Hi there, I have spent the past few days working through the creation of this spreadsheet alongside you every evening. I figured out at the end of having done so, that I could have downloaded your version hahaha. Oh well, really appreciate the effort that has been put into this and I have learnt so much from you here. Thank you!
For sure, you are very welcome and thanks so much. I always provided downloads to each of my videos. Thank you for your Likes, Shares & Comments. It really helps.
Ha, now I get to bug you on this project. I pushed your Excel data entry into not only inputting data into a master project schedule, but to push that data out to other project documents on the fly. Now I am tackling the Kanban board to help them track their progress. Got several people wanting this one. You da man!
This is great! I really appreciate the expertise used to develop this. But for my simple mind a table as a backlog, some graphs and numbers summarising the kpis/status can work as well! Well done on the tutorial!
HI and thanks very much. You can clear the data by simply highlighting all of the data and clicking the delete key. If you would like a finished and completed Kanban application please check out one of them here bit.ly/KanbanApp I hope this helps and thanks so much.
very good one... under each section of Kanban like Backlog, In-progress, Onhold or completed etc., the top row should have count of item/action items displayed will help
Hi and thanks yes that is a nice idea. If I revisit this template or a similar one I will be sure to add it in. You are welcome to download this template for free using the links in the description under the word DOWNLOAD and customize it however you like. Thank you for your Likes, Shares & Comments. It really helps.
Thank you so much. I hope you are blessed for sharing such knowledge with everyone who wants it, impartially. This is excellent and all I could dream of bc I don’t have money for school to get a degree yet this specialty niche could be a way for a vocation and living bc your video is that much of a blessing. I hope one day I can pay you back for your kindness. Thank you and bless you.
Really excellent training and appreciate the download as its easier to try out what you have learned. This is one of the best channels on Excel out there and is helping me with my work.
This was fantastic :) Thanks for some great inspiration. There was no code for updating the dates - and new tasks didn't get a date and didn't show up in the board until I added the date in the task list. I added an update to the date field in the Task_SaveUpdate() macro ' Kanban.range("J7").value = Now() ' before looping the TaskCols that took care of the problem. :) Best Mette-Marie
Hi, thanks for the sharing. Found that even unticked the "View Closed Projects" but it's still there under "Closed" projects. Is it bug? Anyway, thanks for the tutorial and free template.😊
Hi and thanks very much. I am sure we can fix the issue. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.
First question, I do have a good project Gantt chart, flexible and easy to use. Have you given any thoughts to tying a Kanban Board to a Gantt Schedule. So that when a Project Schedule is done in Gantt, the tasks could be sent to a Kanban board for progress tracking.
Hi Jerry, thanks for the idea. Its a nice thought. SInce i have a Gantt Task Manager here ruclips.net/video/VrwFrfJWNOM/видео.html , combined with this Kanban, feel free to download each of them and combine them. I will consider creating a video on the combination of them in the future. I hope this helps and thanks so much.
Thank you for this! I will forward on making this for our office use. It will surely take a lot of time but hoping that it would be very useful for us.
Hi and thanks so much. I have had a few requests on 'Employee Skill Matrix' already so i do have that on my list and will try to do something in the near future on that. Thank you for your Likes, Shares & Comments. It really helps.
Hi, I've watched your video and found it very informative- thank you so much :) my only problem is how to reset the team members and tasks. I've tried to delete/replace but the kanban does not refresh. Please advise.
Hi and thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
Hi Randy! Love your videos and your commitment to helping all of us understand excel better! I have been looking and, surprisingly, not finding an excel for a simple electronic in and out board for our office. Is there any chance you may produce one? Thank you!
Hi Andrea, I am not sure what you mean by 'In an out board' so if you can explain that would be more helpful to create it or point you in the right direction. Feel free to email me here Randy@ExcelForFreelancers.com I do have a document manager in which you may find helpful here ruclips.net/video/4gIqZvR7RJo/видео.html I hope this helps and thanks so much.
Sir : Through your channel , I got good knowledge in Excel , Just I am looking to be experience in Automation in Excel , Do you have advice for me , THANKS
HI and thanks so much. The best advice is to follow this channel every week. If you are new to VBA I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
👍🏼👍🏼👍🏼 Also for me drag&drop not working for some reason. But great work and really helpful 👏 I would like to change 2 things: instead of member pictures (nice idea, but for me personally less interesting) I would like to put there 2 links. - One to my local folder for project management so that I can link every task straight to the belonging project files - One to a server where I can download for example other templates needed for project management in general (but for different tasks/projects I could link the specific documents). Thank you for your work 🙏
Hi and thanks for your comment. I am glad you enjoyed the training. Please feel free to download this application and customize it any way you want. You have some great ideas. Thanks again.
Thanks so much Rob. I am glad you enjoyed the video. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Thank you for this awesome sheet, super useful for my official use. It will be more helpful if you could just let me know or share vba code for how to format(like changing color, increasing font size) of only the task name text in taskcards.
Thank you so very much for your kind contribution. If you want to partially change the format of the text within a shape, you can use something like this Sub FormatPartialTextInShape() Dim shp As Shape Dim textRange As TextRange ' Set a reference to the shape you want to work with Set shp = ActiveSheet.Shapes("YourShapeName") ' Set a reference to the text range within the shape Set textRange = shp.TextFrame.TextRange ' Set the full text content textRange.Text = "This is a sample text." ' Apply formatting to partial text (e.g., bold the word "sample") With textRange.Characters(18, 6).Font .Bold = True ' You can apply other formatting properties here End With End Sub
@2:24:44 You modifie the "taskcol-1" to "PrevCol" at the left of the "=" but not at the right. And just a little question when you move a task the priority order is not updated. Does a "kanban refresh" at the end of the move card macro can solve that? Thank a lot. Really impressive work by the way.
