Let’s talk about how to make a Google Sheets Kanban board. This guide gives you a full overview and includes a free spreadsheet template. After all, if you’re looking for an organizational system that helps prioritize tasks and requests, there are few tools more helpful than a Kanban board.
Table of Contents
Why Should You Use a Kanban Board?
A Kanban Board manages work at a personal or organizational level. And, most importantly, it helps you quickly depict work stages. A Google Sheets Kanban board is a visual asset, which makes it a vital way to communicate across teams.
There’s also a simple way to implement this approach. That’s another benefit of a Kanban board in Google Sheets. You don’t need a team to learn complex new tasks or put everyone through a training course. Already that makes it more appealing than other project management tools. But there’s more! The Kanban-approach is industry agnostic. It suits any business.
Note that there are downsides to Kanban boards too. If you’re using it as a dedicated project management too it’s usually an expensive choice. That’s what makes Google Sheets Kanban boards so appealing. It’s free to use! So how do you make a Kanban board in Google Sheets? I’ll show you step-by-step instructions below.
How to Get Started
To get started, download my Google Sheet Kanban Board spreadsheet template. There, you can add tasks or make edits. This is, by far, the easiest way create a Google Kanban Board of your own. Prefer a more custom template? If you have a strict set of rules and want to make deep customizations, create your own Google Kanban Board from scratch. I’ll cover everything you need to know either way.
More specifically, I explain how to create a Kanban Board in Google Sheets to help you stay organized. In that way, it’s similar to my other resources like this expense report spreadsheet template.
Google Sheets Kanban Step-by-Step Guide
Let’s jump straight into it!
Step 1:Â Start your Kanban Board in Google Sheets by creating a table with the following headers:
- Date: To note down the date when the project started
- Project Name: To note down the project name
- Project Detail: To note down the aim of the project
- Assignee: To assign the project to a person
- Current Status: To note down the current status of the project
- Comments: To leave any comments related to the project
Step 2: Create a separate table to note down variables that you will use to create a dropdown for Assignee and Current Status.
Step 3: Next, Create a drop-down list for the Assignee column. Select the cell range for the Assignee column and right-click on your mouse or trackpad, then go to View More Cell Actions and Click on Data Validation.
Step 4: In the Data Validation Menu, click Add Rule and select the criteria Drop-down (from a range).
Step 5: Select the range with the Team Members, assign a color to each team member and click Done.
Step 6: Create a Drop-down for the Current Status column similar to the one created for the Assignee column.
And you are done! You have successfully created a Kanban Board in Google Sheets. You can start using the Kanban Board by adding the relevant values to the different sections. Here’s how your board should look once filled with values:
It is effortless to use, and once you have added the relevant data, you can select an assignee and add a current status from the drop-down menus you have created.
Access the Google Sheets Kanban template here.
Additional Resources for Project Management in Google Sheets
Apart from Google Kanban Boards, there are various other templates you can use in Google Sheets to manage your Projects or list down tasks easily. Similar to the Kanban Board, these methods can also help you efficiently manage projects and stay ahead of the curve. View these resources to learn more:
Google Sheets Project Management Template: This resource contains templates for Project management that you can use to manage your projects effectively.
Google Sheets Task List Template: This resource will teach you how to easily create a task list in Google Sheets and avoid the hassle of spending on a paid task list tool.
Frequently Asked Questions
Can Google Sheets Be Used for Project Management?
Google Sheets includes a variety of project management tools, such as basic templates for a project timeline, plans, and trackers. Gantt chart functionality to track the start date, task duration, and end date of your project. Charts for visualization, such as a bar chart, stacked bar chart, line chart, and so on.
Can I Create a Kanban Board in Google Sheets with an Add-on?
You can now create a Kanban Board in Google Sheets using Kanbanchi for Google Workspace. It is the only online project management/task management/collaboration software that includes a Kanban Board, a Gantt Chart, and a Time Tracker. Project boards with lists and cards show a flowchart of all your tasks and activities.
Conclusion
There are numerous websites where you can find tools to assist you with project management; however, Kanban in Google Sheets is probably the most effective, with the option to create your own. One of the benefits of a Google Sheets Kanban Board is that you can customize it. While the basic layout of a Kanban Board is often the same, it can be easily changed to meet your specific needs. In this article, I’ve detailed everything you need to know about how to make a Kanban Board. I’ve also provided some additional resources to help you manage your work better.
I hope this article helps you greatly in your quest to stay organized!
Want to become a kanban expert? Check out this course:
Kanban Fundamentals: How to Become Insanely Productive
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