Find out how to configure, manage, use and control Kanbanize.
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Type of Workspaces and Workspace Management
Manage your Dashboard
- The Initiatives and Outcomes Management Dashboard
- The Workflow Performance Summary Widget
- Home Dashboard Overview and Custom Dashboard Management
- How to Add a Predefined Widget?
- How to Create and Add a Custom Widget?
- How to Measure Throughput using the Board Flow Metrics widget?
- Arrival and Departure Rules
- Description of the Kanban Board
- How to Create and Rename a Board?
- How to Customize your Board and Edit your Workflows?
- How to Utilize the Board Policies?
- How to Utilize the Board's Exit Criteria?
Working with Cards
- How to Order your Cards?
- What is a Kanban Card?
- How to Create a Kanban Card?
- How to Move Cards?
- How to Assign an Owner to a Card?
- How to Archive and Unarchive Cards?
- How to Create and Manage Custom Fields?
- Types of Custom Fields
- How to Update Multiple Custom Fields?
- How to Configure your Custom Fields View?
- How to Create and Manage Card Blockers and Stickers?
- How to Create and Manage Kanban Card Templates?
- Visual Enhancements in Kanbanize: Dark Theme and Color-Blind Optimization
- How to Sign Up for a Free Kanbanize Trial Account?
- How to Join your Kanbanize Company Account?
- How to Log in to Kanbanize?
- How to Use your Promo Code in Kanbanize?
- How to Make Use of the "My Account" Menu?
- Overview of the Payment Panel
- How to Subscribe for a Kanbanize Account?
- How to Upgrade your Monthly Subscription Plan?
- How to Upgrade your Annual Subscription Plan?
- How to Renew your Annual Subscription Plan?
- How to Downgrade your Subscription plan?
Manage User Administration
- Administration Panel Overview
- The Account Security and Card Controls in Kanbanize
- Overview of the Audit Logs
- Description of the Admin Privileges
- How to Invite Users to my Kanbanize Account?
- How to Assign Users to a Board?
Initiatives and Cards Workflow Management
- Outcomes (Managing Goals and OKRs)
- What is an Initiative Workflow and How to Manage it?
- What is an Initiative and How Does it Work?
- How to Create Initiatives?
- Overview of the Initiative Properties
- How to Break Down an Initiative into Smaller Work Items?
Search, Filtering & Reporting
- Getting Started with the Advanced Search
- How to Filter Information and Run Reports via the Advanced Search?
- How to Do a Quick Search for a Card?
- How to Create Filters and Make Them Public?
- How to Make Use of the Board Filter?
- What are Quick Filters and How to Use Them?
- How to Copy Card Properties between Linked Cards via Business Rules?
- What is a Business Rule?
- How to Configure the Order in which Business Rules are Executed?
- How to Troubleshoot a Business Rule?
- The "Card is Created" rule
- The "Recurring Create Cards" rule
- Getting Started with Analytics
- System Behaviours when Moving Cards Backwards or between Workflows/Boards
- The Analytics Dashboard
- The Kanban Flow Simulation
- The Cycle Time Scatterplot
- The Cycle Time Histogram
Import / Export
- Getting Started with the Import/Export tools
- How to Access the Import Tool and Format your File for Successful Import?
- How to Create New Cards/Initiatives via Import?
- How to Update and Move Existing Cards or Initiatives via Import?
- How to Link Cards via Import?
- How to Create New Cards with Historical Metrics Data via Import?
SAML Single Sign-On (SSO)
- Configuring SAML Single Sign-On in Kanbanize
- How To Manage User Provisioning and Deprovisioning with SSO
- Handling User Email Changes for Users with SSO
- How to Set Up SAML Single Sign-On with G-Suite?
- How to Set Up SAML Single Sign-Оn with Azure Active Directory?
- How to Set Up SAML Single Sign-Оn with Okta?
- Kanbanize Integration with GitHub
- Connect Kanbanize to other apps using SYS CORE
- Connect Kanbanize to other apps using Make
- Kanbanize Integration with Google's Looker Studio (Google Data Studio)
- Connect Kanbanize to other apps using Power Automate
- Kanbanize Integration with ServiceNow via Business Rules