Kanban Tool integrates nicely with Google Drive
file hosting services.
You can store file attachments in any of these services and access them through Kanban Tool.
To enable this powerful integrations, please go to Settings
, and enable Dropbox
, Google Drive
. You can choose as many as you are using. Now you will be able to add and link file attachments from your file hosting services right to Kanban Tool cards.
To attach a hosting service document, simply click on the "+ add attachment
" link, and choose "Attach from Google Drive / Dropbox / Box etc.
" from the drop-down menu.
You can now add documents to your tasks and access them directly through the stored link.
Google Drive will allow you to collaborate on your attached documents in real time.
Kanban Tool offers many a useful integration, and the list is constantly growing.
One of the most popular ones is adding tasks to your board via e-mail (to find out how to do it, please go to next questions). We also provide a powerful API to integrate Kanban Tool with your internal systems.
“Add task button” Chrome extension for Kanban Tool
This integration will make it possible for you to quickly add new tasks by clicking on the extension in the browser's top right corner menu. So, no matter what you're doing online, you can always quickly add a task to Kanban Tool.
Please see how to set this up right here
"Kanbanira" Chrome extension for Kanban Tool
Kanbanira connects tasks in Kanban Tool with issues in Atlassian JIRA®.
It's a simple, but powerful integration, allowing you to benefit from both tools. To get this going, please visit this page
This is the easiest way to sync Kanban Tool with other web services you and your team already use on a daily basis.
Find out more
on how to hook Kanban Tool up with any of over 200 great applications.
JIRA® & Kanban Tool integration via Zapier
You can also create tasks in Kanban Tool and send them to Atlassian JIRA® using Zapier.
Please take a look at this page
to learn more.
Task export to Excel or CSV
You can export all tasks from your board to Excel or CSV.
While on a board, please go to the "tools+
" menu in the top right corner and select to "Export to excel
" or "Export to CSV
Import tasks form Excel or CSV
Kanban Tool allows you to import cards to your board. To do this, please go to the "tools+
" menu and click to "Import tasks
". Then please prepare a CSV file along with these instructions
Export tasks to Outlook
While in board view, please go to the "tools
" menu in top right corner, then to "export to calendar
" and please select "Outlook/iCal".
Important: please note
, that Outlook should be your default calendar for this integration to work properly.
Export tasks to Google Calendar
Want to follow your Kanban Tool task due dates in Google Calendar? Make a quick export
- this is all. Please note, that due to Google's synchronization settings, it may take up to 24 hrs for the tasks to appear in your Calendar.
Chromecast + Kanban Tool = Kanban Cast
This fun integration lets you display a Kanban board on any Chromecast enabled TV to create a perfect information radiator for the team.
View the detailed instructions on how to enable this right here.
Get eve more out of your Kanban Tool boards by displaying them in your office with truDigital Signage device. This will further improve the communication among your team. To find out more, please visit this page
You can view the complete, detailed list of Kanban Tool Integrations on this page
In order to add tasks to your Kanban board via email, you will need to use an email address that is directly assigned to your Kanban board.
To do this, please click on the “tools
” menu in the top right corner next to your Kanban board and choose “add tasks from email
Please copy the email address displayed. This is a unique address assigned to your board. Sending emails to this address will add tasks to your board.
of the message will be the name of the task
while the message itself
will constitute the description of the task
Filling the subject field is required for the creation of the task on your board.
that you can write up to 256 signs in task name field.
You can also include any type of files in the email, as regular attachments
(note the size limit for 1 file being 20 MB). These will get added to the task in Kanban Tool as attachments.
This makes for a great tool for better email management - you can just forward all emails to your board and work them into your workflow.
Advanced task adding via email
You can further determine the features of the task, by adding tags to the subject of the email.
The names of the tags correspond with the names on your Kanban board and determine the location of the new task added to the board.
Tags should be added before the name of the task in square brackets, without spaces.
