Guide to Mastering the Kanban System

Guide to Mastering the Kanban System

Ben Guan

July 16, 2025

7/16/25

Jul 16, 2025

7/16/25

20 min read

Your work day is likely filled with a constant stream of notifications, meetings, and urgent requests, leaving you switching between tasks without making real headway. This common struggle of feeling busy but not productive can be frustrating for any team. What if you could replace that frantic pace with a more focused approach? There’s a way to clearly see your workflow, concentrate your efforts, and establish a smooth, predictable rhythm for getting things done.

This is the core idea behind the Kanban system. With origins in Japan, it’s a straightforward philosophy for managing and improving how you work. This guide will show you what Kanban is, where it came from, and how its core principles can help your team limit multitasking and focus on completing one task at a time. You'll also learn how to implement Kanban to bring clarity and a steady, productive flow to your projects and become a more agile team.

Get started quickly with a free Kanban template in Lark

Get started quickly with a free Kanban template in Lark

Get started quickly with a free Kanban template in Lark

Get started quickly with a free Kanban template in Lark

What is Kanban?

A Kanban system in Lark that groups tasks in different columns

The Kanban system is a visual method for managing workflow. To understand it, we first need to look at its name.

Kanban definition

The word "Kanban" comes from Japanese and literally translates to "signboard" or "visual card". This name directly reflects the system's most fundamental characteristic: using visual signals to prompt the action needed to keep a process moving. The Kanban meaning goes far beyond a simple translation. Rather, it represents a powerful Kanban philosophy for managing and improving any service that delivers knowledge work.

The primary goal of Kanban is to create a smooth, predictable workflow process. It achieves this by making every step of the process visible, which in turn helps teams identify bottlenecks, remove blockers, and optimize the entire system for efficiency. Kanban's focus is on managing the work itself, not on micromanaging the people doing it.

The Kanban methodology is flexible and can be applied on top of your existing processes. There are no prescribed roles to hire for or complex ceremonies to schedule. The journey begins by simply visualizing what you do right now and then seeking to improve it. This "evolution, not revolution" approach makes kanban far less disruptive and easier to adopt than many other frameworks, as it meets teams exactly where they are.

The history of Kanban

In the late 1940s, a Toyota industrial engineer named Taiichi Ohno was tasked with closing the massive productivity gap between Japanese and American auto manufacturers. His breakthrough came not from a factory but from an American supermarket. Ohno observed that the supermarket have just enough inventory to satisfy demand, meaning shelves were restocked only after a customer purchased an item. This creates a "pull" system where replenishment was triggered by actual demand, not by forecasts. He realized this principle could revolutionize manufacturing by having production "pulled" by the next step in the production process, ensuring parts were made only when and in the amount needed.

Back in Japan, Ohno's team implemented this idea using Kanban. A physical card was attached to each bin of parts on the production line, and when a bin was emptied, the card was sent back to the upstream process as a demand signal to produce one more bin. This created a closed-loop scheduling system driven by real-time customer demand (in this case, the "customer" was the next station in the line). This is called the just-in-time (JIT) system, which aims to minimize waste, particularly the waste of holding excess inventory of parts and raw materials.

To ensure the system's effectiveness, the Toyota Production System follows six strict rules:

  1. Never pass on defective products.

  2. Take only what is needed from the upstream process.

  3. Produce the exact quantity required as signaled by the Kanban.

  4. Level the production to create a smooth, consistent workflow.

  5. Fine-tune production to make small adjustments.

  6. Stabilize and rationalize the process to make it repeatable and reliable.

Get a powerful tool to implement the Kanban system

Get a powerful tool to implement the Kanban system

Get a powerful tool to implement the Kanban system

Get a powerful tool to implement the Kanban system

How the Kanban system works: The core components

While the Kanban system originated with physical cards and bins, its principles have been adapted into a powerful framework for managing all types of work. The modern Kanban method relies on three core components that work together to create clarity and flow.

The Kanban board: Your workflow's mirror

The heart of any Kanban system is the Kanban board. It is a visual representation of your entire workflow process, acting as a central information hub where all work is made visible. In its simplest form, a board has three columns: "To Do," "In Progress," and "Done".

However, the real power of a Kanban board comes from mapping your team's actual workflow. The columns on the board should represent the various stages that work moves through from start to finish. For a content marketing team, this might be: Ideas -> Drafting -> Editing -> Design -> Published. For a software development team, it could be: Backlog -> Design -> Development -> Testing -> Deployed.

