Virto SharePoint Kanban Board for Office 365 is a convenient scrum board to visualize and manage tasks in SharePoint and Microsoft Teams. The component displays any SharePoint task list as a Kanban/Scrum Board, where Kanban cards are divided into the columns usually depending on the status and show the tasks to be done. Visual view of business process is intended to optimization of task management: less time is spent on organization and task assignment.
The Virto Kanban Board App visualizes SharePoint tasks on colorful and convenient scrum boards. Each SharePoint list item is displayed as a highly customizable kanban card. Horizontal and vertical lanes represent steps of a project.
The Kanban Board app for SharePoint Online allows you to quickly create and adjust new boards in minutes with a few simple steps.
You can manage tasks from different SharePoint lists, merged by the same content type, on a single Kanban board. It’s also possible to display a SharePoint library, where documents are presented as kanban cards.
Any choice type field can be displayed columns or swimlanes set. You can quickly move and sort out tasks between a project’s columns and swimlanes with the drag and drop feature.
It’s so convenient to have one space for your teamwork! Kanban email notifications allow your team to track when something was changed on a board. For example, when a task was moved to the next stage or due date was changed.
The people involved to a task can have a discussion in kanban comments and also get notifications about newly added responses.
And each user can customize a board view with multiple filters. Filter SharePoint tasks by assignee, a certain field value, or with a custom configured conditions.
You can color-code kanban cards according to custom conditions (such as users, project, urgency, and any other conditions). It’s possible to specify body color, color marker, and even add labels (tags) on cards.
You can select fields to be displayed on cards, attach or display images, add files attachments, even the card title may be displayed with different options: you can show from 1 to 3 fields as card name. And you can edit all these fields right on a card!
You can apply scrum features such as WIP-limits, set limit for maximum tasks displayed in a column, use points (story points) which are an agile metric used to estimate the difficulty level of a task. You can also aggregate data for a column with the Count option (Sum or Average). Count feature can be used, if a list has a “Hours” field (a number field) and you need to count the time required to close all tasks.
You can also display a kanban board in a statistic chart view.
With Kanban Board App for Office 365, you can configure permissions, related to SharePoint task management. A SharePoint administrator can assign permissions to edit all the project tasks to a certain users or user group. When giving Read-only permissions to SharePoint users, you allow them to manage only the tasks they are assigned to.
With Task Watchers feature, you may create a user list, which is going to receive email notifications about any changes to the task, even if they are not the assigners.
If you have a customized Virto Kanban board in your SharePoint, you can add Kanban in Teams as a separate tab. This way, you don’t need to switch between your SharePoint site and a Teams to manage tasks in Kanban.
The Kanban boards in Teams inherit user permissions from SharePoint and are invisible for external users in Teams.
Manage your tasks and projects using Kanban Board view
SharePoint Kanban Board App for Office 365 is a convenient tool for task management, which visualizes and filters tasks in SharePoint Online. Display any SharePoint task list in Kanban Board view and drag & drop Kanban cards (tasks) between custom columns and swimlanes. Additional filters and statistic charts of Office 365 Kanban Board help you analyze and correct work process and optimize resources. Try also SharePoint Kanban on-premise. The Office 365 Kanban Board is a part of Virto ONE Cloud.
| SharePoint Online Task Management | The Virto Kanban Board App can visualize a SharePoint task list in a colorful and convenient interface. To manage the Kanban board, one should just drag and drop, and sort out task items across the columns and the swimlanes within a certain project. |
| SharePoint Task List Aggregation | The Virto Kanban board boasts of the aggregation feature, which allows users to merge different SharePoint task lists into a single Kanban board. The SharePoint lists should belong to the same content type. |
| Create Agile Boards in SharePoint | With the Virto Kanban Board, you can have a big transparent picture of your project. Select choice type fields as columns and swimlanes to visualize different classes of work as vertical/horizontal lanes on the SharePoint Kanban board. The Kanban board's columns and swimlines contain work items sorted out by certain field values, like status, assignees, priority, etc. You can easily move tasks between columns and swimlines with the simple the drag-and-drop feature. |
| Configuring Task Card Colors | Designate a specific background color for a Kanban task card, according to a preset custom criteria. You can add a color marker to highlight the work items, which meet a certain custom condition. Say, stick a red marker to overdue tasks. |
| SharePoint Task Permissions | The Virto Kanban app lets SharePoint administrators to assign Edit or Read-only permission to a certain user list. The SharePoint Kanban Board users have the same permissions as set on the corresponding list. |
| Task Watchers and Notifications | The Virto Kanban app has a feature of sending highly customizable email notifications according to predefined conditions to a certain users or users list. Also, the app can send notifications to a task assignee. |
| Kanban Board Filters | You may customize a SharePoint Kanban board view, filtering tasks by assignee, a certain field value, some custom condition, or applying a configured filter. |
| SharePoint libraries support | You can use a SharePoint library as Kanban source, where library documents are cards on board. |
| Total SharePoint Task Count | The Virto Kanban app can aggregate data within a board column to count Sum, Average value, and Tasks quantity. For example, with Count option, you may calculate how many hours have been spent on all tasks within the same project stage. |
| Configuring WIP limits | You can set WIP limits for each work stage within each Kanban board column. To adjust the board columns, special SharePoint access rights are required. |
| Labels | It's possible to add color-coded labels (tags) on Kanban cards to visualize the data categories on a board. |
| Comments | Users can add comments to tasks and watch discussion added by other users. |
| MS Teams support | You can use your Kanban boards in MS Teams |
Scroll for columns
We made the work with Office 365 Kanban columns more convenient. If a column contains many tasks, it’s length is reduced and scroll appears by cursor hovering. You can scroll the tasks in each column up and down. To scroll the whole board you can use scroll bar on the right or mouse wheel with hovering between columns....
More powerful conditions for card styles
We improved condition system for card styles and made it more flexible.
The notifications systems was slightly modified and improved. We’ve also added the same enhanced condition system as for style rules, and the new trigger “is modified” was added to conditions....
UI redesign
SharePoint Kanban web part has new settings interface and more customization abilities to display tasks with required view, details, color-coding, filters on a single board....
The view filter options available on the Kanban board were extended with list filters.
Several distinct filters selected from the menu panel on board use “OR condition”. This means, all tasks matching all the selected filters are displayed on the board....
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