Task information

In this section, you can customize task information and card appearance. Select a field to be displayed as the task title.

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

You can choose up to three fields to be displayed simultaneously as the card title.

Task information setting selecting up to three list fields to show as the Kanban card title

Select a field containing users assigned to a task (choose a user-type field for the “Users field”). You can enable the user notification feature.

If you check the “Send notification when a task has been assigned to a user” box, users will receive an email notification when they are assigned a task.

Users field selection with the option to notify users when a task is assigned to them — Assigned To field

It is also possible to use a URL format for user avatars (SharePoint avatars or default pictures). This field will display who is responsible for a task.

URL format setting for displaying SharePoint user avatars on Kanban cards — URL format

You can add a date field on Kanban cards, such as “Due Date,” to highlight overdue tasks on your board. This will be displayed in the top right corner of a task.

Date field setting that adds a due date to Kanban cards to highlight overdue tasks — Due date

Kanban Board allows you to use labels as color-coded tags on Kanban cards. Enable this option to categorize tasks on the board by color.

Labels option enabled to show color-coded tags categorizing tasks on the Kanban board — Labels

When you create a quick board, the system creates a task list with a default field used for labels. You can select another field for labels if needed.

You can allow users with edit permissions (selected in “Kanban Settings –> Advanced Setup –> Permissions”) to create and edit labels (using values from a multichoice column). Labels are categories or tags used for classifying tasks. Use them for better visualization of task management, and apply labels in filters or swimlanes.

You must add a labels column to the Kanban card edit form to manage values and colors.

Adding a new label using multichoice column values for classifying Kanban tasks — Adding new label

You can adjust the size of the tasks (small, medium, or large) to match your board’s design.

Kanban card size setting offering small, medium, or large card options — Kanban card size

The next setting allows you to define the fields to be displayed in the body of a card. You can select the fields to display for each list. This allows you to decide which data is displayed on your board’s cards.

Card fields setting choosing which list fields appear in the body of each Kanban card — Card fields

Rich-text and multiple-line fields cannot be displayed on the card, but they can be shown in the tooltip (short view).