About Kanban Views
Kanban views visually map out process flows, where each column stands for a distinct stage and each card represents a record.Move Cards between Stages
Каждая карта может перемещаться по мере прохождения рабочего процесса путем перетаскивания. Для продолжения удерживайте нажатие на карточке и переместите её в следующую стадию.Add and Delete Stages
Вы можете настроить ваш рабочий процесс в соответствии с вашими нуждами, используя стадии, которые представляют значение в поле выбора:Добавить стадии
To add a stage, access the Select field settings by navigating to Settings > Data Model, selecting your object, and then the field your Kanban board depends on.Удалить стадии
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
Вы можете настроить доску Канбан для отображения некоторых полей и скрытия других. 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. Вы также можете изменить порядок полей, удерживая имя поля и перетаскивая его туда, где хотите видеть.
Компактный Вид
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 | Описание |
|---|---|
| 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
Лучшие практики
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