You can choose list views for each list to filter tasks on the board.
The "Board Setup" tab contains basic board settings. Continue adjusting your new board or change the current board settings here.
Swimlanes visualize different work classes as horizontal lanes on the board; you can group tasks by a chosen swimlane field such as by assignee, project, department, or priority. You can change the swimlane field directly on the board.
The Swimlanes settings are also found in the "Board setup" tab.
Any tasks that do not fit within other swimlanes’ conditions are automatically placed in the default swimlane.
If the list field contains multiple values, such as choice, multichoice, user, lookup, or boolean, it can be used as a swimlane field.
You can define the default sorting for swimlanes and apply various preferences with checkboxes.
The “Allow to drag tasks between swimlanes” checkbox allows you to move a task between swimlanes. The task will change the corresponding field in the source list accordingly. For example, if a project field defines the swimlane, it will be changed to another project.
The “Allow to change task value by moving item to default swimlane” checkbox allows you to change a task's value after you move it to the default swimlane. If this checkbox is selected, you can choose a new value after moving the task or leaving the field.
The “Hide empty swimlanes” option allows you to hide swimlanes that don’t contain any tasks. You can show them again using the button on the board header.
The “Separated columns scroll for multiple swimlanes” option allows you to scroll through the columns of multiple swimlanes separately.
If you tick the checkbox “Dynamic swimlanes,” the values will be taken from the list without the ability to customize them. This feature may be helpful if the swimlanes set of your source list is always being changed. In this case, you won’t need to change the swimlanes settings in the Virto Kanban Board App—the swimlanes will be added or deleted automatically. If you always use a special set of swimlanes for this board, you can disable this option and customize the swimlanes more flexibly.
The “Add swimlane for tasks without defined value of the field used as swimlane” option adds a default swimlane for the tasks with values that do not fit within the current swimlanes (for example, if their value field is empty). These tasks will be placed within this default swimlane.
It is also possible to rename the default swimlane, collapse it by default, and select columns used in a total count.
The “Display tasks total count for swimlanes” option allows you to count the number of tasks in selected swimlane columns. You can tick the required columns to use them to calculate the total number of tasks.
Usually, columns visualize the workflow across the Kanban board, though you may have your own concept and apply another field for columns.
To do so, open the “Set of columns” drop-down list to generate columns for your Kanban board. The field you select must be of the “choice” type (providing a menu to choose from).
When you have assigned a field for columns, all choice values (that is, all menu options) from this field will be displayed as columns. You can now choose the exact columns that will be displayed on the board.
Click “…” next to a column name to define the position of the column (by moving it left or right) or delete it.
By default, all the available columns are added to the board. The “Insert left” and “Insert right” options from this drop-down list allow you to re-add the previously deleted columns.
You can specify a custom title for each column.
The column name will stay the same in the list.
Additionally, you can set the maximum number of tasks permitted in a column.
If you click "Add total," you can create rules for counting tasks in a column.