Kanban Settings

Created by Mathijs Heutinck, Modified on Fri, 23 Feb 2024 at 08:12 AM by Nora Neidhart

Every list view has a kanban view which has its own settings. To change the settings navigate as follows:

1. Navigate to the list view for which you want to set up the kanban view

2. Click on the icon 'Select list display'

3. Click on Kanban View 

4. To edit the kanban setting click on settings icon and select Kanban Settings.

5. Choose any numeric or currency field to summerize the records and group your records into columns representing the progress you want to track.

6. Move a record to the next column by dragging the card.

Additional Resources:



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