Streamlining Success: Tackling Common Barriers for Associates in Pharmaceutical Labs

Glossary and terms

Introduction

KanBo is an advanced platform designed to streamline work coordination by bridging company strategies with daily operations. It empowers organizations to manage workflows effectively, ensuring that each task aligns seamlessly with strategic goals. Offering integration with Microsoft products such as SharePoint, Teams, and Office 365, KanBo provides real-time visualization of work processes, efficient task management, and enhanced communication. This glossary provides a detailed understanding of key concepts and features of KanBo, aiming to enhance your experience and productivity with the platform.

Glossary of KanBo Terms

- Workspace

- A collection of spaces relating to specific projects, teams, or topics. It helps organize relevant spaces for easier navigation and collaboration, offering control over privacy and team involvement.

- Space

- A collection of cards arranged to visually represent workflows. Spaces typically represent projects or focus areas, facilitating collaboration and task management in a digital setting.

- Card

- The fundamental unit in KanBo for representing tasks or other actionable items. Cards include information such as notes, files, comments, dates, and checklists, adaptable to various situations.

- Card Relation

- A linkage between cards indicating dependencies. It helps break down large tasks into smaller ones, clarifying the sequence of work tasks.

- Card Grouping

- A method of organizing cards in a space based on specific criteria, aiding in efficient task management by determining how cards are categorized and displayed.

- Date Conflict

- This occurs when there is an overlap or inconsistency between the dates of related cards, leading to scheduling conflicts and task prioritization issues.

- Card Blocker

- Represents an obstacle preventing the advancement of a task. Blockers can be categorized into local, global, or on-demand types to expose and mitigate standstill reasons.

- Card Issue

- A problem affecting a card's management, indicated by color coding. Time conflicts are highlighted in orange, whereas blocking issues are marked in red.

- Document Group

- Organizes all card documents customizably based on conditions like type or purpose, facilitating management and access.

- Document Source

- Facilitates the association and organization of documents in KanBo. This can include linking documents from sources like SharePoint to cards for easier collaboration and version control.

- Activity Stream

- A real-time log showcasing a chronological list of activities, detailing who performed what actions and when. It connects users to cards and spaces they are associated with.

- Mirror Card

- Allows the reflection of a card across multiple spaces, maintaining synchrony across all updates made to the card.

- Space Cards

- Represent entire spaces in the form of cards, enabling visualization and management of space summaries akin to managing a regular card.

- Calendar View

- A traditional calendar format displaying cards, assisting users in managing workloads by scheduling tasks and viewing them by day, week, or month.

- Gantt Chart View

- Displays time-dependent cards as a bar chart on a timeline, ideal for planning complex, long-term tasks.

- Forecast Chart View

- Provides a visual representation of project progress and forecasts based on historical data, helping track completed tasks, remaining work, and project completion estimates.

By familiarizing yourself with these terms, you can take full advantage of KanBo's features, leading to improved workflow efficiency and project management.