SharePoint Web Parts
& Office 365 Apps
by VirtoSoftware

How to Install Virto Kanban Board for Microsoft Teams

In this article, we would like to show you how to install the Virto Kanban Board directly from your Microsoft Teams and start using it. You will see how easy the installation process is. Just follow the steps below and start using Virto SharePoint Kanban Board right now!

Virto SharePoint Kanban Board is an easy-to-use scrum board intended to visualize and manage tasks in SharePoint and Microsoft Teams. The application takes the required data from a SharePoint task list and displays it as a classic Kanban Board. All the cards (tasks) are divided into the columns by the status and show which of them are in progress or already done.

You can install the Virto Kanban Board directly from your MS Teams application. Follow the steps in the video or described below.

Step 1

Open your Teams and click three buttons icon “More added apps” on the left.

Step 2

Start typing “virto” or “kanban” to find the Virto Kanban application.

Step 3

As Virto Kanban Board overview appears, click “Add to a Team”.

Step 4

Select any of your Teams channels that you are going to add the Kanban board for. Click “Set up a tab”.

Step 5

Now click “Add Kanban App to your Teams Site”.

Step 6

Then select Virto Kanban Board in the SharePoint store.

Step 7

Click “Add it” on the next step.

Step 8

Click “Continue” to confirm adding the Kanban.

Step 9

Then click “Return to site” and “Trust it” to finish adding the app.

Step 10

When you return to your SharePoint site, find “Kanban Board for Office 365” in the “Site contents”. Click the link.

Step 11

Now you can start using Virto SharePoint Kanban Board. Click “Create new board”. Then if you select “Quick Board”, the task list with basic fields and set of parameters will be created automatically. Or choose “Configure board for existing list(s)” if you already have a task list and would like to define advanced settings.

Step 12

Just name the board and click “Create new board”.

Step 13

Now the board is created.

Step 14

On this step, you can go back to your Teams, open the channel where you’ve decided to add the created Kanban board and click “Add a tab”.

Step 15

One more time select Virto Kanban Board from the list of apps.

Step 16

Choose the board which you’ve just created and click “Save”.

Now the board is added to your Teams channel in a separate tab. Start using it right from your Teams – create and manage tasks with Virto Kanban Board without switching to SharePoint.

Learn more about Virto SharePoint Kanban Board for Office 365

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