In the early days, these were physical whiteboards covered in sticky notes. While physical boards are great for co-located teams and for learning the basics, today's distributed and remote teams rely on digital Kanban boards. Electronic Kanban systems offer major advantages, including accessibility from anywhere, automatic data collection for performance metrics, easier customization, and the ability to attach files, comments, and links directly to work items.

Kanban cards: The atoms of work

If the board is the mirror to your workflow, Kanban cards are the reflections of the work itself. Each card represents a single, distinct work item moving through the process. A card contains all the critical information about a task.

Essential information typically found on a Kanban card includes:

  • A unique title: A clear, concise description of the task.

  • Owner/Assignee: Who is currently responsible for the work.

  • Due Date: When the task needs to be completed.

  • Description: More detailed information about the work to be done.

  • Work Type: Often represented by a color, indicating if the task is a new feature, a bug fix, a customer request, etc.

In the original manufacturing process, there were two primary types of cards that worked in tandem: the Production Kanban, which authorized a station to make a product, and the Withdrawal Kanban (or Transportation Kanban), which authorized a material handler to move a product from one location to another. This distinction highlights how Kanban manages not just creation but the entire supply chain and flow.

The pull system: Stop starting, start finishing

The core of Kanban process is its pull system, which flips the traditional "push" approach of assigning work regardless of a team's capacity. In a pull system, new work is only started when a current task is finished, creating a signal that capacity is now available. This "stop starting, start finishing" method is enforced by Work in Progress (WIP) limits, which cap the number of tasks allowed in any given stage of the workflow. For instance, if a "Development" stage has a WIP limit of five, the team must complete one of those tasks before pulling a new one in. This prevents overload and multitasking, creating a smooth, efficient flow of work instead of a chaotic pile-up.

Get a digital Kanban app for free

Get a digital Kanban app for free

Get a digital Kanban app for free

Get a digital Kanban app for free

The foundational principles and practices of the Kanban method

The Kanban method, as it has been adapted for knowledge work by experts like David J. Anderson, is built on a set of foundational principles and practices. These provide a clear framework for not only using Kanban but also for introducing it in a way that fosters lasting improvement. The Kanban philosophy is elegantly divided into two categories: principles that guide change and principles that guide service delivery.

The guiding Kanban principles

The principles of Kanban are designed to be non-disruptive and human-centric, focusing on evolution and customer value.

Change Management Principles (How to introduce Kanban):

  1. Start with what you do now: This is the most welcoming principle of Kanban. It explicitly states that you should not make any immediate changes to your existing process, roles, or responsibilities. The first step is simply to visualize your current workflow, warts and all. This respect for the current process minimizes fear and resistance to change.

  2. Agree to pursue incremental, evolutionary change: Kanban advocates for a process of continuous improvement (Kaizen). Instead of large, risky overhauls, the method encourages making small, incremental changes over time. This evolutionary approach is more manageable and sustainable.

  3. Encourage acts of leadership at all levels: In the Kanban system, leadership is not confined to managers. Kanban relies on everyone to take ownership, identify problems, and propose improvements. Great ideas for improving the flow of work can come from any team member at any level.

Service Delivery Principles (How to operate with Kanban):

  1. Understand and focus on customer needs and expectations: The ultimate goal of any process is to deliver value to a customer. Kanban keeps this front and center, ensuring that the team's efforts are always aligned with what the customer wants and needs.

  2. Manage the work and let people self-organize around it: This is a profound shift from traditional management. The focus is on managing the flow of work through the system, not on managing the people. By providing a clear, transparent system, teams are empowered to self-organize and make the best decisions to keep work moving.

  3. Regularly review the network of services and its policies: The Kanban framework is not static. The team should regularly review the workflow and the process policies to ensure they are still effective and make collaborative improvements to better meet customer expectations.

The six core Kanban practices in action

These principles are put into action through six core kanban practices.

  1. Visualize the workflow: This is the starting point. Use a kanban board to create a visual model of all the steps your work goes through. Making the invisible work visible is the first step toward understanding and improving it.

  2. Limit Work in Progress (WIP): This is the cornerstone practice that makes Kanban work. By setting explicit WIP limits on the "in-progress" columns of your board, you create a pull system. This practice combats multitasking, reduces context-switching, and forces the team to focus on completing tasks.

  3. Manage flow: Once work is visualized and WIP is limited, the focus shifts to managing its flow. This involves monitoring how smoothly cards move across the board, identifying where they get stuck (bottlenecks), and working collaboratively to resolve these blockages to create a smooth, predictable production flow.

