Google Sheets Kanban Board Template: Manage Workflows Online

Google Sheets看板模板:在线管理工作流

2024-04-09 19:00 project manager


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A kanban board is a project management tool that manages workflows and processes using two key elements: kanban cards, which represent tasks, and kanban columns which divide the kanban board vertically to represent steps or stages of completion for them. When first invented in 1940, kanban boards were analog tools that could be made with pen and paper. Now, kanban boards can be found in many project management software tools, though one can also use spreadsheet software such as Excel or Google Sheets. While project management software offers the most advanced kanban project management features from these options, Google Sheets is still a decent and free alternative, which can be especially helpful when working with a remote team that needs to collaborate online. Why Make a Kanban Board in Google Sheets? Use Google Sheets to make a kanban board that can do some of the basic actions of kanban software. Create kanban columns and kanban cards, assign tasks to team members and track project progress. Kanban cards can add detailed project task information, such as task description, due dates and estimated duration. Still, Google Sheets kanban boards aren’t the best kanban tool you can use. For advanced kanban software features, use ProjectManager instead. With ProjectManager’s kanban boards, you can track costs, monitor their percentage of completion, automate kanban workflows and recurring tasks, share files and much more. Get started with ProjectManager today for free. Google Sheets Kanban Board: Pros & Cons Let’s now analyze Google Sheets kanban boards more closely to identify the benefits and disadvantages of using them. This will provide a better idea of what they can and can’t do for an organization. Pros of Making a Kanban Board in Google Sheets A Google Sheets kanban board is ideal for users who are getting started thanks to its simplicity and ease of use. Here are some of the main benefits of using Google Sheets to create a kanban board to manage tasks. It’s a free alternative to project management software Many people are familiar with Google Sheets’ spreadsheet interface, which is more user-friendly than Excel Google Sheets kanban boards are cloud-based so there’s no need to download or save files on a computer Kanban boards, columns and cards are customizable, which isn’t possible with most kanban software Cons of Making a Kanban Board in Google Sheets While a kanban board can be made in Google Sheets, it won’t have the project management features found in most kanban software alternatives. Here are some of the main drawbacks of using Google Sheets kanban boards. Making a kanban board in Google Sheets is a labor-intensive and time-consuming process Because they’re manually edited, Google Sheets kanban boards are prone to human error Complementary project management tools, such as Gantt charts, project dashboards, project calendars and more, are needed Google Sheets kanban boards don’t have workflow automation features Kanban Board Template for Google Sheets There’s no better way to learn about Google Sheets kanban boards than using one. This free kanban board template for Google Sheets has pre-made kanban columns and kanban cards with sample project information that can be easily edited and customized as needed. Just follow the steps below. Google Sheets templates can be helpful for some areas of project management, but they can’t offer the planning, scheduling and tracking tools that a project management software like ProjectManager has. Let’s review some of the key features that make ProjectManager’s kanban boards a much better project management tool than a Google Sheets kanban