List setup

⌘K

List Setup is the first tab to adjust if you create a new board for an existing list. To change the settings for a current board, click the edit board icon next to its name.

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Edit board

In the “List Setup” tab, you can change the board name, add a description (optional), and choose a SharePoint list (or multiple lists) from a site collection. This list contains the data that will be displayed on the Kanban board.

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List setup

You can restrict the access on the current SharePoint site by selecting “Make Booard accessible on the current Site only.”

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Make the board accessible only for the current site

To choose a list or multiple lists, click “Open lists picker.”

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Lists picker

In the lists picker, choose the site collection and the list(s).

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Lists picker

You can pick multiple lists and combine them into a single board. The chosen lists are clickable and be displayed in SharePoint if required.

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Pick multiple lists

Use search if you cannot find the list you need.

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Search string

The “List setup” tab also contains the “Board templates” block described in the “Board templates” section.

Click “Save” to save the settings before you move to another tab.

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