Creating and editing a new task

Use the “Add new task” button to add an item to the board.

Add new task button on the Virto Kanban Board for adding an item to the board

Fill in the required fields in the task creation form. You can define which fields will appear in this form in the “Cards Setup –> Form” section of the Kanban Board settings.

Virto Kanban task creation form with required fields to fill in for a new task — New task creation

You can also use the "+" in a bucket to quickly add a task with the corresponding status. You can then edit task fields using the standard task edit form.

Plus button in a Virto Kanban bucket for quickly adding a task with that status

You can edit task values either in the edit form or directly on the Kanban card.

Editing task values directly on a Virto Kanban card without opening the edit form — Editing data on a kanban card

There is also an option to add choices for the “allow to fill in choices” fields. Typically, when you need to add new values to choice-type fields, you have to leave the Virto Kanban interface and go to a SharePoint list to make changes. With Virto Kanban Board, you can add these values directly on your Kanban board.

Adding new values to a fill-in choice field directly on the Virto Kanban board

The custom choices you enter are available in the task edit form. The “Fill in” choices option must be enabled for the column in the list settings:

Step 1 opening List Settings in SharePoint to enable fill-in choices for a column — Step 1: Click on List Settings.

Step 2 selecting the SharePoint list column to enable fill-in choices for — Step 2: scroll down to find a column you want to enable fill-in for and click it.

Step 3 selecting Yes for the Allow Fill-in choices setting on a SharePoint column — Step 3: Scroll down and click "Yes" in "Allow Fill-in choices" setting.

Updated on November 22, 2024