How to Use Kanban: Getting Started in 5 Steps

Kanban is simple to start and powerful to grow. Visualise your work, limit what is in progress and improve a little each week. Here are the five steps, the habits behind them and three boards to begin with.

My first Kanban board in PlanBoards: To Do, Doing (WIP 3) and Done.
My first Kanban board in PlanBoards: To Do, Doing (WIP 3) and Done.

Quick answer: To use Kanban: (1) put every task on a card, (2) create columns for your workflow – To Do, Doing, Done, (3) limit how many cards can be in Doing, (4) finish work before starting new work, and (5) review and improve the board every week.

1. Key Takeaways

  • Start with To Do, Doing, Done and one card per task.
  • Add a WIP limit – 2–3 cards per person in Doing.
  • “Stop starting, start finishing” is the Kanban way of working.
  • Update the board at a short daily stand-up.
  • Improve one thing at a time in a weekly review.

2. How to Use Kanban in 5 Steps

Visualise the work, map the workflow, limit WIP, manage flow and improve continuously.

How to use Kanban in 5 steps: visualise, map the workflow, limit WIP, manage flow and improve.
How to use Kanban in 5 steps: visualise, map the workflow, limit WIP, manage flow and improve.
  1. Visualise your work. Write every task on a card.
  2. Map the workflow. Create To Do, Doing and Done columns.
  3. Limit work in progress. Set a number on Doing, e.g. 3.
  4. Manage flow. Finish cards before starting new ones.
  5. Improve. Review weekly and change one thing.

3. The Kanban Way of Working

The Kanban way of working is to make work visible, finish before starting, agree explicit policies and improve with data.

The Kanban way of working: visibility, finishing, explicit policies, ownership, data and small improvements.
The Kanban way of working: visibility, finishing, explicit policies, ownership, data and small improvements.

4. Starter Kanban Boards in PlanBoards

Here are three starter boards built in PlanBoards.

My first Kanban board

To Do, Doing (WIP 3) and Done – the simplest way of using a Kanban board.

My first Kanban board in PlanBoards: To Do, Doing (WIP 3) and Done.
My first Kanban board in PlanBoards: To Do, Doing (WIP 3) and Done.

Team Kanban – week 1

Backlog, Ready, Doing (WIP 4), Review and Done for a team’s first week.

Team Kanban board for week 1: Backlog, Ready, Doing (WIP 4), Review and Done.
Team Kanban board for week 1: Backlog, Ready, Doing (WIP 4), Review and Done.

Implementing Kanban – rollout

Week 1, Week 2, Week 3–4 and Done – the launch checklist as a board.

Implementing Kanban rollout board: Week 1, Week 2, Week 3–4 and Done.
Implementing Kanban rollout board: Week 1, Week 2, Week 3–4 and Done.

Start your first board

Colour-coded lists, cards with images, checklists and due dates – on Android, iPhone, tablet and desktop.

Free to use

Get it on Google Play Download on the App Store

5. Implementing Kanban in a Team

Map the workflow on day 1, load all open work, agree WIP limits in week 1 and hold the first retrospective in week 2.

Implementing Kanban in a team: a two-week plan.
Implementing Kanban in a team: a two-week plan.

6. Common Mistakes When Using a Kanban Board

The most common mistakes are too many columns, no WIP limits, giant cards, a stale board and hidden blockers.

Common mistakes when using a Kanban board and how to fix them.
Common mistakes when using a Kanban board and how to fix them.

7. FAQ

These are the questions people ask when getting started with Kanban.

How do I start using Kanban?

Create To Do, Doing and Done columns, put each task on a card, limit Doing to 2–3 cards and review weekly.

What is the Kanban way of working?

Visualising work, limiting work in progress, finishing before starting and improving continuously with data.

How many columns should a Kanban board have?

Start with three. Add Review or On Hold only when you need them.

How long does implementing Kanban take?

A team can start in a day; habits settle in two to four weeks.

Do I need special roles to use Kanban?

No. Kanban starts with your current roles and process.

Can I use Kanban alone?

Yes – personal Kanban works the same way with a WIP limit of two or three.

Is PlanBoards free for getting started with Kanban?

Yes – PlanBoards is free to use on Android, iPhone, tablet and desktop.

8. Sources and Further Reading

These are the sources behind this guide.

Related pages: Features · SME & Projects · Sharing Cards

Five steps. One board. Start today.

Android, iPhone, tablet and desktop.

Free to use

Get it on Google Play Download on the App Store