Common Board Designs

Board Design: Kanban

A Kanban Board is a visualization tool used to help work flow smoothly through each step of the improvement process.

What is a Kanban Board?

A Kanban Board is a visualization tool used to help work flow smoothly through each step of the improvement process. An overloaded system and bottlenecks are very easy to see on a Kanban Board because some columns will have too many Items while others may not have enough.

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The basic Kanban Board is one of the most popular Boards used by our customers; it really is a simple, highly visual way to stay on top of your improvement goals.

How is the Kanban Board designed?

There are two primary ways of designing your Kanban Board: 

  • The first (and easiest) way is to create a one-column layout Board with one singular Card. Set your desired Card filters for your one Card, then default the Card to Kanban View. 

Kanban Board One Card

In the example image above, the Kanban Board has one singular Card named "Improvements" which is set to display Items in Kanban View. 

  • The second way is to create a Board with multiple Cards, each representing a different stage of an Item's lifecycle. This allows for nuanced filtering between the individual Cards and can work in conjunction with a Board filter.

Kanban Board Cards

In the example image above, the Kanban Board has five separate Cards named "New", "Planned", "Active", "Overdue", and "Complete" after the different Item Statuses. Each Card displays a List of Items in Detail View. 

  • In either case, a Location filter is often included. Typically, the default Location is set to “User’s Current Location” (including the Location & below).
    • If the people who will be accessing the Board need to quickly check on the health of the entire organization, setting a default Location may not be necessary.

What Cards are included?

Our customers typically include the following single Card, although you can configure the Card (or add additional Cards) to reflect the precise interests of your team.

  • Improvements

    This Card displays all Improvements in the system.



The “Improvements” Card should be put into the Kanban View. To do so:

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, select Kanban.

 

NOTE: Boards have a maximum card limit of 16. Once a board has 16 cards users cannot add or copy additional cards to that board.