Board setup on Virtosoftware Guides & Docs

Views and filters

Thu, 10 Oct 2024 11:21:40 +0000

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

List views

Swimlanes

Thu, 10 Oct 2024 11:21:28 +0000

Swimlanes group tasks by a field in the underlying SharePoint list (for example, Project, Priority, Department, or Assigned to). The values stored in that field become lane titles on the board.

For fields based on a choice column (or multi-choice), you can adjust the available swimlanes by editing the choices in the SharePoint list.

To edit the swimlane field values in the list:

Open the SharePoint list that is used as the data source for your Kanban board.
Select the Settings gear in the top-right corner and choose List settings.

NB: For step-by-step instructions, refer to: How to configure board for an existing list & Columns

Columns

Thu, 10 Oct 2024 11:21:18 +0000

The columns you see on the Kanban board (for example, To do, In progress, Completed) are based on a choice column in the underlying SharePoint list, such as Status or Progress.

NB: When you add or edit values in that list column, they become available as options when configuring board columns, but the columns on the Kanban board are not created or updated automatically—you still need to add or adjust them manually in the board settings.