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When you click a card on your kanban board, its task view form opens. You can switch between the short view and full view for the selected card.
In the “Cards Setup” tab of the settings, you can choose which fields to display for both views.
If you tick the “Open form by double click” checkbox, you can open the full view by double clicking the card without needing to first open the short view and then switch to full view.
Continue your board adjustment in the “Cards Setup” tab. All the settings related to kanban cards and create or edit forms are found here.
You can customize task information and card appearance in the “Task Information” block of settings.
Choose a field to be displayed as a task title. You can add any list field to display it on the board (for example, task or project name).
A card title may contain up to three list fields.
Then select the field that contains the users assigned to the task.
You can select a date field to display on the bottom of a card. For example, you can display the due date field to track overdue tasks on your board, or you can use the start date.
The size of the tasks on your board can be adjusted to small, medium, or large to match the board design.
You can choose which fields to show on every card in the card field settings. Tick the “Hide empty fields” checkbox to hide fields with no values.
Kanban Board’s labels are color-coded tags on kanban cards.
Label values are taken from a custom multi-choice column added to your kanban list. If you navigate to a list (“List settings”), you can see these fields and their values
You don’t have to work with the source SharePoint list settings in Kanban Board Pro to adjust labels. Simply specify label names and choose appropriate colors for them.
You can specify the body color, border color, and font color for your task cards. There are default styles provided by Kanban Board Pro, but you can create your own custom styles as well.
You can set custom conditions and color-code tasks according to condition rules. There are four suggested style rules already set up for you. You can deactivate these style rules or adjust them (use the reset button to apply the new rule).
To create a new condition, click “Add style rule.”
If you create multiple style rules and a task matches more than one rule, only the first rule will be applied. You can drag and drop rules to change the priority order.
Kanban Board Pro by Virto for Office 365 allows you to add fields to a custom list when creating a board from an existing list.
When you have chosen a list and reached the “Task information” step (in the “Cards Setup” tab), take a look at the fields—some of them are already selected and others are not.
Select the relevant fields for the visual date, the comments to be added to cards, and the labels. And in case the list does not contain an appropriate field, just click “Add new field” next to it. No need to navigate to the list settings and add fields. You’re creating a board and adding the required fields right here and at this very moment.
Specify the name of your field and save it. Tick the checkbox “Require that this field contains information” if necessary.
The added field will appear. Complete the same steps for the other fields if necessary. For example, in the same way, you can create fields of multichoice type for comments and labels.
The option to add fields is available for all users with the relevant permission level.
Make sure you have enabled the version history for the list you’ve chosen; tick the checkbox to enable it. The version history is required for the comment field.