Three ways to set up a new board on Virtosoftware Guides & Docs

Create a board from a template

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To create a board from a template, you must first have a template created. To do this, please follow the instructions provided in the List setup => Board templates section.

Create a board from an existing SharePoint list

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Choose “Configure for the existing list” to create a board from an existing SharePoint list.

Then adjust your board according to your needs. To do this, you need to configure the settings in the “List Setup”, “Board Setup”, “Cards Setup” and “Advanced Setup” blocks (optional).

Board settings

Quick Board

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Once you have added the Kanban Board web part to a SharePoint site page, you can create a new board by choosing a quick board, an existing SharePoint list, or a template (if available).

The web part pulls data from a SharePoint task list and visualizes it as a classic Kanban board. If you already have a SharePoint list with the required data for your new board, you can configure a board for an existing list. If you don’t have such a list, select “Quick Board.” In this case, the web part will automatically create the board and an appropriate SharePoint task list.