List Setup

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.

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.

List setup

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

Make the board accessible only for the current site

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

Lists picker

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

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.

Pick multiple lists

Use search if you cannot find the list you need.

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.