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​ ​PlanBoard​ Configuration

Create a list to use with Planboard

​You can use most SharePoint list types, however

• Recurring events in Calender lists will not work.
• Discussion lists will not currently work correctly.

Your list should have a Choice or Multi Choice column for the categories (see Terminology)
Additionally you can use Views - e.g. only show uncompleted tasks or tasks assigned to the current user.

Add PlanBoard web part to a page

Once you have installed PlanBoard (see Installation) you will be able to add the PlanBoard web part to a web part or wiki page.

• Navigate to the page you want to put PlanBoard on (or create a new one)
• Site Actions > Edit Page
• Insert > Web Part
• At this point its not strictly necessary but its helpful to Save the page then Edit it again.  ​
• ​Click Add

​Configure PlanBoard

1. Select the web part menu (top right) and Edit this web part
2. From the Configuration section of the tool pane set the following options:
1. List - the name of the list you want to use
2. View - the name of the view you want to use (optional)
3. Category - the name of the choice field you want to use (such as Priority or Status)
4. Order - the name of a numeric order field you want to use (optional)
5. Title - the name of the field to be displayed on the cards Title (see Terminology)
6. Detail - the name of the field to be displayed on the cards detail area.
7. On Card Click
1. Nothing - nothing will happen when clicking on cards
2. Edit_Form - open the list items edit form
3. Display_Form - open the list items display form
8. Allow Adding - show an "Add New Item" button at the top of the web part​