HI Might, thanks so much for your comment, on the taskcol i believe this was updated in the downloaded version. The Kanban refresh macro also will sort the cards based on the the custom order: . "CustomOrder:="Urgent,High,Normal,Low"" I hope this helps and thanks so much.
Great job. Thank you. Based on your example, I have built my own kanban board with new functions. I tried to write a macro for the right arrow to move the task card to the right in the columns, and I failed. Could you show me how to do it?
Hi Piotr, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
@@ExcelForFreelancers Hi, yes of course. I made a mistake, I mean moving the task card to the left. The right moving is OK. I'm sorry but I don't use facebook :(
HI and thanks very much. Make sure to have the date saved within the database and then add it to the text within the shape. Changes are required within your VBA and Excel so i would not be able to write all the code for you, however please give it a try and if you run into any issues please feel free to post them in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.
I think this KanBan board is a wonderful way to view tasks and thank you for creating this training. I'm curious why you wouldn't use a VBA User Form to display the task card details versus integrating into the KanBan board like you have in this example. I think using a User Form would make this process a lot cleaner with potentially easier vba coding.
I used to not like Userforms as much because i wanted them placed in a very specific location when opened. Then i found an easy way to do it so now I would probably be much more likely to add a userform in this. Have a look at this training in which I place the userform in a very specific location based on the selected cell. ruclips.net/video/Oa480YUaJpw/видео.html I hope this helps and thanks so much.
I really like it a lot! Out of all CRMs out there this is the closest to what I really really need for my business. I would like to customize a few things but don't have time to do it myself. For my particular needs I would like the info button on the card to hyperlink to a tab related to that project. In that tab is where all the individual tasks would be made. One or maybe two of the tasks could be selected to reflect on the project card in the board view. Do you do custom work or can I ask about these modifications in your Tuesday livestream?
Hi and thanks so much Richard. One of my students created a Kanban for sale which may be a lot closer to what you are looking for, and he also may be able to customize it, if you need. You can find it here: bit.ly/KanbanApp I hope this helps and thanks so much.
Ah yes very similar. To be honest. I had not heard this term much, so it was new to me too. Thank you for your Likes, Shares & Comments. It really helps.
Hi and thanks so much. This one is just for Excel and I am not sure about Google sheets. One of my students created an incredible, ready-to-use Kanban here bit.ly/KanbanApp I hope this helps and thanks so much.
Hi Bill, thanks for your comment and glad you liked the trainings. If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Olá boa noite Professor Randy. Os vídeos dele são incríveis, sou fã dele. Neste vídeo Kanban estou seguindo o passo a passo, mas me deparei com um erro que não consigo resolver. Gostaria que o Senhor me ajudasse com o seguinte erro: "Falha no método UserPicture do objeto FillFormat"
Hola! Gracias por tu comentario. Sería difícil para nosotros ayudarlo a menos que veamos el error específico con el que se está encontrando. ¿Puedes subir capturas de pantalla de tu error y hoja en nuestro grupo de Facebook de Excel para autónomos aquí: bit.ly/groupexcel? Tenemos 60.000 miembros a quienes les encantaría ayudarte con esto. Muchas gracias.
You are amazing. THANK YOU SO MUCH for all your great knowledge and Kind heart. I have a question, is there any macro for taking files from desktop or folder and drop into excel cell or object and it will trigger move this file into a specific folder path from the cell????
Hi and thanks so much Andrey. You want to take a file and drop that file into a cell in Excel? How would you take an entire application and put it in a cell? Can you rephrase your question?
@@ExcelForFreelancers more than grateful and honored for your answer truly appreciate it. I want to trigger movement of the file into designated path from the cell. when I take the file hold the mouse and throw it into the cell that will trigger movement of that file into the folder not into the cell Excel. For example file named "pdf 1" that located on the desktop needs to be moved into a folder with specific path. For this you take and drug file into the cell for example A1. A1 could be object it joined cells of a folder with the name of the path on it to make it simple. Let me know if it clarifies anything I can record maybe a small video to RUclips so I can show you exactly what I mean. Again thank you so much for your kind heart of sharing that stuff I learned so much, from your videos awesome explanation very simple straight to the point never seen anything like this online you are very unique person may God bless you and your family for what you doing.
HI Andrey, you can use the worksheet change event which will trigger on the change of a specific cell. As long as you have the original path of a file and the destination path of a file, you can then move that file from one path to another. I discuss 'Moving Files' as part of a larger video on file conversion here: ruclips.net/video/CRITdthMYlU/видео.html However basically the line of code is Name CurrentPath As DestinationPath I hope this helps and thanks so much.
Hi, that looks great, i will try to build my own right now, based on your Video, but with some different parts. Do you know a short and efficient vba-way to sort text ascending that's just all in one cell but separated with wordwraps?
Hi and thanks for your comment. Within VBA you could sort by columns, and then loop through each row within the column and then build a single string, and place that string in a cell. I hope this helps and thanks so much.
Hi and thanks. If i do larger videos from scratch they will take 5 to 10 hours on the recording, so that is not possible. You may want to consider enrolling in Daniel Strong’s Ultimate Excel VBA 30-hour course, in which I have secured a special discount for Excel For Freelancer Followers right here: bit.ly/VBACourse_Discount
have looked true your video on this, then got to this problem 1. added a new member. 2. added a new task with all info added in it. 3. then press on the Sample card on the left side. 4. give error The item with specified name was,t found. 5. If .Shapes(CardName).Left >= .Range("K1").Left Then Then I tried it on the normal one I have downloaded and got the same error.
HI and thanks during the bug, you can hold your mouse over the 'CardName' variable. Tht means that there is not a card with that name available. So then you can determine why there is no name. While the templates work without issue on my machine, every machine and settings is different, and my picture paths are also different. You may want to look at the original data to determine why a card is not being created for this item. Please make sure to watch the entire training video so you understand how to use, customize and work out any issues from these templates. I hope this helps and thanks so much.
