Administration tools
You can set common settings for the Virto Kanban Board at both the board level and the farm level. In this section, we focus on the farm level.
- Find “Site settings” in the top right corner.
- Scroll down to “Virto Kanban Task Manager settings” in the “Site Administration” section.
A block of administration tools with three tabs will appear.
Settings#
Virto Kanban settings#
An administrator can select the checkbox “Always follow parent settings” to apply common settings for all Kanban boards on the site. Uncheck this option if you want to adjust each board individually.
The “Solution Settings” block includes the following options:
- Disable Quick Board—select this checkbox if you plan to only create boards from existing lists.
- Disabled list event receivers—use this option to disable notifications when a task is moved to the “Completed” column.
- Custom CSS-file URL—enter the URL of a required CSS file to apply custom styles to your boards.
- Web front-end URL—enter the URL of the required web front-end.
You can also adjust the task notification text. Modify the default message that will be sent to recipients. By default, users will receive an alert that includes who assigned the task, along with links to the task and the board. These settings are applied to the current site collection.
Swimlanes#
The “Swimlanes” block allows you to adjust the swimlanes on your board. You can:
- Allow dragging tasks between swimlanes.
- Enable task value changes when moving an item to the default swimlane.
- Hide empty swimlanes.
- Enable separate scrolling for columns.
- Display the total task count for swimlanes.
Sorting#
You can choose between default sorting or allow manual sorting of tasks.
Cards setup#
The “Cards Setup” block includes settings such as:
- Hiding empty cards or tooltip fields.
- Specifying a URL format for user avatars.
- Allowing direct editing on a card.
- Sending notifications when a task is assigned.
Select “Send notification when a task has been assigned” to send alerts to users when they are assigned a task.
If you choose “Open full/edit form on double-click,” the edit form will appear when double-clicking a task. You can also enable the use of the classic SharePoint form if preferred.
Advanced Setup#
The “Advanced Setup” block includes default settings for new boards. Here you can:
- Set the first day of the week.
- Allow the creation of new tasks or task creation directly from a column.
- Enable horizontal scrolling.
- Enable dragging and dropping of tasks.
An administrator can select the checkbox “Overwrite existing boards” to prevent other users from modifying these settings based on their permission level. You can define default values for new boards or override existing board settings. Any option activated under “Overwrite existing boards” will disable (gray out) the corresponding feature in the board settings.
Create a board list#
In the “Create board list” tab, you can generate a list of all boards on the SharePoint site. Click the board name to open it.
An administrator can enable or disable actions for the Kanban Board web part.
Use the search feature to find a specific board or filter the list of boards.
Support#
The “Correlation ID” field is used for technical support. If you need additional admin information, check the “Enable Debug Module” checkbox to load debug information.
