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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.

A date filter allows you to choose the date range manually.

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

“Calendar Value” option allows you to define a certain date from date picker to use it in filter conditions.

To apply created filter, click “Filters” on board and choose a 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.

Note: When you use 2 or more lists on a board and select a common column to create a condition, please note, that only the columns with the same internal name are available to select in filter dropdown.

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, 1 user will receive notifications when the “Task 1” task is completed.

You can define the Notification title, which is also used as email title. Then, you can customize email body: add text, links, pictures, tables, tags, and track the changes of old and new field values.

Conditions are the same that in the Filters section.

Note: When you use 2 or more lists on a board and select a common column to create a condition, please note, that only the columns with the same internal name are available to select in condition dropdown.

Permissions

You can allow or forbid to other users change Kanban view, settings, or create\edit\delete tasks.

It is also possible to configure the 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/her. You can also create a list of users with permission to manage all tasks.

Additional

You can set additional options.

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

Fast task creation option adds button to columns.