How to Create Kanban Board Excel Template [Step-by-Step]

The best thing about using Kanban is that it allows promoting transparency in work through process and workflow visualization. Moreover, it is also suitable for all types of workflows and industries. The Kanban board can provide you with a comprehensive picture of the workflow and assist in improving the productivity of your team. Now that you know the importance of Kanban, you must be wondering how to create Kanban board in excel. Well, it is quite simple and easy.

In this guide, you will get to know everything about Kanban boards in excel. The Kanban excel template will allow you to create the Kanban boards with much ease. Check the best Kanban courses to help you master Kanban principles.

Steps to Create Kanban Board in Excel  

Are you thinking about how to create a Kanban board in excel? In that case, here are the essential steps that you need to follow:

Step 1: Prepare Excel Workbook  

The first step involves the preparation of an excel workbook. For that, you will have to open a fresh excel file for setting up the workbook. Add two tabs or sheets in the excel file. Then name each of the sheets. The first sheet you can name as ‘Kanban Board’ and the second sheet as ‘Kanban Cards.’

Step 2: Create Workflow Columns  

Once you have prepared the excel workbook, the next step is to create the workflow columns. The workflow shown on the Kanban boards mainly has three stages. It includes ‘To do’, ‘In Progress’, and finally ‘Done’.

In the Kanban board tab of the excel file, create three sections. Make sure that the width of each of the sections is the same. Also, ensure that there is sufficient space to add the Kanban cards. 

After creating the sections, the next thing that you need to do is format a column between the sections. This will help in effectively separating the statuses. Now the Kanban board for your project is ready.

On the basis of your workflow, you can add more columns of work status.

Step 3: Create Task Cards or Kanban Cards  

In the free Kanban board excel template, the next thing to focus on is the Kanban cards. The Kanban cards are the cards that will be moved from the ‘to do’ column to the ‘done’ column.

To create the Kanban cards, head to the Kanban cards tab on the excel sheet. Make three task cards. Make sure that each of the task cards has the same width. Color the task cards in the colors of your choice. Fill in the third task card in red color. It will show the high-priority tasks.

Next, you will have to decide the various fields that you want to add to the Kanban cards. For instance, you can add fields such as task title, description of the task, time estimate, due date, and assignee.

Step 4: Use the Kanban Board  

Now your Kanban board excel template is ready for use. You can use the Kanban board for better management of your projects.

Wondering how to get started? Based on your task, you can copy and then paste the Kanban card into the appropriate workflow status column. In the task card template, add the essential and relevant details. When you add new tasks, consider editing the cards. In order to move the cards from one status column to another, all you need to do is cut and paste the cards.

By now, you must be aware of creating Kanban boards in excel. In order to enhance your knowledge further, you can consider taking up Kanban training online.

Kanban Board Excel Templates  

When it comes to the Kanban excel spreadsheet template, you will find several options. Here are some of the popular templates that you can use for your different projects. 

1. Personal Kanban Board Template  

While the Kanban board is mainly used for managing business projects, it can also be used for the management of personal tasks. With the personal Kanban board template, you can manage different personal tasks in an efficient manner.

2. Kanban Cumulative Flow Diagram Template  

If you want to get a clear view of the progress of your project, using this Kanban excel template free can be helpful. This template can enable you to easily identify the roadblocks present in a project.

3. Withdrawal Kanban Card Template Excel  

If you are into the manufacturing business, this template is an ideal option for you. It can provide you with a view of the movement of a product within a system.

Features of Kanban Board Excel Templates  

The Kanban board excel template comes with several interesting features. The prominent features of the board are listed below. 

1. Kanban 

Kanban is the section in which you can get a view of the Kanban cards based on the filter you select and the selected boards. You can make use of different filters such as the due date of the task, responsible person, priority, and more to display your projects. 

In case you have more than one Kanban board, you can input data in the database and get your tasks displayed on separate borders. You can also make changes to the status of the board. 

2. Dashboard 

The dashboard is another important feature of the Kanban board excel template. It can provide you with a general view of the projects. Moreover, it proves to be beneficial for tracking the performance of the projects. If you are making any kind of change to the data, you can make use of the refresh button to update it. 

3. Calendar 

The calendar is yet another vital feature of the Kanban board excel template. In the calendar feature, you can choose the year and month with the help of the drop-down menu. In addition to the dates, you can also mention the name of the person responsible for doing the task. The status of the tasks and their priority can also be mentioned. Viewing the change in the calendar is simple and easy.

4. Database 

To enter the tasks and properties, you can leverage the database. All you need to do is select the responsible person, board section, and priority. You can do all these by using the drop-down menu. To make the selection, list the options in the Settings section. 

The due date refers to the date when the project is set to end. On the other hand, the finish date refers to the actual date when you completed the tasks.

5. Settings 

The setting is also a significant feature of the Kanban board excel template. You can make the necessary settings based on the specific requirements of your project. In the ‘Status Section,’ you can mention the statuses of the different tasks. The ‘Team Members’ consist of the people responsible for the tasks. The ‘Board Section’ shows your boards.

These are the main features of the Kanban board in the excel template.

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Conclusion  

Recently, the demand for Kanban boards for project management is on the rise. It not only helps improve the productivity of the employees but also enhances the overall outcomes of the project. It makes data visualization and analysis quite simple and easy for the project managers, thereby increasing the chance of success. If you are willing to enhance your knowledge and skills relating to Kanban, KnowledgeHut Kanban training online can be an ideal option for you.

Now that you know how to create the Kanban boards in excel, it is time to leverage them for your business. The Kanban boards can enable you to effectively address different project issues and manage tasks better. So, start using the Kanban boards and increase your project efficiency and productivity.