KANBAN BOARD

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SYNOPSIS
Need a simple but effective workflow to manage your projects? Use our
Kanban Board spreadsheet to visually track and organize a project's most
important tasks. Easily view color-coded tasks according to their priority as
they progress through your custom workflow category1 with a kanban
visualization. Set work-in-progress limits, and bottlenecks will get flagged so
no one stage gets overwhelmed. Keep tabs on upcoming deadlines with a
color-coded 12-month calendar view. And a dashboard tracks your overall
progress and overdue tasks, as well as the number of tasks by priority, by
status, and assigned to each stakeholder.

EXPLAINER

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business resource please let us know.

Feedback

Errors and omissions liability (E&O): You Exec LLC makes no guarantee that the formulas, models, analysis, financial projections,
estimates, graphs, reports, numbers, and any derivatives sourcing from this model are free of errors and omissions. Our financial
modelers have audited this model to the best of their capabilities, yet You Exec LLC assumes no liability for erroneous outcomes derived
from this financial model.

Copyright © You Exec LLC. All rights reserved.

TABLE OF CONTENTS

Sheet 1 Cover

Sheet 2 Table of contents

Sheet 3 Task list

Sheet 4 Kanban board

Sheet 5 Fields

Sheet 6 Benefits

COLOR KEY
Types Example Description
User inputs $3,400 User inputs
Calculations $3,400 Formula results
Results
Good results $3,400 Favorable outcomes
Bad results $3,400 Unfavorable outcomes
TASK LIST
Helpdesk Support Tracker

Task Stage Priority

Install software drivers Done Low

Backup data Done Low

QA data backup Done Low

Schedule interviews with devops Done High

Complete server transfer Done Medium

Facilitate reupload of critical workflows Q&A Low

Ensure network is usable Research Low

Change log-ins of all accounts Backlog Low

Order upgraded servers Done Low

Configure server settings Hold before final Medium

Project check-in meeting In-Progress Medium

Create new log-ins for users Backlog Medium

Test new start project workflow Backlog Low

Test fake data Research High

Setup system firewalls Done Medium

Update cybersecurity protocols Q&A High

Upload ML model data Q&A High

Test ML system on new dataset Research High

Set up bug-bounty for critical flaws In-Progress High

Person responsible Start date Due date Finish date Work progress

Ashley Grant Feb 2, 2023 Feb 24, 2023 Aug 29, 2023 ▲ 100%

Colin Martin Jan 19, 2023 Mar 24, 2023 Mar 4, 2023 ▲ 96%

Mandy Moore Feb 17, 2023 Mar 2, 2023 Feb 28, 2023 ▲ 93%

Andy Fielder Feb 20, 2023 Feb 22, 2023 Aug 3, 2023 ▲ 85%

Konrad Nathanson Mar 8, 2023 Apr 21, 2023 Aug 10, 2023 ▲ 72%

Konrad Nathanson Mar 23, 2023 Mar 31, 2023 ▲ 60%

Leslie Sorenson Apr 4, 2023 Jun 1, 2023 ▲ 70%

Andy Fielder Apr 14, 2023 Oct 21, 2023 ▲ 60%

Mandy Moore Apr 24, 2023 May 23, 2023 May 11, 2023 ▲ 100%

Konrad Nathanson May 19, 2023 Jun 15, 2023 ▲ 70%

Ashley Grant May 21, 2023 Jun 22, 2023 ▲ 100%

Colin Martin Feb 13, 2023 Feb 8, 2024 ▲ 58%

Andy Fielder Mar 31, 2023 Jan 26, 2024 ▲ 54%

Mandy Moore Jun 16, 2023 Jun 30, 2023 ▲ 45%

Konrad Nathanson Jun 23, 2023 Jan 26, 2024 Jul 7, 2023 ▲ 100%

Ashley Grant Jul 27, 2023 Aug 18, 2023 ▲ 18%

Ashley Grant Aug 24, 2023 Feb 14, 2024 ▲ 14%

Konrad Nathanson Aug 14, 2023 Dec 14, 2023 ▲ 10%

Colin Martin Sep 6, 2023 Nov 30, 2023 ▲ 7%

Work hours NOTES
122 "Finish date" turns gray when toggled to done as a reminder to enter the date completed.

121 Do not select all and delete or the formulas for the work progress bar will get deleted too.

116

116

113

102

101

95

117

115

102

108

99

97

121

109

119

113

123
 Kanban_dropdown

ate completed. Task

et deleted too. Person responsible

Start date

Due date

Finish date

Work progress

Work hours
 1 2 3

KANBAN BOARD
Helpdesk Support Tracker
###
WIP limit is set at: 3
3 2 3
Backlog In-Progress Research

Stage Priority: Low Priority: Medium Priority: Low

Task Change log-ins of all accounts Project check-in meeting Ensure network is usable

Person responsible Andy Fielder Ashley Grant Leslie Sorenson

Start date Apr 14, 2023 May 21, 2023 Apr 4, 2023

Finish date Dec 30, 1899 Dec 30, 1899 Dec 30, 1899

Due date Oct 21, 2023 Jun 22, 2023 Jun 1, 2023

Priority: Medium Priority: High Priority: High

Set up bug-bounty for critical
Create new log-ins for users Test fake data
flaws
Colin Martin Colin Martin Mandy Moore

