Kanban Board Features & Settings on Virtosoftware Guides & Docs

Creating a kanban board

Mon, 06 Jun 2022 14:34:56 +0000

There are three options for creating a new Kanban board.

From an existing SharePoint list—here, you need to choose a list you wish to use as a data source for your board. A task list is usually used for a Kanban board, but you can use any custom list from SharePoint. If any required fields are missing, you can add them in the board settings.
By creating a quick board—if you don’t know which list to choose or don’t have an appropriate list already, you can create a quick board. This way, the system automatically creates the list with all the necessary fields and preferences.
From a board template—the Virto Kanban Board App supports saving board templates. You can then use these templates when you create a new board.

Creating a quick board

Thu, 10 Oct 2024 11:19:42 +0000

Use the quick board feature when creating a new board quickly. The SharePoint list with all the necessary fields and preferences will be created automatically.

To create a quick board, open the “Boards” list at the top of any kanban board and click “Create new board.”

Create new board

Select the “Quick Board” option.

Quick board option

Specify the name for the new board, and click “Create new board.”

Specify the board name

A list with the same name as the new board will also be created. You can see the demo task and default set of columns on the newly created board.

How to configure board for an existing list

Thu, 10 Oct 2024 11:20:14 +0000

You can use existing SharePoint lists to create a new board. To do so, 0pen the “Boards” list on the top of any kanban board and click “Create new board.”

Create new board

Select the “Configure board for existing list(s)” option.

Configure board for existing list

Specify the board name and click “Open lists picker.”

Open lists picker

Choose the list for your board and click “Save.”

Choose a list

Then, navigate between all the tabs and adjust the board as described in the “List setup,” “Board setup,” “Card setup,” and “Advanced setup” sections.

Fields compatibility

Thu, 10 Oct 2024 11:24:05 +0000

To adjust the board correctly, you need to know how the different types of fields correspond to future board card fields. This is especially important when merging multiple lists into a single board.

The “Available Content Types” drop-down menu in the list settings allows you to select the lists containing the chosen content type. The “Task” content type is the most appropriate for a Kanban board and usually contains all fields required for board creation.