The boards web part displays information from a single list selected in the current site in a Kanban type display.
Tip! If you need to refresh the data in a Board, you can do it by using the Ribbon action.
When you click the report information icon in the title, a popup shows the details of the current board.
Details include: the report title, the type of report, the list used, the view selected, and the list column used to represent the board columns.
All web parts share basic modification functionality - click here to learn about this. Modification options specific to the Board web part are addressed below.
Click here to learn how to add a web part to a BrightWork web part page.
To configure the Board web part:
Enter a title for the report.
Select a chrome type for the report:
Select the list you want to use.
Only lists with 'Choice' columns will be available to select.
There are three options:
All items in this list
This includes all list items from the selected list.
All items in this view
This uses the filtering from the selected view in the selected list. If there is no filtering specified in the selected view all list items are included.
Specify filter (CAML)
This allows you to write your own CAML filter and insert the code.
The ordering of cards in a column depends on the Filter selected.
Select a list Choice column. Only single-value Choice columns are supported currently.
If you are using the option with choice columns that allows 'Fill-in' choices then values added not in the default list will not be available to the board.
Configure the card's content by selecting one, some, or all of the following on the card:
You must select a card title. This is typically the item's title but can be any 'Single line of text' item.
Select any 'People or Group' column to display, or leave this option blank.
Select to show the percent complete value and a progress bar.
Select any 'Date or Time' column to display, or leave this option blank.
Highlight late dates will display the date in red when:
Highly priority items display in red if the Priority value contains a '1'.
Select a Reference or Id column to display, or leave this option blank.
If you select any of; Date, Priority, or Reference then the bottom row of the card will appear. If options are not selected then the space on the card will be allocated but the space will be empty.
The 'Refresh Board' option refreshes the board every time a card is moved to a new column. This may be useful if data displayed on the card changes as the result of the move. For example, a task's % Complete changes if moved from 'Not Started' to 'In Progress' and refreshing the board will show the change.
Select a theme to change the look of your board.
To preview themes, select a theme from the Theme drop-down menu and preview your selection under Theme Preview.
Note: Selecting different themes for different Board web parts on the same page is not supported. Only one theme will be used throughout in this scenario.
Tip! Custom versions of web parts can be reused across a site collection by adding them to the web part gallery.
Board Web Part Settings
Board web parts support three types of Chrome Type. As a result, changes made using the SharePoint Edit Web Part tool pane to the Chrome Type may not act as expected.