Feb 13, 2023 Sep 6, 2023 Jun 16, 2023

Dec 30, 1899 Dec 30, 1899 Dec 30, 1899

Feb 8, 2024 Nov 30, 2023 Jun 30, 2023

Priority: Low Priority: High

Test new start project workflow 0 Test ML system on new dataset

Andy Fielder 0 Konrad Nathanson

Mar 31, 2023 0 Aug 14, 2023

Dec 30, 1899 0 Dec 30, 1899

Jan 26, 2024 0 Dec 14, 2023

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

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 4 5 6 7

3 1 7 0
Q&A Hold before final Done Pending

Priority: Low Priority: Medium Priority: Low

Facilitate reupload of critical
Configure server settings Install software drivers 0
workflows
Konrad Nathanson Konrad Nathanson Ashley Grant 0

Mar 23, 2023 May 19, 2023 Feb 2, 2023 0

Dec 30, 1899 Dec 30, 1899 Aug 29, 2023 0

Mar 31, 2023 Jun 15, 2023 Feb 24, 2023 0

Priority: High Priority: Low

Update cybersecurity protocols 0 Backup data 0

Ashley Grant 0 Colin Martin 0

Jul 27, 2023 0 Jan 19, 2023 0

Dec 30, 1899 0 Mar 4, 2023 0

Aug 18, 2023 0 Mar 24, 2023 0

Priority: High Priority: Low

Upload ML model data 0 QA data backup 0

Ashley Grant 0 Mandy Moore 0

Aug 24, 2023 0 Feb 17, 2023 0

Dec 30, 1899 0 Feb 28, 2023 0

Feb 14, 2024 0 Mar 2, 2023 0

Priority: High
Schedule interviews with
0 0 0
devops
0 0 Andy Fielder 0

0 0 Feb 20, 2023 0

0 0 Aug 3, 2023 0

0 0 Feb 22, 2023 0

Priority: Medium

0 0 Complete server transfer 0

0 0 Konrad Nathanson 0
0 0 Mar 8, 2023 0

0 0 Aug 10, 2023 0

0 0 Apr 21, 2023 0

Priority: Low

0 0 Order upgraded servers 0

0 0 Mandy Moore 0

0 0 Apr 24, 2023 0

0 0 May 11, 2023 0

0 0 May 23, 2023 0

Priority: Medium

0 0 Setup system firewalls 0

0 0 Konrad Nathanson 0

0 0 Jun 23, 2023 0

0 0 Jul 7, 2023 0

0 0 Jan 26, 2024 0

0 0 0 0

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 8 9 10 11

0 0 0 0
Complete

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 12

0
NOTES
Columns turn gray when the WIP limit has been reached
0

0
0

0
0

0
0

0
FIELDS
Helpdesk Support Tracker

Project name Stage Priority

Helpdesk Support Tracker Backlog High

In-Progress Medium

Research Low

Q&A No priority

Hold before final Cancelled

Done Empty

Pending

Complete
Person responsible

Ashley Grant

Colin Martin

Leslie Sorenson

Mandy Moore

Konrad Nathanson

Andy Fielder

Sean Mendez

Dierdre Jean
NOTES
Once the WIP limit is reached exactly, any stage column

with that exact number of cards will gray out

"Stage" supports up to 12 unique registers.

"Priority" and "Person responsible" can support more than 12 unique registers.

If more rows are required for "Priority" and "Person responsible", add more rows above gray borderline.

Limit for the maximum number of entries. Anything below this row will be ignored.
BENEFITS

Below are all the benefits included in the complete

version of this spreadsheet. Join today and access Start today
our entire library of business resources.

Complete version comes with a 12-

month calendar view, so you van view all
your tasks by priority across the next 12
months.
Complete version includes a dashboard
to track your wofklow's progress across
each of your tasks.

Visualize your complete tasks against

how many are left, as well as your total
overdue.

View the breakdown of your total tasks

by stage as well as total tasks by priority.
Account for tasks by their stage and their
priority levels according to the team
members responsible to identify
bottlenecks and assess where to assign
higher priority work.

View all upcoming tasks for the year

summed up across each month to help
view a whole year's worth of tasks at a
glance.

And visualize your total progress

towards completion across your entire
workflow to gauge how far into your
progress you still have left to accomplish
- or how much you've accomplished so
far.
With a progress dashboard and a 12-
month calendar view, you have every
visualization you need to manage your
projects and workflow with ease.

Gain all these benefits when you join today... Get spreadsheet

Errors and omissions liability (E&O): You Exec LLC makes no guarantee that the formulas, models, analysis, financial projections,
estimates, graphs, reports, numbers, and any derivatives sourcing from this model are free of errors and omissions. Our financial
modelers have audited this model to the best of their capabilities, yet You Exec LLC assumes no liability for erroneous outcomes derived
from this financial model.

Copyright © You Exec LLC. All rights reserved.