  4. Make policies explicit: To reduce ambiguity and improve consistency, the team should explicitly define the rules of the system. What does "Done" mean for a particular column? What is the policy for handling urgent tasks? How are priorities decided? These policies should be written down and visible to everyone.

  5. Implement feedback loops: A process cannot improve without feedback. Kanban encourages regular feedback loops, such as daily stand-up meetings (often called "walking the board"), service delivery reviews, and operations reviews. These meetings are opportunities to review the flow, discuss blockers, and analyze metrics to compare expected outcomes with actual results.

  6. Improve collaboratively and evolve experimentally: With a visual workflow and data from feedback loops, the team can engage in collaborative improvement. Changes should be treated as experiments. Form a hypothesis (e.g., "If we lower the WIP limit in the 'Review' stage, our overall cycle time will decrease"), test it, measure the results, and then decide whether to adopt the change. This brings a scientific approach to process improvement.

Kanban for software development and knowledge work

The genius of the Kanban method is its adaptability. The same principles that revolutionized how Toyota built cars have been translated to manage the intangible work of modern professionals. For knowledge workers, the "inventory" isn't a bin of physical parts; it's the unwritten code, the un-reviewed document, the undecided strategy, or the waiting email. These invisible queues create the same kind of waste as physical inventory: delays, context-switching, and reduced efficiency.

Kanban in software development

The Kanban approach to software development has become a cornerstone of the agile methodology. It provides a flexible and highly visual way for development teams to manage their work. A kanban team uses a board to visualize their entire kanban software development life cycle (kanban SDLC). The columns on the board map directly to the stages of development, such as:

  • Backlog: A prioritized list of features and user stories.

  • To Do / Ready for Dev: Items that have been refined and are ready to be worked on.

  • In Progress / Development: Code is actively being written.

  • Code Review: A peer reviews the code for quality.

  • Testing / QA: The quality assurance team tests the feature.

  • Done / Deployed: The feature is live for customers.

By applying WIP limits to these columns, especially "Development" and "Testing," teams can prevent bottlenecks and ensure a smooth flow of work. This kanban development methodology offers several advantages for agile teams:

  • Flexibility: Unlike time-boxed methodologies, Kanban's continuous flow allows teams to adapt to changing priorities more easily. A high-priority bug can be pulled into the workflow without disrupting a two-week plan.

  • Faster delivery: By focusing on reducing the time it takes for a task to move through the system (cycle time), Kanban helps teams deliver value to customers more quickly and frequently.

  • Increased visibility: The board provides a transparent, real-time view of the entire development process, which improves communication and collaboration among team members, product managers, and other stakeholders.

Beyond tech: Kanban for everyone

The power of Kanban is not limited to software or lean manufacturing. The same system can be applied to virtually any work that follows a repeatable process. Any team can benefit from visualizing their work, limiting their WIP, and focusing on flow.

  • Marketing teams: A content team can use a Kanban board to manage their pipeline from "Article Idea" to "Keyword Research," "Drafting," "Editing," "Design," and finally "Published." This helps them see where content is getting stuck and ensures a steady stream of publications.

  • Sales teams: A sales team can visualize their pipeline with columns like "New Lead," "Contacted," "Demo Scheduled," "Proposal Sent," and "Closed/Won." This provides a clear view of the health of the sales funnel at a glance.

  • HR and recruitment teams: An HR team can track job candidates as they move through stages like "Application Received," "Phone Screen," "Technical Interview," "On-site Interview," "Offer Extended," and "Hired."

In every case, the goal is the same: to make the process visible, manage the flow of work, identify and resolve bottlenecks, and continuously improve efficiency.

Step-by-step guide to implementing Kanban

An image showing the steps to implement the Kanban system

Adopting Kanban is an evolutionary journey, not a one-day event. A successful Kanban implementation is about gradually introducing its practices to improve your existing workflow. Here is a practical, step-by-step roadmap to get your team started.

Step 1: Map your current workflow

The first principle of Kanban is "Start with what you do now". Before you even think about a board, gather your team. On a whiteboard or in a collaborative document, map out the actual steps your work goes through from the moment a request is made until it is considered "Done."

Be brutally honest. Don't design your ideal process; document your real one. Where do handoffs occur? Are there review cycles? Where do things typically wait for approval? A realistic map might look messy, and that's okay. The goal is accuracy, not perfection. This initial map forms the blueprint for your Kanban board.  

Step 2: Visualize your work on a kanban board

Now, translate your workflow map into a kanban board. You can use a physical whiteboard and sticky notes or, more practically for most teams, a digital kanban board tool. Create a column for each step you identified in your workflow map.  

