Using Redbooth From basics to advanced, and everything in between.

Kanban View for Workflow Processes

Using a Kanban view to plan your project is the best way to piece together the various tasks that make up a large project. Its visual nature means that you and your team can see tasks in progress, tasks completed, and tasks that need to be started. Whether you use the agile or waterfall workflow, a kanban view is the perfect base for planning a successful project. Read on and find out how to best adapt it to your workflow!

Agile workflow with Kanban
Also known as scrum, this workflow process is the preferred option of Redbooth’s very own development team! The premise of this workflow is continuous deployment, whereby the entire team works together towards a common goal. It offers a great depth of flexibility and allows for unforeseen challenges to be easily addressed.

Follow this example to get it working best for you and your team using Redbooth:
In the workspace, create 5 different task lists: Backlog, To Do, In Progress, Done, and Retrospective. You will be working to a sprint, and before getting started, your team will meet and decide which tasks are to be included in the sprint.

Process Workflows With Kanban
Move chosen tasks from Backlog to the To Do task list. These are the tasks you want the team to work on during the next sprint.
The sprint starts with moving the tasks into the In Progress task list, where your team actively work on resolving them. All tasks that are in this task list have an assignee, who documents the progress in the task comments.
As soon as a task is completed, they are moved to the Done task list. This way, everyone can see which tasks are done and which are still in progress when viewing the workspace.
Once the sprint is finished, a retrospective review is done and all tasks in the Done task list are resolved. Any improvements that can be implemented to future sprints are left in the Retrospective task list.

How to do a retrospective in Redbooth?
This workflow is dependent on daily communication and briefing, with an appointed Scrum Master keeping the team on track with its goals. An important part of a scrum is the learning process. This is why a retrospective is important, as it allows members of the team to discuss the previous sprint openly.

At Redbooth, we like to incorporate the Redbooth platform into our retrospectives in a few different ways:

  • Use HD Meetings for remote workers
  • Store scrum metrics in the Files section of the workspace. This allows easy access for all members to see their performance.
  • Use Conversations for adding the notes and photos from the retrospective.

Pro tips for an agile workflow

  • Have a Scrum Master to guide the team.
  • Quickly move your tasks by dragging and dropping.
  • Hold daily meetings to track progress.
  • Use task list templates for repetitive actions.
  • Tag your tasks. This is useful if a task is completed but is pending the completion of another (#pending / #hold / #complete).
  • Monitor work in progress (WIP) to avoid bottlenecking of tasks.
  • Track time spent on tasks and note it in the Retrospective task list.

Waterfall workflow with Kanban
The waterfall workflow is a sequential process consisting of different stages which are completed in order. All stages are dependent on the completion of the former. This workflow requires precise planning. Any unforeseen challenges will interrupt the entire project—in very simple terms, you can’t paint the house without first building it.

Follow this example to get it working best for you and your team:
In the workspace, create one task list with the following tasks (examples): Planning, Research, Writing, Reviewing, and Publication. Set their start and due dates so that they begin in sequence.

Timeline is tailor-made for the waterfall workflow. Its visual nature and dependency feature allow your team to see the duration and progress of the whole project. If one task is set to be overdue, you can change its due date and consequently the start date of any dependent tasks.

Process Workflows With Kanban

Pro tips for a waterfall workflow

  • Create one workspace per client or project
  • Prioritize tasks by using tags. This ensures that important tasks are easy to find and clearly marked.
  • Visualize project progress in Timeline

Now that you have learnt how to process workflows with Kanban, why not learn how to improve sales processes and better manage contractors and remote employees. The world of learning knows no bounds!