Getting started with Virto Kanban App

Have you just installed Virto Kanban Board App to your SharePoint site but aren’t sure what the next step is? We are here to help you get started.

Go to the SharePoint site page where you would like to add the Virto Kanban Board App and switch to edit mode.

Switching the SharePoint site page to Edit page mode — Switch to Edit page mode

Click the plus icon to add a new web part in column one.

Clicking the plus icon to add a new web part in column one — Add a new web part

Add “Kanban Board” and remember to republish the page.

Adding the Kanban Board web part to the SharePoint page — Add Kanban Board

If you see the permissions request, click “Login to Azure AD.”

Permissions request prompting Login to Azure AD for the Virto Kanban Board App — Login to start authorization

Click the checkbox for “Consent on behalf of your organization” and then click “Accept.” If you do not have administrator rights, ask your tenant administrator to complete this step.

Azure AD consent screen with the Consent on behalf of your organization checkbox and Accept button — Kanban Authorization

Now, you can create your first kanban board. To do so, click “Create new board.”

Create new board button in the Virto Kanban Board App — Create new board

You have three options: create a quick board, use an existing SharePoint list, or use a template. Let us create a quick board.

Board creation options: quick board, existing SharePoint list, or template — Choose a quick board

Specify a name for the first board and click “Create new board.”

Naming the first quick board and clicking Create new board — Board creation

Now you will see a board containing four columns and one task.

Every board uses a SharePoint list (or multiple lists) as a data source. When you create a quick board, the list with all the necessary fields and preferences is created automatically.

Newly created quick board with four columns and one sample task — New board

Now, let us create a new task.

Starting a new task on the Virto Kanban Board — New task creation

Fill in the task form and save the task (by clicking “Save & Close”).

Filling in the task form and saving with Save & Close on the Kanban board — Fill in the task form

The new task will appear on your board. You can drag and drop it to change its status.

New task on the Kanban board that can be dragged and dropped to change its status — Created Kanban board

Here is your first kanban board! Later on, you can tune it as you wish using the edit board button.

Edit board button used to further tune the Virto Kanban Board — Edit board

Book a free 15-minute meeting with our technical team if you have any setup, features, or pricing questions.