Optional (Recommended): Unlock "In Progress" state
By default M-Files assignments can be only either completed or not. The "Kanban way" is to have an in-between state to indicate that a user is actively working on the assignment. To allow Kanbanoo to manage this additional state we must create a new M-Files property definition (which will be managed by Kanbanoo automatically).
This property definition has to be of Data Type Boolean and has to have the alias "com.kanbanoo.InProgress".
Create a new property definition with Data Type
and alias "com.kanbanoo.InProgress".
Appearance of a Kanban board for M-Files assignments with and without In Progress state.
Here is how to create it:
- Open M-Files Admin and navigate to the target vault.
- Navigate to Metadata Structure (Flat View)
- In the right panel select New Property Definition
- a new window will open.
- Give the property a name, for example "Kanban In Progress" or similar.
- Select the Data Type
- In the Advanced
tab, enter "com.kanbanoo.InProgress" in the
field and press OK.
Kanban boards for M-Files assignments will now have three columns, "Requested", "In Progress" and "Done" and users will be able to freely move assignments between Requested
In Progress. Once the user completes the assignment it will automatically move to Done.
Kanbanoo will automatically add the above property to M-Files assignments and manage its value.