You can set some of the card attributes in an email. All of them need to be set in the email subject, each within square brackets. The attributes currently supported are:
- - column name
- - swimlane name
- - card type
- - assigned user initials
- - priority (high/low, normal by default).
- - due date (YEAR-MONTH-DAY i.e. [2013-10-29])
Any other attribute set in email subject within square brackets will go to the tags field.
(for a basic task):
[Yellow][To do]Task 1
An email subject written like this will assign a yellow card to the “To do” column of the Kanban board, and the task will be named “Task 1”.
(for a more advanced task):
[High][Red][Waiting][Marketing][BT][2016-11-08]Perform A/B tests
A subject written like this will assign a high priority, red card, that is due on 2016-11-08 to the “Waiting” column of the “Marketing” swimlane with the name of Bill Thompson and a task name “Perform A/B tests”.
You can export all tasks from your board to an Excel or CSV file. While on a board, please go to the "tools+
" menu in the top right corner and select the "Export to excel
" or "Export to CSV
This export allows task names and their due dates to be exported to Outlook:
while on a board, please go to the "tools" menu in the top right corner, then "export to calendar" and select "Outlook / iCal".
Please note, that Outlook should be your default calendar in order for this to work.
In order to make this export, you'll first need to have some tasks with due dates.
To enable the "Due date" field on your card, while on a board, please go to Settings (top right corner of a board view)
, then Card Template
and tick the Due date
Now, once you've filled in the Due date
field on your cards, you'd be ready to export your tasks to Google calendar.
To do it, please go to the "tools
" menu in top right corner (from a board view), then choose "export to calendar
" and "Google
In your Google calendar tab you will see a box: "Do you want to add this calendar?". Please click "Yes, add this calendar".
And now, your tasks with due dates will be displayed in your Google calendar. Enjoy it!
Please note, that due to Google's policy of synchronization with external calendars, it can take up to 24 hrs for the integration to be set-up.
This problem may be caused by Google Calendar default update time for external calendars.
Google updates external calendars only once a day and if you exported tasks without due dates first, then Google didn't import any tasks and it doesn't update the new ones now.
Even if you unsubscribe from Kanban Tool's calendar in Google and subscribe again it doesn't help.
The best option in these cases is to wait at least a day and check if you can see the tasks in Google Calendar.
Unfortunately, you cannot share just 1 specific card or a few cards to an external user (a person that was not invited to join your Kanban Tool accounr.
The only solution is to add the client on, as a member of your account, but it has a downside.
You will be able to provide a direct link to a specific card, but the user will also have full view of the board that the task is on.
You can, however, give this user a "read only" access, which means they will not be able to edit any of the information, which often helps.
Yes - this is now possible. To add attachments to the tasks that are being sent to the boards by an email, simply include them in with the message you sending.
A single attached file cannot be larger than 20 MB, but you can email more than 1 file at a time. Enjoy!
You can easily add files from your OneDrive account and collaborate on them in real time in Kanban Tool.
To start using this integration, please go to Settings
, click on OneDrive
and press the Enable
Now you can attach files directly from your OneDrive account.
To attach files from OneDrive, please simply press the + add attachment
link from an opened card. Choose Attach from OneDrive
from the drop-down menu and take advantage of the new possibilities.
The OneDrive and Kanban Tool integration helps you keep documents and tasks together, all in one place. Always at hand, available no matter where you are!
Get important email alerts on your board!
Stay on top of all new notifications and visualize the alerts on your project boards. You can integrate email alerts from any software you are using.
Please follow this sample MOZ guide to activate your board alerts
You can integrate MOZ alerts with Kanban Tool and stay up to date with all the notifications.
Our Marketing board template is designed for the alerts to be stored in the very first column.
1. First, obtain your board's email address from Tools - Add tasks from email by right-clicking on it and copying it to the clipboard.
In order to start receiving your alerts to the board you will have to setup filters in your email account.
2. The first step is to go to Settings - Forwarding and POP/IMAP and click the "Add a forwarding address" button.
Then paste in the board's email address that you've copied a moment ago.
