To create a board from a template, you must first have a template created. To do this, please follow the instructions provided in the List setup => Board templates section.
Create a board from a template
Create a board from a template
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- Virto Calendar App
- Virto Calendar App overview
- Getting Started with Virto Calendar App
- Administrator’s Guide to Installation and Configuration
- Installation & Configuration
- Administration & System Requirements
- Data Sources
- Settings
- Calendar views
- Working with Virto Calendar
- Alerts & Notifications
- Virto Mini Calendar
- Licensing & Security
- Contact information
- Virto Kanban Board App
- Overview & Quick Start
- Installation & configuration
- Permissions & system requirements
- Kanban Board Features & Settings
- Working with Virto Kanban Board App
- Licensing
- Contact information
- Alerts and Reminders
- Getting Started
- Installation and system requirements
- Basic options for common users
- Configuration and usage
- Virto Alerts use cases
- Licensing
- Contact information
- Virto Gantt Chart
- Virto Slideshow App
- Virto Multiple File Operation
- Virto Form Designer App
- Virto Workflow Automation App
- Start Working with Workflows For Microsoft 365
- Virto Workflow for Microsoft 365
- Administration Actions
- Azure Active Directory processing
- Core Actions
- Date processing
- Email processing
- Image activities
- Import/export processing
- List processing
- Add/Remove folder
- Copy or Move Document
- Copy or Move folder
- Copy or Move List Item
- Copy/Move Attachments
- Create List Item (extended)
- Create new task
- Does item exist in document library
- Get field value from list item
- Get field values from list
- Get list item ID by unique ID (extended)
- Get list item url
- Get list item url extended (using CAML query)
- Get list items (CAML)
- Get parent folder name
- Get parent folder URL
- Loop through list items and update field value
- Loop through list items and update list items
- Publish list item
- Rename document
- Rename folder
- Set field value (extended)
- Mathematical
- SharePoint Permissions processing
- Add user to SharePoint group
- Check if user is a member of SharePoint group
- Get all site users
- Get members of SharePoint group
- Get SharePoint Site Group Names
- Get SharePoint user from user information list
- Grant Permission on list
- Grant Permission on list item
- Grant Permission on site
- Grant permissions on folder
- Remove all folder permissions for user(s)/group(s)
- Remove all list item permissions for user(s)/group(s)
- Remove all list permissions for user(s)/group(s)
- Remove all permissions from folder
- Remove all permissions from list
- Remove all permissions from list item
- Remove all permissions from site
- Remove all site permissions for user(s)/group(s)
- Remove permissions from folder
- Remove permissions from list
- Remove permissions from list item
- Remove permissions from site
- Remove user from all site groups
- Remove user from SharePoint group
- Restore folder permissions inheritance
- Restore list item permissions inheritance
- Restore list permissions inheritance
- Restore site permissions inheritance
- Set default permission group
- Set SharePoint group’s owner
- Stop folder permissions inheritance
- Stop list item permissions inheritance
- Stop list permissions inheritance
- Stop site permissions inheritance
- String activities
- Workflow actions
- Virto Resource Management App
- Virto Time Blocking App
- Virto Calendar Web Part
- Overview & Quick Start
- System Requirements and Installation
- License and Subscription
- Upgrading and Uninstalling
- Adding the Virto Calendar Web Part
- Overview
- Configuration
- Virto Mini Calendar
- Kanban Board On-Premises
- System requirements and installation
- Licenses and subscriptions
- Upgrading and uninstalling
- Virto Kanban Board web part adjustment
- Kanban board settings
- Working with a kanban board
- Virto Form Designer Web Part
- Virto Workflow Status Monitor Web Part
- Features
- System / Developer Requirements
- Installations and Usage
- Expected Outage
- Filtering
- Installing Virto SharePoint Workflow Status Monitor
- License Activation
- Restarting Terminated Worflows
- Starting a New Workflow
- Terminating Running Worflows
- Uninstalling Virto SharePoint Workflow Status Monitor
- Upgrading Virto SharePoint Workflow Status Monitor
- Viewing Worflow Information with Virto Workflow Status Monitor
- Workflow Reports
- Workflow Settings
- Working with Workflow Status Monitor as a Web Part
- Version Release History
- Virto Workflow Scheduler Web Part
- Virto Slideshow & Image Carousel Web Part
- Virto Related Items Field Type Web Part
- Virto Notifications & Alerts Web Parts
