02 February 2016

View Outlook HelpDesk Tickets On A SharePoint Kanban Board

When you hear the word kanban board you probably think about project management, but the kanban method can also be useful for support teams. A combination of two Solutions can make Outlook e-mails show up on a kanban board in SharePoint.

UPDATE, December 2018: There are now three editions of E-mail Converter. The Outlook edition described below and two new editions for automatic conversion 24/7: for Azure and for IIS. All three editions can be combined with Kanban Task Manager.

E-mail Converter converts e-mails into SharePoint list items
E-mail Converter logotypeWith E-mail Converter you can create SharePoint list items from Outlook either by converting e-mails or by creating new items. E-mail Converter has been on the market for many years and is especially popular among distributed teams, who want to be able to cooperate on incidents or tasks in SharePoint.

Kanban Task Manager visualizes list items in SharePoint
Kanban Task Manager for SharePoint logotypeWith Kanban Task Manager users can see tasks visualized as cards on a kanban board, grouped in phases and lanes. The color coded cards can be dragged and dropped between phases as work proceeds.

The Kanban Task Manager kanban board has its own filter and search features, which are quicker than the SharePoint filter and search, and it also gives many other benefits compared to a SharePoint list.

Combine them!
Any SharePoint list based on the Tasks template can be used with Kanban Task Manager, so you may very well connect the tasks list to Kanban Task Manager and take advantage of all the features given in both products. Then E-mail Converter + Kanban Task Manager will work like in the demo below.

The Medium and Premium subscriptions include both E-mail Converter and Kanban Task Manager and other useful products as well. Use and combine them as best for your organization!

Don't always combine
E-mail Converter allows a choice between multiple SharePoint lists, so you can very well select to only convert certain e-mails to the Kanban Task Manager tasks list – or to create new items there with the Outlook edition of E-mail Converter – while you use other SharePoint lists for other e-mails or new items.

This selection does not have to be done manually. If you have enabled automatic e-mail conversion and several Outlook folders are monitored, you can select different SharePoint lists for different e-mail folders. This is a simple way to distribute the incoming e-mail to different lists.

Use several kanban boards
The Kanban Task Manager subscription allows multiple installations, so you can very well let some installations visualize items from E-mail Converter, while other installations are used for different kinds of task management. With a common landing page or top navigation managers can quickly move between the installations to have an overview over ongoing tasks in different teams.

Subscription icon You are welcome to try both E-mail Converter and Kanban Task Manager for 30 days. We give full support to help you get the most out of the evaluation period, so you are always welcome to contact us if you have questions!

Peter Kalmström
CEO and Systems Designer Business Solutions

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