Very good tutorial ! How would one (1) add more stages and have the kanban page show the new added stage on refresh e.g. Testing ? (2) The downloaded version seems to have the drag & drop disabled or missing - am I missing something?
Hi Stan, thanks so much. You are welcome to add any additional stages by adding the stage, updating the named range, sort defaults and code along with the formulas. Drag and drop should be working fine as this has already been downloaded thousands of times. Please feel free to re-watch the training for specific details on this. I hope this helps and thanks so much.
Hi, this is wonderful stuff from Randy, really grateful. I'm having the same problem with drag & drop too. May be an issue with grouping? Sometimes when certain shapes are highlighted, it drags but leaves the other shapes behind in the original stage, can't seem to solve it.
@@nonkerdandy991 that's Excel in general. If you click within the group, for instance when you change the text it will move that on its own. You need to make sure that you have the whole group selected before moving.
Hi Marica thanks for your comment. This is the only Kanban board I have however I will create more in the future. I hope this helps and thanks so much.
Thank u very much for all help that u offer for your followers sorry for asking but can u tell how can i make excell doc for sites and passwords and I want it very secure thanks
Hi and thanks very much, I show you how to do this in my Mentorship course here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/
@@ExcelForFreelancers yes sir, Means one formula for different excel sheet. If one sheet or file some changes then also same change other files which are link with each other
I have looked at your Kanban and Gantt sheet tutorials. Amazing work! Is it possible to have the kanban board and the Gantt charts both in one spreadsheet? I want to use one team list, one project list, and one task list to generate BOTH a Kanban and a Gantt sheet. My projects are longer term, so I plan by week, not by day. Lastly, my "projects" are all camping trips with fixed end dates and every task is based on the end date... For example, 6 months before the end date, I have a task, four weeks before the end date another task, etc.
Hi Karen, thanks so much. yes it is certainly possible in Excel. While i would not be able to explain how inside a RUclips comment, you can get help from our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
@Excel For Freelancers sorry for the mind shortcut, how to activate advanced filter intellisense. That doesn't popup in my VBA, so I'm assuming there is a reference that needs to be activated.
Hi Daniel, as soon as you enter a correct range such as Sheet1.Range("A1"). then it should trigger the advanced filter when you add the "a" such as Sheet1.Range("A2:Z" & LastRow).AdvancedFilter xlFilterCopy, CriteriaRange:= .Range("AA2:AB3"), CopyToRange:= .Range("AE2:AF2"), Unique:= True
@@ExcelForFreelancers I am having issues with the advanced filtering on my end; it keeps throwing an error message, Run time Error: '1004': AdvancedFilter method of Range class failed. I have checked and rechecked my code and it looks correct to me. Any thoughts on why this might be happening. My code is: .Range("A1:L" & myLR2).AdvancedFilter xlFilterCopy, CriteriaRange:=.Range("P1:T2"), CopyToRange:=.Range("X1:AI1"), Unique:=True
The biggest problem with excel in today's world is,it is too expensive. Plus in free version application like Libra or free or open office your work don't work... Thank you for making excel simple... Can you also make videos for Libra and other offices ,so that we can use your work in free version of office... I don't want to use in pirated version of office... And I don't want to waste my money in expensive MS OFFICE ... I REALLY WISH WPS OR OTHER OFFICES SHOULD COUNTER MICROSOFT OFFICE subscriptions....
Yes certainly you can configure this to use in any industry with unlimited people. People can be grouped in teams and then filtered by those teams instead of individuals or you can sub-categorize them with a drill down feature. I hope this helps and thanks so much.
Hey Randy, this video popped up in my recommendations by chance and, I immediately saw a use for the kanban where I work. So I followed the video and built the tool. Works great and has made me very popular at work! So thank you very much. I will definitely be signing up for your mentorship programme when I have saved the cash to do so. In the meantime though, I have a question regarding the Member Filter buttons. I would like to enhance the Kanban, so that when I click on the name of someone in the Member Filter list, the shape that contains the name that I clicked on, changes colour, so it's easier to see that is has been selected. Is it best to write a separate macro in the Kanban_Macros module that is called from the Member_Filter macro, or write it as another "With" statement within the Member_Filter macro? I think it's the latter, but not sure how to go about that one. Thanks again and I love your content. It's truly fantastic.
HI Skip, great to here there and so glad you enjoyed the training, it will be great to have you in the Mentorship Program. For your request, its a nice idea and certainly possible. Here is how I would do it. For each shape, I would add some additional detail to the name, probably the employee ID, (So this gets added to the name of the shape but does not replace the shape) such as "..... Emp23", when the shapes are first created Then when you select on a name from the drop down list, the ID can be extracted through a formula. The macro has two parts. The firsts Part loops through all of the shapes on the sheet and colors them based on their Priority (I think that is how i colored them originally) The 2nd part loops through all the shapes and colors them based on a matching Employee ID. Instead of recoloring them, consider a large, thick Red Border or something like that so that their original color remains (In that case you would first loop through all of the shapes removing their borders) This is how i would do it. Thanks for the great suggestion. If you have ideas like this, right after the training, I can then add them on our Patreon platform, however the updates are done 6 days after the original training. I hope this helps and thanks so much.
HI and thanks so much Ly. This one is only for Excel and i am not sure about Google sheets. However if you want to share and sync this application with anyone in the world you can use this training here: ruclips.net/video/aKV5seZmiBs/видео.html I hope this helps and thanks so much. Cam on ban
Hi If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Hi and thanks I have a full accounting application, similar to Quickbooks in my Mentorship Program here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/
Hi Lexi, yes it is possible, I do have a Change Log video (part 1 and 2) which may help you here: ruclips.net/video/6TnxPvLz_44/видео.html Part 2 has an undo feature here: ruclips.net/video/fE15W72vnEE/видео.html Thank you for your Likes, Shares & Comments. It really helps.
