Creating a Kanban Board

There are three options for creating a new Kanban board.

  • From an existing SharePoint list—here, you need to choose a list you wish to use as a data source for your board. A task list is usually used for a Kanban board, but you can use any custom list from SharePoint. If any required fields are missing, you can add them in the board settings.

  • By creating a quick board—if you don’t know which list to choose or don't have an appropriate list already, you can create a quick board. This way, the system automatically creates the list with all the necessary fields and preferences.

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

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