How to make a Kanban Board in Excel

[@arihantprasad8993]

One of the best tutorial on creating Kanban board using excel.

[@PaulMannering-v5d]

That was cool. I also added an Assignee: column to the backlog tab, and as part of the automatic update to the Kanban cards - the Assignee field also puts the name in for whomever is assigned the task.

[@Ilyb.444]

You're actually a genius with excel man. Insane how you manage to do this stuff.

[@defaultname6205]

One of the better educational + step by step video tutorials on using Excel for project management. Easy to follow, comprehensive explanations, step by step process, and much appreciation!

[@KeyserTheRedBeard]

most excellent video David McLachlan. I broke that thumbs up on your video. Always keep up the amazing work.

[@MazUKQ8]

This is one of the absolute best tutorial videos I've seen and seems to be the answer to my prayers regarding organising my cluttered and disorganised life. Love it man! Learnt a few nifty Excel tricks as well! Nice 👍🏻🙏🏻👍🏻

[@MrWLJ71]

Linked Picture! Brilliant!!! The options for dashboards now are infinite! Thank you

[@Doowopfanuk3]

I aree thats a new one on me as well

[@tibibara]

Great Tutorial! Thanks! Just one reminder, the paste linked picture feature uses the camera tool and unfortunately the shared files on the cloud doesn't handle it, so that means it only works on the desktop version of excel without sharing the content.

[@tuckerview4514]

best KZbin I've watched in a long while! Thanks!

[@franckyahi3384]

Super, I didn't know the past as image. Great

[@lotuspoetisse]

I ABSOLUTELY LOVE YOUR VIDEOS!!!!?❤🎉❤🎉❤🎉❤🎉❤🎉🎉

[@azr6288]

so nice as an aussie to hear another aussie accent

[@TikiziaBT]

Love it, David. Thanks for sharing

[@Bob-jv2st]

Thank you David

[@sergeyzvezdov8195]

Thank you for a fantastic tutorial!

[@brentgarret2388]

Very well explained! I mostly use Kanban board template I have on Google sheets though. Thanks for the tutorial!

[@meganhanson9402]

Using Kanban template on Google sheets as well. Since it works on Google sheets I can use it on my mobile devices.

[@danielrivera2365]

Is there a way to capture throughput or cycle time in Excel if the appropriate parameters are captured? An example of that in Excel would be great!

[@BhanviShukla-tk1cq]

Can we also map the statuses back to the original list? That would completely switch me over to using excel permanently for one of my projects!

[@sharifulalam6427]

amazing... brother. your lessons helped me a lot in my PMP exam! thank you so much

[@davidmclachlanproject]

I am glad to hear it 🙂

[@MrEnr1que]

Can you provide this excel file so we can download it and modify it ?

[@LittleAyesha2017]

Thank you David.

[@Cycleplayer117]

Wow! this is super, thank you 👍

[@maurocroci7656]

Very simple and good explained. And works perfect for my needs. Thank you very much. 👍👍👍

[@אירינהבוטקובה]

Thank you it's amazing 😍

[@souptiktirtha8136]

Great tip❤❤❤🎉

[@Viasatoninternet]

Great video David, many thanks! Works like a charm.

[@vikramdarekar7487]

Best Explanation!!!

[@asifchowdhury3770]

Awesome! Thank you so much David! Appreciated!!

[@PrakashRaman16]

Great tips.. Love your style of expressive elucidating

[@plasticsh33ts28]

This was great man, thanks for your work here!

[@tapanhamal6911]

great video David. I did have a question though. If i move the tile to the main board from the backlog, is there a way to move the tile from the backlog too?

[@MMBBRR]

Fantastic walkthrough, subscribed!

[@DDesignGFX]

perfect i will use this for my role in project management. thank you great tutorial

[@7Bloodfire]

Trello used to be free up to a certain point, and way, way easier and quicker. Notion is free up to a certain amount of blocks, but WAY WAY WAY cheaper than Trello's first tier paid plan, plus you can do more than just Kanban blocks init. You still have to pay for Excel, so saying this is free isn't entirely accurate, unless your work or school pays for it and you just use it through them. Either way, it's still far still easier just using Kanban programs for actual Kanbans.

[@jackho1360]

Amazing ~!!!! Thanks for sharing.