- Virto Password Reset and Recovery Web Part
- Features
- System Requirements
- Installation
- Error “Sorry apps are turned off”: What to Do
- Expected Outage
- Installing Virto SharePoint Password Reset and Recovery Web Part for SharePoint
- License Activation
- SPFx Web Part Installation
- Uninstalling Virto SharePoint Password Reset and Recovery web part
- Upgrading Virto SharePoint Password Reset and Recovery web part
- Use Cases
- Administration and Usage
- Version Release History
- Virto Password Expiration Web Part
- Virto Password Change Web Part
- Virto Cascade Lookup Web Part
- Virto Active Directory User Profile Sync Web Part
- Features
- System Requirements
- Installation
- Expected Outage
- Installing Virto Active Directory Service for SharePoint
- Installing Virto Active Directory User Service for SharePoint 2010
- Installing Virto SharePoint Active Directory User Service for SharePoint 2013
- License Activation
- Uninstalling Virto SharePoint Active Directory User Service Web Part
- Upgrading Virto SharePoint Active Directory User Service
- Adding Web Part to a Page
- Adjustment
- Virto AD User Service Usage
- Virto AD Self-Service Usage
- Use Case: Using Security Question for Password Resetting
- Version Release History
- Virto Active Directory Create & Copy User Web Part
- Virto Workflow Automation Web Part
- Features
- System / Developer Requirements
- Important Note
- Release Notes
- Installation
- Expected Outage
- Installing Virto SharePoint Workflow Activities Kit
- Installing Virto SharePoint Workflow Activities Kit for SharePoint 2010
- Installing Virto SharePoint Workflow Activities Kit for SharePoint 2013
- How do you license Virto Workflow Activities Kit?
- License Activation
- Upgrading Virto SharePoint Workflow Activities Kit
- Uninstalling Virto SharePoint Workflow Activities Kit
- Start Working with Workflow Activities Kit
- Start Working with Workflow Activities Kit For SharePoint 2010
- Start Working with Workflow Activities Kit For SharePoint 2013
- Virto Workflow Activities (SharePoint 2010 Workflow Platform)
- Conditions
- Array contains element (Free)
- Current Item exists in the list (Free)
- Directory exists (Free)
- File exists (Free)
- Folder exists at the following url
- Is Role assigned to User (Free)
- Is User a member of a SharePoint group (Free)
- Is User a member of an Active Directory group (Free)
- Item exists in the list (Free)
- Item is checked out (Free)
- Item is checked out extended (Free)
- Member exists in Active Directory (Free)
- SharePoint group exists (Free)
- User has permission level (Free)
- User has permission level in list item (Free)
- Workflow is running (Free)
- Image activities
- Import/Export activities
- Default column values activities
- Managed metadata activities
- File activities
- Array List activities
- Database Activities
- Date Time activities
- Code activities
- Fax activities
- SharePoint Site Management activities
- Activate SharePoint feature
- Add SharePoint group to Quick Launch
- Add user to SharePoint group
- Change page layout
- Copy SharePoint group
- Create Navigation heading
- Create Navigation link
- Create SharePoint group
- Create SharePoint list
- Create SharePoint site
- Create SharePoint site collection
- Deactivate SharePoint feature
- Delete SharePoint group
- Delete SharePoint site
- Delete SharePoint site collection
- Delete user from SharePoint site collection
- Get current site property
- Get current web property
- Remove all users from SharePoint group
- Remove SharePoint group from Quick Launch
- Remove user from SharePoint group
- Rename SharePoint group
- Rename SharePoint site
- Set default permission group
- Set list anonymous access
- Set SharePoint group’s owner
- Set site anonymous access
- Update site title and description
- Finance Activities
- Document Library Activities
- Check In Item extended
- Check Out Item extended
- Convert Word document to PDF
- Create document from file
- Create document from text
- Create Document Set
- Create folder in the document library
- Create folder in the document library extended
- Create SharePoint library
- Delete folder from the document library
- Discard Check Out Item extended
- Discard Publish Item
- Discard Publish Item extended
- Download documents to folder
- Get parent folder ID (Free)
- Get parent folder name
- Get parent folder URL
- Publish Item
- Publish Item extended
- Read text content from document
- Rename document
- Save document to file
- Upload documents from folder
- Workflow Activities
- User Activities
- List Activities
- Approve Item
- Approve Item extended
- Calculate aggregate function
- Calculate aggregate function extended
- Change list item content type
- Copy List attachments to Document Library
