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Support & FAQs – KanBan Task Board

Documentation

Please visit the following page for all information regarding where to download, how to install and what the requirements are.

The following Task folders are created when installing:
  • Next
  • In Progress
  • Focus
  • Waiting
  • Completed
  • KanBan

Do not remove, rename or move these six folders as it will render your KanBan installation useless.

Note: If you un-install Auscomp KanBan the six folders (Next, In Progress, Focus, Waiting, Completed and KanBan) are not deleted because they still contain your tasks. If you want to remove them, just move the tasks within them back into the main Outlook “Tasks” folders and then you can go ahead and delete the six if you so choose.

Outlook’s To-do items were first introduced in Outlook 2007 and although they might look similar to Tasks, they are inherently different.

Outlook “Tasks” are a specific built-in Outlook item type that can have a start and end date, a status as well as a specific recurrence pattern.

Outlook “To-Do” items can be either an e-mail or a contact item and they cannot have a start date, end date or a recurrence pattern.

Its worth noting that:

Tasks are always To-Do items, but

To-Do items are not always Tasks.

Auscomp KanBan organizes Outlook Tasks (not To-Do items which are emails or contacts).

Yes. You can purchase our Customization Add-on.

This add-on is for those who wish to customize any or all of the following:

  • The labels of the columns (e.g: Change the “NEXT” column to say “Approved” or “Planned” etc…)
  • The color of the columns (e.g: Change the “BACKLOG” column’s grey to red, or the “IN PROGRESS” column’s blue to orange etc…)
  • The limits of the columns (e.g: Increase the number of tasks shown in each column* (e.g: Change the “NEXT” column limit from 5 to 50 tasks etc…)

purchase the add-on here.

It’s called “Work in progress limits”.

One of the core properties of any Kanban system is that “Work in Progress” is limited by what individuals can do without creating bottle necks. The column limits are preset so cannot be changed at this point.

Having said that, this is one of the items already on our feature list for future versions where it may be able to be increased.

If you have any other features you want to see and use, please just let us know (and how much you want it) via our wishlist form.

It is easy to create a task from an email in Microsoft Outlook.

  1. From your Inbox pane highlight the email you want to create a task for. The email does not need to be open.
  2. Either right mouse click > Quick Steps > Create a task … or with the email highlighted drag your mouse down and drop it on the Outlook Tasks bar.
  3. Outlook with take your email and convert it into a task. It will copy the content of the email into the body of the task so you have all the information you need in the task.
  4. The subject of the task is taken from the subject line of the email, but you can easily change this to something more meaningful in your tasks list.
  5. Like any Outlook task you can set a due date and a reminder. Set the Due date and click the Reminder check box to set when you want to be reminded about this task.
  6. Now all you have to do is click Save and Close on the task. No worries about remembering to take care of the task you received in the email. Outlook will remind you of it.
  7. At this time you can either leave the email in your inbox, move it to an archive or action folder or even delete the email since the entire content of the email was copied into the task.

Purchase

Download Auscomp KanBan free for a whole week to see how it can help you get better organised.

All totally risk free.

Don’t worry, you won’t lose any of your current tasks – you’ll just be able to see and sort them much better, and break them up into smaller, more manageable (and achievable) pieces.

Yes. Just try to get all your tasks done and dusted beforehand … and hope that you don’t have any more to do!  😉

Remember: If you un-install Auscomp KanBan the six folders (Next, In Progress, Focus, Waiting, Completed and KanBan) are not deleted because they still contain your tasks. If you want to remove them, just move the tasks within them back into the main Outlook “Tasks” folders and then you can go ahead and delete the six if you so choose.

Wishlist

We’ve tried very hard to make our solution as useful and cost effective as possible.

So we keep a “wish list” where you can submit all your requests at any time.

Our team use this list for all development so there is a big chance that your wanted item may well show up in a future release.

Yes, we always listen and are grateful for any suggestions to improve our products and services.

Please use this form to submit your feature request.

Support

  1. Some questions may be related to MS Outlook itself – so check first and refer to Microsoft’s comprehensive online help system or ask them directly.
  2. If it’s definitely relating to our Auscomp KanBan Task Board, the majority of questions will be already answered in this FAQ section which is dynamic and ever expanding so always check back here first.
  3. If not, then send us a support request using the form below detailing the problem – screenshots always help here as a picture speaks a thousand words.