Once you've confirmed the address, a new Kanban card will be created on your board with instructions to activate your new forwarding address.
Follow the instructions inside the card to verify your email address.
Once the verification process is complete you will get the following message:
You have verified the forwarding address.
3. Please locate the MOZ alerts in your inbox,
then select one of the emails and click „More” on the toolbar and then „Create filter”.
Open any email from MOZ that you want to forward to your Kanban Tool board. Then click „More” on the toolbar and „Create filter”.
4. Now you will have to specify the alerts you want to receive.
All alert emails will be received from the same email address so we leave it as it is.
The „To” field can be used if more than one sub-domain is used within one email account. Leave it blank or type in a specific email address for your case.
The „Subject” field will allow you to set the filters for specific alerts or by leaving it empty you will receive all MOZ alerts.
5. Once you have filled out the information please proceed to „Create filter with this search”.
In this section you will have to specify your filter options in order to forward the alerts to your project boards.
Since the alerts will be visible in Kanban Tool, you can check the „Skip the inbox (Archive it)” box to avoid unnecessary traffic in your inbox.
Also, please check the „Never send it to Spam” box.
Most importantly, do check the „Forward it to” box and select your board email address that the alerts will be forwarded to.
6. Congratulations, now you will receive all alerts directly to your project board.
We advise on setting up your board according to our template where the first column is an „Alert” lane, in which all the alerts will land.
Please feel free to download Kanban Tool dedicated applications for Android
and iOS mobile
You can also use a mobile gateway for mobile devices so that you can easily manage your tasks on any phone or tablet.
The mobile version can be opened by simply adding /m
at the end of your domain's URL.
For example: http://domain.kanbantool.com/m
Kanban Tool allows for Kanban card importing to your board. To do it right, follow the steps below:
1 Prepare your Excel or CSV file.
Fill it with information useful to you (you can fill as little as the first column of the file alone, if that's all you need).
When creating the file, please remember to use only card types and user initials that are set for your board, otherwise the system will not be able to recognize them.
You will need to change the priority from “high”, “low”, “normal” to numerical values.
Priority "0” means normal priority, "1" is high and "-1" is low.
Also, you will have to remove the heading from your CSV file before importing, so that it doesn't get imported too (the file has to contain only the information that you want to import).
2 File format
To make sure that your file will be recognized by Kanban Tool it needs to be encoded in a UTF-8 format - instructions on how to ensure It are provided here.
Alternatively, you can copy the information from your CSV file and paste it as text in the text field provided in section 4 of the import (discussed below).
3 Once your import file is ready, you need to set Kanban Tool import options:
In board view, go to the "tools+" - Import tasks
Section 1. choose into which column / swimlane you'd like the tasks to be imported
Section 2. choose a separator for the information (a “comma” is the default sign for CSV files)
Section 3. select which columns of your CSV file represent what Task Card information (written in the same order that they appear in the file).
If you've only written data in one column of your CSV, select just one field, if you've written more - please make choices for the same number of fields that there are data columns in the CSV
Section 4. here you can either write your tasks (one task per line, separated by the separator of your choice [see section 2], data entered after a separation will go to another row).
Section 5. you can validate if the way you've given information is correct and the import is possible, or not, and if not - you'll be told what the problem is. After this, you're ready to hit Import Tasks Now to have your new tasks on the board.
4 Here is an example of the correct settings:
These settings are corresponding to the excel file shown above; this is a validated view - you don't need to write anything in the text field, the information appears there after validation.
If you often work in Microsoft Excel's spreadsheets, and want to integrate your Kanban board with Excel data - you may wish to simply create tasks on a Kanban board directly from the Excel data cells.
Please download this guide
Follow the clearly explained steps to add a custom macro to your spreadsheet, and you will be adding tasks to Kanban Tool from Excel in no time!
Each user has a unique API token. To generate yours, please go to My Profile - API access
My Profile is available under your name displayed in the top right corner of the dashboard view (all boards)
To learn more about using Kanban Tool API, please visit this page