Task Management

Virto Kanban Board App for Office 365 is a Scrum online tool that visualizes tasks from a chosen SharePoint list as kanban board cards. Key points of using the Kanban Board are in the video and in the post below. In our new video and this short article we’ll show you: What is Virto Kanban Board Online app? What are the key features? How to use the tool? https://www.youtube.com/embed/isc_MXEtb7Y 1 Virto Kanban Board is an online app that takes items from a SharePoint list and organizes them as a Kanban board. ...

When a change happens to an important business process, you need to be informed in time. Though SharePoint alerts may be enough for some cases, Virto Alerts and Reminders app offers a wider range of features both for SharePoint and Microsoft Teams users. Receive email notifications according to an adjusted schedule, track projects and task changes, define recipients list, customize email body as you wish and save templates, and send alerts to instant messengers — this is only a short part of the whole features list. ...

Learn more about improving the efficiency of your marketing department with an innovative Integrated Marketing calendar from VirtoSoftware. When everything is right, praise the sales, when everything goes wrong, blame the marketing. An efficient marketing department is an organized gathering of disorganized people. They produce a lot of value but have innate problems with sharing the information and reporting of any kind. Don’t blame these people, their job is to be creative. ...

Imagine a huge IT company rapidly transferring all business online. All business, all the business units. Including all those who did not work from home before. I was looking at such a company from a rather close distance and I recall people trying to set the meetings in WebEx, Zoom, Skype, and god knows what else simultaneously. While having Teams as a corporate communication platform. I have nothing bad to say about the WebEx, but here goes the first rule of remote work. ...

Introduction Have you ever found your hardworking team struggling to meet expectations, leaving everyone feeling burnt out and frustrated? Despite various attempts to improve, you still face missed deadlines and dissatisfied clients. Modern pace of decision-making demands effective productivity tools, and among them, kanban boards have established itself as a top solution. With the number of Microsoft Teams users steadily increasing worldwide, it’s essential to recognize that kanban, along with calendar and Gantt charts, stands out as one of the most convenient ways to skyrocket efficiency. ...

Every project manager values the specialized project management software. For the project managers, this software is a science, an art, an ambassador of His Majesty Control. And every project manager is in an under-cover resistance with the rest of the company. Because it’s not just the project manager. To orchestrate, you need a chorus. In this chorus, every player has to be equipped with the right tool and the notes. Unfortunately, for many parties, the science and art of project management is too exhausting. So to make your team play you need to find something very simple, something everyone can use. Let’s imagine your company uses any version of SharePoint or SharePoint Online as a communication platform, and you use one of the most common project management tools: Microsoft Project. It’s something you will orchestrate with. For the rest, you have Virto Kanban Board. Or I’d rather say Virto Kanban boardS as you can have as many boards to your SharePoint list as you need. This is the tool for your team, your chorus. Your team will update the Virto Kanban boards. Kanban boards will store the information in the SharePoint list. And here goes the magic. You open your SharePoint lists with Microsoft Project Pro and see all the updated statuses and the changes to your project. All synced, all set. Here is what Virto Kanban can help your team do. For your resource managers, team leads, you can have a separate board where they assign a specific team member to a specific task, across all projects the company run. They can also use analytics to view the reporting, filter tasks per person, see statuses, etc. An executor, a team member can see a board of the project they participate in and understand the value of the task they execute. A tip: you can allow users to only edit their tasks. They can also see their tasks only. Also, your team doesn’t have to track the changes manually. Flexible notifications for the task changes will let you know when critical events happen. Download the Office 365 Kanban and try all new features in a free trial version. ...

In order to differentiate various list items and highlight key items, there can be applied a method of SharePoint list color coding. Let’s see how it works in adding colored status dots to a SharePoint report list - we’ll perform that through designating a certain color to each status value. Using a Calculated SharePoint List Column Open or create a SharePoint list that you want to add color coded status to, and go to List > List settings and click the Add a new column option. In the column creation tab, type in the name - Status indicator and select the column type - Choice. In the Choice option box enter the status colors - green, yeallow, red, and press OK. Next, create another column to display the color-coded dots. Enter the field name - Status, and select the field type – Calculated. We need to enter the formula here: ="<DIV style='font-weight:bold; font-size:50px; margin-top: 30px; color:"&[Status Indicator]&";'>•</DIV>" ...

The Virto Office 365 workflow activities kit was extended with 11 new actions. We have added new workflows for list processing, date and string processing, administration and permission management actions. Here is the freshly baked activity portion: Rename folder Item exists in the list Workflow is running Convert date from local time to UTC Convert date from UTC to local time Get date property Create SharePoint site Set default permission group Set SharePoint group’s owner Decode web text Encode web text The whole set of Virto Office 365 Workflows is available for download on our site. Now, the set contains over 80 SharePoint Designer custom actions. If you have not found a required workflows activity on the list, you may order a tailored activity. VirtoSoftware develops custom SharePoint Online and SharePoint 2010/2013/2016 workflows activities within 2-3 business days. Contact our Support team to request it. ...

In this article, we will discuss the difference between SharePoint workflow types and create a SharePoint 2013 reusable workflow. There are 3 types of workflows that you can create in SharePoint Designer. List Workflow Reusable Workflow Site Workflow SharePoint list workflow is associated with a particular list or library. It can`t be saved as a template or published globally. SharePoint reusable workflow is associated with Content Type. This workflow requires extra customization to associate it with a list or library. The benefit is that you can save the SharePoint reusable workflow as a template and apply to different lists and libraries that support the same content type. In other words, you can create a workflow action based on a columns set and start for all lists which have the same column (content type). ...

For those who didn’t know: you can create a SharePoint Kanban board that allows you to manage tasks by users instead of priority! This can be done in two ways. Creating Swimlanes by Users https://youtu.be/NQAZM-Xex1U First of all, you need to change some settings on the list with which you’d like to create this Kanban board. So you go to the list and click on “list settings”. Then you need to scroll down, click on “assigned to” and select “yes” for “allow multiple selections”. And finally, you need to go back to your Kanban board. ...