Welcome to Kantree! This guide will help you getting started with the app.
If you prefer watching a video, here is a short get started that we'll guide through all the topics of this article.
Create an organization
In Kantree, projects belongs to Organizations. You can think of organizations as a place for your team, business unit or company to work together. You can invite your team mates to your organization to work on projects together.
After signing up, the first screen you will encounter is the organization creation form. Simply provide a name to continue.
If you want to join an existing organization, ask one of the members to invite you.
Create a project
Once you’ve set up your Kantree account, you land on your dashboard page. It’s time to create your first project and get things done!
Click on the big
+ New projectbutton. A new window will pop up.
Provide a name for your project. Don’t worry, this can be modified in the project settings whenever you want.
You can configure who can access to your project. By default, all the members of the organization can see your project and join it by themselves. Read more about permissions in the collaboration guide.
Choose a template to kick-start your project. For now, keep
Simple projectand click
You can import a project from another service like Trello, Asana or Github by clicking the
Import from other services button
Before diving into how to customize and work with projects, here is a quick overview of some of the major concepts:
At the heart of any projects you will have cards. Cards are the most simple items in your project and usually represent tasks and ideas: anything that needs to get done, like a commercial call or a bug resolution, or remembered, like a meeting report or a business contact. You can create as many cards as you want. Cards are fully customizable (more on this in the customization guide).
To make some senses out of your cards, you can add some groups and put your cards in them. Theses groups can help you manage a workflow for your tasks or helps you sort ideas or business contacts. You can have multiple sets of groups in the same project, which let you have multiple ways of grouping your cards (more on this in the customization guide).
Finally in a project your cards and groups can be displayed using different tools. The Kanban board is one of them and it usually is the default one for your day-to-day work, but you can also leverage the other tools (calendar, timelines, reports, table, journal, reports) for specific needs.
The project workspace
There are 4 distinct areas in your screen :
The main area is dedicated to the meaningful content of your project. Depending on the tool (like Kanban, Timeline, Journal, or Reports), you will see your cards and groups differently.
The top bar can be used to change the way you are visualizing the data:
- change tool (like Kanban, Timeline, Journal, or Reports)
- modify the group by and filters for the cards (if available in the selected tool)
- save and activate configured views (a view is saving the current tool, a filter, a group by, and few others options depending on the tool).
The sidebar is where you can access the project settings, save views and navigate through them. It is also used to navigate between projects.
The user corner: Here you can access your account, the notifications center, and a panel called
My tasks. The
My Taskspanels aggregate all the cards that are assigned to you and not marked as done, from all your projects. You will find also a search button that let you search through all cards you’ve access to (in all organizations and projects).
Now that you got a basic understanding of your project workspace, may be you can invite your team or friends to work together.
Add some cards and columns
In an empty project, you will start with an empty Kanban board without any columns or cards.
+ button to quickly add some columns.
We recommend using them to represent different steps in your project’s workflow. This makes it easy for everyone to visualize the progress of a project at a glance. The simplest ones are To do, Doing, Done.
Then you can start to add some cards in your project workflow.
Add a card at the bottom of a column to create a new card.
In our case, cards should represent actionnable work items.
By dragging and dropping cards and columns, you can:
- move cards between columns
- re-order cards vertically in their columns
- re-arrange columns horizontally within the board
Cards are not as simple as a clever title. You can add a lot more information on you cards which helps you collaborate with your team.
Just click on a card to access its content: this is the card view. You can either choose to open it in a window or dock it to the right of your project workspace.
Here is what you can find in a card view:
Title: Name of the card. Click to edit
Reference of the card: Unique reference of your card in the project
Description: Attribute of your card that let you add some text content to it, like describing an idea or how to reproduce a bug
Activity: List of all the comments and changes made to the card. You can add new comments or logs data
Sub-cards: Add sub-cards to the card. This sub-cards are real cards you can open by clicking on them, and so give them due dates and assignees
Attributes: Add any type of content to a card. Kantree comes with some built-in attributes, but you can add your own)
Card action menu: Archive, Copy, Move, Delete and more
Card current model: a card model is a saved card structure which define what attributes your card can have or which color your card has.
Add Attribute button (project admin only): Let you add attribute to the current card model. If the card has no model, the attribute will be added to the default attributes set available for every card in this project (learn more in the customize card guide)
Edit card attributes
Attributes are pieces of information attached to the card. By default, cards include the following attributes:
Description: text content describing your card.
Assignees: Assign member to this card. They are automatically subscribed to the card activity.
Labels: colored tags to easily spot and filter related cards
Due date: date for when the card is due. Assignees will be reminded 24h before by email.
Attached files: upload file attachments
Kantree lets you add more fields and customize the layout of your cards).
Comments allow you to discuss about a card with your collaborators. You will find them under the
Activity section of your cards. They are updated in realtime.
You can either choose to use our rich-text editor or our markdown editor. Note that Kantree supports the Github flavored mardown.
Mention members in a comment with
@username to notify them about a comment. This makes it easy to request their attention and invite them to the conversation as-it-happens.
