How To Use Google Sheets Kanban Board? (Sheetify Projects)

How To Use Google Sheets Kanban Board? (Sheetify Projects)

Written by: Stewart Gauld

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Time to read 6 min

How to use Sheetify Projects Google Sheets Kanban board?

Attention all Google Sheets users! Did you know there’s an easy way you can visualize and stay on top of all your project tasks right inside your Google Sheets spreadsheet?

Thanks to Sheetify Projects’ built-in Google Sheets visual kanban view, you can transform your rows of task data into a clear, drag-free visual workflow overview.

So, how exactly can you use the Sheetify Projects kanban board? All you need to do is:

  1. Go to the dedicated ‘Kanban Board’ sheet inside your Sheetify Projects template.
  2. Find and view the project you want to view.
  3. Change a task's status or priority by editing it in the ‘Tasks’ tab.
  4. Change statuses, groups, and priorities inside the ‘Settings’ tab.

And that’s it! There are no complicated extensions or tricky setups involved!

The integrated Sheetify Projects kanban board keeps your team on the same page, helps you spot what's blocking you, and ensures your projects get finished without a hitch.

Let’s take a closer look at how you can use Google Sheets kanban board inside Sheetify Projects now.

Check out my visual guide on how to use Google Sheets Kanban Board inside Sheetify Projects here.

How to use Sheetify Projects Kanban board? (step-by-step guide)

If you’re using Sheetify Projects, you already know it's so much more than just a task list, offering everything you need to manage your projects, tasks, and teams in one place.

This built-in kanban board view automatically converts your tasks into organized visual workflow card-style columns so you can instantly understand project progress at a glance.

This gives Sheetify Projects users instant visibility over what’s moving, what needs to be done, and what’s already been completed.

Here’s a step-by-step guide on how to use it effectively:

  1. Inside your Sheetify Projects template, click the ‘Kanban Board’ tab at the bottom of the spreadsheet.
  2. At the top of the Kanban Board sheet, click the ‘Project’ dropdown menu.
  3. Select the project you want to review, and watch the board instantly refresh to display that project data.

Your tasks will automatically sort into their respective workflow card columns (e.g., Created, In Progress, Stuck, or Completed) depending on the status assigned in your task list.

This keeps your workspace clean, focused, and distraction-free.

Each card on the board provides a compact, easy-to-read summary of the task, so you don’t need to open multiple sheets to find out what’s happening!

On every card, you’ll typically see:

  • Group: The category the task belongs to (e.g., Backlog, Marketing, Development).
  • Task Name: What needs to be completed?
  • Priority Level: Low, Medium, or High.
  • Completion %: How far along the task is.
  • Assignee: Who is responsible for delivering it?

This snapshot-style layout lets you quickly identify workload distribution, bottlenecks, and urgency…..without digging through various rows or filters!

To update a task’s position on the board:

  1. Click the ‘Tasks’ tab at the bottom of the spreadsheet.

Find the task you want to update.

  1. Change its ‘Status’, ‘Priority’, or ‘Completion percentage’.
  2. Go back to the ‘Kanban Board’ tab.

Because the Kanban board is automatically linked to your tasks, the board instantly updates with the change you just made, so everything stays clean, accurate, and in sync.

Also, if you update a priority level within the ‘Tasks’ sheet, the color of that task on the Kanban board will automatically change:

  • High-priority tasks turn orange.
  • Medium priority tasks turn yellow.
  • Low-priority tasks turn blue.

This is one of the most powerful visual features of the kanban board, allowing you to spot urgent work and rebalance workloads before deadlines slip!

Additionally, you can adjust the terminology and workflow of your kanban board structure to suit how your team operates. To do that: 

  1. Go to the ‘Settings’ tab.
  2. Sheetify Projects works in the background to pull in the data directly from these fields, so any changes you make to these settings will automatically update on your Kanban board.

And that’s everything you need to know about how to use the Google Sheets kanban board inside Sheetify Projects!

As you can see, there are no setups or integrations required. In just a few clicks, you can instantly view your updated task and project data in an effective visual format.

