Card setup on Virtosoftware Guides & Docs

Adding fields to a custom list

Thu, 10 Oct 2024 11:22:53 +0000

The Virto Kanban Board App allows adding fields to a custom list when creating a board from an existing list.

When you choose a list and reach the “Task information” step (in the “Cards Setup” tab), look at the fields—some are already selected, and others are not.

Kanban fields

Select the relevant fields for the visual date, the comments to be added to the cards, and the labels. If the list does not contain an appropriate field, click “Add new field” next to it—no need to navigate to the list settings and add fields. You can create a board and add the required fields right away.

Short view and full view

Thu, 10 Oct 2024 11:22:37 +0000

When you click a card on your Kanban board, its task view form opens. You can switch between “Short view” and a “Full view” for the selected card.

Short view and Full view

In the “Cards Setup” tab of the settings, you can choose which fields to display for both views.

Short view and Full view fields

If you tick the “Open form by double click” checkbox, you can open the full view by double-clicking the card without first opening the short view and then switching to full view.

Styles

Thu, 10 Oct 2024 11:22:27 +0000

You can specify your task cards’ body color, border color, and font color. Virto Kanban Board App provides default styles, but you can also create your own custom styles.

Styles

You can set custom conditions and color-code tasks according to condition rules. There are four suggested style rules already set up for you. You can deactivate or adjust these style rules (use the reset button to apply the new rule).

Appearance

Thu, 10 Oct 2024 11:22:17 +0000

The card size of the tasks on your board can be adjusted to small, medium, or large to match the board design.

Card size

You can choose which fields to show on every card in the Card fields settings. Tick the “Hide empty fields” checkbox to hide fields with no values.

Card fields

Labels

Thu, 10 Oct 2024 11:22:08 +0000

Labels in Virto Kanban Board App are color-coded tags on Kanban cards.

Labels

The label values are taken from a custom multi-choice column added to your Kanban list. If you navigate to a list (“List settings”), you can see these fields and their values.

List settings

You do not have to work with the source SharePoint list settings in Virto Kanban Board App to adjust labels. Specify label names and choose appropriate colors for them.

Task information

Thu, 10 Oct 2024 11:21:59 +0000

You can customize task information and card appearance in the “Task Information” settings block.

Choose a field to be displayed as a task title. You can add any list field to display on the board (for example, task or project name).

Card title fields

A card title may contain up to three list fields.

Then, select the field that contains the users assigned to the task.

Users field

You can select a date field to display on the bottom of a card. For example, you can display the due date field to track overdue tasks on your board or use the start date.