Link to other cards by including the card reference
#id. This allows anyone to open the target cards directly from the comment.
Add sub-cards to a card from the sub-cards tab. A sub-card is itself a card!
From this list, sub-cards can be renamed, mark as completed or opened as a card by clicking on its reference.
You can display your sub-cards right in your Kanban! Just
click on the
number of sub-cards button.
Customize your cards
In your projects you certainly have different work items, which require taking different actions on them, and having different ways of specifying them.
Cards are customizable to reflect this variety, proposing various types of attributes.
Only the admins of the project can manage card models.
Change the model of your card or add a new model quickly in the card view.
You can also manage (edit and delete) the existing attributes or add a new attribute in your card current model directly in the card view.
Check out the customize cards guide for more information.
To filter cards on the board (ie. search through them instantly) click on the filter box in the top bar.
Just type text to search through card titles. You can also use the various options in the filter dropdown to create more precise searches.
Kantree features a powerful query language called KQL (Kantree Query Language). It allows you to make advanced searches in your project very easily. Learn more about KQL.
We will see further down how to save a filter for easy re-use using views.
Group by contexts or attributes
Since the beginning of the guide, we stayed in the Kanban board, creating some columns representing a workflow. What if we need to create some milestones in our project and add cards in them?
There comes the
group by menu: you can select new ways of grouping your cards in your project view.
The default ones are :
Lists: basically used for the workflow of your project
Milestones: to plan your project by iterations
Assignees: Sort your cards by assignees. Assignees come from the card attributes.
Labels: to specify different topics or subjects for your projects. Labels come from the card attributes.
Using the Kanban board, choose
Milestones in the group by menu, and quickly add some milestones.
Drag and drops cards and reorder columns, like you already learnt before.
When a card doesn’t belong to any group of the
group by, it is placed in the
Labels can be customized pretty heavily using their settings menu.
Get started with swimlanes
You’ve probably seen the swimlanes column in the
group by menu.
It lets you choose a context or attribute that will transform your columns in a 2-dimensionnal table.
In our example, you will have your workflow from right to left (columns), and your assignees frop top to bottom (lanes).
You can create cards or drag and drop them between your table cells, you can reorder you columns and lanes or hide those you don’t want to see.
Check out a more complete description of the swimlanes in our guide.
Save a project view
By choosing a
group by and a
filter, you can have pretty specific views of your project.
For example, I want to see all the cards assigned to maxime in the table view:
To save time on your daily work, we let you save your Project view configuration. Click on the 3 small dots on the “Unsaved view” item in the sidebar.
Simply name your new view and that’s it, you can quickly access to it whenever you want.
You can also edit existing views:
Take advantage of this feature to save smart shortcuts for your projects.
Kantree comes with 3 builtins view that I let you discover on your own.
More on the view system in the organize a project guide.
Switch between tools
Kanban board is not enough to work efficiently on a project.
What if I have critical due dates?
What if I want to track time and costs?
What if I need to gather feedback from people external to my team?
What if I want to monitor the productivity and progress of the team?
Yeah, Kantree has tools which adress all of that!
Learn more about the other tools in the guide organize your project.
Working with third-party services
Kantree lets you connect external services to import and/or sync your data from other applications.
Kantree currently supports:
- Slack: create cards from you Slack channels
- Github & Gitlab: 2-way issues and commits sync
Where to go now
You’ve learn everything you need to start with Kantree, but there is lot more to discover. Here is a quick summary.
Advanced Guides - organize anything
Your projects can be organize in simple and efficient ways with Kantree, learn about every feature of Kantree and start working your way.
From cards to groups and projects itself, customize your experience with Kantree so that it will truely suits your needs. Learn more in the 2 guides:
Invite you team and collaborate
Learn how to collaborate easily with your team thanks to Kantree, in the Collaboration guide.
Track your progress in the Reporting tool
Create dashboards by adding widgets of charts, list of cards or queries.
You will find workload, cumulative flow diagrams, cycle times, breakdowns, burndown charts… You can also add results of any KQL queries (see above, filter cards).
Learn more in the Reporting guide.
Keep track of due dates in the planning tools
For those of you who prefer to manage their project using a schedule-based approach, you will find a timeline and a calendar so that managing your schedule becomes more visual.
Learn more about the planning tools in this other guide
Create cards from feedbacks using forms
Using our form generator, you can provide simple public form to external people.
Each time a form is submitted, it will create a card in the group you specified, filled with the right attributes.
Learn more in the form guide.
Track time and cost with the logs
In your card, you can log any kind of structured information. The most obvious application of this feature is time tracking.
More on how to log datas in the logs guide.
Kantree is available on Android (v5.0+ support) and soon on iOS. It is also accessible from any mobile browsers.
Kantree is entirely responsive so that you can enjoy every feature in an optimal way.
We support a basic offline mode, so that you can access to projects you previously open while online, and add new cards and comments, which will be synced once you get your connection back.
Get support from our team and share your feedback at kantree.uservoice.com.
Feel free to contact us at firstname.lastname@example.org at any time too!