- Copy List Item extended (Free)
- Create List Item extended
- Create Summary task
- Create task
- Delete Item extended
- Delete List Items
- Delete List Items extended
- Generate Report
- Generate Report extended
- Get current list item attachments urls
- Get emails from field extended
- Get emails from field in Current Item
- Get emails from List field
- Get emails from List field extended
- Get field value extended
- Get field values from list
- Get list item url
- Get version history of list item
- Loop through list items and set the value of field
- Loop through list items and set the value of field extended
- Loop through list items and update list items
- Loop through list items and update list items extended
- Reject Item
- Remove all attachments
- Remove attachment
- Set Field extended
- Update List Item extended
- Upload attachments
- Wait For Field Change in current item with Timeout
- Permissions Activities
- Change list permissions inheritance
- Change site permissions inheritance
- Delete all permission assignment from List Item
- Delete all user permission assignment from List Item (Free)
- Delete custom permission from List Item
- Grant Permission on Item (Free)
- Grant Permission on list
- Grant Permission on List Item or Folder extended
- Grant Permission on site
- Remove permissions from list
- Remove permissions from site
- Reset List permissions Inheritance (Free)
- Active Directory Activities
- Add member to Active Directory group
- Create group in Active Directory
- Create user in Active Directory
- Delete group from Active Directory
- Delete user from Active Directory
- Disable a user account in Active Directory
- Enable a user account in Active Directory
- Get Active Directory groups where user is member
- Get members of Active Directory group
- Get user emails from Active Directory group
- Get user’s custom attribute from Active Directory
- Get user’s department from Active Directory
- Get user’s display name from Active Directory
- Get user’s email from Active Directory
- Get user’s job title from Active Directory
- Get user’s manager from Active Directory
- Remove all members from Active Directory group
- Remove member from Active Directory group
- Set Active Directory authentication
- Set user’s custom attribute in Active Directory
- Set user’s password in Active Directory
- HTTP Activities
- Text Activities
- Capture all occurrences of text
- Capture text
- Convert text to upper, lower, title case
- Converts Base64 to Text
- Converts Number to Hex Text
- Converts Number to Text
- Converts Text to Base64
- Decode Web Text
- Encode Web Text
- Format Field Value
- Join Text
- Replace Text
- Split Text
- Substring Text
- Translate Text (Powered by Google translator)
- Translate Text (Powered by Microsoft translator)
- Trim Text
- Validate Text
- Email Activities
- Xmpp (Jabber, GTalk) Activities
- Sms Activities
- Impersonation Activities
- Conditions
- Virto Workflow Activities (SharePoint 2013 Workflow Platform)
- List Activities
- String Activities
- Email Activities
- InfoPath activities
- Permissions Activities
- Add user to SharePoint group
- Check if user is a member of SharePoint group
- Get members of SharePoint group
- Grant Permission on list
- Grant Permission on list item
- Grant Permission on site
- Remove all list item permissions
- Remove all list permissions
- Remove all site permissions
- Remove permissions from list
- Remove permissions from list item
- Remove permissions from site
- Remove user from SharePoint group
- Restore inhereting permissions on list
- Restore inhereting permissions on list item
- Restore inhereting permissions on site
- Stop inhereting permissions on list
- Stop inhereting permissions on list item
- Stop inhereting permissions on site
- Administration Actions
- Activate SharePoint feature (SharePoint 2013)
- Create SharePoint group (SharePoint 2013)
- Create SharePoint list or document library (SharePoint 2013)
- Create SharePoint site (SharePoint 2013)
- Create SharePoint site collection (SharePoint 2013)
- Deactivate SharePoint feature (SharePoint 2013)
- Delete SharePoint group (SharePoint 2013)
- Delete SharePoint list or document library (SharePoint 2013)
- Delete SharePoint site (SharePoint 2013)
- Delete SharePoint site collection (SharePoint 2013)
- Get site property as string (SharePoint 2013)
- Start list workflow (SharePoint 2013)
- Start site workflow (SharePoint 2013)
- Update SharePoint group properties (SharePoint 2013)
- Update SharePoint site properties (SharePoint 2013)
- Virto Gantt Chart Web Part
- Virto License Manager
- Virto Slideshow App
- Bulk File Download On-Premises
- Bulk File Upload On-Premises
- Bulk File Unzip On-Premises
- Product Updates and News
- Data Security FAQ