Hi Randy, once again a great lesson and great workbook. Have a question, how would I wrap the 'Team Member Shapes' if there where more than 10 members and you didn't want to go pass column J, Thanks
Hi and thanks so much. Great idea. What i would do is put small navigation tabs before the first and after the last with small triangles in which you can navigate through the staff. Another way would be to group staff by type and then filter them by a particular type with a drop down list above. I hope this helps and thanks so much.
Hi Tim, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
HI and thanks, feel free to download this application and modify it however you like. I cover those details on customizing within the video. I hope this helps and thanks so much.
This is brilliant. I’ve used the free Kanban flow but never built one myself. Is this actual kanban available as a template? As I’m not excel savvy please.
Hi and thanks so much Joan, You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Hi Ken thanks for your email. Within the video description you can find under the "⬇DOWNLOAD THIS WEEKS WORKBOOK FREE: " I hope this helps and thanks so much.
Hi Habib, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
The download takes you to a website where you enter your name and email, then it takes you to an infomercial, and you never get to download link? Does anyone know the trick around this?
Hi there is no trick at all, should be working just fine. Please check your spam folder. If you have tried to download this workbook using the links but had a problem please email angeli@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Thanks so much. If you want to learn VBA I have a beginners series here ruclips.net/p/PLIBeRriXvKzDTzNp5IME4-oXXCrIjvV4z I hope this helps and thanks so much.
🔥Download 350 Of The Worlds Best Templates Here ► rebrand.ly/350Wkbks_YTPinnedCom
Hi there, I have spent the past few days working through the creation of this spreadsheet alongside you every evening. I figured out at the end of having done so, that I could have downloaded your version hahaha. Oh well, really appreciate the effort that has been put into this and I have learnt so much from you here. Thank you!
For sure, you are very welcome and thanks so much. I always provided downloads to each of my videos. Thank you for your Likes, Shares & Comments. It really helps.
Ha, now I get to bug you on this project. I pushed your Excel data entry into not only inputting data into a master project schedule, but to push that data out to other project documents on the fly. Now I am tackling the Kanban board to help them track their progress. Got several people wanting this one. You da man!
Great and thanks. I am happy to help and share Jerry. Much appreciated.
This is great! I really appreciate the expertise used to develop this. But for my simple mind a table as a backlog, some graphs and numbers summarising the kpis/status can work as well! Well done on the tutorial!
Thank you so very much, I really appreciate that. Thank you for your Likes, Shares & Comments. It really helps.
How is best way to clear all existing data people, projects and tasks how also do you create a new project? Is it simply type in on project list?
HI and thanks very much. You can clear the data by simply highlighting all of the data and clicking the delete key. If you would like a finished and completed Kanban application please check out one of them here bit.ly/KanbanApp
I hope this helps and thanks so much.
very good one... under each section of Kanban like Backlog, In-progress, Onhold or completed etc., the top row should have count of item/action items displayed will help
Hi and thanks yes that is a nice idea. If I revisit this template or a similar one I will be sure to add it in. You are welcome to download this template for free using the links in the description under the word DOWNLOAD and customize it however you like.
Thank you for your Likes, Shares & Comments. It really helps.
Thanks, I am slowly viewing your videos to improve my help booat my C.V./resume...
That is great and I am happy to help :)
Thank you so much. I hope you are blessed for sharing such knowledge with everyone who wants it, impartially. This is excellent and all I could dream of bc I don’t have money for school to get a degree yet this specialty niche could be a way for a vocation and living bc your video is that much of a blessing. I hope one day I can pay you back for your kindness. Thank you and bless you.
Thank you so very much, I really appreciate that, and I am happy to help and share.
Love to see an updated version with Start,Finish & Due dates along with a progress bar and possible calendar. Single user or team tracker
HI and thanks there is an updated version by an a great application developer here : bit.ly/KanbanApp
I hope this helps and thanks so much.
Whoop whoop 🙌🏽 . I am definitely going to like this training. Great tool for production engineers and managers.
Thanks so much Sammy. I am sure you will like it.
Really excellent training and appreciate the download as its easier to try out what you have learned
Thank you so very much, I really appreciate that. Cam on ban. :)
Really excellent training and appreciate the download as its easier to try out what you have learned. This is one of the best channels on Excel out there and is helping me with my work.
Thank you so very much, I really appreciate that Daigoro
These videos are amazing! Thank you for going through everything so clearly! These are upping my Excel game for sure!
Great to hear! I am happy to help and share Julia
I love you, I mean for the Kanban sharing. My favourite tool
Thank you so very much, I really appreciate that Johan :)
You have many creative ideas, it is incredible, and work hard
Thank you so very much, I really appreciate that Ha. Cam on ban :)
This was fantastic :)
Thanks for some great inspiration. There was no code for updating the dates - and new tasks didn't get a date and didn't show up in the board until I added the date in the task list.
I added an update to the date field in the Task_SaveUpdate() macro ' Kanban.range("J7").value = Now() ' before looping the TaskCols that took care of the problem. :)
Best Mette-Marie
Thanks so much for the comment and update. This is a great addition. Thank you for your Likes, Shares & Comments. It really helps.
Omg!!! I am speachless ., Amazing this application WOW... Great to Master Randy
Thank you so very much, I really appreciate that Joseph
Hi, thanks for the sharing. Found that even unticked the "View Closed Projects" but it's still there under "Closed" projects. Is it bug? Anyway, thanks for the tutorial and free template.😊
Hi and thanks very much. I am sure we can fix the issue. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.
First question, I do have a good project Gantt chart, flexible and easy to use. Have you given any thoughts to tying a Kanban Board to a Gantt Schedule. So that when a Project Schedule is done in Gantt, the tasks could be sent to a Kanban board for progress tracking.
