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User Manual, Kanban Task Manager for Sharepoint

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User Manual, Kanban Task Manager for Sharepoint kalmstrom.com – leveraging your Microsoft Business Solutions Kanban Task Manager for SharePoint Manual Table of contents 1 INTRODUCTION ................................................................................................................................. 4 EDITIONS ..............................................................................................................................................5 LANGUAGES ..........................................................................................................................................6 REQUIREMENTS .....................................................................................................................................6 SYNCHRONIZATION .................................................................................................................................6 2 INSTALLATION ................................................................................................................................... 7 DATA STORAGE ......................................................................................................................................7 SANDBOXED SOLUTION ...........................................................................................................................7 2.2.1 Install and Activate for Site Collection........................................................................................7 2.2.2 Activate for Site ..........................................................................................................................8 2.2.2.1 Site settings Link ................................................................................................................................ 8 2.2.3 Install on a SharePoint Farm ......................................................................................................9 2.2.3.1 Manage Farm Solutions ..................................................................................................................... 9 2.2.3.2 Add and Install Kanban Task Manager ............................................................................................ 10 2.2.3.3 Upgrade ........................................................................................................................................... 11 2.2.3.4 Remove ........................................................................................................................................... 12 WEB PART AND ADD-IN DEPLOYMENT IN APP CATALOG. ............................................................................12 2.3.1 Upload to App Catalog .............................................................................................................12 2.3.2 Client-Side Web Part ................................................................................................................13 2.3.3 Add-in .......................................................................................................................................15 2.3.3.1 Permissions ..................................................................................................................................... 15 2.3.3.2 Embed Web Part ............................................................................................................................. 15 POWERSHELL EDITION ..........................................................................................................................15 3 PERMISSIONS .................................................................................................................................. 16 ADMINISTRATOR ..................................................................................................................................16 USERS ................................................................................................................................................16 SECURE THE SETTINGS ...........................................................................................................................16 VISITORS ............................................................................................................................................16 4 FIRST TIME USE OF SANDBOXED SOLUTION AND ADD-IN ............................................................... 17 COMMAND BAR ...................................................................................................................................18 5 EXAMPLE DATA ............................................................................................................................... 19 CREATE EXAMPLE DATA ........................................................................................................................19 REMOVE EXAMPLE DATA .......................................................................................................................20 6 CONFIGURATION ............................................................................................................................. 21 COLORS ..............................................................................................................................................21 CHECKLIST ..........................................................................................................................................22 TIME LOGGING ....................................................................................................................................22 6.3.1 Edit or Delete Time Log Entry ...................................................................................................22 STATUS ..............................................................................................................................................22 6.4.1 Columns Per Phase ...................................................................................................................23 6.4.2 Work in Progress ......................................................................................................................23 PROJECT .............................................................................................................................................23 Kanban Task Manager for SharePoint V9 www.kalmstrom.com 1 kalmstrom.com – leveraging your Microsoft Business Solutions HIDE PHASES OR PROJECTS ....................................................................................................................24 ASSIGNED TO ......................................................................................................................................24 6.7.1 Multiple Assigned .....................................................................................................................25 LANE .................................................................................................................................................25 CHANGE COLUMN CAPTIONS ..................................................................................................................25 EXTRA FIELD ....................................................................................................................................26 6.10.1 Create or Change the Extra Field ..........................................................................................26 HOURS ...........................................................................................................................................26 TASKS LIST ......................................................................................................................................27 6.12.1 Custom Columns ...................................................................................................................27 EMBED ...........................................................................................................................................28 6.13.1 Classic Page ..........................................................................................................................28 6.13.2 Modern Page ........................................................................................................................29 ACTIONS .........................................................................................................................................31 7 USE KANBAN TASK MANAGER ........................................................................................................ 32 KANBAN VIEW .....................................................................................................................................32 7.1.1 The Task Card ...........................................................................................................................32 7.1.1.1 Assigned .......................................................................................................................................... 33 7.1.1.2 Due Date / Extra Paramter .............................................................................................................. 33 7.1.1.3 Task Overdue Indicators .................................................................................................................. 33 7.1.1.4 Context Menu .................................................................................................................................. 33 7.1.1.5 Move Task Cards ............................................................................................................................
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