How to create a Kanban board in Formaloo

Kanban boards have become popular in project management for their ability to streamline complex tasks and enhance team visibility. If you’re eager to harness this clarity and control, you might be wondering how to create a Kanban board for your own project needs.


Kanban boards have become popular in project management for their ability to streamline complex tasks and enhance team visibility.

If you’re eager to harness this clarity and control, you might be wondering how to create a Kanban board for your own project needs.

Don’t worry, as there’s a simple way to create one with Formaloo.

But before we learn how to create a Kanban board, let’s quickly understand what a Kanban board is.

A quick look into what is a Kanban board

A kanban board is a dynamic project management tool that helps teams or individuals track and manage their workflow. It’s structured into columns, and each column represents a different stage of the workflow.

Imagine you and your team are dealing with multiple clients, each with a unique set of tasks. How do you keep track of what needs to be done, what’s underway, and what’s completed?

This is exactly where the Kanban board comes into the picture.

It’s like having a virtual command center where each client’s tasks are visibly mapped out, and you can move the tasks seamlessly from ‘To-Do’ to ‘In Progress’ to ‘Completed’.

It provides you with a crystal-clear roadmap for project management.

Now that you know its importance, let’s move forward and learn how to create a Kanban board in Formaloo.

How to create a Kanban board in Formaloo?

Before learning how to set up a Kanban board in Formaloo, you need to have relevant data based on which you want to create a Kanban board.

You can import your data into Formaloo by following this guide if you haven’t already.

However, if you already have your data imported in Formaloo, you can follow these steps to create a Kanban board:

  • The first step to creating a Kanban board is to open your existing formaloo or create a new one from your Formaloo dashboard.
open your formaloo
  • After opening your formaloo or creating a new one, you can add a new page from the left sidebar.
Add a new page for your Kanban board
  • Once you add the page, you can now add a Kanban Board. Click on the “+” button or type “/” to enter your command. Then choose Kanban from the list of blocks.
Add a Kanban board
  • Select the table from which you want the data to be used for your Kanban board.
  • After that, select your preferred option to group your columns by and choose the title of your card. If you want to add an image to your card, you can do that too. Then, select all the relevant fields you want to display on your card.
Select the relevant fields
  • As your last step, review your selections and click on “Save” to create your Kanban board.
Save your Kanban

Yes, it is that simple to create a Kanban board in Formaloo! Sure, it was a basic Kanban board, but in Formaloo, you have many options to customize a Kanban board according to your brand or liking.

Now, let’s dive into some of the Kanban board advantages.

Kanban board benefits: Why bother creating a Kanban board?

A Kanban board can be beneficial for a variety of reasons. Here are the top 3 benefits of a Kanban board:

Crystal-clear visibility

Think of a Kanban board as your project’s GPS.

It offers a bird’s-eye view of every task, allowing you to see where everything stands at a glance.

With clear visibility on the project, you will not get lost in a sea of emails or sticky notes.

Clear visibility will also help you in better decision-making.

For example, if any of your tasks aren’t completed, and the deadline is approaching, you can put that task on the urgent list and get it completed ASAP.

Smooth workflow management

One of the amazing benefits of a Kanban board is that it makes managing your workflow straightforward.

It allows you to see and spot quickly which tasks are progressing and which are stalled.

This visibility enables you to make quick adjustments, ensuring that work moves forward without any hindrance.

Enhanced team collaboration

A Kanban board acts as a hub for team communication. It clearly shows who is responsible for each task. This reduces the friction and the need for constant updates and queries.

Yes, it means no more going back and forth on emails only to check the project’s progress.

It also fosters better collaboration, as everyone is aware of their responsibilities and the overall project status, leading to more synchronized teamwork.

Wouldn’t it be great if you could understand these benefits with some Kanban board examples and use cases? That’s exactly what the next section is about.

Kanban board examples & use cases

Following are the industries in which a Kanban board can be helpful:

Product Development (Tech)

Kanban boards are not just an efficient way to boost team productivity, but they are indispensable in the tech industry.

They guide product managers and software teams through agile development.

In product development, kanban boards can help to:

  • Maintain transparency
  • Organize task hierarchies
  • Inform stakeholders of product roadmaps and development stages

Operations Management (Customer Support)

In the customer support industry, teams have to manage a million things. With juggling so many tasks, it often becomes chaotic.

However, Kanban boards are revolutionizing the way teams handle queries and tasks.

They offer a real-time overview of customer requests as they flow from received to resolved, enabling:

  • Efficient & timely tracking of support tickets
  • Identification of bottlenecks for swift resolution
  • Continuous improvement through visual feedback

Project Coordination (Education)

Within educational settings, Kanban boards provide educators and students with a structured approach to managing assignments and curriculum progress.

They enhance the educational workflow by:

  • Outlining course milestones and assignment deadlines
  • Tracking student progress and submissions
  • Fostering accountability and self-management among students

We’ve only scratched the surface with these three examples. The possibilities with a Kanban board are endless.

Ready to create your Kanban board?

Whether you’re managing a high-stakes project or simply organizing your day-to-day tasks, the Kanban board can be your go-to tool.

Simply put, If there’s a process that needs tracking and a desire for progress to be crystal clear, then a Kanban board can be helpful.

Now that you know how to create a Kanban board in Formaloo, what are you waiting for? Start creating your first Kanban now and manage projects like a boss.

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How to create a Kanban board in Formaloo