Kanban Settings

Created by Mathijs Heutinck, Modified on Fri, 23 Feb at 8:12 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:

https://help.salesforce.com/s/articleView?id=sf.kanban.htm&type=5

https://www.salesforceben.com/guide-to-salesforce-kanban/



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article