Catalog
Sanplex provides a Kanban project management model for visualizing and managing project delivery through a dedicated Development Kanban Board.
This section explains how to create a Kanban project, configure its project settings, create a Kanban board, and maintain basic board information.
I. Create a Kanban Project
Go to Project > Create Project. On the Select management type page, select Kanban – Kanban Project Management.
On the Create Project page, complete the project information as needed. For a Kanban project, the Project Workflow is set to Kanban product development.
The page also includes settings such as project name, planned duration, manager, linked products, linked plan, and description.
Click Show more at the bottom of the page to display additional project settings.
The expanded settings include:
- Budget
- Access Control: Public or Private
- Permission: Inherit, which combines system and project permissions
- Scheduling Constraints
- Story Concept
Configure these options according to the project’s management requirements.
After completing the project information, click Save to create the Kanban project.
II. Create a Kanban Board
After the project is created, go to the Project List and locate the Kanban project.
You can use the project status filters to quickly locate projects. Available filters include All, Uncompleted, Waiting, Doing, and additional statuses under More.
Click the Kanban project name to enter the project. The Kanban page displays the existing boards and provides filters such as All, Uncompleted, Waiting, Doing, On Hold, and Closed.
Click Create Kanban to create a new board.
On the Create Kanban page, complete the board information, including:
- Project
- Kanban Name
- Plan Duration
- Linked Products
- Linked Plan
- Description
Additional settings can be configured as needed.
After the Kanban board is created, it appears as a card on the project’s Kanban page. The card shows information such as the board status, description, members, and project inheritance.
Open the More menu in the upper-right corner of the card to access actions such as Edit, Delay, Suspend, Close, and Delete.
Select Edit to update the board information. The Edit Kanban page includes settings such as board status, duration, linked products and plans, board roles, team name, members, and description.
After making changes, click Edit Kanban to save them.