Hi Jerry, thanks for the idea. Its a nice thought. SInce i have a Gantt Task Manager here ruclips.net/video/VrwFrfJWNOM/видео.html , combined with this Kanban, feel free to download each of them and combine them.
I will consider creating a video on the combination of them in the future. I hope this helps and thanks so much.
Hi, I'm from Brazil ... congrats to these amazing videos!!!!!
Thank you so very much, I really appreciate that Weisner
I thank you very much for this wonderful work, I use the canban on a wall board and now I have it on my computer tools it's great thank you
That is so great and I am really happy to help and share.
Great Great tutorial on shapes. Learnt new tricks
This would be ideal as Dashboard as well
Thanks
For sure you are very welcome Vimal. Thanks again.
Thank you for this! I will forward on making this for our office use. It will surely take a lot of time but hoping that it would be very useful for us.
That is great to hear Richard. I am so glad you liked the training.
Hi, your videos are too good for learning excel & Data Analysis
Plz maje video for Skill matrix of employees
Hi and thanks so much. I have had a few requests on 'Employee Skill Matrix' already so i do have that on my list and will try to do something in the near future on that. Thank you for your Likes, Shares & Comments. It really helps.
Hi, I've watched your video and found it very informative- thank you so much :) my only problem is how to reset the team members and tasks. I've tried to delete/replace but the kanban does not refresh. Please advise.
Hi and thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
Fantastic Training, Randy!!!
Thank you so very much, I really appreciate that Frank
Hi Randy! Love your videos and your commitment to helping all of us understand excel better! I have been looking and, surprisingly, not finding an excel for a simple electronic in and out board for our office. Is there any chance you may produce one? Thank you!
Hi Andrea, I am not sure what you mean by 'In an out board' so if you can explain that would be more helpful to create it or point you in the right direction. Feel free to email me here Randy@ExcelForFreelancers.com
I do have a document manager in which you may find helpful here ruclips.net/video/4gIqZvR7RJo/видео.html
I hope this helps and thanks so much.
@@ExcelForFreelancers I have sent you an email. An In-out board is just a spreadsheet showing who is in the office and who is out of the office.
Sir : Through your channel , I got good knowledge in Excel , Just I am looking to be experience in Automation in Excel , Do you have advice for me , THANKS
HI and thanks so much. The best advice is to follow this channel every week. If you are new to VBA I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Thanks Randy for this beautiful video.
For sure, you are very welcome Syed. thanks for the continued support
👍🏼👍🏼👍🏼
Also for me drag&drop not working for some reason. But great work and really helpful 👏
I would like to change 2 things:
instead of member pictures (nice idea, but for me personally less interesting) I would like to put there 2 links.
- One to my local folder for project management so that I can link every task straight to the belonging project files
- One to a server where I can download for example other templates needed for project management in general (but for different tasks/projects I could link the specific documents).
Thank you for your work 🙏
Hi and thanks for your comment. I am glad you enjoyed the training. Please feel free to download this application and customize it any way you want. You have some great ideas.
Thanks again.
@@ExcelForFreelancers Hi thank you for your great work!! where can I download this application?
Cool and Amazing video, I really appreciate your support!
But I have starting create an app with Excell and I really hope that will work
Thanks so much Rob. I am glad you enjoyed the video. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Thank you for this awesome sheet, super useful for my official use.
It will be more helpful if you could just let me know or share vba code for how to format(like changing color, increasing font size) of only the task name text in taskcards.
Thank you so very much for your kind contribution. If you want to partially change the format of the text within a shape, you can use something like this
Sub FormatPartialTextInShape()
Dim shp As Shape
Dim textRange As TextRange
' Set a reference to the shape you want to work with
Set shp = ActiveSheet.Shapes("YourShapeName")
' Set a reference to the text range within the shape
Set textRange = shp.TextFrame.TextRange
' Set the full text content
textRange.Text = "This is a sample text."
' Apply formatting to partial text (e.g., bold the word "sample")
With textRange.Characters(18, 6).Font
.Bold = True
' You can apply other formatting properties here
End With
End Sub
what a piece of work, wow, love it!
Thank you very much! Cam on Ban :)
@@ExcelForFreelancers oh xin chao dong huong nhe, han hanh duoc biet ban 🙏
Nice to meet you too. I live in Da Nang :)
@@ExcelForFreelancers I'm from Toronto :)
@2:24:44
You modifie the "taskcol-1" to "PrevCol" at the left of the "=" but not at the right.
And just a little question when you move a task the priority order is not updated. Does a "kanban refresh" at the end of the move card macro can solve that?
Thank a lot. Really impressive work by the way.
HI Might, thanks so much for your comment, on the taskcol i believe this was updated in the downloaded version.
The Kanban refresh macro also will sort the cards based on the the custom order: . "CustomOrder:="Urgent,High,Normal,Low""
I hope this helps and thanks so much.
Great job. Thank you.
Based on your example, I have built my own kanban board with new functions.
I tried to write a macro for the right arrow to move the task card to the right in the columns, and I failed. Could you show me how to do it?
Hi Piotr, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.
@@ExcelForFreelancers Hi, yes of course.
I made a mistake, I mean moving the task card to the left. The right moving is OK.
I'm sorry but I don't use facebook :(
I do it! Problem solved!
Hi. Thank you for the great effort. How can I add due date on Cards?
HI and thanks very much. Make sure to have the date saved within the database and then add it to the text within the shape. Changes are required within your VBA and Excel so i would not be able to write all the code for you, however please give it a try and if you run into any issues please feel free to post them in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 60,000 Members who would love to help you with this. Thanks so much.
I think this KanBan board is a wonderful way to view tasks and thank you for creating this training. I'm curious why you wouldn't use a VBA User Form to display the task card details versus integrating into the KanBan board like you have in this example. I think using a User Form would make this process a lot cleaner with potentially easier vba coding.