[@7Bloodfire]

Ok, so I played with the idea you created here some, testing it's application in combination with some mixtures of "IF", "LOOKUP", and "IFERROR" formulas. There is some huge potential for removing some of the heavy double- and triple-workload when it comes to creating new cards. That can be sped up and automated with a duplicate table that utilizes the formulas with data list drop downs. The cool part is where you COUPD have several hundred pre-loaded cards' data ready to go ahead of time. That part one-ups my own version of the Excel Kanban situation, lol. The problem with this comes in when you create ten or more of the cards, tho. Whether automating or not, it's still clunky and slows Excel down a LOT. Could certainly be useful in smaller applications tho, especially in pages where you don't want to accidentally edit something but want it to update. 10 to 15 cards seems to be pushing it, although pre-loading 100s of fields was awesome. However, something very interesting came to light. You can do a linked picture of the Kanban board that already HAS a linked image sitting ON it. The nested, second image will reflect the first card's location: whenever you move it, the nested image will show it has moved. It's a little awkward, tho, as column width will cause the alignment to be off when you place that new picture somewhere on the original. BUT. Another cool thing: If you resize the original cards' cells, the rest of the cards connected to its rows or columns will be affected in the picture cards themselves. That was cool. If anyone wants to have more than one sentence in the description of the cards, type the first line, then hit "alt" + "enter". It'll keep you inside the same cell: "[ ] 1. Text here." (alt + enter) "[x] 2. More text here." Honestly, tho, an alternative for the double entry stuff is literally to just insert text boxes, color/shade/border them so they have a blurred shadow under and to the side, and you'll be able to create over a hundred stickynotes (also in a much easier fashion, with less effort on the immediate side). Just make a few colors, group them at top so you can "pull new ones off" (meaning copy/paste the blank one, fill it out, and then move it wherever). Then there is no need at all for linked pictures. You can write inside a text box, shade its background, etc. It looks quite like a stickynote when finished properly around the edges. I created formyself and used that method in college as well as during the writing of my first book, The Violet Curse. It was fun, but sometimes, as I said in a previous comment: nothing beats an actual Kanban board.

[@stanTrX]

Very helpful, thank you David. Do you think it's possible to click the box in the kanban board side to link the original data in the left?

[@Charuthelifecoach]

Amazing

[@AK-px9pn]

Awesome! Thank you for this!

[@aquaterrafootage9547]

McLachlan is better than any professor I had in college

[@kateythurlow4241]

I agree 100%!! 😁

[@Urmy998]

Thank you, Thank you. AMAZING:

[@7Bloodfire]

Could also just enter formula "=if(if(A="","",A)=0,"",if(A="","",A))" ...... by "A" I mean the cell you select after hitting "=". That removes any text from the cell, thus also removing any need for conditional formatting to hide it. Depending on your approach to creating the linked images, this could be a much faster approach. Love the idea.

[@sarahkainoa3990]

We have just changed to M365 excel and I cant find the paste link? When I use the one in special paste it jsut copies the text into the cells. Any suggestions?

[@patrickrebelo5065]

thanks alot

[@chesaucsf6630]

Anyone tried this with Google Sheets? Curious if all the features transfer seamlessly

[@penseagil]

Muito bom👏👏

[@nashqi]

nice

[@plasticsh33ts28]

Hey so, I've run into what I hope will be an interesting question for you. I followed along with this and recreated faithfully; I also shared this with my team through our SharePoint version of excel and that's where I ran into an issue. In the cards, which are basically images or pic's right, the moveable versions of the cards don't work, and have the warning sign with "Excel for the web does not support running or interacting", in the cards. Are you aware of any work arounds for this? Thanks so much again, I can use it regardless.

[@7Bloodfire]

Seems more like a non-editable image that just auto-updates as you work elsewhere. Text boxes with a table inside and background color + blurred borders would work as well if you're determined for an Excel Kanban. Otherwise, try out Trello. It'll change your life, lol. Did mine. My entire project management vibe was COMPLETELY overhauled by that program. Been using it for over ten years now. Will never quit it. Notion is a second choice. Cheap, has Kanban features already built in. I recommend watching Thomas Frank Explains as well as August Bradley for some amazing stuff on the project management side.

[@wojciechmika5860]

great video, i used these ideas to make my own kanban ;) however i have question - I'm using quite good laptop with suficient amount of RAM but it seems the file is now super laggy. is it because of the links/dropdowns? is there a way to make it run quicker? thanks!

[@sunriseeternity300]

Making Magic Happen. #kanban #agile #davidmclachlan #pmp #excel #capm #enjoyife

[@jlopez327]

😊

[@annatbaksa9949]

I am a first time user and need to see your speeded up section instructions slower and talk slower on the video to be able to digest information and visual. What is the link or video for how to see the sped up sections please?