Next, create a kanban card for every single task, project, or work item that your team is currently working on or has committed to doing. The goal is to make all work—even the small, nagging tasks—visible. If it takes up your team's time and mental energy, it belongs on the board. This step alone often brings immediate clarity, revealing just how much work is truly in progress.  

Step 3: Introduce and define work in progress (WIP) limits

This is the most critical and often the most challenging step, as it is the key to enabling a true pull system. The purpose of WIP limits is to force the team to stop starting new things and focus on finishing what's already in progress.

Discuss as a team and set an initial WIP limit for each "in-progress" column on your board. Don't overthink it at first. A common starting point is to set the limit at 1.5 times the number of people who work in that stage. For example, if you have two developers, you might set the WIP limit for the "Development" column to 3. The key is to start with a limit, observe the flow, and then adjust it over time. If a column is always empty, the limit might be too low. If work is constantly getting stuck, it might be too high.  

Step 4: Make your process policies explicit

To ensure everyone is on the same page, you need to define the rules of the game. These are your process policies. As a team, discuss and document the answers to questions like:  

  • What is our "Definition of Done" for each column? (e.g., a card can't leave "Development" until the code is reviewed and unit tests pass).

  • Who is allowed to pull work from one column to the next?

  • How do we prioritize the items in the "To Do" column?

  • What is our policy for handling urgent, unplanned work?

Write these policies down and make them visible, either on the board itself or in a shared document. This reduces ambiguity and helps the team make consistent, objective decisions.  

Step 5: Implement feedback loops for continuous improvement

A Kanban system is a living system that requires regular attention. Establish cadences for feedback to drive your continuous improvement efforts.  

  • Daily stand-up: Many Kanban teams hold a brief daily meeting around the board. Unlike a traditional stand-up where individuals report status, a Kanban stand-up focuses on the work itself. The team typically "walks the board" from right to left (from "Done" backwards), focusing first on unblocking work that is closest to completion.  

  • Service delivery review / retrospective: On a regular basis (e.g., weekly or bi-weekly), hold a meeting to review the process. This is where you look at your metrics, discuss what went well, identify bottlenecks or problems, and agree on one or two experiments to try to improve the flow in the next cycle.

Key Kanban metrics for continuous improvement

You can't improve what you don't measure. One of the most powerful aspects of the Kanban method is its use of simple, data-driven metrics to understand the health of the workflow. It's crucial to remember that these metrics are for analyzing the system, not for judging or comparing the performance of individual team members. The goal is to foster a collaborative conversation about how to make the entire process better.  

The four essential flow metrics

There are four core metrics that every Kanban team should track.  

  1. Lead time: This is the total time it takes for a task to travel through your entire system, from the moment it was first requested (e.g., added to the backlog) until it is finally delivered to the customer. Lead time represents the customer's experience—it's how long they had to wait for their request to be fulfilled.  

  2. Cycle time: This is a subset of lead time. Cycle time measures the time from when work actively begins on a task until it is completed. It essentially tracks the "in-progress" time. The difference between lead time and cycle time is often the "waiting time"—the time a task sat in the backlog before the team could start it. Reducing cycle time is a key goal for improving internal efficiency.  

  3. Work in Progress (WIP): This is simply the number of work items that are currently in the "in-progress" states on your board at any given time. WIP is a powerful leading indicator. According to Little's Law, a fundamental principle of queueing theory, if your WIP remains constant, your cycle time will go down as your throughput goes up. Conversely, if your WIP increases, your cycle time will almost certainly increase as well.  

  4. Throughput: Also known as the delivery rate, throughput is the number of work items completed per unit of time (e.g., cards per week). This metric measures the output capacity of your system. Tracking throughput over time helps you understand your team's productivity and makes your delivery forecasts more predictable.  

Visualizing metrics for easier insights

Modern digital kanban board tools make tracking these metrics effortless. They often present the data in easy-to-understand charts that help you visualize trends and spot problems.  

  • A Control Chart plots the cycle time of individual tasks over time, helping you see the average and the variability. A stable and predictable process will have points clustered tightly around the average.  

  • A Cumulative Flow Diagram (CFD) is a stacked area chart that shows the number of items in each column of your board over time. The bands on the chart should grow in parallel. If the band for one column (like "Testing") starts to widen, it's a clear visual indicator of a bottleneck in that stage.

Common challenges in Kanban implementation

While the methodology is simple in concept, an effective Kanban system requires discipline and commitment. Teams often encounter a few common pitfalls on their journey. Being aware of them is the first step to avoiding them.

