Question 1

How does the Kanban board track sprint progress?

Accepted Answer

The Kanban sheet auto-calculates progress based on your Sprint Start Date and Days values. It uses these to determine how far into the sprint you are percentage-wise. Combined with the Status dropdown (To-Do, In Progress, Done), you get a real-time picture of whether the team is on track. The Summary sheet then aggregates completed vs. remaining story points by team member.

Question 2

Can I customize the task statuses and columns?

Accepted Answer

Yes. The Status column on the Kanban sheet uses a dropdown list you can modify in Excel's Data Validation settings. You can rename the default lanes (To-Do, In Progress, Done) to match your workflow — for example, adding a "Review" or "Blocked" column. All 12 columns on the Kanban board can be relabeled to suit your process.

Question 3

How does the RecordBook sheet differ from the Summary sheet?

Accepted Answer

The RecordBook sheet is your historical archive — you manually enter each completed sprint's data (dates, points planned/done, velocity, achievements) to build a permanent log. The Summary sheet automatically aggregates this data per team member so you can compare velocity across sprints at a glance. RecordBook is the input; Summary is the dashboard.

Question 4

Does this work for multiple teams or just one?

Accepted Answer

The template tracks one sprint board per workbook, but you can duplicate the file for multiple teams. Each team member's throughput is tracked in the Summary sheet via the Who/Role column. If you have several squads, keep a separate copy for each and use the RecordBook sheet to consolidate historical data across teams.

Question 5

Can I use this instead of Jira or Trello?

Accepted Answer

For small to mid-size teams that prefer spreadsheets over dedicated agile tools, this is an excellent lightweight alternative. You get a visual kanban board, sprint metrics, velocity tracking, and a historical record — the core agile features — without the learning curve or per-user cost of Jira. For large enterprises with complex dependencies, Jira may still be the better fit.

Question 6

What formulas are used and can I edit them?

Accepted Answer

The template uses standard Excel formulas for progress calculation, date arithmetic, and conditional formatting for status-based color coding. All formulas are fully visible and editable — no locked cells or protected sheets. The Help sheet explains each formula and how to adjust them if needed.

Sheet	What it does
Start Here	Quick-start guide with navigation tips, setup instructions, and layout overview. Read this first to understand how the workbook fits together.
Kanban	The main sprint board with 12 columns: Task ID, Task Name, Assignee, Priority, Status (with dropdown: To-Do / In Progress / Done), Sprint Start Date, Days, Progress, and conditional formatting that color-codes cards by status. Enter sprint start date and duration at the top — progress auto-calculates.
Summary	Sprint-by-sprint velocity dashboard with columns for Who/Role, Points Not Done, Points Done, and completion percentage. Tracks team member throughput across multiple sprints so you can spot trends.
RecordBook	Historical sprint log with Sprint Start Date, Sprint Days, Points Planned, Points Done, Velocity, and Most Notable Achievements. Keeps a permanent record of every sprint for retrospectives and planning.
Help	Detailed reference sheet covering common questions, formula explanations, and tips for customizing the template to your workflow.
About	Template credits, version info, and terms of use.

Agile Kanban Board Excel Template

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