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 to quickly change the status. Let’s check out the Kanban view for Actions We’ve picked the My (team) Action list view because it gives you 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
- Clone an existing listview
2. Rename and save the view
STEP 3 Select the Kanban View and Configure it
- Select the Kanban View
2. Group by Status. Summarize by is not mandatory
STEP 4 Draft and Drop Actions and change their status
- Now that these Actions on the kanban board you can change their by dragging and dropping to the status you want. Please note that it has to be comply with the validations needed and error message will pop if you missed a mandatory field
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