Advanced setup on Virtosoftware Guides & Docs

Additional

Fri, 22 Nov 2024 20:14:16 +0000

Here are some additional options for the Virto Kanban Board that you can apply for your convenience:

Additional settings

Check the box “Allow to create new tasks” to add the “Add new task” button to the board. Clicking this button creates a new task.

The “Fast task creation” option adds a “+” button to columns.

Fast task creation

You can select the content type to be used for the fast task creation form.

Permissions

Fri, 22 Nov 2024 20:14:09 +0000

You can specify whether other users or user groups are allowed to change the Kanban view, modify settings, or create, edit, and delete tasks.

It is also possible to configure access to task management. Check the box “User can manage only own tasks” to restrict users from editing tasks they are not assigned to. This will limit task management to tasks assigned to them. Additionally, you can create a list of users with permission to manage all tasks.

Notifications

Fri, 22 Nov 2024 20:14:03 +0000

You can create email notifications for any changes on the Kanban board. In the notification settings, define the conditions and specify the users who will receive email notifications about these changes.

You can customize the notification title, which is also used as the email subject. You can also modify the email body by adding text, links, pictures, tables, tags, and tracking changes to old and new field values.

It’s possible to include task values as tags in the email, such as recipient name, board link, task link, and comment value. These tags will be replaced in the email with actual information from the tasks. For example, “Recipient Name” will be displayed as the recipient’s username.

Filters

Fri, 22 Nov 2024 20:13:55 +0000

You can adjust filters for tasks. There are two possible operators used to combine filters: AND and OR. You can create a complex, multi-conditional filter with these operators. You can choose to apply only one filter or create multiple filters and combine them using the AND or OR operators.

Click “Add filter” and define your custom conditions. Check the “Is enabled by default” box to apply the filter to the default board view.