I used to not like Userforms as much because i wanted them placed in a very specific location when opened. Then i found an easy way to do it so now I would probably be much more likely to add a userform in this. Have a look at this training in which I place the userform in a very specific location based on the selected cell. ruclips.net/video/Oa480YUaJpw/видео.html
I hope this helps and thanks so much.
OMG !!!this IS BRILLIANT !!!!!!
Thank you so very much, I really appreciate that.
What a marvelous work. Appreciate it! Thank you for sharing your knowledge!
My pleasure and thanks so much Kui
I really like it a lot! Out of all CRMs out there this is the closest to what I really really need for my business.
I would like to customize a few things but don't have time to do it myself.
For my particular needs I would like the info button on the card to hyperlink to a tab related to that project. In that tab is where all the individual tasks would be made. One or maybe two of the tasks could be selected to reflect on the project card in the board view.
Do you do custom work or can I ask about these modifications in your Tuesday livestream?
Hi and thanks so much Richard. One of my students created a Kanban for sale which may be a lot closer to what you are looking for, and he also may be able to customize it, if you need. You can find it here: bit.ly/KanbanApp
I hope this helps and thanks so much.
Hi Randy, thank you so much for the tutorial & the file
For sure, you are very welcome and thanks so much.
So glad I found this. Thanks.
Thanks so much and great to have you here.
Many old Japanese Characters and words came from China. KanBan's sound and meaning is exactly the same as Chinese term “看板”。
Ah yes very similar. To be honest. I had not heard this term much, so it was new to me too. Thank you for your Likes, Shares & Comments. It really helps.
amazing work here - is there a Google Sheets equivalent? I assume the one-click-arrow-button would never be one-click in gSheets?
Hi and thanks so much. This one is just for Excel and I am not sure about Google sheets.
One of my students created an incredible, ready-to-use Kanban here
bit.ly/KanbanApp
I hope this helps and thanks so much.
incredible training, thanks so much. Unfortunately, can't locate the download, anyone help please?
Hi, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Excellent presentation , I have attempted to download this using a couple different emails with no luck any other options to get this workbook?
Hi Bill, thanks for your comment and glad you liked the trainings. If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Olá boa noite Professor Randy. Os vídeos dele são incríveis, sou fã dele. Neste vídeo Kanban estou seguindo o passo a passo, mas me deparei com um erro que não consigo resolver. Gostaria que o Senhor me ajudasse com o seguinte erro:
"Falha no método UserPicture do objeto FillFormat"
Hola! Gracias por tu comentario. Sería difícil para nosotros ayudarlo a menos que veamos el error específico con el que se está encontrando. ¿Puedes subir capturas de pantalla de tu error y hoja en nuestro grupo de Facebook de Excel para autónomos aquí: bit.ly/groupexcel? Tenemos 60.000 miembros a quienes les encantaría ayudarte con esto. Muchas gracias.
You are amazing. THANK YOU SO MUCH for all your great knowledge and Kind heart.
I have a question, is there any macro for taking files from desktop or folder and drop into excel cell or object and it will trigger move this file into a specific folder path from the cell????
Hi and thanks so much Andrey.
You want to take a file and drop that file into a cell in Excel? How would you take an entire application and put it in a cell? Can you rephrase your question?
@@ExcelForFreelancers more than grateful and honored for your answer truly appreciate it. I want to trigger movement of the file into designated path from the cell. when I take the file hold the mouse and throw it into the cell that will trigger movement of that file into the folder not into the cell Excel.
For example file named "pdf 1" that located on the desktop needs to be moved into a folder with specific path. For this you take and drug file into the cell for example A1. A1 could be object it joined cells of a folder with the name of the path on it to make it simple. Let me know if it clarifies anything I can record maybe a small video to RUclips so I can show you exactly what I mean. Again thank you so much for your kind heart of sharing that stuff I learned so much, from your videos awesome explanation very simple straight to the point never seen anything like this online you are very unique person may God bless you and your family for what you doing.
HI Andrey, you can use the worksheet change event which will trigger on the change of a specific cell.
As long as you have the original path of a file and the destination path of a file, you can then move that file from one path to another.
I discuss 'Moving Files' as part of a larger video on file conversion here: ruclips.net/video/CRITdthMYlU/видео.html
However basically the line of code is
Name CurrentPath As DestinationPath
I hope this helps and thanks so much.
Hi, that looks great, i will try to build my own right now, based on your Video, but with some different parts. Do you know a short and efficient vba-way to sort text ascending that's just all in one cell but separated with wordwraps?
Hi and thanks for your comment. Within VBA you could sort by columns, and then loop through each row within the column and then build a single string, and place that string in a cell.
I hope this helps and thanks so much.
Great content, I whish you would have done it from scratch. I dont know how to make the frame and the layout
Hi and thanks. If i do larger videos from scratch they will take 5 to 10 hours on the recording, so that is not possible.
You may want to consider enrolling in Daniel Strong’s Ultimate Excel VBA 30-hour course, in which I have secured a special discount for Excel For Freelancer Followers right here: bit.ly/VBACourse_Discount
Thanks Randy, fantastic job, thank you for sharing. How can i have this Kanban file work. It says that the VBA code may be deactivated
HI and thanks you will want to make sure you enable macros on your desktop version of Excel. I hope this helps and thanks so much.
have looked true your video on this, then got to this problem
1. added a new member.
2. added a new task with all info added in it.
3. then press on the Sample card on the left side.
4. give error The item with specified name was,t found.
5. If .Shapes(CardName).Left >= .Range("K1").Left Then
Then I tried it on the normal one I have downloaded and got the same error.
HI and thanks during the bug, you can hold your mouse over the 'CardName' variable. Tht means that there is not a card with that name available. So then you can determine why there is no name. While the templates work without issue on my machine, every machine and settings is different, and my picture paths are also different.
