Creating a kanban board

There are three options for creating a new kanban board.

  • From an existing SharePoint list—in this case, you need to choose a list you wish to use as a data source for your board. Traditionally, a task list is used for a kanban board, but you can use any custom list from SharePoint. If any required fields are missing, you’ll be able to add them in the board settings.

  • Create a quick board—if you don’t know which list to choose or you don't have an appropriate list already, you can create a quick board. When creating a quick board, the list with all the necessary fields and preferences will appear in the system automatically.

  • From a board template—Kanban Board Pro supports saving board templates. You can then use these templates when you create a new board.

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