About Kanban Views
Kanban views visually map out process flows, where each column stands for a distinct stage and each card represents a record.Sposta le Carte tra le Fasi
Puoi spostare ogni carta tra le fasi mentre attraversa il tuo flusso di lavoro trascinandola e rilasciandola. Per procedere, tieni premuto il clic su una carta e spostala nella fase successiva.Add and Delete Stages
Puoi adattare il tuo flusso di lavoro alle tue esigenze usando le fasi, che rappresentano un valore in un Campo Seleziona:Aggiungi Fasi
Per aggiungere una fase, accedi alle impostazioni del campo Seleziona navigando su Impostazioni > Modello dati, selezionando il tuo oggetto e poi il campo da cui dipende la tua board Kanban.Rimuovi Fasi
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.
Display Fields
Puoi configurare la tua bacheca Kanban per mostrare alcuni campi e nasconderne altri. To hide a field, click on Options on the top right, then on Fields to bring up the list of options. Look for the field needed in the Hidden Fields section and click on the eye button to display the field. Puoi anche riordinare l’ordine dei campi tenendo premuto sul nome del campo e trascinandolo dove vuoi.
Vista compatta
You can hide all the fields and get an overview of all records at a glance. To enable:- Click Options on the top right
- Turn on the toggle for Compact view
Column Aggregations
Each column in a Kanban view can display aggregated values at the top, helping you understand your data at a glance.Available Aggregations
| Aggregation | Descrizione |
|---|---|
| Count | Number of records in the column |
| Sum | Total of a numeric field (e.g., deal amounts) |
| Average | Average value of a numeric field |
| Min | Lowest value |
| Max | Highest value |
Configuring Aggregations
- Click on the number displayed next to the Stage value, at the top of a column
- Select the aggregation type
- Choose the field to aggregate
When to Use Kanban Views
Kanban views are ideal for:- Sales pipelines: Track deals through stages from lead to close
- Project management: Monitor tasks through workflow states
- Recruitment: Track candidates through hiring stages
- Any staged process: Visualize any workflow with defined stages
Migliori Pratiche
Organize Your Stages
- Limit stages: 5-7 stages is ideal for visibility
- Clear naming: Use descriptive stage names
- Logical order: Arrange stages in process order
Optimize Card Display
- Show key fields: Display only the most important information
- Use compact view: For high-level overviews
- Color coding: Use stage colors to quickly identify status
Maintain Data Quality
- Update regularly: Keep cards moving through stages
- Archive completed: Move closed items out of active view
- Review stale cards: Follow up on cards stuck in stages