Kanban-Board-1.png
Kanban-Board-2.png
Kanban-Board-3.png
Kanban-Board-4.png
Kanban-Board-5.png

Kanban Board for Project

Visualize your NetSuite projects like never before with a fully interactive Kanban Board—drag-and-drop task management built natively within NetSuite.

  • SKU :PDNSKBP01
  • Last Update :January 2024
  • Support for :NetSuite Projects, SuiteProjects, Task Management Module
  • Implementation time :5 Business Days

Kanban Board for Project

Overview

Streamline Task Management with Visual Kanban Boards in NetSuite

Knaban board for Project-Management-listing thumbnail.png

The Kanban Board empowers users to view and manage project tasks visually through status-based buckets—Not Started, In Progress, Completed with the flexibility to add custom buckets as needed. Seamlessly embedded into NetSuite, it boosts collaboration, enhances visibility, and eliminates the need for external task tracking tools.

Features

All the Tools You Need for Project Visibility

This native NetSuite customization enhances your project and task workflows with visual clarity and real-time control.
Access control

Only project managers and listed resource users can edit tasks. Individual assignees automatically gain edit access to their assigned tasks.

My Tasks vs. All Tasks View

Users can toggle between “My Tasks” for focused views or “All Tasks” for full project visibility.

Create and Edit Custom Boards

Use “Create New” and “Edit Board” options to define board names, columns, and task buckets. Organize your workflow your way.

Task Creation, Drag & Drop

Create new tasks directly from the board. Move tasks between buckets to update status instantly.

Conditions Apply

System Requirements & Setup

  • Requires NetSuite Projects or SuiteProjects module
  • Default board provided; custom board setup available
  • Role-based access must be defined in NetSuite
  • Works on all major browsers .
Benefits

Work Smarter with Kanban Inside NetSuite

Kanban Board enables project teams to work visually and collaboratively while staying inside the familiar NetSuite environment.
Project Transparency
  • Real-time task status
  • See dependencies and bottlenecks
  • Quick access to task records
Team Productivity
  • Prioritize tasks visually
  • Reduce meeting time
  • Empower task ownership
Native NetSuite Integration
  • No external tools needed
  • Runs within NetSuite UI
  • Upgrade-safe and secure
Custom Workflows

Create and modify boards

Add/edit buckets

Use unassigned task buckets for cleanup

FAQ

Common questions answered

Can we create multiple custom boards?

Yes, users can create multiple boards with unique names, columns, and configurations.

Is the board mobile-friendly?

Yes, the board is fully responsive and works on phones and tablets.

Who has access to edit tasks?

Project managers and assigned users (via resource subtab) have edit access. Other users can view based on permissions.

Can I configure bucket names?

Absolutely! Custom boards let you define your own columns and task buckets.

Does it show task relationships (parent-child)?

Yes, the board reflects parent-child task structure, showing subtask progression and dependencies.

Testimonials

See what all the talk is about

SSI_Group_logo-removebg-preview.png

The team responded thoroughly and in a detailed way to understand our needs. Their communication was excellent throughout, keeping us consistently updated from start to finish. They provided expert-level NetSuite development tailored to our complex business use cases, while also customizing a new Magento instance to meet our unique requirements. The new website now handles high traffic and provides greater visibility. We found Jobin & Jismi to be easy to work with, highly knowledgeable, and incredibly professional.

Frame 2085664538 (3).png
Ahmed JVice President, SSI Group, Baltimore, Maryland
IBS LOGO NEW - SVG 2.svg

We have been working with Jobin & Jismi since 2023. What began as a project for customizing our NetSuite Advanced PDF forms has evolved into a full-service development partnership.

J&J has extended the functionality of many of our existing customizations, as well as created many new customizations across the spectrum of complexity. They have always delivered what was requested. Regular communication, a skilled team, and always being willing to work with us on improving our collaboration processes are the reasons it's easy for me to recommend J&J.

Alex Thompson.png
Alex ThompsonGlobal Information Technology Director, IBS Electronics Group, Santa Ana, California
airport-logo.png

Jobin & Jismi's outstanding project management skills are a unique aspect of their service. What stood out most about Jobin and Jismi was their exceptional commitment to excellence and customer satisfaction. Their level of expertise and professionalism in handling our NetSuite ERP implementation was truly impressive. The team was consistent in meeting project milestones, and their commitment to deadlines allowed us to experience the benefits of the new system sooner than anticipated.

Frame 2085664538 (1).png
Anil MalhiDirector of Web Development & IT, Airport Home Appliance, Hayward, California
ABL Group ASA.png

We have been working with Jobin and Jismi for several years now, and their support for our NetSuite environment has been consistently reliable and high-quality. Their team is consistently responsive, knowledgeable, and professional. Whether it's day-to-day troubleshooting or assistance with new developments, they always deliver timely and effective solutions. Their deep understanding of NetSuite and commitment to client success have made them an invaluable partner in our business operations.

