Connect SharePoint
Professional
What becomes a task
Items in a SharePoint list.
Connect it
- Choose Add connection in the sidebar, find SharePoint, and choose Connect.
- Next to Connected account, choose Connect and sign in.
- Set the options below and an age limit, then choose Save.
More detail in Connect a tool.
Settings
- Site
- Search for the site with at least 2 characters.
- List
- The list to import from.
- Assigned To Column
- The person column used to find items assigned to you.
- Status Column
- The choice column that holds each item’s status.
- Statuses To Load
- The statuses imported as open tasks.
- Done Status
- The status set when you finish a task.
- Due Date Column
- The date column used as the due date.
- Column Mapping
- Once you’ve chosen statuses to load, map each one to a board column so tasks land in the right place.
When you finish a task
The item’s status is set to your Done Status.