management.
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SKU PDNSKBP01
Implementation Time 5 Days
What is the Kanban Board?
- It is a powerful tool for the smooth visualization and management of tasks.
- Provides a dynamic platform to enhance work efficiency.
- Comprising columns or buckets, Kanban Board depicts pending and completed tasks.
- The board is seamlessly implemented within NetSuite allowing users to manage project tasks.
- All NetSuite projects have the Kanban Board button giving quick access to tasks and project status.
Last UpdateJanuary 2024
Published31 January 2024
Description
Access Control
- Kanban Board access control demonstrates our commitment to efficiency.
Resource Subtab
- People listed under Resource Details in the subtab have access.
Project Manager
- Edit access given to project managers listed in the body level fields.
- Users listed under the Resource Details with the role of project manager also gain edit access.
- Those overseeing resources gain control to manage tasks efficiently.
My Own Task
- Tasks given to an individual automatically gain edit access.
- It ensures that team members get direct control over their tasks.
- This promotes individual accountability.
Show All Tasks vs. Show My Tasks
- Kanban Board provides an option to either display all tasks or show the ones assigned to the respective user.
- Tasks are customized and editable under the ‘Show My Tasks’ option.
- It ensures that users focus only on their respective tasks.
- ‘Show All Tasks’ offers an extensive view of all tasks.
- Project Managers gain editing privileges.
- Kanban Board access control features contribute to a more collaborative work eco-system.
- Users get the information and editing capabilities they need to fulfill their roles.
Features Overview
Parent and Child Tasks
- Board displays the relationship between parent and child tasks.
- Enables users to track completion status of subtasks.
Status Tracking in NetSuite Tasks
- NetSuite project tasks fall under three statuses.
- They include ‘Not Started’, ‘In Progress’ and ‘Completed’.
- Custom Label/bucket names are also included.
- Board reflects statuses and provides real-time updates on progress.
View Task Option
- The board has a “View Task” option.
- Click on it to swiftly open and access the task in NetSuite.
- It enhances user experience and promotes efficient task management.
Create New Tasks Through Kanban
- Users can create new tasks via Kanban Board.
- Click on the new task creation option to navigate to the NetSuite page.
- This enables users to quickly create new tasks.
- This ensures seamless workflow.
- Clicking the + button to add a new task takes user to NetSuite.
Default Board Configuration
- Kanban Board starts with a default configuration in the initial stage.
- Board is generated based on the status of project tasks.
- The status of project tasks is classified into three buckets.
- They are “Non-Started” color coded in black, “In Progress” in blue and “Completed” in green.
- Tasks are additionally classified into low, medium and high priority.
- Classification ensures a structured approach to task management.
- Kanban Board streamlines task status updates.
- No editing is possible in default board.
- In the default board, task status adjustments are easily done.
- It provides a versatile interface by moving tasks to desired buckets or allowing status modification by clicking on the task.
New Board Creation
- Kanban Board provides the flexibility to create customized custom boards.
- The “Create New” option permits the user to define the board name, column/bucket names and other options.
Edit Custom Boards
- By clicking on the “Edit Board” option, users an easily modify custom boards.
- While clicking the option, a pop-up comes up enabling users to make changes.
- The changes include altering the board name, adjusting bucket names and changing bucket orders.
Unassigned Bucket for Enhanced Organization
- An “Unassigned Bucket” is automatically generated during custom board creation.
- It accommodates tasks that are not yet assigned to specific columns.
- Ensures systematic organization of tasks.
- Allows users to drag tasks from the “Unassigned Bucket” to designated columns.
- Custom Boards also offer dynamic management capabilities.
- Once tasks are removed from the “Unassigned Bucket” to the new buckets, the former gets automatically removed from the board.