Harry Zoppos.jpg
Harry ZopposABL Group – Senior Business Systems Analyst
onesource.png

The collaboration with the team has produced good results, ensuring the company can offer excellent solutions to its large customers. They were always responsive, quick, and knowledgeable, managing the project effectively throughout. They’ve become a trusted key partner of ours after continuously delivering valuable services.

Mark Skorpil.png
Mark Skorpil COOOneSource IML Golden, Colorado
Trustbridge global logo 1.png

We couldn’t be happier with Jobin and Jismi IT Services. We will continue to work with Jobin and Jismi IT as this is the smoothest development project we’ve ever experienced. The team has truly grasped what we wanted to deliver. They work tirelessly to ensure deadlines are met.

Frame 2085664538 (4).png
Paul BolteExecutive Vice President, TrustBridge Global Foundation, Switzerland
elavate.png

Their openness, prompt communication, and skilled execution ensured our project was completed smoothly, on time, and within budget. The transition of our site was flawless, with no loss of customer connectivity. Manuals were provided for both users and programmers after the site was created. The team was proactive, offered logical suggestions for improvement, and provided clear, reasonable estimates of what each additional step would cost. This was one of the best teams I've worked with in my 23 years in dentistry and 13 years using NetSuite.

Frame 2085664538 (2).png
Steve PardueManaging Member, Elevate Oral Care, West Palm Beach, Florida
Products

