6 ways to save time with Kantree

18/10/2019 - Updated on 06/09/2021 - Pola

Kantree is here to make your work life easier. It’s designed by business users for business users, so a lot of the functionality comes from our own frustration with traditional tools. We’re also serious about our public roadmap, where we look at your suggestions and turn them into new features, whenever possible.

With that said, here’s a look at six ways that Kantree can save you time.

1. Template library

Our template library contains 14 templates (and counting), designed to help you get started on any project, quickly. The templates are organized by categories, which include: HR & recruiting, sales, marketing, operations, project management, product design, UX and more. With just a few clicks, your project will be up and running. Of course, you can customize it later.

Watch this 5-minute video to see how to get started (in French with English subtitles).

2. Project forms

Kantree forms are a simple way to allow ‘external’ people to create cards in your project. That way you can quickly collect, organize, and access relevant information, then communicate directly in Kantree. No need to waste time on emails and spreadsheets, all stays in one place. Forms are great for collecting customer feedback, bug reports, sales leads, or job applicant information.

3. Automated actions

Mundane tasks are part of work, but often take too much time when you could be focusing on what matters. One thing you can do is set up auto actions in Kantree. They will be triggered when you create or move cards in the columns of your kanban board. For example, you can automate including specific fields in each new card, sending emails to chosen recipients, or changing assignees.

4. Recurring cards

If you have tasks that need to be repeated daily, weekly, or monthly, Kantree’s recurring cards are your friend. Once you create a task card, you don’t have to manually copy or recreate it for each event. Instead, set it up as recurring. Kantree will copy it with all the subcards and attributes that you choose. This is great for maintenance tasks, sales & marketing reports, and status updates.

5. Pre-designed reports

When you select the report mode in your project, you can create a custom report template in a few clicks by adding graphs and saving it as a view. Instead of starting from scratch next time, use the pre-designed report.

6. Custom project or task views

Even if you’re sharing a board with others, you can create personalized views to quickly access only the information you need. This means you don’t have to sift through data each time you log in. Use our formula fields to optimize the view, then save it as private and rename if needed. The sky’s the limit, but some examples are: tasks assigned to you, open IT support tickets, sales leads by region, job applicants by recruiter, and a marketing content calendar.

Ready to see the difference? Start a 30-day free trial of Kantree today.

Kantree is the all-in-one collaboration and work management platform that help teams across the whole company work better together.

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