SharePoint MyBoard

A SharePoint Single Page Application (SPA) thatmyboard-v3-card-interaction turns any SharePoint list into a task board (Kanban) complete with drag-and-drop
and card easy access widgets for managing the board efficiently.
The web app is easily added to any SharePoint site without the need to engage the IT department. It uses existing site data to display visual boards where updates by others are near-instantly reflected on the screen without the need to refresh.  

The app’s modern user interface provides users with quick access to all predefined board as well as the ability to create new boards, filter content to be displayed and collaborate with other users of the app.  Pre-defined boards can be setup to target (filter) specific groupings of items within a list, further proving the ability to customize the app toward specific functions or job responsibilities.  Board can also take advantage of Discussion channels, where team members can comment or discuss tasks around the given board.

 

This slideshow requires JavaScript.

Addin Support

The app supports the concept of plugable Addins that further enhance or augment its capabilities.  This feature allows me to provide customizations built around specific business problems without having any impact to the apps core functionality.  Some of the generic addins available today are:

  • Collaboration
    When installed, it enables the ability for user’s of the app to have private chats with each other. It also enables each predefined board to have its own dedicated discussion channel.
    myboard-v3-chat
  • Notifications
    Enables notifications through out the app as actions are taken on cards. Notifications are presented to users in the app, via a top-navigation bar widget that provide quick access links to the source of the notice.
    In addition to enabling activity notifications, this addin also allows for the definition of a SharePoint List field that can be used as the card’s “watchers” – individuals that may want to receive notifications on the particular card’s activity. When a column is defined for this new List Settings option, cards will start to display an icon that allows user to quickly toggle their desire to receive notifications.
  • Swim Lanes
    This addin enhances the Boards by allowing Swim Lanes to be created. A Swim Lane is a horizontal grouping of tasks based on the value of one of the Fields available from the associated SharePoint List that is being used as the source for the Kanban. Swim Lanes allow for more advanced visualization of cards by allowing you to split your board into multiple sections that display related cards, while not loosing context from the overall board.
    The addin adds new settings to a saved Board Configuration panel that allows you to configure Swim Lanes as part of the board setup. A new “Swim Lanes” option is also added to the Board Option menu that allows users to quickly apply Swim Lanes to any board as well as visually see the breakdown of tasks per board state as a stacked horizontal bar.
    my-board-swimlanes
  • SharePoint Host Site Links
    Displays the the user the Links available on the hosting site’s left navigation bar.
  • Card Customizer 
    Enables additional customization options for the Board Cards, by allowing the selection of additional List fields values to be shown on the Cards.

 

Simple to Install, Setup and Configure

MyBoard is a self-contained web Single Page Application that does not require assistance from an IT department to be installed.  The app, which is provided as one aspx file, is simply uploaded to a Document Library in order to be available for use. If at this point you are still wondering if this app will work within your SharePoint environment, see the instructions down below on a how you can use a test app to verify/confirm your ability to run MyBoard.

Configuration of individual site lists or app setup is all done from the app it is installed. Configuration options are available at the app level as well at each list individually, and includes the following features:

  1. Configuration of cards, including display of Due Date, Assignee(s), categories/labels, and colors (card left edge, card background)
  2. Option to use a custom view/edit form for cards, which incorporates easy to use editable fields, file uploads, todo lists and activity timeline
  3. Ability to define colors for categories (categories are shown as a horizontal bar across each card on the board)
  4. Create or Delete pre-defined boards
  5. “live” data persistence – updates by others are near-instantly reflected on the board
  6. Bookmarkable URLs – Users are able to customize views and then bookmark those
  7. Support for multiple languages (internationalization and localization support)

Limitations

  1. As with any SharePoint web app that utilizes the out-of-the-box API, this solution is limited to lists containing less than 5000 items. This limit is imposed by SharePoint thresholds which render the API un-usable once this threshold has been surpassed.
  2. The solution works best when using the Chrome or Firefox browsers. Internet Explorer 11 is also supported, but there is a performance degradation due to that browser’s age.

How do I get It?

This app is not currently open source. If you are interested in obtaining trial version, just drop a comment below and I will email you back more details.

Test (light) App

The main question I receive on this app is:

Will I be able to run it on my “locked down” SharePoint environment? I’m not a Sys Admin.