Similar products

NetSuite Service
Field Service Management
Supply Chain Execution
Google Maps Integration
Integrate Google Maps into your NetSuite instance for geolocation-based customer intelligence, task assignment, and location-based planning.
Google Maps Integration
NetSuite Service
Cash Flow Management
Finance & Accounting
Overdue Invoice Management
Automate overdue invoice follow-ups with scheduled email reminders directly from NetSuite—boost collections, reduce DSO, and free up your A/R team.
Overdue Invoice Management
NetSuite Service
Marketing Automation
eCommerce
NetSuite-Klaviyo Integration
Automatically sync customers, product catalog, and transactional events from NetSuite to Klaviyo to power personalized email campaigns.
NetSuite-Klaviyo Integration
NetSuite Service
Inventory Management
Finance & Accounting
NetSuite-Shopify Integration
Connect your Shopify store with NetSuite to automate orders, inventory, customers, and fulfillment in real time—eliminate manual work and scale faster.
NetSuite-Shopify Integration
NetSuite Service
Advanced PDF Customizations
Advertising
Jewellery Manufacturing Suite
Jewelry manufacturers benefit from NetSuite's precise inventory and production tracking features. Multi-location capabilities and the seamless integration of sales, procurement, and customer relationship management allow companies to globalize while remaining cost-efficient, quality conscious, and compliance oriented.
Jewellery Manufacturing Suite
NetSuite Service
Finance & Accounting
Productivity Tools
Fulfillment Invoicing Automator
Auto Invoicing automates the creation and deletion of invoices in NetSuite by monitoring changes in fulfillment status. Invoices are automatically generated when an order is shipped and removed if the fulfillment is reverted to a non-billable status, ensuring billing accuracy and consistency.
Fulfillment Invoicing Automator
NetSuite Service
Productivity Tools
Professional Services
Auto Email BCC Tracker
Enhance transparency and auditability with automated tracking of outbound emails from NetSuite. This solution eliminates the need for manual BCC entry, ensuring communication records are consistently retained without user effort.
Auto Email BCC Tracker
NetSuite Service
Productivity Tools
Customer Service & Support
Freeze Sublist Header
Enhance user experience by locking the headers of all sublists (Items, Expenses, Time, Custom Sublists, etc.) in NetSuite during vertical scroll within record forms.
Freeze Sublist Header
NetSuite Service
Finance & Accounting
Productivity Tools
Item Receipt (GRN) Summary Box
Customization improves the Item Receipt process by automatically calculating and displaying Subtotal and Tax Summary values based on the items received
Item Receipt (GRN) Summary Box
NetSuite Service
Inventory Management
Productivity Tools
Auto Item Receipt Creation via CSV Import
Automate CSV-based item receipt(GRN) creation in NetSuite for Purchase Orders, Return Authorizations, and Transfer Orders. Minimizes manual work and boosts import accuracy.
Auto Item Receipt Creation via CSV Import
NetSuite Service
CRM
Productivity Tools
Customer Onboarding Form
Automate customer onboarding with a user-friendly form that syncs with NetSuite and sends confirmation emails with personalized PDFs.
Customer Onboarding Form
NetSuite Service
Finance & Accounting
Productivity Tools
Promotional Pricing Management
Automate time-bound promotional pricing updates in NetSuite using CSV uploads and scheduled processing.
Promotional Pricing Management
NetSuite Service
Customer Service & Support
Productivity Tools
Customer Order Confirmation
Enable seamless email-based approvals for Sales Orders in NetSuite with automated PDF dispatch and action links. The feature verifies customer email availability before sending, ensuring approvals are only triggered when valid contact details exist—otherwise, users receive a clear notification.
Customer Order Confirmation
NetSuite Service
CRM
Marketing Automation
Re-Engage Customers
Automates the identification of dormant customers and sends personalized re-engagement emails, followed by configurable sales rep follow-up notifications, improving customer retention and sales efficiency.
Re-Engage Customers
NetSuite Service
Productivity Tools
Integration Services
NetSuite - Jira Integration
The Jira-NetSuite Integration streamlines customer and project management by automatically syncing data between the two platforms. It ensures seamless coordination by linking NetSuite customers, projects, and tasks with Jira boards, epics, and tracked time, improving workflow efficiency and data consistency.
NetSuite - Jira Integration
NetSuite Service
Productivity Tools
Inventory Management
Auto Item Receipt for Expenses
Item Receipt Automation intelligently streamlines your item receipt workflow by automatically recognizing and processing different item types on purchase orders. With enhanced accuracy and efficiency, it ensures flawless inventory updates and financial postings—empowering your team to focus on strategic operations, not manual data entry.
Auto Item Receipt for Expenses
NetSuite Service
Finance & Accounting
Inventory Management
Inventory Aging Report
The report tracks lot-numbered items in NetSuite addressing challenges with manual tracking and enhancing decision-making through accurate aging data.
Inventory Aging Report
NetSuite Service
Inventory Management
Logistics and Shipping
Inbound Shipment Automation
Simplify and automate the creation of Inbound Shipments in NetSuite by uploading vendor-provided spreadsheets through a user-friendly interface.
Inbound Shipment Automation
NetSuite Service
CRM
Collaboration
Bulk Email Campaign
Easily manage and send bulk emails to customers with automated contact inclusion, personalized content, and clear campaign tracking in NetSuite.
Bulk Email Campaign
NetSuite Service
Finance & Accounting
Productivity Tools
Auto Vendor Bill Processor
Automate vendor bill creation in NetSuite by processing CSV files sent through email, eliminating manual data entry and reducing errors.
Auto Vendor Bill Processor
NetSuite Service
Integration Services
Inventory Management
NetSuite - DispatchTrack Integration
Automate and streamline the order-to-delivery process by integrating NetSuite with DispatchTrack for real-time and scheduled data synchronization.
NetSuite - DispatchTrack Integration
NetSuite Service
Integration Services
ERP
NetSuite - Cerasis Integration
Enables live shipping rate calculations from Cerasis (GlobalTranz) directly within NetSuite Sales Orders. It evaluates item-level shipping properties, combines them with customer shipping preferences and fetches accurate freight or parcel shipping estimates.
NetSuite - Cerasis Integration
NetSuite Service
Logistics and Shipping
Integration Services
NetSuite Delivery Scheduler
Plan, schedule, and manage deliveries efficiently within NetSuite using an integrated, capacity-driven delivery scheduling solution.
NetSuite Delivery Scheduler
NetSuite Service
Inventory Management
Logistics and Shipping
Auto Wave Creation for WMS
Simplify and secure the fulfillment process in NetSuite by wave creation, locking item commitments, and managing picking operations seamlessly through a button action.
Auto Wave Creation for WMS
NetSuite Service
Inventory Management
CRM
NetSuite - Maersk Integration
Synchronize customer, vendor, item, and order data between NetSuite and Maersk's Warehouse Management System (WMS).
NetSuite - Maersk Integration
NetSuite Service
Logistics and Shipping
Integration Services
NetSuite - Package.AI Integration
Package.AI integration automates the synchronization of delivery scheduling and status updates between NetSuite and the Package.AI platform, streamlining logistics operations and ensuring real-time visibility of delivery data within NetSuite.
NetSuite - Package.AI Integration
NetSuite Service
Integration Services
Supply Chain Execution
NetSuite - Windchill Integration
Automates the synchronization of Items, BOMs, and BOM Revisions from Windchill PLM to NetSuite ERP. Ensures up-to-date manufacturing data is available in NetSuite for accurate production, planning, and procurement.
NetSuite - Windchill Integration
NetSuite Service
Integration Services
Inventory Management
NetSuite - Infor Integration
Integrates NetSuite with Infor WMS for streamlined synchronization of key transactions, including sales, purchase orders, customer and vendor returns.
NetSuite - Infor Integration