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Getting Started with Agile Task Board for SharePoint

  • Add the Agile Task Board from Office Store or upload and install the SPFx-Package in the local App-Store of your SharePoint environment.

  • Approve API access ( > V3.0.0.0)

    PermissionDescription
    User.ReadBasic.AllRead all users' basic profiles
    Tasks.ReadWriteWork with Planner plan's and task's
    GroupMember.Read.AllRead group members to assign planner task's

    SharePoint admin center

    Open the SharePoint admin center go to Advanced > API access and approve the permission seen in the table above.

  • Use the "Make this solution available to all sites in the organization" option, if it is applicable within your policies.

    tenant-scoped-deployment

    Tenant Scoped Deployment

  • As an alternative your users need to add the app to each site by there own (Add an app -> Agile Task Board)

    Site Contents

  • Adding a Task Board Instance to a existing page or create a new page

    • Open page in edit mode

    • Insert > Agile Task Board

    • Configure the task board starting with the configurtation wizzard.

    • You can change configurartion at any time

      Task Board Settings Button

  • Add the Agile Task Board as full screen app to your SharePoint site

    • Select "New" >> "Page" >> switch to "Apps" and select the Agile Task Board

    FullScreen

Trouble Shooting

The following list shows possible errors and what to do:

  • You do not have the required permissions to access this item.
    • Missing API access, approve permissions
  • Insufficient privileges to complete the operation.
    • Missing API access, approve permissions