What is a Kanban Board?

What is a Kanban Board?

According to the Project Management Institute, a Kanban board is a “visualization tool that shows work in progress to help identify bottlenecks and overcommitments, thereby allowing the team to optimize the workflow.” Kanban boards are important in both business and personal life. Within any project, there are countless tasks, and having a clear understanding of what needs to get done, what is in progress, and what is complete – this helps businesses streamline their workload. This, in turn, ensures customer satisfaction and overall progress.

The original word “Kanban” comes from a Japanese manufacturing system to improve efficiency—the word itself meaning “billboard.” This makes perfect sense, as a Kanban board visually represents tasks in different stages of completion, helping teams manage their workflow effectively.

Parts of a Kanban Board:

TaskRay breaks down a Kanban board into four key parts: Holding, Prioritized, Started, and Finished. Having these structured components ensures that everyone involved in a project understands the workflow at a high level and can easily track the status of tasks.

• Holding: This section helps the team see what tasks are upcoming or temporarily on hold. If someone wants to get a sense of what’s ahead or what might be delayed, the Holding column provides that insight.
• Prioritized: As the name suggests, these tasks are the most urgent and should be worked on first. This column helps teams focus on high-priority items and ensures that everyone understands where to allocate their time and effort.
• Started: This column tracks tasks that are currently in progress. It provides visibility for the entire team and is particularly useful for project managers when updating clients or setting expectations on deliverables.
• Finished: The most satisfying column of them all! Once a task is complete, move it to the Finished column signals to the entire team that the work is done. It’s a simple yet effective way to track progress.

Lucky for you, Kanban Boards are available on the following TaskRay Product Editions:

• Starter
• Standard
• Premium

What Are the Key Benefits of Using Kanban Boards?

Kanban boards are an incredible asset to project management and onboarding. Even better, integrating them into your Salesforce CRM means managing workflows within the same system used to track customer interactions, making the entire process seamless. But what really makes Kanban boards stand out are their core benefits:

1. Better Project Visibility
   Kanban boards provide a clear and real-time visual representation of a project’s progress. This helps teams quickly understand the status of tasks without having to dig through spreadsheets, emails, or long meetings.
2. Transparency
   With all tasks displayed in a shared, visual format, everyone on the team can stay informed. This reduces miscommunication and ensures that all members know their responsibilities. Having an easy-to-follow structure makes collaboration smoother and keeps projects moving forward efficiently.
3. Accountability
   Since tasks are assigned to specific individuals and moved through different stages, everyone is accountable for their work. This fosters a sense of responsibility and encourages team members to stay on top of their tasks. When issues arise, it’s easy to pinpoint bottlenecks and address them quickly.
4. Increased Productivity
   By clearly organizing tasks and priorities, Kanban boards eliminate distractions and help teams stay focused. Rather than juggling multiple tasks at once, team members can concentrate on what needs to be completed first, resulting in faster and more efficient work.
5. Improved Customer Satisfaction
   For businesses, the ability to track project progress in real-time means better communication with clients and stakeholders. Setting clear expectations and delivering work on time enhances the overall customer experience, leading to greater satisfaction and trust.
6. Flexibility and Adaptability
   Unlike rigid project management systems, Kanban boards allow teams to adapt to changes quickly. If priorities shift, tasks can be easily reordered, ensuring that the team remains aligned with evolving goals. This flexibility is especially beneficial in dynamic industries where project requirements frequently change.

How TaskRay’s Kanban Board Takes Project Management to the Next Level

TaskRay’s Kanban board isn’t just another workflow tool—it’s a powerful solution designed to help businesses manage projects with ease. Whether you’re tracking onboarding tasks, managing customer projects, or optimizing your internal workflow, TaskRay’s Kanban board provides a structured yet flexible approach to staying organized.

With drag-and-drop functionality, seamless integration with Salesforce, and customizable workflows, TaskRay ensures that teams can efficiently manage their projects while maintaining visibility across all stages.

Ready to Streamline Your Workflow?

If you’re looking for a simple yet highly effective way to improve project management, TaskRay’s Kanban board is the solution for you. With real-time updates, increased transparency, and an intuitive interface, easily boost both customer and employee satisfaction.

Try TaskRay today and experience the power of Kanban boards firsthand!