How to
Find out how to configure, manage, use and control Kanbanize.
Getting Started
Empezar
Iniciando sua conta
Type of Workspaces and Workspace Management
Manage your Dashboard
- How to Add and Configure the Throughput Widget
- The Initiatives and Outcomes Management Dashboard
- Home Dashboard Overview and Custom Dashboard Management
- The Workflow Performance Summary Widget
- How to Add a Predefined Widget?
- How to Create and Add a Custom Widget?
Manage Boards
- 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?
- Arrival and Departure Rules
- How to Utilize the Board's Exit Criteria?
Working with Cards
- What Are Card Covers and How to Use Them
- 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?
Card Elements
- Calculated Custom Fields
- 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?
Card Links
My Account
- 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?
Payment Panel
- 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
- How to Set Up Outcome Rules Using an External Source
- How to Use the Planning View to Manage Portfolio Initiatives
- What Are Outcome Rules and How to Use Them
- Outcomes (Managing Goals and OKRs)
- What is an Initiative Workflow and How to Manage it?
- What is an Initiative and How Does it Work?
Search, Filtering & Reporting
- Getting Started with the Advanced Search
- How to Filter Information and Run Reports via the Advanced Search?
- How to Update Multiple Cards 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?
Business Rules
- How to Copy Card Properties between Linked Cards via Business Rules?
- A List of All ‘THEN’ Options in 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
Notifications
Analytics
- Getting Started with Analytics
- System Behaviors When Moving Cards Backwards or between Workflows/Boards
- The Analytics Dashboard
- The Kanban Flow Simulation
- The Cycle Time Scatterplot
- The Cycle Time Histogram
Reports
- The "Blockers" Report
- The "Throughput" Report
- Getting Started with the Reporting Tool
- The Pivot View in the Reporting Tool
- The Worklog Reports
- The "Cycle time per column" Report
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 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 Microsoft Entra ID
- How to Set Up SAML Single Sign-Оn with Okta?
OIDC Single Sign-On (SSO)
Email Integration
Integrations
- How to Upload and Download Kanbanize Files Using API v2
- MS Forms to Kanbanize Integration using MS Power Automate and Emails
- Outlook to Kanbanize Integration
- Slack to Kanbanize Integration
- Kanbanize Integration with GitHub (bi-directional)
- Kanbanize Integration with GitLab (bi-directional)