Quick Board

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Once you have added the Kanban Board web part to a SharePoint site page, you can create a new board by choosing a quick board, an existing SharePoint list, or a template (if available).

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The web part pulls data from a SharePoint task list and visualizes it as a classic Kanban board. If you already have a SharePoint list with the required data for your new board, you can configure a board for an existing list. If you don’t have such a list, select “Quick Board.” In this case, the web part will automatically create the board and an appropriate SharePoint task list.

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Quick board

To create a quick board, enter the board name (you can customize the board later). A list with the same name will be created automatically. Once you’ve entered the name, click “Create new board.”

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Create new board

The new board will contain a default task and a basic set of columns. You can adjust the board by clicking the edit icon next to the board name.

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Quick boards have swimlanes organized by project by default, but you can change this setting later.

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