Board setup on Virtosoftware Guides & Docs

Views and filters

Fri, 22 Nov 2024 20:12:48 +0000

You can choose default Kanban view: board or charts.

Choose default Kanban view

Board view

Charts view - status, assigned to

Charts view - completion, burndown by tasks

Charts view - lead time

You can choose list views for each list to filter tasks on the board.

List views

If you enable the “Allow filter by user” option, the user filter will be added to the “Filters” block.

Sorting

Fri, 22 Nov 2024 20:12:42 +0000

You can use the task sorting feature to change the order of tasks within a column or row.

Sorting by default follows the selected list view.

Sorting by default

The “Allow sorting tasks” option enables custom sorting, where tasks will appear in the order you manually arrange them using drag-and-drop.

The “Sorting by field” option allows you to arrange tasks based on data in a specific field (e.g., a date or task name). You can sort tasks in either ascending or descending order.

Swimlanes

Fri, 22 Nov 2024 20:12:35 +0000

Swimlanes are an additional option for grouping tasks horizontally.

Choose one of the appropriate fields for swimlanes, such as project, priority, created by, etc.

The default swimlane is used as the main Kanban section if no other swimlanes are selected. Any tasks that do not meet the conditions of other swimlanes are automatically placed in the default swimlane.

You can create swimlanes by selecting a list field. For example, you can use swimlanes for task priority (“High,” “Normal,” and “Low”) or for the “Assigned User” field.

Columns

Fri, 22 Nov 2024 20:12:29 +0000

Columns visualize the workflow across the Kanban board.

Choose any of the choice fields from your source list for the set of columns. Typically, columns represent the status of a task, but you can select any other choice field.

Be cautious when changing the set of columns or renaming them. For example, if you change the columns from task status to another choice field and rename them, your task cards may lose their status. In this case, change the column value back to “Task Status.”