[Use Case Marathon] Week 7 - Kanban Planning and Delivery ๐Ÿ“

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Hi folks ๐Ÿ‘‹

Itโ€™s time for our next use case marathon discussion. Letโ€™s talk about Kanban planning with the Board View!

If you need a comprehensive visual approach to your teamโ€™s work and want to ensure everyone is on the same page, Kanban could be a great fit for you. 

Real-life example:

Youโ€™re a team lead and need to quickly see your teamโ€™s work in a simpler view with less data. This is especially useful for meetings where work statuses (whatโ€™s in progress and whatโ€™s not started yet) are the most important discussion point. You also need to change task statuses quickly and can do so during these meetings via drag and drop. 

Kanban Setup

Start with creating statuses that make sense for the type of work that youโ€™re currently executing. You can use the Kanban workflow:

  • To do: Tasks that are up next - you'll work on them after current tasks are completed 
  • Doing: Tasks that are in progress 
  • Done: Completed tasks
  • Backlog: Deferred or on hold tasks
  • Canceled: Tasks that are no longer part of your work but which aren't ready to be deleted

After that, you can start creating projects and breaking down your work into tasks using these statuses, and prioritize your work on the Board View.

What functionality is being used:

  • Tasks
  • Folder structure
  • Custom Workflows
  • Board View

Are you doing Kanban planning with Wrikeโ€™s Board View? If yes, please share your use case in the comments!  

If you donโ€™t do this in Wrike, but would like to learn more about how this could benefit your team, please also let us know in the comments below! ๐Ÿ‘‡

Elaine Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Elaine Wrike Team member Become a Wrike expert with Wrike Discover

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We do a form of Kanban planning/board view with our Wrike governance decisions and actions folder. We use a board view to see what is in development, what needs to be reviewed, what is approved, and what has been implemented/completed!

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Thanks for the example!

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There's also a nice Course using a Kanban board: Wrike Discover

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Thanks for the example and some food for thought for our projects.

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Thanks for your comments folks! 

Elaine Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Elaine Wrike Team member Become a Wrike expert with Wrike Discover

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Itโ€™s great for meetings and having topics / action items / and reference items it the Kanban format.

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Thanks for sharing a great tip Jessi Beamer ๐Ÿ™Œ๐Ÿผ

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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I do not use this structure but really like it. Short, sweet and simple! 

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Yep - we primarily use this for larger initiative planning and rolling out Wrike to teams to be able to keep the many stakeholders in the loop about what is going on!

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Thanks for your interest Taylor Gustafson ๐Ÿ˜Š

Sherrie Besecker Interesting, thanks for sharing! And how do you usually approach smaller planning? 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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