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What should I do when a partner changes their company name?
Question What should I do when a partner changes their company name? Answer Preliminary step The partner who changes their company name must update the Company name field from Settings > Company...
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What is Kanban BI
Kanban BI is the Business Intelligence tool integrated into KanbanBOX. This module is intended for those who wish not only to implement the Kanban method but also to continuously analyze, optimize,...
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How can I sort the cards inside a worklist?
Question How can I sort the cards inside a worklist? Answer To sort the cards inside a worklist, you need to create or edit a filter for the worklist in the Board as table using the desidered sort...
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How can I edit a filter?
Question How can I edit a filter? Answer A filter can be edited directly from the board following these steps: Go to the Kanban board; Select (by adding or removing) the new filtering parameters;...
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If I have mistakenly changed the status of a kanban card, can I go back?
Question If I have mistakenly changed the status of a kanban card, can I go back? Answer No, KanbanBOX does not allow you to undo an incorrect status change or revert a card to a previous status. E...
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KanbanBOX's Glossary
A Advance kanban Functionality that allows the card string ID to advance from the upstream loop to the downstream loop, thus avoiding the need for reprinting. The Advance kanban is often used when ...
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Welcome in KanbanBOX
As soon as you log into KanbanBOX, you will find yourself on the Home Page. This page has certain elements that set it apart from all others, such as Widgets. These provide shortcuts for performing...
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Forecast
What is the "Forecast" module The Forecast module is an extension of KanbanBOX that allows you to: import production or procurement forecast data into KanbanBOX (i.e. forecasts generated by exter...
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Create and update a Printer
In KanbanBOX, it is possible to configure one or more printers, and then direct the printing of cards to the most appropriate one. It is also possible to set a default printer for KanbanBOX differe...
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What are Workflows and how to use them
What's a Workflow? A Workflow is a tool that allows to configure the execution of operations that are part of pre-established procedures. With a Workflow is possible, when a specific event happens ...