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Kanban Board for Project

Visualize your NetSuite projects like never before with a fully interactive Kanban Board—drag-and-drop task management built natively within NetSuite.

  • SKU :PDNSKBP01
  • Last Update :January 2024
  • Support for :NetSuite Projects, SuiteProjects, Task Management Module
  • Implementation time :5 Business Days

Kanban Board for Project

Overview

Streamline Task Management with Visual Kanban Boards in NetSuite

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The Kanban Board empowers users to view and manage project tasks visually through status-based buckets—Not Started, In Progress, Completed with the flexibility to add custom buckets as needed. Seamlessly embedded into NetSuite, it boosts collaboration, enhances visibility, and eliminates the need for external task tracking tools.

Features

All the Tools You Need for Project Visibility

This native NetSuite customization enhances your project and task workflows with visual clarity and real-time control.
Access control

Only project managers and listed resource users can edit tasks. Individual assignees automatically gain edit access to their assigned tasks.

My Tasks vs. All Tasks View

Users can toggle between “My Tasks” for focused views or “All Tasks” for full project visibility.

Create and Edit Custom Boards

Use “Create New” and “Edit Board” options to define board names, columns, and task buckets. Organize your workflow your way.

Task Creation, Drag & Drop

Create new tasks directly from the board. Move tasks between buckets to update status instantly.

Conditions Apply

System Requirements & Setup

  • Requires NetSuite Projects or SuiteProjects module
  • Default board provided; custom board setup available
  • Role-based access must be defined in NetSuite
  • Works on all major browsers .
Benefits

Work Smarter with Kanban Inside NetSuite

Kanban Board enables project teams to work visually and collaboratively while staying inside the familiar NetSuite environment.
Project Transparency
  • Real-time task status
  • See dependencies and bottlenecks
  • Quick access to task records
Team Productivity
  • Prioritize tasks visually
  • Reduce meeting time
  • Empower task ownership
Native NetSuite Integration
  • No external tools needed
  • Runs within NetSuite UI
  • Upgrade-safe and secure
Custom Workflows

Create and modify boards

Add/edit buckets

Use unassigned task buckets for cleanup

FAQ

Common questions answered

Can we create multiple custom boards?

Yes, users can create multiple boards with unique names, columns, and configurations.

Is the board mobile-friendly?

Yes, the board is fully responsive and works on phones and tablets.

Who has access to edit tasks?

Project managers and assigned users (via resource subtab) have edit access. Other users can view based on permissions.

Can I configure bucket names?

Absolutely! Custom boards let you define your own columns and task buckets.

Does it show task relationships (parent-child)?

Yes, the board reflects parent-child task structure, showing subtask progression and dependencies.

Testimonials

See what all the talk is about

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Jobin & Jismi's outstanding project management skills are a unique aspect of their service. What stood out most about Jobin and Jismi was their exceptional commitment to excellence and customer satisfaction. Their level of expertise and professionalism in handling our NetSuite ERP implementation was truly impressive. The team was consistent in meeting project milestones, and their commitment to deadlines allowed us to experience the benefits of the new system sooner than anticipated.

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Anil MalhiDirector of Web Development & IT, Airport Home Appliance, Hayward, California
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Their openness, prompt communication, and skilled execution ensured our project was completed smoothly, on time, and within budget. The transition of our site was flawless, with no loss of customer connectivity. Manuals were provided for both users and programmers after the site was created. The team was proactive, offered logical suggestions for improvement, and provided clear, reasonable estimates of what each additional step would cost. This was one of the best teams I've worked with in my 23 years in dentistry and 13 years using NetSuite.

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Steve PardueManaging Member, Elevate Oral Care, West Palm Beach, Florida
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We couldn’t be happier with Jobin and Jismi IT Services. We will continue to work with Jobin and Jismi IT as this is the smoothest development project we’ve ever experienced. The team has truly grasped what we wanted to deliver. They work tirelessly to ensure deadlines are met.

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Paul BolteExecutive Vice President, TrustBridge Global Foundation, Switzerland
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The team responded thoroughly and in a detailed way to understand our needs. Their communication was excellent throughout, keeping us consistently updated from start to finish. They provided expert-level NetSuite development tailored to our complex business use cases, while also customizing a new Magento instance to meet our unique requirements. The new website now handles high traffic and provides greater visibility. We found Jobin & Jismi to be easy to work with, highly knowledgeable, and incredibly professional.

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Ahmed JVice President, SSI Group, Baltimore, Maryland
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The collaboration with the team has produced good results, ensuring the company can offer excellent solutions to its large customers. They were always responsive, quick, and knowledgeable, managing the project effectively throughout. They’ve become a trusted key partner of ours after continuously delivering valuable services.

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Mark Skorpil COOOneSource IML Golden, Colorado
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