board. ProjectManager’s Kanban View Is Better Than a Google Sheets Kanban Board ProjectManager’s kanban boards are equipped with advanced kanban software features that can help manage any type of process including workflow automation, with task approval settings to ensure quality control, cost management and resource tracking. Illustrated in the image below, ProjecManager’s kanban cards give a much more detailed view of project tasks than any Google Sheets kanban board can, which helps to make informed decisions about projects. Here are some of the key task details that you can track with ProjectManager’s kanban cards. Task description Category tags Due dates Priority level Percentage of completion Estimated vs. actual costs Estimated vs. actual task duration Assignees Task recurrence Subtasks Comments & file attachments, In addition to these robust kanban boards, ProjectManager has a suite of project management tools to help you manage all project areas such as Gantt charts, timesheets, workload management charts, project dashboards and more. How to Use This Kanban Board Template Before starting, be sure to make a copy of this template so it can be edited. Once you create a copy, follow these simple steps. 1. Rename the Kanban Columns This kanban board template comes with five sample kanban columns, which can be renamed to reflect the stages of any workflow. To delete a kanban column, right-click on its heading and select delete columns as shown in the image below. To add additional kanban columns, simply select a column heading, copy and paste it at the right end of your board and then use the border feature to format it. If you’re not sure of what kanban columns to create, you can start with the standard kanban board columns, “to-do,” “in progress” and “done,” which are commonly used by kanban software. 2. Edit the Kanban Cards’ Information Edit the task name, description, assignee and due date from each kanban card and color-code them depending on their priority level. They can also be customized by task priority colors. 3. Move Kanban Cards From One Column to Another Cut and paste kanban cards to move project tasks from one column to another. First, select all the cells for a kanban card, right-click that selection and then select cut. Then select the column to paste the kanban card, right-click it and click “Paste.” These two simple steps enable kanban cards to move from one column to another, showing their current stage of completion. In this case, we’ve moved this task from the “review” column to the “done” column, which means this task has been completed. Teams can follow these simple steps to use this kanban board to manage their work. More Project Management Templates for Google Sheets As we’ve stated, other complementary project management tools such as Gantt charts, task lists or project calendars help manage projects from a different perspective than kanban boards. That’s why we’ve created dozens of project management templates for Google Sheets, Excel and Word, which you can download for free. Here are some of them. Gantt Chart Template for Google Sheets This Gantt chart template for Google Sheets can create a list of project tasks, their estimated duration and due dates, which then automatically generates a visual project timeline based on that information. Google Sheets Budget Template This Google Sheets budget template helps estimate the costs of the organizational resources each business department needs to operate for a year. The best part is that this Google Sheets budget template can compare estimated costs against actual costs to help determine whether the team is over or under budget. Google Sheets Inventory Template This Google Sheets inventory template can list inventory items, their unit cost, quantity in stock, inventory