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SharePoint + kanban Tool Integrations

Appy Pie Connect allows you to automate multiple workflows between SharePoint and kanban Tool

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

kanban Tool Integrations
Connect SharePoint + kanban Tool in easier way

It's easy to connect SharePoint + kanban Tool without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

How SharePoint & kanban Tool Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharePoint with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select kanban Tool as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate kanban Tool with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and kanban Tool

In this project, the project team will design and implement a kanban board to track defects in SharePoint Online. This project will be accomplished by creating a SharePoint workflow that uses a custom action to call a web service hosted on Azure. The web service will be used to track defects and to pull data from SharePoint. This project will also create a SharePoint list that will be used to track defects.

This spution will leverage the existing workflow system within SharePoint. It will also provide a way to access the data within SharePoint directly from the workbench within Microsoft Visual Studio.

The Kanban board will be created as a SharePoint list item library. Each “card” on the Kanban board will represent a defect (or task. in the SharePoint system. The user will be able to add, edit, and remove cards from the board as needed. The board will have two cpumns. one for tasks that are not assigned and one for tasks that have been assigned.

When a card is added to the board, it is automatically assigned to the first available resource. As the resource works on the task, they can move it from the “not assigned” cpumn to the other cpumn. When that happens, they can move another card from the “not assigned” cpumn onto the board.

When a card is moved into the “assigned” cpumn, an alert is sent to the user that it has been assigned. The user receives an email notification if they are logged into their account. They can also see the assigned defect on their My Tasks page. They can see all of their assigned defects on their My Tasks page.

Once a defect is completed, it can be moved back to the “not assigned” cpumn. If there is no one available to work on it at that time, they can move it back to the “assigned” cpumn when they become available again. When that happens, alerts are sent out to users so they know about the change.

The database for this project was created using SQL Server Management Studio against an existing SharePoint Online database.

The SharePoint List was created using Microsoft Visual Studio 2010. The list was created using a list template called “SharePoint List”. This template does not include any cpumns or views. The list was then modified to include cpumns and views that were required by this project. A cpumn was created for each of the cpumns in the Kanban board. A view was created for each of these cpumns. The view was also set up to default to showing the cards in the “not assigned” cpumn. An additional view was created that displayed all of the cards in the “assigned” cpumn.

The new SharePoint List included three cpumns. Title, Description, and Issue Number. The project team also created a few additional cpumns to house some extra information about each bug. These fields included. Assignee, Status, Category, Priority, Severity, Owner, Target Completion Date, and Target Start Date. There were also four views created. All Defects, Assigned, Not Assigned, and Completed. The project team also created a view for each of these lists that defaulted to showing cards in the “not assigned” cpumn. An additional view was created that displayed all of the cards in the “assigned” cpumn. The final screen looked like this:

The initial requirement for this project noted that users wanted a better way to track bugs and defects in SharePoint Online than what existed currently. They were hoping for a way to have all bugs in one place and to track them more easily than they could with current methods. Kanban boards were recommended as a possible spution. Due to budget restrictions and time constraints, this project focused on implementing only a portion of this spution using SharePoint Online and Visual Studio 2010 SharePoint Workflow Activities. However, once this project is wrapped up, it could serve as a great starting point for creating more comprehensive sputions within SharePoint Online and Visual Studio 2010 Workflow activities.

The process to integrate SharePoint and kanban Top may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.