Learn about SoftExpert Kanban

First steps

• Executing and tracking tasks → Article with a video showing the execution of tasks via the new Task center.
• Defining a flowchart → Article reformulated with the description and images of the new step and flowchart screens.
• How the backlog works → Article highlighting mass actions in the presentation of the Backlog screen, in item F.
• Configuring a workspace → Article with a video about the new workspace creation screen.
• Defining board lanes in the workspace → Step 5 changed in the "Adding lanes to the workspace" topic to correct information about WIP.

Advanced resources

• Associating attributes with the flowchart → Article with image of the new flowchart creation screen.
• Moving tasks → Article with a new topic about mas moving tasks.
• Disabling and deleting SoftExpert Kanban records → Article with a new topic about mas deleting tasks.
• How to work with initiatives → Article with a video showing the improvements made to the Structure tab of the initiatives.

• Adding a task type

First steps

• Executing and tracking tasks → Article mentioning the association of, and the link for sharing, a task, in the image of the "Resources of an in-progress task" topic.

Advanced resources

• How to work with initiatives → Article reformulated, with an explanatory video about the new structure of initiatives.

First steps

• Configuring a workspace → Article reformulated, with an explanatory video about the new way to create workspaces.

Learning about the component

• Learn about SoftExpert Kanban

First steps

• Defining a flowchart
• Configuring a workspace
• Defining a task flow in the workspace
• Defining board lanes in the workspace
• Planning tasks
• How the backlog works
• How the board works
• How to create, start, and finish a sprint
• Creating tasks via backlog
• Creating tasks via board
• Executing and tracking tasks

Advanced resources

• Associating attributes with the flowchart
• Defining the security of a workspace
• Configuring workspace notifications
• Disabling and deleting SoftExpert Kanban records
• How to use the Gantt chart
• Filtering and grouping tasks in the board
• Importing tasks into SoftExpert Kanban
• How to work with sub-tasks
• How to work with initiatives
• Copying tasks
• Adding a list to a task
• Filling out task timesheets
• Commenting in a SoftExpert Kanban task
• Adding attachments and associating objects in a task
• Adding a new assignee to a task
• Moving tasks
• Viewing SoftExpert Kanban tasks
• SoftExpert Kanban widgets

• Tracking the Kanban
• Creating steps and associating them with the flowchart
• Selecting different workspaces in the board or backlog

Learning about the component

• Learn about SoftExpert Kanban

First steps

• Defining a flowchart
• Creating steps and associating them with the flowchart
• Configuring a workspace
• Defining a task flow in the workspace
• Defining board lanes in the workspace
• Planning tasks
• What is backlog?
• How to create, start, and finish a sprint
• Creating tasks via backlog
• Creating tasks via board
• Executing tasks
• What is a board?
• Tracking the Kanban
• Viewing SoftExpert Kanban tasks
• Viewing Kanban metrics from a portal

Advanced resources

• Filling out task timesheets
• Associating attributes with the flowchart
• Adding a new assignee to a task
• Commenting in the SoftExpert Kanban task history
• How to work with initiatives
• How to work with sub-tasks
• How to use the Gantt chart
• Configuring workspace notifications
• Copying tasks
• Creating an actionable event
• Defining the security of a workspace
• Disabling and deleting SoftExpert Kanban records
• Executing an actionable event
• Filtering and grouping tasks in the board
• Importing tasks into SoftExpert Kanban
• Adding attachments and associating objects in a task
• Adding a list to a task
• Moving tasks
• Saving SoftExpert Kanban searches
• Selecting different workspaces in the board or backlog