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Overview

 The Kanban view is a visual summary of the records in a list view. It gives you a big picture view of all your work and lets you easily sort, summarize, filter, and move your Actions or Contract Workspaces along your pipeline. You can use the Kanban view as a workspace. Let’s check out the Kanban view for Actions

We’ve picked the All Action list view because it gives us the most data to work with in this unit, but you can view the Kanban view on almost any list view.

Table of content

Step-By-Step

 We recommend using my (team) type of listviews but the kanban view can be applied to all listviews. Also we recommend first to clone an existing listview first, save it and then configure the Kanban view.

STEP 1Go to Action 

1.Select the Create Value App

 

2. Click on Actions


3. Select the Listview My (team) Actions


 

STEP 2Clone and save an existing listView


  1. Clone an existing listview


2. Rename and save the view


 

STEP 3 Select the Kanban View and Configure it

 

Account => the buyer name is automatically fill in this square ” X COMPOUND”

1- Type => Put manager in" Chosen “

2- User => fill  the name  “Click on the magnificer at the right of the "User" Field

3- Select the Buyer

4-Save
  1. Select the Kanban View

 


2. Group by Status. Summarize by is not mandatory

 

STEP 4 Configure the 

Step 4 Description


 

 

STEP 5

Step 5 Description


 

 

STEP 6

Step 6 Description


 

 

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