Creating and editing a new task

⌘K

Creating and editing a new task

Use the “Add new task” button to add an item to the board.

creating_and_editing_a_new_task_1

Fill in the required fields in the task creation form. You can define which fields will appear in this form in the “Cards Setup –> Form” section of the Kanban Board settings.

creating_and_editing_a_new_task_2
New task creation

You can also use the “+” in a bucket to quickly add a task with the corresponding status. You can then edit task fields using the standard task edit form.

creating_and_editing_a_new_task_3

You can edit task values either in the edit form or directly on the Kanban card.

creating_and_editing_a_new_task_4
Editing data on a kanban card

There is also an option to add choices for the “allow to fill in choices” fields. Typically, when you need to add new values to choice-type fields, you have to leave the Virto Kanban interface and go to a SharePoint list to make changes. With Virto Kanban Board, you can add these values directly on your Kanban board.

creating_and_editing_a_new_task_5

The custom choices you enter are available in the task edit form. The “Fill in” choices option must be enabled for the column in the list settings:

creating_and_editing_a_new_task_6
Step 1: Click on List Settings.
creating_and_editing_a_new_task_7
Step 2: scroll down to find a column you want to enable fill-in for and click it.
creating_and_editing_a_new_task_8
Step 3: Scroll down and click “Yes” in “Allow Fill-in choices” setting.

Articles

How can we help?