Virto Kanban Board web part adjustment on Virtosoftware Guides & Docs

Lists and columns compatibility

Fri, 22 Nov 2024 20:12:02 +0000

You can overlay lists with the same content type and lists with matching fields. Every list chosen as a data source for a Kanban board must have at least one choice field and one user field.

Lists can be merged in two cases:

They have identical content types with the same fields.
They share the same parent content type. In this case, only the matching fields will be merged—both the field type and field title must be identical in both lists to merge them and make them available to select as Kanban columns, Kanban swimlanes, or required fields in the board settings.

The table below shows the compatibility of list columns. These columns, taken from two or more SharePoint lists, can be merged and used as the following:

Administration tools

Fri, 22 Nov 2024 20:11:54 +0000

You can set common settings for the Virto Kanban Board at both the board level and the farm level. In this section, we focus on the farm level.

Find “Site settings” in the top right corner.

Scroll down to “Virto Kanban Task Manager settings” in the “Site Administration” section.

A block of administration tools with three tabs will appear.

Administration tools

Settings#

Virto Kanban settings#

An administrator can select the checkbox “Always follow parent settings” to apply common settings for all Kanban boards on the site. Uncheck this option if you want to adjust each board individually.

Adding the Kanban Board web part to a SharePoint classic page

Fri, 22 Nov 2024 20:11:06 +0000

Wiki Page#

Click “+New” and select “Wiki Page.”

Give your page a name and click “Create”.

In the “Insert” tab, find and click the “Web Part” icon.

In the Categories section, locate and click the “Virto Solutions” folder, then select “Virto Kanban Board” and click “Add.”

Click “Save” in the upper right corner.

Your Virto Kanban board is now ready to use.

Adding the Kanban Board web part to a SharePoint modern page

Fri, 22 Nov 2024 20:11:00 +0000

Once the Virto Kanban Board web part is installed, you can add it to a SharePoint site page within your site collection.

To create a modern page with a Virto Kanban board, click “New” and choose “Site Page.”

Next, give your site page a name, click "+", find “Virto Kanban Modern,” and click its icon.

In the upper right corner, click “Publish.”

Now you can create your first board!