Kanbans

Kanban Views are a way to display data on a Kanban board. Kanban boards typically consist of columns representing stages of a process, and tasks are represented as movable cards.

1. Features

The Kanban view includes the following features:

• Customise the Kanban view to suit your workflow.
• Drag and drop cards between columns to update their status.
• Search or filter cards to find specific records.
• Group cards into swimlanes based on selected criteria.
• Copy a card URL to share a direct link to the record.
• Display up to two lines of text on each card, making longer titles easier to read.

2. Create a Kanban View

Watch the guided demo below to create and apply a kanban view.

You can also follow the same steps using the written guide below.

1. Open the record and find the Views icon in the top-right corner of the screen.
2. Click on the "New View" button within the Views menu.
3. Choose the "Kanban View" option.
4. Specify the view name.
5. Determine the columns you want to use in your Kanban view.
6. Define the specific columns. These columns represent the different stages or statuses of your Kanban view.
7. Configure the dropzone settings. This refers to where you can place cards that have not yet been assigned to a specific column.

8. Choose which field to act as the title of our card.
9. (Optional) Set colours for the columns.
   1. Enable Column Colour to assign a colour to each column.
   2. Under Colour Field, select the field used to determine the column colours. In most cases, select the Colour option.

10. Add specific fields to display on our card.

11. Add subtotals to columns with the following:
    1. Field: Specify the specific field from which the subtotals are calculated.
    2. Title: Provide a descriptive name for the displayed subtotals.
    3. Operator: Choose the mathematical operation to calculate the subtotals. The available options are Sum and Average.
    4. Prefix: Optionally, include a prefix for the subtotal values, such as a currency symbol or any other desired identifier.
    5. Suffix: Optionally, include a suffix to be appended to the subtotal values, for example, "-," to represent a monetary amount.

12. [Optional] Set a field for Default Sorting. Specify whether it should be sorted in ascending or descending order.
13. [Optional] Utilise quick filters to pre-define specific filter criteria for easy data filtration.
14. Click on the Save button to save the changes.

3. Apply a Kanban View

To set up and use a Kanban View for a desired record, follow these steps:

1. Open the record and find the Views icon in the top-right corner of the screen.
2. Choose the desired layout you wish to display from the available options.
3. To set the selected view as the default display for the record, click on the "Set as default" option > Click "Save".
4. Alternatively, if you only want to apply the selected layout without setting it as the default, click the "Apply" button.

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