Case Study: How One Team Used Data Entry Forms and Kanban Boards to Deliver Successful Projects



Managing projects can be a complex and time-consuming process, but with the right tools and techniques, it’s possible to deliver successful projects on time and on budget. In this case study, we’ll explore how one team used data entry forms and kanban boards to streamline their workflows and achieve their goals.


The team in question was responsible for managing a variety of projects, including marketing campaigns, product launches, and customer events. They were struggling to keep track of all the details, deadlines, and dependencies involved in their projects, and were often bogged down by manual processes and disorganized information.


To improve their productivity and efficiency, the team decided to adopt data entry forms and kanban boards as part of their project management process. They used a tool called Formatic, which combines data entry forms and kanban board features in one central location.


With Formatic, the team was able to create custom data entry forms for each project, capturing key information such as timelines, budgets, and objectives. They could then use the kanban board feature to visualize the progress of each project, breaking it down into smaller tasks and assigning them to team members. Formatic’s integration with Google Workspace allowed them to synchronize their kanban board with Google Tasks and Google Sheets, keeping all of their project data in one central location.

The team was able to see all of their projects and tasks

in one place, making it easier to track progress and identify bottlenecks. They could also add notes and comments to each task, communicate with team members, and attach relevant files.

With the help of Formatic, the team was able to deliver their projects on time and on budget, with better quality and customer satisfaction. They were able to streamline their workflows, reduce errors, and improve collaboration across teams.


In conclusion, data entry forms and kanban boards can be powerful tools for managing projects and achieving success. By bringing all of your tasks, workflows, and data together in one place, you can simplify your path to productivity and deliver great results. If you’re looking for a way to transform your projects into possibilities, consider trying Formatic.


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