You may want to look at the original data to determine why a card is not being created for this item. Please make sure to watch the entire training video so you understand how to use, customize and work out any issues from these templates. I hope this helps and thanks so much.
Very good tutorial ! How would one (1) add more stages and have the kanban page show the new added stage on refresh e.g. Testing ? (2) The downloaded version seems to have the drag & drop disabled or missing - am I missing something?
Hi Stan, thanks so much. You are welcome to add any additional stages by adding the stage, updating the named range, sort defaults and code along with the formulas. Drag and drop should be working fine as this has already been downloaded thousands of times. Please feel free to re-watch the training for specific details on this.
I hope this helps and thanks so much.
Hi, this is wonderful stuff from Randy, really grateful. I'm having the same problem with drag & drop too. May be an issue with grouping? Sometimes when certain shapes are highlighted, it drags but leaves the other shapes behind in the original stage, can't seem to solve it.
@@nonkerdandy991 that's Excel in general. If you click within the group, for instance when you change the text it will move that on its own. You need to make sure that you have the whole group selected before moving.
Hi Randy, do you have any videos for people who are completely new to Kanban, I went to learn from scratch and not from preloaded excel spreadsheet?
Hi Marica thanks for your comment. This is the only Kanban board I have however I will create more in the future. I hope this helps and thanks so much.
so useful, Thanks a lot. god bless you
For sure, you are very welcome Gorgin
Thank you! The wonderful job.
For sure, you are very welcome and thanks so much Estela.
Thank u very much for all help that u offer for your followers sorry for asking but can u tell how can i make excell doc for sites and passwords and I want it very secure thanks
Hi and thanks very much, I show you how to do this in my Mentorship course here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/
Respected sir,
Makes vedio on joining different excel files and sheet with one another
Hi and thanks can you give me some examples of how this can be helpful or why this is important, then I can make a video on it.
@@ExcelForFreelancers yes sir,
Means one formula for different excel sheet.
If one sheet or file some changes then also same change other files which are link with each other
@@ExcelForFreelancers importance is that because it's save time putting formula again and again
Its best to have all of your data in a single workbook which will make it faster, otherwise you can specify any workbook within your formula.
I have looked at your Kanban and Gantt sheet tutorials. Amazing work! Is it possible to have the kanban board and the Gantt charts both in one spreadsheet? I want to use one team list, one project list, and one task list to generate BOTH a Kanban and a Gantt sheet. My projects are longer term, so I plan by week, not by day. Lastly, my "projects" are all camping trips with fixed end dates and every task is based on the end date... For example, 6 months before the end date, I have a task, four weeks before the end date another task, etc.
Hi Karen, thanks so much. yes it is certainly possible in Excel. While i would not be able to explain how inside a RUclips comment, you can get help from our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 40,000 Members who would love to help you with this. Thanks so much.
Excellent work
Thank you so very much, I really appreciate that Saif
WOW, very nice clean code, im in love.
Can you link up the "adv filter"
HI Daniel, thanks so much and glad you enjoyed the video. Can you explain what you mean by 'link up' the advanced filter?
@Excel For Freelancers sorry for the mind shortcut, how to activate advanced filter intellisense. That doesn't popup in my VBA, so I'm assuming there is a reference that needs to be activated.
Hi Daniel, as soon as you enter a correct range such as Sheet1.Range("A1"). then it should trigger the advanced filter when you add the "a"
such as
Sheet1.Range("A2:Z" & LastRow).AdvancedFilter xlFilterCopy, CriteriaRange:= .Range("AA2:AB3"), CopyToRange:= .Range("AE2:AF2"), Unique:= True
@@ExcelForFreelancers I am having issues with the advanced filtering on my end; it keeps throwing an error message, Run time Error: '1004': AdvancedFilter method of Range class failed. I have checked and rechecked my code and it looks correct to me. Any thoughts on why this might be happening. My code is: .Range("A1:L" & myLR2).AdvancedFilter xlFilterCopy, CriteriaRange:=.Range("P1:T2"), CopyToRange:=.Range("X1:AI1"), Unique:=True
The biggest problem with excel in today's world is,it is too expensive. Plus in free version application like Libra or free or open office your work don't work...
Thank you for making excel simple...
Can you also make videos for Libra and other offices ,so that we can use your work in free version of office...
I don't want to use in pirated version of office...
And I don't want to waste my money in expensive MS OFFICE ...
I REALLY WISH WPS OR OTHER OFFICES SHOULD COUNTER MICROSOFT OFFICE subscriptions....
Hi and thanks. I am focused on Excel only for the foreseeable future. thanks for your understanding.
Thanks to teach.. i hope this channel can be great..
For sure, you are very welcome Kuyncen
@@ExcelForFreelancers thanks sir
looks very nice, but can it be used in production with more than a few people, tasks ?
Yes certainly you can configure this to use in any industry with unlimited people. People can be grouped in teams and then filtered by those teams instead of individuals or you can sub-categorize them with a drill down feature. I hope this helps and thanks so much.
@@ExcelForFreelancers that sounds really great. thank you
Very clever. I’ll stick with Trello though. 👍
Thanks so much. I love Trello a lot and use it tons. :)
Hey Randy, this video popped up in my recommendations by chance and, I immediately saw a use for the kanban where I work. So I followed the video and built the tool. Works great and has made me very popular at work! So thank you very much. I will definitely be signing up for your mentorship programme when I have saved the cash to do so.
In the meantime though, I have a question regarding the Member Filter buttons. I would like to enhance the Kanban, so that when I click on the name of someone in the Member Filter list, the shape that contains the name that I clicked on, changes colour, so it's easier to see that is has been selected.