Support

  • Let us know your name and email in case we need to ask any questions or get clarification. Also, so we can perhaps let you know if and when we've been able to incorporate any of your wish list items in future releases
  • Please keep files sizes down to 1MB

The Auscomp KanBan icon does not appear in the ribbon and the Outlook Add-in is not available if the add-in is disabled. You should check the list of Outlook add-ins and make sure that the Auscomp KanBan Outlook Add-in is active or enabled.

The procedure to access Outlook add-ins differs between the Outlook releases. For Outlook 2010 & 2013, you can access the list of add-ins as follows:

  1. Click the File tab in the Outlook menu bar.
  2. Click Options in the navigation bar on the left side.
  3. In the Options window, click Add-Ins in the navigation bar on the left side.
  4. At the top of the list of add-ins, make sure that KanBan is in the list of Active Application Add-ins, as shown.

If KanBan is not in the active list, search for it in the Inactive and Disabled lists. If you do not find it, most likely it is not installed and needs to be reinstalled.

If it is in the inactive list, perform the following:

  1. Go to the Manage field and select COM Add-ins in the drop-down list.
  2. Click the Go button.
  3. In the COM Add-ins window, find and click the box next to KanBan then select OK.

If it is in the disabled list, perform the following:

  1. Go to the Manage field and select Disabled Items in the drop-down list.
  2. Click the Go button.
  3. In the Disabled Items window, select KanBan then select Enable.

The latest version of Outlook has an known issue with not showing the “Homepage” tab.

Here is the link to Microsoft’s workaround (scroll down to WORKAROUND #2):

https://support.office.com/en-us/article/Outlook-Home-Page-feature-is-missing-in-folder-properties-d207edb7-aa02-46c5-b608-5d9dbed9bd04

The URL needs to be:

C:\Auscomp\Office\Outlook\Kanban\bin\ac0815xcc.html

If the board shows but drag & drop to Next, In Progress etc … columns is not working then may be one or all of the following folders are missing:

  • Next
  • InProgress
  • Focus
  • Waiting
  • Completed

Recreate the missing folders following steps below:

  1. Make sure the My Task folders list is expanded.
  2. Click on the “Tasks” folder with the right mouse button.
  3. Select “New Folder” from the context menu that appears.
  4. Type the name of the new folder (eg: Next, InProgress etc …)
  5. Then click OK.
  6. Repeat this steps until all folders are created. It should look like the folder list below.

User Manual / Tutorials

With Microsoft Exchange server, you can easily share your tasks with others in Outlook as follows.

  1. Please shift to the tasks view.
  2. In Outlook 2010 and 2013, select the Exchange tasks folder under My Tasks section and right click on it, and then select Share > Share Tasks from the right-clicking menu. In Outlook 2007, please select Share Tasks… from the right-clicking menu. See screenshot:

Or you can click Folder > Share Tasks in the Outlook 2010 and 2013 Ribbon after selecting the Exchange tasks.

To create a new task and assign it to others immediately, you can follow these steps:

  • Get into the Task Window and edit a new task.

You can click the Home > New Items > Task to get into the Task Window in Outlook 2010/2013.

You can click the File > New > Task to get into the Task Window in Outlook 2007.

  • Click the Assign Task button in the Manage Task group under the Task tab in the Ribbon. See the following screen shot:

  • Then the From box, To box and Send button appear above the Subject box. Just type names or email address in the To box.

  • Click the Send button, and this new built task is assigned to the people whose email addresses you typed in the To box.

You may receive a task before, and now you need to reassign this task to others, how? You can do it with following steps:

  • Get the assigning email you received, and open it by double clicking.
  • Now you get into a Task Window. See the following screen shot. Click the Assign Task button in the Manage Task group under Task Tab.

  • In the To box, enter names or email addressed you will reassign the task to.
  • Click the Send button.
To create a tick list item
  • Fill in text box with description of the tick list item
  • then click the blue “Add” button
  • then click the blue “Save” button on the right hand bottom
To mark an item as done:
  • Mark the check box in-front of the item
  • the item will be grayed out
  • then click the blue “Save” button on the right hand bottom
To remove an item:
  • Select the items text
  • then click the blue “X” remove button
  • then click the blue “Save” button on the right hand bottom
To rename an item:
  • Click twice on the item description
  • then modify the text
  • don’t forget to click the blue “Save” button on the right hand bottom
To re-order or make child items:
  • Just drag & drop items
  • then click the blue “Save” button on the right hand bottom

Welcome to Auscomp Add-Ins for MS Office

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