Challenge 1: The overloaded or outdated board

This is the most common failure mode. The board becomes a digital junkyard, cluttered with too many cards, outdated information, and unclear priorities. When this happens, team members lose trust in the board as a single source of truth and stop using it, defeating its entire purpose.  

  • Solution: Institute good process hygiene. Regularly groom the backlog to remove or archive old, irrelevant tasks. Make it a non-negotiable team discipline to update cards in real-time as work progresses. The board must always reflect reality.  

Challenge 2: Ignoring WIP limits

The pressure to "just start this one quick thing" is immense. Teams, especially when pressured by stakeholders, may be tempted to ignore their established WIP limits. This is a critical mistake. The moment you break your WIP limits, you break the pull system and revert to a chaotic "push" environment. This inevitably leads to multitasking, longer cycle times, and team burnout.  

  • Solution: Treat WIP limits as a fundamental rule of your system. When a WIP limit is reached, the entire team's priority should shift to "unblocking" the flow. This might mean developers swarming to help with code reviews or testers helping to document a feature. Leadership must understand and champion this principle, protecting the team from pressure to take on more work than the system can handle.  

Challenge 3: "Kanban theatre"

This happens when a team goes through the motions of Kanban—they have a board with columns and cards—but they don't embrace the underlying principles. They use the board as a simple to-do list, work is still "pushed" by managers, and there are no meaningful conversations about improving the flow.

  • Solution: Focus on the "why" behind the practices. Use your metrics and retrospectives to drive real conversations about the process. The goal isn't just to move cards; it's to make the movement of cards smoother, faster, and more predictable. This requires a genuine commitment to continuous improvement.

Challenge 4: Misunderstanding metrics

Another danger is using metrics as a weapon. When a manager looks at a control chart and asks, "Why was your cycle time on this task so high?" it creates a culture of fear and blame. Individuals may start to game the system to make their numbers look good, even if it hurts the overall flow.  

  • Solution: Leadership must frame metrics as tools for collaborative, system-level improvement. The question should never be about an individual's performance. It should be, "Our system's average cycle time is increasing. What are the systemic reasons for this, and how can we, as a team, experiment with changes to fix it?"

Conclusion

The journey to a successful Kanban implementation is not about a radical transformation overnight. It's an evolutionary process built on the core principles of respecting your current process, limiting your work in progress to create focus, and fostering a culture of continuous improvement. It empowers team members to take ownership of their workflow process, identify bottlenecks, and find solutions together. The result is a more flexible, transparent, and efficient system that can minimize waste and deliver value to customers with greater speed and predictability.

For modern teams, a digital Kanban system is the perfect place to begin. Many collaboration tools now come with integrated and customizable Kanban boards, enabling team members to visualize their workflows, collaborate in real-time, and put the powerful principles of the Kanban method into practice. See how you can build your first board and find your team's flow.

Use Lark to create your own Kanban system for free

Use Lark to create your own Kanban system for free

Use Lark to create your own Kanban system for free

Use Lark to create your own Kanban system for free

FAQs about the Kanban system

How does Kanban work?

Kanban manages workflow by using visual cues to signal when the team has the capacity to pull new work in, ensuring a smooth and continuous flow.

What does Kanban mean?

"Kanban" is Japanese for "visual card." The term originated at Toyota, where physical cards were used for inventory management to signal when a downstream process required more parts, keeping the inventory level perfectly matched to production needs.

Is Kanban in Agile methodology?

Yes, Kanban is a method used within Agile. Where some Agile frameworks are prescriptive, Kanban aims to be flexible, focusing on continuous improvement and a just in time approach to delivering work. It has become a popular method for both Kanban agile development and general project management, and there are now plenty of Kanban agile software tools available to help teams implement it.

What is the difference between Kanban and Scrum

While both Kanban and Scrum are popular Agile frameworks, they operate very differently. Scrum is structured around fixed-length sprints, with prescribed roles like a Product Owner and Scrum Master, and a backlog that is generally locked during a sprint. In contrast, Kanban is a continuous flow model that prioritizes flexibility; it has no required roles, allows for changes in the backlog at any time, and uses metrics like cycle time to measure efficiency rather than sprint-based velocity. Many teams also adopt a hybrid approach called "Scrumban," which combines Scrum's structure with Kanban's visual workflow and WIP limits to improve their process.

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© 2025 Lark Technologies Pte. Ltd.
Headquartered in Singapore with offices worldwide.