Klaro dynamic templates

Filters

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General

Start with a completely blank Klaro project and configure everything yourself. This template is ideal if you already know Klaro and have a rather precise idea of your workflow.

Step 1: Define the nature of the processes you want to track

Please note that in Klaro, it is possible to follow almost all processes. Klaro is a lightweight & agile process management tool. Which means it lets you follow something that occurs in the real world. What is that something that you want to capture with Klaro cards?

For example, each card will be a: - Task - Issue - Idea - Lead - …

Once found, 1. Go to the Project settings and find the Card kind special dimension; add a first value corresponding to the nature of cards you just listed.

  1. Go back to the All cards board and create a few cards.

In our example, we decided to track some Leads.


Step 2: What are the main steps of the process?

Each card captures something the status of which evolves over time (i.e. a process), therefore at every moment each card must be in a given process state.

What are these different states? Examples include: * Task: Todo, Ongoing, Done, Abandoned * Issue: Detected, Fixing, Review, Closed * Idea: Ideate, Defined, Prototype, Test * Lead: Contact, Discussion, Agreement, Signature

Once defined: Install the Progress special dimension and create the various values that correspond to your process.


Step 3 : Create a new vision of your project

  1. Go back to the All cards board. Switch to the Kanban view (columns), choose Progress as Display by dimension. Save the board under a new name, e.g. « Kanban ».

  2. Congratulations, you have just created your first team board. Move the cards from left to right to capture your team’s progress.


Step 4: Additional information to capture on cards?

Do you need some extra information on your cards? Check the special dimensions available and install them, or simply create your own list:

  • Assignee (the team member with the responsibility to move the card around)

  • Due date (maybe a deadline exists for each card to reach the column furthest to the right?)

  • Created / Updated at (allows you to filter)

  • Priority (Must have, Should have, Nice to have)

  • Everything you want! In our example, we decided to add a Country dimension

Once you have added some of these extra dimensions: 1. Open an existing card: you can track additional information on the right.

  1. Get back to your Kanban board, go to Cards appearance in the Board settings: you can choose which dimensions to show on cards.

  2. Open the Filters at the left of the screen: you can show or hide relevant cards in each board.


Step 5: Be familiar with Klaro - it’s not rocket science

Klaro is fundamentally flexible from an information point of view: no dimension is more « special » that another. So almost everything you can do with one dimension can be done with others too:

  1. Open Filters. You can filter every dimension. Filters are saved in the board definition. Each board can simply show the cards that make sense in its particular context.

  2. Open Cards appearance. You can show every dimension that you want on cards, and make different choices for each board.

  3. Open the Display by widget. You can make a Kanban on every dimension you want, and drag & drop cards around easily.

  4. Open Cards ordering in board settings. Every dimension can be used to sort cards top/down in boards. Think about it: getting priorities right often means getting what’s important at the top of the board. You know what’s important; capture it with your own dimensions.

Need help on this (or any other) template? Contact us on info@klaro.cards or on the Chatbot located at the bottom right. We will be happy to help you.

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