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 Kanban Board right now!

Kanban Board for Microsoft 365

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 columns by status and show which of them are in progress or already done.

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

Step-by-step Guide

Step 1

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

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

Step 2

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

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

Step 3

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

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”.

Click “Set up a tab”.

Step 5

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

Add Kanban App to your Teams Site

Step 6

Then select Virto Kanban Board in the SharePoint store.

select Virto Kanban Board in the SharePoint store.

Step 7

Click “Add it” on the next step.

Click Add Kanban board

Step 8

Click “Continue” to confirm adding the Kanban.

Click “Continue” to confirm adding the Kanban.

Step 9

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

 “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.

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.

Then if you select “Quick Board”, the task list with basic fields and set of parameters will be created automatically.

Step 12

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

Create new board in Virto Kanban

Step 13

Now the board is created.

Now the Kanban 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”.

add the created Kanban board and click “Add a tab”.

Step 15

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

select Virto Kanban Board from the list of apps.

Step 16

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

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.

create and manage tasks with Virto Kanban Board without switching to SharePoint.

Summary

In conclusion, the Virto Kanban Board App has the potential to redefine your task management within Microsoft Teams. This guide has outlined the straightforward process of integrating this tool, offering a seamless way to enhance your project organization and execution.

Ready to transform your teamwork? Experience the power of Virto’s Kanban Board with a 30-day free trial. Elevate your project management to new heights by starting your trial now.

Unlock a new level of efficiency, collaboration, and visual organization – embark on this journey to streamline your tasks and optimize your projects with Virto’s Kanban Board for Microsoft Teams.

Get started with Virto Kanban Board App

Create a Kanban board in Microsoft Teams with ease

Maria Kosareva
Maria Kosareva

Embark on a journey with Maria, VirtoSoftware's content maestro. Her knack for crafting articles, technical manuals, and engaging video content illuminates the intricacies of VirtoSoftware products.

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