If you like to try a simple (and extremely light) test app, download the following zip file, extract its content (a single file named app.run.aspx) and upload it to a Document Library within your SharePoint environment. If that works – then MyBoard will work. NOTE that if using O365, this will only work on a Classic Themed Teams Site.

Test App: lightBoard.zip

Showcase

Video coming soon

 


2017.04.08: Updated with v3.0 content.
2017.11.25: Updated with Swim Lanes showcase

Advertisements

1,881 thoughts on “MyBoard – A SharePoint Kanban Task Management System

  1. Can this be used to merge multiple task list on multiple sub-sites and view all your tasks in one place instead of jumping from task list to task list ? If so I would be interested in trying the trial.

    1. Hi Leon,
      Thanks for the interest. Unfortunately, at this time, what you are looking for is not possible. I am looking to (at some point in the future) introduce that ability, but nothing planned at this time in my roadmap.
      Let me know if you are still interested in the current tools and I will send you more info.

      1. Paul

        Thanks for getting back to me. We currently have SharePoint on premise and are evaluating between SharePoint online and another software for our next solution. If it had the ability to put all task in one place it would have been another point towards SharePoint online. If we decide to Go with SharePoint online anyway instead of the other software I may contact you again in the future to try out your solutions. Thank again.

        Thank You

        Leon Bourque

  2. Hi Paul, would you mind sending details my way on a trial and pricing? I’m looking for a simple solution for a single project, but if this works well I could see a lot of interest within our company. We either use traditional SharePoint task lists, or Kanban boards external to SharePoint – it would be great to combine the benefits of the two.

    1. HI Joe,
      Thank you for the interest in this app. It is in fact a simple solution that provides for kanban visualization and management of content in sharepoint. AND: its not limited to Tasks… in fact, it can be used with any SharePoint List or *Document Library* and also works very well with MS Project when its tasks are synced to SharePoint.
      More details on the way to you via email.

  3. Hi Paul,

    First of all, good work! 🙂

    I’dd like to have more information too, about the configuration and the full version of your kanban board.

    Thanks in advance!

  4. Hi Paul,
    I also have interest to get more information about the product and pricing. Pls send it to my email account.
    Thx
    Geza.

  5. Hi Paul,
    I tried the lightweight version ; looks promissing on our setup. Can I more detail about trial and licesing please?
    Olivier

  6. Paul – can you send me a trial version? I am very interested in this to help collaboration amongst my team.
    thanks,
    Scott

  7. Hi Paul,

    I am interested to try Myboard in my Organisation. Please email me further details about the full version.
    Thank you

    Peter

  8. Hi Paul, I’ve been looking at this solution of yours and find it very interesting and potentially useful. Can you please provide more information on the trial? Thanks!

  9. Hi,

    I would like to trial myboard in my organization. We were working on creating our own template but would be interested in this instead.

    Thanks

  10. Hi Paul.

    Amazing work!
    We are a little school team(4 person) and we have to do a project with SharePoint and we would really like to get your solution for a kanban board to make the project better.
    So could we get a license please?

    Thanks

  11. Hi Paul, I am interested in MyBoard and wonder whether a) it will work in an Office365 Environment and b) whether you can provide Access to a Trial. Thanks a lot for your effort and support.
    Bests, Andreas

    1. Hi Andreas.
      Than you for the interest in this app. To answer your questions:
      a) Yes, this will work (very well) on O365 – it has actually been developed using O365 🙂
      b) Absolutely… I will send you a full trial that will include all available addins for you to give it try on your environment.

  12. Hi Paul,

    I am a daily user (and configurator) of your board at a customer.

    I am also interested to use it at [redacted], my employer. Can you send me the available licensing models and prices.

    Thanks in advance,
    Jo [redacted]

  13. Hi Paul, I would really like to try Myboard in our organisation. I would need to produce a worked example within sharepoint environment for me to potentially get managers on board. This looks very interesting an exactly what I want to develop. Could we have a trial of it please?

  14. Hello
    I would like to try the full version in SharePoint 2013, although we may be moving to 2016. I will experiment with an InfoPath SharePoint list that holds our “request forms” and see how we can visualize and manage our request queue within our team. Ideally, the test will show that we can see the incoming forms, assign within the Kanban board, thus updating the InfoPath list.

    Thanks

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s