How to make a Kanban Board in Excel

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How to make a Kanban board in Excel, with movable dynamic Kanban cards you can move across your Kanban board. Great for your Agile team or your next project!
Timestamps:
00:00 Kanban board introduction
01:08 Backlog list, getting started
02:09 Kanban heading and colours
02:41 Kanban Columns
03:14 Setting up the Kanban card sizes
04:41 Adding data to the cards
05:40 Hiding blank titles
07:19 Kanban column borders
08:12 Adding the cards to the Kanban board
09:45 Final Kanban board
#ProjectManagement #Excel #Agile
All the Project Template Excel and Powerpoint videos: • How to Create Excel an...

[@azr6288]

so nice as an aussie to hear another aussie accent

[@arihantprasad8993]

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

[@tuckerview4514]

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

[@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.

[@eliknowsbest4946]

Wow! this is super, thank you 👍

[@hmnc444]

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

[@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 👍🏻🙏🏻👍🏻

[@rvrgrrl]

Thank you very much for this video! I am a grad student and plan to use the excel kanban for school assignments. I've tried using kanban in handwritten-on-paper, post-its on a wall and on paper, trello, notion, notability, and digital sticky notes, and none of them ultimately work well for me for various reasons. I think excel will do the trick, and now that you've shown us how to make the cards moveable it solves a problem I've been wondering about! I do wonder if you have any ideas for streams? Maybe creating rows of different colors...I'd like to visually separate things that need to be done NOW for personal or school and I feel like I need more than a card.

[@franckyahi3384]

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

[@MrWLJ71]

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

[@Doowopfanuk3]

I aree thats a new one on me as well

[@lotuspoetisse]

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

[@TikiziaBT]

Love it, David. Thanks for sharing

[@sergeyzvezdov8195]

Thank you for a fantastic tutorial!

[@nashqi]

nice

[@LittleAyesha2017]

Thank you David.

[@asifchowdhury3770]

Awesome! Thank you so much David! Appreciated!!

[@maurocroci7656]

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

[@Viasatoninternet]

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

[@PrakashRaman16]

Great tips.. Love your style of expressive elucidating

[@plasticsh33ts28]

This was great man, thanks for your work here!

[@MMBBRR]

Fantastic walkthrough, subscribed!

[@vikramdarekar7487]

Best Explanation!!!

[@jackho1360]

Amazing ~!!!! Thanks for sharing.

[@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.

[@AK-px9pn]

Awesome! Thank you for this!

[@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 ?

[@souptiktirtha8136]

Great tip❤❤❤🎉

[@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.

[@Urmy998]

Thank you, Thank you. AMAZING:

[@Charuthelifecoach]

Amazing

[@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.

[@patrickrebelo5065]

thanks alot

[@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?

[@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?

[@penseagil]

Muito bom👏👏

[@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

[@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.

[@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.

[@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?