Hey Friends,
I have a very easy way to create a Kanban Board in SharePoint.
I have tried it using SharePoint 2013
To do this Click Settings--> Add an App --> Task List. Give the list a name and url, and click Ok.
Once you have a task list, to create a few tasks - one for each status . when you are done, you should have something like this:
Next, create views for each column that will be on the Kanban Board. You many want to give some thought as to what the columns will be, but for this demo, I chose views named 'Not Started' , 'In Progress' and 'Recently Completed'. Tasks with a defered or waiting status will be considered 'In Progress', To do this, follow these steps:
Click List -> Create View -> Standard View
Enter 'Not Started' as a view name.
Uncheck all columns except for task name.
For sort, Choose Priority and the Due Date
For Filter, Check 'Show item only when the following is true'.
Set'Show items when column' status is equal t Not Started
Repeat for each view, changing the name and filters appropriately.
For the 'Recenlty Completed' view, sort by Modified instead of 'Due Date'
Create the Kanban Board
To visualize all of these in columns, create a new page and then add each view in a table.
To do this, follow these steps:
Create a New Page
Enter the Page Name and click OK
Click insert and drop down on a Table to create a 3 column table.
Click inside the first column and click insert -> Existing List
Choose the Task List you created (or the default one) and clicking 'Add'
Drop down on the web part menu and choose 'Edit Web part'
Choose The 'Not Started' view and click 'Ok'
Enter 'Not Started' for the Task Name
Repeat for each column , choosing the appropriate view.
For In Progress and Completed, also choose 'No Toolbar'
At the End you have something that looks somewhat like this
I have a very easy way to create a Kanban Board in SharePoint.
I have tried it using SharePoint 2013
To do this Click Settings--> Add an App --> Task List. Give the list a name and url, and click Ok.
Once you have a task list, to create a few tasks - one for each status . when you are done, you should have something like this:
Next, create views for each column that will be on the Kanban Board. You many want to give some thought as to what the columns will be, but for this demo, I chose views named 'Not Started' , 'In Progress' and 'Recently Completed'. Tasks with a defered or waiting status will be considered 'In Progress', To do this, follow these steps:
Click List -> Create View -> Standard View
Enter 'Not Started' as a view name.
Uncheck all columns except for task name.
For sort, Choose Priority and the Due Date
For Filter, Check 'Show item only when the following is true'.
Set'Show items when column' status is equal t Not Started
Repeat for each view, changing the name and filters appropriately.
For the 'Recenlty Completed' view, sort by Modified instead of 'Due Date'
Create the Kanban Board
To visualize all of these in columns, create a new page and then add each view in a table.
To do this, follow these steps:
Create a New Page
Enter the Page Name and click OK
Click insert and drop down on a Table to create a 3 column table.
Click inside the first column and click insert -> Existing List
Choose the Task List you created (or the default one) and clicking 'Add'
Drop down on the web part menu and choose 'Edit Web part'
Choose The 'Not Started' view and click 'Ok'
Enter 'Not Started' for the Task Name
Repeat for each column , choosing the appropriate view.
For In Progress and Completed, also choose 'No Toolbar'
At the End you have something that looks somewhat like this
