In the advanced setup tab, you can adjust the following settings:
You can specify whether other users or user groups are allowed to change the Kanban view, modify settings, or create, edit, and delete tasks.
It is also possible to configure access to task management. Check the box “User can manage only own tasks” to restrict users from editing tasks they are not assigned to. This will limit task management to tasks assigned to them. Additionally, you can create a list of users with permission to manage all tasks.
By default, the card creator or assignee is considered the card owner and is allowed to edit the card.
Here are some additional options for the Virto Kanban Board that you can apply for your convenience:
Check the box “Allow to create new tasks” to add the “Add new task” button to the board. Clicking this button creates a new task.
The “Fast task creation” option adds a “+” button to columns.
You can select the content type to be used for the fast task creation form.
The “Allow editing directly on card” feature allows users to edit fields directly on the card without opening the full edit form.
If your board contains many columns that do not fit on the screen, you can add a horizontal scroll bar to the bottom of the page by enabling the “Use horizontal scroll” feature.
You can disable the drag-and-drop feature for tasks (for moving them between columns and swimlanes).
You can enable adding subtasks or checklists to a task.
"Allow multi level" setting enables subtasks beyond the second level, namely subtasks for subtasks.
You can also select which day to use as the first day of the week for calendars and date pickers in Virto Kanban Board.
You can adjust filters for tasks. There are two possible operators used to combine filters: AND and OR. You can create a complex, multi-conditional filter with these operators. You can choose to apply only one filter or create multiple filters and combine them using the AND or OR operators.
Click “Add filter” and define your custom conditions. Check the “Is enabled by default” box to apply the filter to the default board view.
The date filter allows you to manually select the date range.
The “Calendar” option lets you choose a specific date using the date picker as the filter condition.
To apply a created filter, click “Filters” on the board, select a filter, and then click “Apply.”
All tasks that meet the selected filters will be shown if you choose multiple filters. To sort more precisely, you can use several filter conditions within a single filter. Click “Add Conditions Set” and create a new sorting option for the same filter.
You can copy or delete a filter using the icons to the right of the filter.
When using two or more lists on a board and selecting a common column to create a condition, please note that only columns with the same internal name are available in the filter drop-down.
You can create email notifications for any changes on the Kanban board. In the notification settings, define the conditions and specify the users who will receive email notifications about these changes.
You can customize the notification title, which is also used as the email subject. You can also modify the email body by adding text, links, pictures, tables, tags, and tracking changes to old and new field values.
It’s possible to include task values as tags in the email, such as recipient name, board link, task link, and comment value. These tags will be replaced in the email with actual information from the tasks. For example, “Recipient Name” will be displayed as the recipient’s username.
You can also select a user field as the recipient of the notification.
You can allow users to unsubscribe from notifications by enabling the checkbox “Users can unsubscribe from comments in particular tickets.”
Users can enter their email in the “Task Watchers” pop-up to unsubscribe from notifications for a specific task.
There are five suggested notifications in the current version of Virto Kanban Board. You can deactivate or enhance them with additional information.