kanban-views.mdx

title	info	icon	image	sectionInfo
Kanban Views	Learn how to customize and navigate Kanban Views.	IconTargetArrow	/images/user-guide/kanban-views/kanban.png	Discover how to use standard and custom objects in your workspace.

About Kanban Views

Kanban views visually map out process flows, where each column stands for a distinct stage and each card represents a record.

Move Cards between Stages

You can move each card between stages as it goes through your workflow by dragging and dropping. To proceed, hold your click on a card and move it to the next stage.

<iframe src="https://player.vimeo.com/video/927888627?autoplay=1&loop=1&autopause=0&background=1&app_id=58479" frameBorder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" style={{ position:'absolute', top:0, left:0, width:'100%', height:'100%', borderRadius: '16px', border:'2px solid black' }} title="Export data" ></iframe>

<script src="https://player.vimeo.com/api/player.js"></script>

Add and delete stages

You can tailor your workflow to suit your needs using stages, which represent a value in a Select Field:

Add Stages

To add a stage, access the Select Field Settings by navigating to Settings > Data Model, selecting your object, and then the field your Kanban board depends on.

<iframe src="https://player.vimeo.com/video/927890428?autoplay=1&loop=1&autopause=0&background=1&app_id=58479" frameBorder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" style={{ position:'absolute', top:0, left:0, width:'100%', height:'100%', borderRadius: '16px', border:'2px solid black' }} title="Export data" ></iframe>

<script src="https://player.vimeo.com/api/player.js"></script>

Remove Stages

To remove a stage, hover the stage name or the ⋮ icon, click Edit from settings in the Select Field settings, and then click Delete next to the relevant stage.

<img src="/images/user-guide/kanban-views/edit-stage.png" style={{width:'100%'}}/>

Display fields

You can configure your Kanban board to display some fields and hide others. To hide a field, click on Options on the top right, then on Fields to bring up the list of options. Hover the field you want to hide to bring up the - button. Click on it to hide the field.

You can also rearrange the order of fields by holding down the field name and dragging it to where you want it.

<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}}/>

Compact View

You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on Options on the top right and turn on the toggle in front of the Compact view option.

<img src="/images/user-guide/kanban-views/compact-view.png"style={{width:'100%'}}/>