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SharePoint Kanban Board Web Part

Advanced Setup


Filters

You can adjust filters for tasks. Click “Add filter” and define custom conditions.

Check the box “is enable by default” to apply filter to default board view.

In date filter you can choose the date limitation or assign any custom date.

Today +1 is tomorrow, Today – 7 is a week ago and so on. You can change “-” to “+” and type any other number of days.

You can also click on the Copy icon in the right upper corner to clone current filter.

Now save and click “Filters” on board and choose filter. Then click “Apply”.

If you choose several filters, there will be shown all tasks, which fit for selected filters. If you will make a precise sorting, you should use several filter conditions in one filter. Just click “Add condition” and create new sorting option for the same filter.

You can copy or delete a filter using the icons in the right upper corner of filter.

Notifications

You can create email notifications about any Kanban board changes.

Create conditions and define list of users who will receive email notifications about these changes.

In the following example, 2 users will receive notifications when the “Product testing” task will be completed.

Permissions

You can enable or disable other users to change Kanban view or create\edit\delete tasks.

You can configure access to task management. Check the box "User can manage only own tasks" and limit the access to changing task content: now user can manage only the tasks assigned to him. You can also create list of users with permission to managing all tasks.

Additional

You can set additional options.

Check the box to add “Add new task” button to the board.