price, reorder level and other details to help manage inventory levels. Related Kanban Content There’s a lot to learn about kanban besides kanban boards, which is why we’ve created dozens of blogs, templates and guides about different aspects of the kanban project management methodology. Kanban Board Template for Excel (Free Download) Kanban Principles & Best Practices Explained Kanban Inventory Management: How to Run a Kanban System Gantt Chart vs. Kanban Board: Pros, Cons, Similarities & Differences Kanban Inventory Management: How to Run a Kanban System ProjectManager is online project and portfolio management software that connects teams in the office, out in the field and anywhere in between. They can share files, comment at the task level and stay up to date with email and in-app notifications. Join teams at Avis, Nestle and Siemens who are using our tool to deliver successful projects. Get started with ProjectManager today for free.
看板是一种项目管理工具,它使用两个关键元素管理工作流和流程:代表任务的看板卡和垂直划分看板以代表任务完成步骤或阶段的看板列。 当1940年首次发明时,看板板是可以用笔和纸制作的模拟工具。现在,看板可以在许多项目管理软件工具中找到,尽管也可以使用Excel或Google Sheets等电子表格软件。 虽然项目管理软件从这些选项中提供了最先进的看板项目管理功能,但Google Sheets仍然是一个不错的免费替代方案,当与需要在线协作的远程团队合作时,它特别有用。 为什么要在Google Sheets中创建看板? 使用GoogleSheets制作一个看板板,它可以执行看板软件的一些基本操作。创建看板列和看板卡,为团队成员分配任务并跟踪项目进度。看板卡可以添加详细的项目任务信息,如任务描述、到期日和预计工期。 尽管如此,Google Sheets看板板并不是你可以使用的最好的看板工具。对于高级看板软件功能,请改用ProjectManager。借助ProjectManager的看板,您可以跟踪成本、监控其完成百分比、自动化看板工作流和重复性任务、共享文件等等。立即免费开始使用ProjectManager。 Google Sheets看板:优点和缺点 现在,让我们更仔细地分析Google Sheets看板,以确定使用它们的优点和缺点。这将提供一个更好的想法,他们可以和不能为一个组织做什么。 在Google Sheets中制作看板的优点 Google Sheets看板板简单易用,非常适合刚开始使用的用户。以下是使用Google Sheets创建看板来管理任务的一些主要好处。 它是项目管理软件的免费替代品 许多人都熟悉Google Sheets的电子表格界面,它比Excel更人性化 Google Sheets看板是基于云的,因此无需在计算机上下载或保存文件 看板板、列和卡片是可定制的,这在大多数看板软件中是不可能的 在Google Sheets中制作看板的缺点 虽然可以在Google Sheets中制作看板板,但它不具有大多数看板软件替代品中的项目管理功能。以下是使用Google Sheets看板的一些主要缺点。 在Google Sheets中制作看板是一个劳动密集型和耗时的过程 因为它们是手动编辑的,所以Google Sheets看板很容易出现人为错误 需要补充的项目管理工具,如图表、项目仪表板、项目日历等 Google Sheets看板没有工作流自动化功能 Google表格看板模板 没有比使用一个更好的方法来了解Google Sheets看板。这款免费的Google Sheets看板模板具有预制的看板列和看板卡,其中包含示例项目信息,可以根据需要轻松编辑和自定义。只需按照下面的步骤。 Google表格模板对项目管理的某些领域很有帮助,但它们不能提供像ProjectManager这样的项目管理软件所具有的规划、调度和跟踪工具。让我们回顾一下使ProjectManager的看板成为比Google Sheets看板更好的项目管理工具的一些关键功能。 ProjectManager的看板视图优于Google Sheets看板 ProjectManager的看板板配备了先进的看板软件功能,可以帮助管理任何类型的流程,包括工作流自动化,任务审批设置,以确保质量控制,成本管理和资源跟踪。 如下图所示,ProjectManager的看板卡比任何Google Sheets看板都能提供更详细的项目任务视图,这有助于做出有关项目的明智决策。 以下是一些您可以使用ProjectManager的看板卡跟踪的关键任务详细信息。 任务描述 类别标签 到期日 优先级 完工百分比 估计费用与实际费用 估计任务持续时间与实际任务持续时间 受让人 任务重现 子任务 评论和文件附件, 除了这些强大的看板,ProjectManager还有一套项目管理工具,可帮助您管理所有项目区域,如工作表、时间表、工作量管理图表、项目仪表板等。 如何使用看板模板 在开始之前,请确保制作此模板的副本,以便可以对其进行编辑。创建副本后,请遵循以下简单步骤。 1.显示看板列 此看板模板带有五个示例看板列,可以重命名这些列以反映任何工作流的阶段。要删除看板列,请右键单击其标题并选择删除列,如下图所示。 要添加其他看板列,只需选择列标题,将其复制并粘贴到电路板的右端,然后使用边框功能对其进行格式化。 如果您不确定要创建什么样的看板列,可以从标准看板栏开始,“待办事项”、“进行中”和“完成”,这些都是看板软件常用的。 2.编辑看板卡的信息 从每个看板卡中编辑任务名称、描述、分配人和到期日,并根据其优先级对其进行颜色编码。它们也可以通过任务优先级颜色进行自定义。 3.将看板卡从一列移动到另一列 剪切和粘贴看板卡,将项目任务从一列移动到另一列。首先,选择看板卡的所有单元格,右键单击该选择,然后选择剪切。 然后选择要粘贴看板卡的列,右键单击该列,然后单击“粘贴”。 这两个简单的步骤使看板卡从一列移动到另一列,显示其当前完成阶段。在本例中,我们已经将此任务从“review”列移到了“done”列,这意味着此任务已经完成。 团队可以按照这些简单的步骤来使用这个看板来管理他们的工作。 更多Google表格项目管理模板 正如我们所说的,其他补充项目管理工具,如图表、任务列表或项目日历,可以从不同于看板的角度帮助管理项目。因此,我们为Google表格、Excel和Word创建了数十个项目管理模板,您可以免费下载。以下是其中的一些。 Google表格的图表模板 Google Sheets的这个图表模板可以创建一个项目任务列表,它们的估计持续时间和到期日,然后根据这些信息自动生成一个可视化的项目时间轴。 Google表格预算模板 此Google Sheets预算模板可帮助估算每个业务部门运营一年所需的组织资源成本。最好的部分是,这个Google表格预算模板可以将估计成本与实际成本进行比较,以帮助确定团队是否超出预算。 Google表格库存模板 此Google Sheets库存模板可以列出库存项目、其单位成本、库存数量、库存价格、再订购级别和其他详细信息,以帮助管理库存级别。 相关看板内容 除了看板之外,还有很多关于看板的知识需要学习,这就是为什么我们创建了数十个关于看板项目管理方法不同方面的博客,模板和指南。 Excel看板模板(免费下载) 看板原则和最佳实践解释 看板库存管理:如何运行看板系统 看板图与看板板:优点,缺点,相似性和差异 看板库存管理:如何运行看板系统 ProjectManager是一款在线项目和投资组合管理软件,可连接办公室、现场和任何地方的团队。他们可以共享文件,在任务级别发表评论,并通过电子邮件和应用内通知保持最新状态。加入安飞士、雀巢和西门子的团队,他们正在使用我们的工具交付成功的项目。立即免费开始使用ProjectManager。