Is it best to write a separate macro in the Kanban_Macros module that is called from the Member_Filter macro, or write it as another "With" statement within the Member_Filter macro? I think it's the latter, but not sure how to go about that one.
Thanks again and I love your content. It's truly fantastic.
HI Skip, great to here there and so glad you enjoyed the training, it will be great to have you in the Mentorship Program.
For your request, its a nice idea and certainly possible. Here is how I would do it.
For each shape, I would add some additional detail to the name, probably the employee ID, (So this gets added to the name of the shape but does not replace the shape) such as "..... Emp23", when the shapes are first created
Then when you select on a name from the drop down list, the ID can be extracted through a formula.
The macro has two parts.
The firsts Part loops through all of the shapes on the sheet and colors them based on their Priority (I think that is how i colored them originally)
The 2nd part loops through all the shapes and colors them based on a matching Employee ID. Instead of recoloring them, consider a large, thick Red Border or something like that so that their original color remains (In that case you would first loop through all of the shapes removing their borders)
This is how i would do it. Thanks for the great suggestion. If you have ideas like this, right after the training, I can then add them on our Patreon platform, however the updates are done 6 days after the original training.
I hope this helps and thanks so much.
@@ExcelForFreelancers Thanks for the reply Randy. Will be trying out your suggestion today! And will hopefully see you soon on the training program!
Yes for sure, let me know how it goes
Im new to excel but really need something like this, but for google Spread sheets. Is it possible ?
HI and thanks so much Ly. This one is only for Excel and i am not sure about Google sheets. However if you want to share and sync this application with anyone in the world you can use this training here: ruclips.net/video/aKV5seZmiBs/видео.html
I hope this helps and thanks so much. Cam on ban
I signed up for the Excel sheet but there was no link there anymore!!
Hi If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Randy, thank you!
For sure, you are very welcome Armo
Amazing, thank you so much
You're very welcome! Cam On Ban!
wow, simply wow... 👍👍 I cant access the other links you sent
Hi and thanks can you list what links are not working for you?
Can't access any of the bit.ly links
HI the links should be working fine.
Thanks 😊
Any vedio related to quick books in accounts department
Hi and thanks I have a full accounting application, similar to Quickbooks in my Mentorship Program here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/
Thank you!
For sure, you are very welcome Vin
Fantastic tool!
Thank you so very much, I really appreciate that Ivan
Hi randy I love this! Is there any way to add traceability so you have date/time stamps to when it was moved between stages?
Or a way to automatically add tasks based on another excel workbook
Hi Lexi, yes it is possible, I do have a Change Log video (part 1 and 2) which may help you here: ruclips.net/video/6TnxPvLz_44/видео.html
Part 2 has an undo feature here: ruclips.net/video/fE15W72vnEE/видео.html
Thank you for your Likes, Shares & Comments. It really helps.
Hi Randy, once again a great lesson and great workbook. Have a question, how would I wrap the 'Team Member Shapes' if there where more than 10 members and you didn't want to go pass column J, Thanks
Hi and thanks so much. Great idea. What i would do is put small navigation tabs before the first and after the last with small triangles in which you can navigate through the staff. Another way would be to group staff by type and then filter them by a particular type with a drop down list above.
I hope this helps and thanks so much.
Am I able to purchase or download just this Kanban board template?
Hi Tim, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
There is also a great Kanban tool sold by a partner of mine here bit.ly/KanbanApp
I hope this helps and thanks so much.
Thanks a lot
For sure, you are very welcome
Where is the code to expand the board?and adjust the font
HI and thanks, feel free to download this application and modify it however you like. I cover those details on customizing within the video.
I hope this helps and thanks so much.
It is very nice but I cannot purchase, no capability can you send me the downloadable Kanban board please?
Hi, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Kanban Board ? Is that like Monopoly? Lol 😂
Hahah nearly. Thank you for your Likes, Shares & Comments. It really helps.
This is brilliant. I’ve used the free Kanban flow but never built one myself. Is this actual kanban available as a template? As I’m not excel savvy please.
Hi and thanks so much Joan, You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
does it work with openfice calc?
Hi and thanks, this just works with Microsoft Excel. I hope this helps and thanks so much.
How do I download this template? So many link below very confusing!
Hi Ken thanks for your email. Within the video description you can find under the "⬇DOWNLOAD THIS WEEKS WORKBOOK FREE: "
I hope this helps and thanks so much.
How could I get a copy of the Kanban spreadsheet
Hi Habib, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
thanks sir, its good
For sure, you are very welcome and thanks for your comment.
Looking forward 👌
Thank you so very much, I really appreciate that.
The download takes you to a website where you enter your name and email, then it takes you to an infomercial, and you never get to download link? Does anyone know the trick around this?
Hi there is no trick at all, should be working just fine. Please check your spam folder. If you have tried to download this workbook using the links but had a problem please email angeli@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Amazing!!!!
Thanks so much Angel :)
Interesante pero mucho codigo Visual Basic
Thanks so much. If you want to learn VBA I have a beginners series here ruclips.net/p/PLIBeRriXvKzDTzNp5IME4-oXXCrIjvV4z
I hope this helps and thanks so much.
Nice video
Thank you so very much, I really appreciate that.
good video
Thank you so very much, I really appreciate that.
nice video
Thank you so very much, I really appreciate that.
which cource have to do learn this ???
Hi and thanks you can watch this video which is available in just 14 hours from now.
I am unable to find the free download of this Excel file
Hi and thanks for your comment. Please check the description and look for 'Download' I hope this helps and thanks so much.
Nice
Thank you so very much, I really appreciate that.
nice
Thanks very much Sabuz
you are in Da Nang?
Yes, correct. I live in Da Nang Vietnam. Really nice city here :)
@@ExcelForFreelancers cool, i used to live near Can Tho
Its a really beautiful country.
Munjet good
Thanks so much Munjet
nic
Thank you so very much, I really appreciate that.