Read more: Top 7 reasons to choose Sheetify Projects for managing tasks?

What is Google Sheets Kanban board?

Google Sheets kanban board is a visual template built inside Google Sheets that helps transform structured task and project data into an easy-to-understand workflow view. 

You can either build your own Kanban board view inside Google Sheets, or use a Google Sheets template like Sheetify Projects that comes with a built-in kanban view feature.

Instead of managing projects through long rows of spreadsheets, a kanban board organizes your tasks into status-based visual card-style columns (e.g, To Do, In Progress, Completed).

This allows you to instantly see what’s moving forward, what needs attention, and what’s already been completed. 

As each task becomes a visual card clearly displaying key details like ‘Priority’, ‘Assignee’, and ‘Progress’, your team receives clarity without complexity. 

But the beauty of using a Google Sheets kanban board? Flexibility. As a Google product, you maintain full control over your data.

Additionally, you can easily customize statuses to match your workflow and collaborate in real time without expensive software or steep learning curves. It’s a win-win!

Ultimately, using a Google Sheets kanban board (like Sheetify Projects), is a simple yet powerful way to turn your spreadsheet data into a dynamic, visual productivity system.

Why use Sheetify Projects Google Sheets Kanban board?

The power of the Sheetify Projects Kanban board isn’t just about how it looks; it’s about how it connects everything together.

Inside this impressive feature, you get:

  • A visual overview of your task and project workflows.
  • Real-time synchronization with your task list.
  • Color-coded priority clarity.
  • Multi-project filtering.
  • Fully customizable statuses.

All inside a tool your team already knows how to use!

While many project management tools offer built-in kanban board views, most come with steep monthly subscriptions or rigid structures that force you to work their way.

That’s where Sheetify Projects shines.

Basically, you get the same professional visibility for a one-time cost of just ($57 USD) that combines the flexibility of Google Sheets with a system that’s ready to use in seconds.

When used consistently, this Kanban board becomes more than a simple task tracker.

It becomes your complete visual project control hub, helping you identify roadblocks early, align responsibilities clearly, and move projects from idea to completion with confidence!

Read more: Top 7 reasons to choose Sheetify Projects for managing projects

What is Sheetify Projects?

At its core, Sheetify Projects is an all-in-one Google Sheets project management template designed for small teams and micro-businesses.

Bridging the gap between messy spreadsheets and expensive enterprise tools, Sheetify Projects is perfect for those craving organization without the bloat of traditional software. 

Instead of paying for hundreds of features you’ll never use, you get a streamlined way to track your projects, tasks, teams, and more in real-time.

And because it lives in a familiar environment, your team can skip the ‘learning phase’ and start executing from day one.

But don’t let the simple spreadsheet interface fool you! 

Sheetify Projects is a high-performance engine, handling unlimited tasks and projects with ease, allowing you to toggle between specialized views depending on your needs, such as:

  • Gantt-Style Timelines (individual and multi-timeline) Perfect for high-level roadmap planning.
  • Visual Kanban Boards: For tracking the real-time flow of tasks.
  • Calendar Views: To ensure no deadline ever sneaks up on you.
  • Live Dashboards: For a data-driven ‘bird's-eye view’ of your entire operation.

Plus, Sheetify Projects leverages the full power of the Google ecosystem to keep your work moving, such as:

  • Gmail Integration: Send personalized bulk emails directly from your sheet.
  • Google Forms: Automatically funnel new project requests into your system.
  • Smart Triggers: Set up email notifications to alert your team when tasks update.
  • Google Tasks Sync: Push day-to-day items directly to your personal to-do list. 

Better yet, there’s no coding or complex configuration required. With built-in Apps Scripts, smart formatting, and data validation, the heavy lifting is already done. 

Simply authorize the template, input your data, and let the automation handle the rest.

For just a one-time investment of $57 USD, Sheetify Projects grants you lifetime access to a professional-grade system that grows with you. 

It’s seriously the ultimate ‘buy it once, own it forever’ solution for small teams that want flexibility without the recurring overhead!

Check out Sheetify Projects for yourself and see what all the fuss is about here!

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