Using Smartsheet for Kanban
Spreadsheet-familiar interface makes adoption easy for teams transitioning from Excel — minimal training needed for basic use. When combined with Kanban, this makes Smartsheet a strong candidate for teams who want a structured, repeatable workflow without sacrificing flexibility. Kanban works best in Smartsheet when you leverage its kanban boards, custom workflows to implement the framework's key practices directly in the tool your team already lives in.
Kanban visualises work as cards flowing through defined stages. Work is pulled (not pushed) when capacity allows, and WIP limits prevent bottlenecks.
How to set up Kanban in Smartsheet
Create a Kanban board with explicit column definitions
In Smartsheet, create a new board view for your project. Define columns that represent your actual workflow stages — not generic To Do / Done. Example: Backlog → Defined → In Design → In Dev → In Review → Done. Write down the entry/exit criteria for each column.
Set WIP limits per column
Add a custom field to track WIP count, or use Smartsheet's built-in WIP limit feature if available. The standard starting point: limit In Progress to the number of team members × 1.5. Enforce limits in team norms first; automate enforcement later.
Define your service classes and priority lanes
In Smartsheet, create a "Class of Service" custom field with values: Standard, Expedite (urgent/blocking), Fixed Date (regulatory/contractual), and Intangible (technical debt, improvement). Expedite items get a dedicated swimlane on the board.
Instrument cycle time and throughput measurement
Enable Smartsheet's analytics to track cycle time (time from "In Progress" to "Done") and throughput (items completed per week). Review these metrics in a weekly 15-minute team flow review — Kanban replaces sprint ceremonies with continuous metrics-driven review.
Which Smartsheet features matter for Kanban
Smartsheet has 2 of 2 core Kanban features natively.