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MS Project: Add Kanban Image to Header Web Part
PMConnection Articles
This is "Module 11 – Add Kanban Image to Header Web Part", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


84. From your SharePoint site, navigate to Site Contents

85. Click on Site Assets

86. Click on >Upload, >Files and browse to find your favorite image

87. Your image will be added as a file within Site Assets

88. Right click on the file name and click on Copy link

89. The following dialog box will appear. Click on Copy

90. Navigate to the Kanban page. Click on >Page, >Edit Page

91. Within the Header section, click on Add a Web Part

92. Under Category, select Media and Content. Under Parts, select Image Viewer, then click on Add.

93. Click on Open the Tool Pane hyperlink

94. The Image Viewer configuration pane will appear on the right. Click on the Ellipses to the right of the URL box

95. The Text Editor dialogue box will appear

96. Paste the URL that you copied from your uploaded image here, and then click on OK.

97. Scroll down, expand the Appearance section. Replace Image Viewer with a space. Then click on OK.

98. Click on Stop Editing

99. You will be returned to the SharePoint Kanban page

 

 



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Posted by webadmin on Tuesday, November 20 @ 21:42:28 CST (46 reads)
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MS Project: Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board
PMConnection Articles

Watch short video overview from here.

This following articles will guide the user through the most efficient process for creating a Kanban Board in SharePoint that is linked Dynamically to the Task Board within Microsoft Project.

Note that this is all done through configuration.  There is absolutely no custom coding involved.


Module 1 – Create a SharePoint Task List

Module 2 – Open SharePoint Task List In Microsoft Project

Module 3 – Map Fields from Project to SharePoint

Module 4 – Create a View in a SharePoint Task List

Module 5 – Create a Kanban Board in SharePoint

Module 6 – Add Kanban Board to Quick Launch Menu

Module 7 – Configure SharePoint Task List for Kanban Usage

Module 8 – Add Tasks to Kanban in SharePoint

Module 9 – Update Tasks in SharePoint Kanban

Module 10 – Update Tasks in Project Task Board

Module 11 - Add Kanban Image to Header Web Part

This solution could be of value for:

1. My team needs to move from post-it notes to an electronic solution.  This is one option.

and/or

2. My company does not allow other software, but we do use SharePoint.  Is it possible to build a Kanban in SharePoint? Yes!

and/or

3. The Task Board feature of MS Project is great.  How can I share the Task Board from MS Project with the rest of my team members?  This solution meets that need.

and/or

4. How can I efficiently capture real-time updates from my team and incorporate into MS Project?  Again, this solution will work for that!



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Posted by webadmin on Sunday, November 18 @ 05:25:55 CST (151 reads)
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MS Project: Update Tasks in Project Task Board
PMConnection Articles

This is "Module 10 – Update Tasks in Project Task Board", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


72. Now let us do a little testing with Microsoft Project. Go to My Project which is the original SharePoint list

 

73. Click on the List tab and List Settings

 

74. Click on Board Status

 

75. Change to Single Line of Text and click on OK

 

76. Navigate back to My Project SharePoint List, click on the List tab and Open with Project

 

77. Microsoft Project will open and sync with the Task List in SharePoint

 

78. By navigating to the Task Board view, you will notice that Task 4 has been added to the To Do bucket and Task 3 now appears within In Progress (You may need to click on Gantt Chart and click on Task Board again to get the view to refresh).

79. You will notice that the Task Board within MS Project is in exact alignment with the Kanban board in SharePoint

 

 

80. Drag Task 2 to Done

 

81. Click on Save in the Quick Launch in the upper left

 

82. The Kanban within SharePoint will be updated dynamically to align with MS Project.

 

83. Click on >File, >Close

 

Final note: When working within Project, ensure that Board Status column of the Task list is set to Single Line of Text. When working with SharePoint, ensure the Board Status column is set to Choice.



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Posted by webadmin on Sunday, November 18 @ 05:07:22 CST (55 reads)
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MS Project: Update Tasks in SharePoint Kanban
PMConnection Articles

This is "Module 9 – Update Tasks in SharePoint Kanban", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


69. In order to update a task within the Kanban page, simply right click on the ellipsis (three dots) to the right of Task 3, then click on Edit Item

 

70. For the Board Status on Task 3, change to In Progress, then click on Save

 

71. Notice how Task 1 now appears within the Done stage of the Kanban



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Posted by webadmin on Sunday, November 18 @ 04:57:04 CST (63 reads)
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MS Project: Add Tasks to Kanban in SharePoint
PMConnection Articles

This is "Module 8 – Add Tasks to Kanban in SharePoint", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


66. Now to test our solution! Let's add a new task. Navigate to My Kanban page. You will notice that you can only add a "new task" into the To Do stage of the Kanban.

