Frequently Asked Questions

Basics

Q: What type of M-Files objects can be shown in Kanbanoo?
A: Kanbanoo will show any M-Files object as card in a Kanban board. To be shown in a Kanban board the M-Files object must be either an assignment or have a workflow. See Kanbanoo Concepts for more details.

Platform Support

Q: Does Kanbanoo work in M-Files Online on premises installations?
A: Yes.
Q: Does Kanbanoo support the new M-Files Desktop client released in October 2024?
A: Currently not, but we are working on making Kanbanoo compatible with the new "vNext" Desktop and web clients - estimated availability around end of 2024 or early 2025. In the mean time you can switch to the classic Desktop UI or use Kanbanoo on the classic web client. To get notified of a new release, subscribe to our newsletter or follow Kanbanoo on LinkedIn.
Q: Does Kanbanoo support the new M-Files Desktop UI released in November 2022?
A: Yes, both the new and previous M-Files Desktop UI are supported with identical functionality but slightly different color scheme.
Q: Does Kanbanoo support the new M-Files Web client?
A: The classic M-Files web client is supported with slightly limited functionality. We are working on making Kanbanoo compatible with the "vNext" new Desktop and web clients - estimated availability around end of 2024 or early 2025. In the mean time you can use Kanbanoo on the classic web client. To get notified of a new release, subscribe to our newsletter or follow Kanbanoo on LinkedIn.
Q: Does Kanbanoo work in M-Files Cloud installations?
A: Yes, please be sure to download the "signed" add-on from our download page for use in the M-Files Cloud.
Q: What languages are supported by Kanbanoo?
A: Currently the Kanbanoo user interface is English only. Please contact us if you require additional language support.

Using Kanbanoo

Q: How do I create a new Kanban board?
A: First identify or create an M-Files view that contains all M-Files objects that shall be displayed as Kanban cards. Next, navigate to that view, open the M-Files task pane and press the "Show Kanbanoo" button. Note that only M-Files assignments and objects with a workflow will be displayed as Kanban cards.
Q: Can I create a Kanban board for a project?
A: Yes. All you need is create an M-Files view with the relevant project-related objects then navigate to that view and press "Show Kanban" in the Task Pane.
Q: How do I create a new Kanban card?
A: Since every Kanban card corresponds to an M-Files object, you need to create an M-Files object. Use the regular M-Files create button (big plus symbol) or press the appropriate button in the M-Files Task Pane Create section to start creating your object. Make sure that your object's properties match the requirements for the current M-Files view, otherwise the newly created object will not show in the Kanban board.
Q: How do I change a Kanban card?
A: Select the card by clicking on it and then change the content on the M-Files metadata card. If the card prepresents a pure M-Files object (as opposed to a document) you can also open a pop-out metadata card by double-clicking the card.
Q: How do I define the columns of a Kanban board?
A: The columns - including their names - are derived from existing M-Files workflows: each workflow state maps to a column. M-Files assignments are a special case: if they do not have a workflow, they will be displayed in a Kanban board named "Assignments" with columns "Requested" and "Done". The M-Files Administrator can enable a third column named "In Progress" (on a per-vault basis) by following the installations instructions.
Q: How do I rearrange the columns of a Kanban board?
A: Right-click on a column header and select "Move left" or "Move right" from the context menu.
Q: My Kanban board has too many columns that I don't need to see - can I remove columns?
A: You cannot remove columns but you can minimize any column to a small vertical strip: right-click on a column header and select "Minimize". To expand a column either double-click the vertical strip or select "Expand" from its context menu.
Q: How do I automate moving Kanban cards?
A: Since Kanbanoo boards are based on M-Files workflows, you can fully leverage M-Files workflow capabilities to change or move cards. Specifically, to automate moving a card from one Kanban column to another, you need to change the M-Files workflow state transition between the corresponding workflow states in M-Files Admin.
Q: How do I set a deadline for a Kanban card?
A: Kanbanoo uses the built-in deadline property (ID 42) of M-Files and if set, displays that as deadline on the Kanban card. Therefore to set a deadline, add the deadline property to the M-Files object and give it a value.

Permissions in Kanbanoo

Q: How do I set permissions for Kanban cards?
A: Kanbanoo fully respects M-Files permissions. Therefore, to set and change persmission for a card you need to set and change permissions of the underlying M-Files object. To do this, select the card and then change the permissions on the metadata card.
Q: When I try to move a Kanban card to another column that column is greyed out and I cannot drop a card there.
A: This is intentional. What this signifies is that the corresponding M-Files workflow does not allow a transition between the current column and your desired target column. To enable a transition you need to ask your M-Files administrator to change the workflow.

Performance

Q: How do I speed up loading of Kanbanoo?
A: Kanbanoo will initially load the metadata of all objects in the current view. To speed up startup, limit the view to only the relevant objects using filters as described in the M-Files User Guide here. Since Kanbanoo will only display objects with a workflow and assignments it is wise to filter a view based on workflow. Deselecting Show Title Images and Show Assignments will also speed up Kanbanoo as it will not try to download images and related objects.