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Learn the Basics
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- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Dates
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
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Visualize Work
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Collaborate
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Level Up Your Work
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Resource Management
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Work Securely
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Integrations
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- Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo in Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Tabs in Teams Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
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- Importing Microsoft Planner Plans into KanBo
- Exporting KanBo Space Views to Excel
- Visitors in Microsoft 365 Environments
- Adding KanBo Modern Web Part to SharePoint Site
- Autodesk BIM Integration
- ServiceNow Integration
- Zapier Integration
- KanBo and Nintex Integration
- UiPath Integration
- Azure Logic Apps Integration
- Power Automate Triggers and Actions in KanBo
- Advanced KanBo Actions in Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
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Work Progress Calculation
In this article:
Overview
The work progress calculation tool lets you track your workflow. Each card can be evaluated by its features. Then you can sum up the work done on the cards within groups or whole spaces, assuming that all cards require similar effort to complete. This feature is useful for analyzing progress with the OKR method.
This function allows you to monitor the status of your work in the form of a percentage completion rate. The calculation result is rounded to the nearest integer.
Card progress indicator
Task progress is measured using card elements. The first of these is the checklist, the completion of which can be easily estimated by taking into account the number of checked-off items from the list.
Example: 2 out of 6 checklist items completed, resulting in 34% realization progress.
The counter around the card status icon on the card front shows the card realization progress. When a card or its part is completed, you will see that the counter indicator will begin to fill.
Example: The card with 6 out of 8 checklist items completed. Based on that card element, a progress of 75% has been calculated.
Another element is subwork, that is, cards related to the main card, the completion of which is required to complete the task. Moreover, not only is the status of the card taken into account, but also the number of completed tasks on the checklist of each card.
Example: 2 out of 5 cards completed, resulting in 62% realization progress of the card container, because all card elements are included in the calculation.
- (0% + 75% + 34% + 100% + 100%) / 5 = 62%
When a card contains a checklist and subcards at the same time, they are treated equally.
We are aware that this approach is not always right since treating a checklist item similar to a subcard is mostly wrong, but we intended to give you a rough estimate.
Cards that have the status with the Completed card status type have a 100% completion rate, regardless of the number of realized card elements.
Example: The circle around the card status icon is full when the card has a status with the Completed status type.
If you set the card status to completed before all checklist items or subcards are marked as completed, the algorithm will ignore them.
Group progress indicator
The circle around the icon in the name bar of the group represents the percentage of work done for all the cards. To calculate the progress of work in a particular group, the progress of the cards belonging to it is summed up.
Example: The Ready for translation status progress. Based on the three cards with this status, a progress of 48% was calculated.
The best way to understand it is to use an example. There is a space with card grouping by user option selected. This display setting shows you a group for each user.
Example: Cards grouped by users. We can watch the progress of the work in the form of circular indicators around the avatars.
Let’s take a look at Alexander’s group. This group has four cards.
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The first card has a card status with the Completed status type, which gives us a 100% card completion rate.
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The second card has a card status with the In progress status type. 5 out of 9 checklist items checked give a 56% card completion rate.
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The third card has a card status with the Not started status type. None of the subcards is completed, which gave us a 0% card completion rate.
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The fourth card has the card status with the Information status type, so it’s not included in the calculation.
The overall work progress calculation for Alexander’s group is:
- (100% + 56% + 0%) / 3 = 52%
It does not matter what happened to the subcards and checklist items on the card with non-work statuses. The completion of these card elements does not affect the overall work progress calculation.
Card status types that aren't work-related (Information, Canceled) are not included in the work progress calculation.
This also applies to subcards.
Overview cards
The progress of the entire space can be calculated in a similar way. A special type of card is an overview card, which allows you to represent entire spaces in the form of cards. This way, you can visualize the summary of a particular space.
Example: The overview card of the Green Week space.
In addition to the completion percentage, you can also see how many days and cards are left until the end of the project. You can also see if there is a delay.
Card statistics
If you need a more detailed analysis of the single card work, go to card statistics. There you will find a visual representation of a card’s lifecycle or calculations on the chances of on-time completion.
Example: Card statistics of an example card.
Space statistics
By observing card statuses and card elements, we can track the progress of the entire space. Time Chart is a space view that allows you to gain insights into the time it takes to complete tasks in your workflow.
Example: Time Chart for an example space.
KanBo automatically calculates not only the progress of the current work but can also predict what the chances are of completing the work on time. Forecast Chart allows you to track the progress of your work and make data-driven forecasts.
Example: Forecast Chart for an example space.
FAQ
What is the purpose of card statuses?
Card status is a feature that shows the progress of a card realization and indicates what stage your tasks are in.
How can I see card realization progress more precisely?
Every card front has a circle around the status icon, which shows the work calculation progress.
What is the role of the Information status?
The Information status is used for cards that contain important information but are not executable. It does not represent the progress of completing a card.
How do I change the status of a card?
You can change the status of a card by dragging and dropping it to a different status grouping, by selecting a new status in the card details section, or by using the Quick Actions menu.
What exactly affects the card progress indicator?
A card can symbolize a simple task or be divided into smaller steps to perform. These steps can be represented by the checklist items or subcards.
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