A Kanban board view is fantastic for reading task status and priorities. But if you’re looking to review items in a spreadsheet format and update several tasks at once, that’s also possible.
You can either work with direct board exports to Excel/CSV or integrate with Google Sheets.
To move data from a Google Sheet to your Kanban Tool board - or the other way round - please follow these steps:
In Google Sheets, open the sidebar and click the plus “Get add-ons” icon
Find Kanban Tool and connect it to your Google account
Type in your Kanban Tool account name and your API key
Lastly, choose which of your boards you want to work with and what data fields you need listed, and click the “Import from Kanban Tool” button
Any changes you make to the tasks data - e.g., task name, description, column or swimlane location, etc. - will overwrite the existing information when you export the data back to Kanban Tool.
You can also use the integration to create new tasks. Fill the spreadsheet with the task names and any other information you want to bring to Kanban Tool. Please maintain the one task per row format and specify the data field types in the first row:
Then just click “Export to Kanban Tool”. If you don’t specify the column and swimlane, tasks will be added at the bottom of the topmost swimlane and leftmost column.