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How to create a Kanban board using Microsoft Lists
A Kanban board is a tool created for agile project development that is now available at your fingertips in Microsoft Lists, providing you a better interface to manage work at personal or organizational level.
The new board view provides an interface to that allows you so visualize the various stages of any type of data stored in Microsoft Lists, while at the same time allows you to move them across stages by dragging and dropping items into different buckets.
To create a board view you should:
- With the list open click in the view selector option
- From the menu click on Create new view
- Provie a name for view
- In the Show as selection, select Board
- In the Organize board by, choose the choice column that you would like to use to organize your board. Each option available in this column definition will be a bucket in your new board view
- Choose the visibility for the new view and click Create
In the following animation you can see the board view in action with items being moved across buckets with the progress value being updated automatically.
A bord view is available to any list where a choice column with a single selection is available, if your list does not fulfill this requirement, you will be able to create a new column to organize your items while creating the board view.
Once the board view gets created you are be able create new buckets, directly from the view interface as illustrated in the following image. This action will add a new option to the choice column you have selected or created for the board view.
Let me know in the comment section what you think about this features and what are the scenarios you have for it.
February 7, 2023
Hi, when trying to get this up on my laptop, I don’t have the option listed in SHOW as section , select board – the only options are have are
List
Calendar
Gallery
Any ideas? please
thank you
March 23, 2023
What type of list are you using?
I just tested several lists in my tenant both in Microsoft Lists and SharePoint and I can see the Board option.
July 10, 2023
Thank you for the article, is it possible to change the “Unassigned Title” name ?
February 9, 2024
Hi Gustavo,
Unfortunately it is not possible to change it.
Have a nice day 🙂
November 7, 2023
I’ve created a Board View list to track my tasks. I’ve sorted them by the projects they belong to. However the “Edit View” settings in Board view are very limited, so I can’t see how to edit it so that “completed” tasks do not show. Do you know a way around this?
February 9, 2024
Hi Jenny,
If I understood you correctly, you need to modify the view through the settings to exclude the completed tasks.
1 – Click in the gear icon and then select List Settings
2 – Open the Board view
3 – In the Filter section define the condition that will work for your own scenario.
Hope this helps.
Have a nice day 🙂
November 30, 2023
I’m trying to set up the Board View for sort of Kanban board in our team. However, I have the problem that changes I make to items in this view are not immediately visible to other team members. This actually makes the tool unusable for our team. Is it just me having this problem? Am I perhaps doing something wrong or is this a known limitation of the board view that I have just overlooked?
January 26, 2024
Hi Mark,
It is a limitation of the tool, it does not updates in real time.
Hopefully this will be fixed with the new updates being released for Microsoft Lists where real time collaboration will be available.
Have a nice day
February 2, 2024
Did the board option get removed? I only see list, compact list, or gallery options.
February 2, 2024
Hi Bryce,
No, it was not removed. From your description you are in the view selector and there you will only see the list, compact list and gallery.
To create a board view in the same menu where you see these options click in the Create new view option and then choose the board.
Hope this helps.
Have a nice day 🙂
February 8, 2024
Hi,
in your GIF showing the board in action there is no “unassigned” category. How did you get rid of it? Thank you!
February 8, 2024
Hi Stefan,
The column exists in the list, it was not captured in the gif but it was there hidden by the scroll.
There is no way to remove it, even if the column you select for the board is mandatory.
Have a nice day 🙂
February 23, 2024
Hi Stefan,
With the new interface of Microsoft Lists it is now possible to hide the unassigned bucket. You can read more about it here – https://lists.handsontek.net/hide-unassigned-items-bucket-board-view-microsoft-lists/
February 9, 2024
Hi Joao, thank you for your help so far. Is it possible to create multi-level tasks (i.e. Epic, story, sub task) ?
February 9, 2024
Hi Sarah,
With this view is not possible.
Have a nice weekend 🙂