Kanban Software Basics

Trying to use and understand Kanban basics without any former contact with the methodology can make it feel a lot harder than it actually is, especially if you are just looking to learn the benefits of using Kanban and what it brings to the table in general.

Also, to make sure you’re getting the most out of any Kanban software you decide to take on, you should always be open to research a little and find out the key Kanban basics. This will helps you find out what are your requirements for using Kanban (what your Kanban software should be able to do), as well as how it can help your business progress with time.

Kanban Software Basics:

  • Flexibility and ease of use in terms of the interface and the design – it’s ultimately a task management strategy everyone in your company will need to use on a daily basis so, whether it’s a physical board or a software, it needs to be flexible and easy to use;
  • Ability to assign a task to more than one team (or team member) –  this ensure you’ll maximize your staff resources and also ensures accountability for all the tasks;
  • Card customisation – being able to ask for whatever you need to know in each specific process and in each phase within the processes makes developing and using Kanban much easier (Pipefy lets you do that, giving you the option to customise everything within your pipes);
  • A limit to the amount of WIP projects – limiting the amount of cards on the “doing” column (or whatever term you decide to call it), you limit the work in progress and ensure things will always be done from end to end and nothing will end up in the back burner just waiting to be finished;
  • Data and analytics – having actual numbers to compare the performance of your processes and ensure that a specific workflow is performing as it should be;
  • Team interaction – making sure various teams can corroborate with one another easily through the cards and to make sure that a support system is always in place to make sure every team is capable of getting jobs completed (avoiding, once more, jobs left incomplete);
  • Shareable data – being able to share data with other softwares and systems (such as CRM, for example) and to make editing, analysis and overall modification easier to handle.

All of these key factors are just Kanban basics and what you need to keep in mind when deciding for a Kanban Software. You should always be on the look for a service than can ensure it fits with your operation and with the general needs of your business

To make sure you have all the Kanban basics covered, though, everything in the above list should be ticked off as a matter of requirement before you can decide to use it and how to use it.

The main thing to remember when looking for a Kanban software is that it needs to have very little learning curve for staff to get to grips with (it must be mostly self explanatory, after all you don’t want to spend time teaching people about something to save time), and it really must come with a simple and effective solution when it comes to being shared across your entire workforce. It should become a key turning point in the way things are being operated within the workplace, so choose carefully!

Want to learn everything about Kanban?

Check out all of our awesome posts about Kanban and acquire all the knowledge you need to properly enjoy the benefits of using Kanban on your professional and personal life.

Want a Kanban software that’s easy to use and understand?

Try Pipefy! We help companies keep organised and more productive by running their processes and day-by-day routines on an easy and intuitive tool, making them leave in the past inefficient manual forms, spreadsheets and email threads.

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Written By

Isabelle Salemme

Head of Customer Support & Education @Pipefy. She uses her extensive Pipefy knowledge to write informative pieces teaching users to make the best of Pipefy. Besides being in charge of product knowledge, she's an avid reader, a coffee lover and a professional photographer.