 

67. Click on +new task. Then input a Task Name. Notice that the default Board Status is set to To Do.

 
68. Click on Save and the newly added task will appear within To Do



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Posted by webadmin on Sunday, November 18 @ 04:50:53 CST (78 reads)
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MS Project: Configure SharePoint Task List for Kanban Usage
PMConnection Articles

This is "Module 7 – Configure SharePoint Task List for Kanban Usage", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


57. We need to make one adjustment to make the updating of tasks on the SharePoint Kanban easier. Go back to your original Task List. For me this is My Project

 

58. Click on >List, >List Settings

 

59. Under Content Types, click on Task

 

60. Click on Column Order

 

61. Change Board Status to 2, then click on OK

 

62. Click on Settings in the breadcrumb in the upper left

 

63. Click on Board Status

 

64. Change type of information for this column to Choice

 

65. Sliding down the screen, you will see that the lookup table values are To Do, In Progress and Done. Change the Default value to To Do. Then click on OK.



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Posted by webadmin on Sunday, November 18 @ 04:45:14 CST (41 reads)
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MS Project: Add Kanban Board to Quick Launch Menu
PMConnection Articles

This is "Module 6 – Add Kanban Board to Quick Launch Menu", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


54. Copy the URL from this page. Click on EDIT LINKS at the bottom of the Quick Launch menu options. Click on the +link option to Add a link


55. Input the name for your Kanban board and paste the URL that you copied into the Address box, then click on OK

 

56. Once you click on Save, the My Kanban menu option will be added to the list



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Posted by webadmin on Sunday, November 18 @ 04:35:41 CST (68 reads)
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MS Project: Create a Kanban Board in SharePoint
PMConnection Articles

This is "Module 5 – Create a Kanban Board in SharePoint", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


35. To create a Kanban board in SharePoint from the Task List, click on the gear option, and the Site Contents

 

36. Click on Site Pages

 

37. Click on >New, >Web Part Page

38. Type in the Name for your Kanban board. I have chosen My Kanban. Chose the option; "Header, Footer, 3 Columns" and select the Document Library of Site Pages. Then click on Create.

 

39. Click on Add Web Part in the Left Column

 

40. Under the Categories, select Apps. Under Parts, click on the name of your Task List. Mine is called My Project. Click on Add

 

41. Click on the dropdown and chose Edit Web Part

 

42. For Selected View, Choose To Do, uncheck "Show Timeline". Under Appearance, input To Do for Title and then click on OK.

 
43. This Web Part will now display the To Do view

 

44. In the Middle Column, click on Add a Web Part, choose My Project list and click on Add

 
45. Click on the dropdown, then click on Edit Web Part

 

46. Choose the In Progress view, Select No Toolbar, uncheck Show Timeline, input "In Progress" as the title

 

47. Once you click on OK, you will be returned to the Kanban page

 

48. Click on Add a Web Part below the Right Column, choose My Project and then click on Add. Click on the dropdown and then click on Edit Web Part

 

49. For Selected View, choose Done. Select No Toolbar and uncheck Show timeline. For Title, type Done.

 

50. Once you click on OK, you will be returned to the Kanban page:

 

51. Click on Stop Editing

 

52. You will be returned to the My Kanban page

 

53. You will notice that the SharePoint Kanban exactly mirrors the Task Board that was in Microsoft Project

  

 



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Posted by webadmin on Sunday, November 18 @ 04:28:13 CST (115 reads)
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MS Project: Create a View in a SharePoint Task List
PMConnection Articles

This is "Module 4 – Create a View in a SharePoint Task List", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


23. Navigate back to your Task List in SharePoint. This one is titled My Project. Click on refresh in your browser window. The three tasks created within MS Project will now appear in the My Project Task List. This is the All Tasks view.

 

24. Let's now create three new views from this one SharePoint list. Click the >List tab, >Create View

 

24. Chose Standard View

 

25. Input View Name; To Do. Only place a checkmark under Display for "Task Name":

 

26. In the Filter section, for the option to "Show the times when column" Board Status, is equal to, and input "To Do"

27. Once you click on OK, you will be returned to the My Project SharePoint list within the To Do view:

 

28. Let's create a second view. Click on >List tab, >Create view, >Standard view, input "In Progress" as the View Name. Only the Task Name needs to be selected for Display

29. For "Show the items when column" select Board Status from the dropdown. Chose "is equal to" and type in In Progress

 

30. Click on OK. You will be returned to the SharePoint list for My Project, but you are now within the In Progress view.

 

31. Let's create a third view. Click on >List tab, >Create view, >Standard view, input "Done" as the View Name. Only the Title needs to be selected for Display

 

32. Under Filter, for "Show the items when column", choose "Board Status", "is equal to", type "Done":

 

33. When you click on OK, you will be returned to your SharePoint list but within the Done view

 



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Posted by webadmin on Sunday, November 18 @ 04:14:51 CST (49 reads)
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MS Project: Map Fields from Project to SharePoint
PMConnection Articles

This is "Module 3 – Map Fields from Project to SharePoint", which is part of a series on "How to create a Kanban Board in SharePoint Linked Dynamically to Microsoft Project Task Board".


17. Now let's force Microsoft Project to copy or map a field into the SharePoint list. Click on >File, >Map Fields

 

18. Click on "Add Field"

 

19. Choose the "Board Status" field. Notice how Project automatically populates that same name and will create a new field within our SharePoint list. Click on OK to add field.

 

20. Click on OK to Map Fields

 

21. Click on Save. The updates will be saved from Microsoft Project back to the SharePoint list.

 

22. Click on >File, >Close to close this file.



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Posted by webadmin on Sunday, November 18 @ 04:05:10 CST (62 reads)
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