Some checks failed
App Prod-Parity E2E Dispatch / dispatch (push) Failing after 10s
CD Storybook UI / build (push) Failing after 3m25s
CD Storybook UI / dispatch (push) Has been skipped
CD deploy main / website-changed-files (push) Successful in 18m8s
CI Agent Skills / changed-files-check (push) Successful in 18m9s
CI Create App E2E minimal / changed-files-check (push) Successful in 24s
CI Create App / changed-files-check (push) Successful in 26s
CI Docs / changed-files-check (push) Successful in 26s
CI Emails / changed-files-check (push) Successful in 28s
CI Example App Hello World / changed-files-check (push) Successful in 23s
CI Front / changed-files-check (push) Has been skipped
CI Example App Postcard / changed-files-check (push) Successful in 27s
CI UI / changed-files-check (push) Has been skipped
CI Utils Test / changed-files-check (push) Successful in 45s
CI Twenty Apps / discover (push) Successful in 1m3s
CD deploy main / deploy-main (push) Failing after 3s
CI Agent Skills / agent-skills-validate (push) Has been skipped
CI Create App / create-app-test (lint) (push) Has been skipped
CI Emails / emails-test (push) Has been skipped
CI Front / front-task (lingui:compile) (push) Has been skipped
CI Front / front-task (lint) (push) Has been skipped
CI Example App Postcard / example-app-postcard (push) Has been skipped
CI UI / ui-task (lint) (push) Has been skipped
CI UI / ui-task (pack-size) (push) Has been skipped
CI UI / ui-task (size) (push) Has been skipped
CI UI / ui-task (test) (push) Has been skipped
CI UI / ui-task (typecheck) (push) Has been skipped
CI Utils Test / utils-test (push) Has been skipped
CI Twenty Apps / ${{ matrix.app.name }} (push) Has been skipped
CI Emails / ci-emails-status-check (push) Successful in 2s
CI Example App Hello World / ci-example-app-hello-world-status-check (push) Successful in 2s
CI Example App Postcard / ci-example-app-postcard-status-check (push) Successful in 3s
CI UI / ui-sb-test (push) Has been skipped
CI Utils Test / ci-utils-test-status-check (push) Successful in 2s
CI Twenty Apps / ci-twenty-apps-status-check (push) Successful in 2s
CI UI / ci-ui-status-check (push) Successful in 2s
CI Desktop / desktop (push) Failing after 1m8s
Push docs to Crowdin / Push documentation to Crowdin (push) Failing after 55s
Push translations to Crowdin / Extract and upload translations (push) Failing after 5s
Push website translations to Crowdin / Extract and upload website translations (push) Failing after 5s
CI Create App / create-app-test (test) (push) Has been skipped
CI Create App / create-app-test (typecheck) (push) Has been skipped
CI Docs / docs-lint (push) Has been skipped
CI Example App Hello World / example-app-hello-world (push) Has been skipped
CI Front / front-task (lingui:extract) (push) Has been skipped
CI Front / front-task (test) (push) Has been skipped
CI Front / front-task (typecheck) (push) Has been skipped
CI UI / ui-sb-build (push) Failing after 1m32s
CI Twenty Apps / ${{ matrix.app.name }} (${{ matrix.server-source }}) (push) Has been skipped
CI Agent Skills / agent-skills-publish (push) Has been skipped
CI Create App / ci-create-app-status-check (push) Successful in 2s
CI Agent Skills / agent-skills-remote-source (push) Has been skipped
CI Create App E2E minimal / create-app-e2e-minimal (push) Has been cancelled
CI E2E Main / e2e-test (push) Has been cancelled
CI Front / front-sb-build (push) Has been cancelled
CI Front / front-build (push) Has been cancelled
CI Create App E2E minimal / ci-create-app-e2e-minimal-status-check (push) Has been cancelled
CI E2E Main / ci-e2e-main-status-check (push) Has been cancelled
CI E2E Main / notify-main-ci-failure (push) Has been cancelled
CI E2E Main / qa-scout-comment (push) Has been cancelled
CI Front / front-sb-test (push) Has been cancelled
CI Front / front-sb-screenshots (push) Has been cancelled
CI Front / ci-front-status-check (push) Has been cancelled
DPA Sub-Processor Sync / sync-subprocessors (push) Failing after 3s
AI Catalog Sync / sync-catalog (push) Failing after 3s
81 lines
3.0 KiB
Plaintext
81 lines
3.0 KiB
Plaintext
---
|
||
title: プロジェクト用のカンバンビューを作成
|
||
description: ビジュアルボードでプロジェクトをステージごとに追跡します。
|
||
---
|
||
|
||
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
|
||
|
||
カンバンビューを使って、プロジェクト(またはステージのある任意のオブジェクト)を、列間を移動するカードとして可視化します。
|
||
|
||
<VimeoEmbed videoId="927888627" title="デモ動画" />
|
||
|
||
## 前提条件
|
||
|
||
列として使用するには、対象のオブジェクトに **選択フィールド**(例: ステータス、ステージ、フェーズ)が必要です。
|
||
|
||
まだない場合:
|
||
|
||
1. **設定 → データモデル** に移動します
|
||
2. 対象のオブジェクトを選択します
|
||
3. ステージの選択肢を持つ選択フィールドを追加します
|
||
|
||
## 手順
|
||
|
||
1. 対象のオブジェクト(例: プロジェクト、タスク)に移動します
|
||
2. ビューのドロップダウンをクリックし、**+ ビューを追加**を選択します
|
||
3. ビューに名前を付けます(例: "プロジェクト ボード")
|
||
4. **作成** をクリックします
|
||
5. **オプション** をクリックし、レイアウトとして **カンバン** を選択します
|
||
6. ビューは選択フィールドを列として自動的に使用します
|
||
7. **保存**をクリック
|
||
|
||
## ボードを構成する
|
||
|
||
### カードに主要フィールドを表示
|
||
|
||
1. **オプション → フィールド** をクリックします
|
||
2. 「非表示フィールド」セクションでフィールドを探します
|
||
3. カードに表示するには、**目のアイコン**をクリックします
|
||
4. ドラッグして並べ替えます
|
||
|
||
<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}} />
|
||
|
||
### コンパクトビューを有効にする
|
||
|
||
全体をざっと確認したい場合:
|
||
|
||
1. **オプション** をクリックします
|
||
2. **コンパクトビュー** をオンにします
|
||
|
||
カードにはレコード名のみが表示されます。
|
||
|
||
<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}} />
|
||
|
||
### 集計を追加
|
||
|
||
各列の上部に件数や合計を表示します:
|
||
|
||
1. 列名の横の数値をクリックします
|
||
2. 集計方法(件数、合計 など)を選択します
|
||
3. 必要に応じてフィールドを選択します
|
||
|
||
## カードの移動
|
||
|
||
列間でカードをドラッグ&ドロップして、ステータスを更新します。
|
||
|
||
<VimeoEmbed videoId="927888627" title="デモ動画" />
|
||
|
||
## 例: タスクボード
|
||
|
||
| 列(ステータス) | カード |
|
||
| -------- | ------ |
|
||
| **未着手** | 新規タスク |
|
||
| **進行中** | 進行中の作業 |
|
||
| **レビュー** | 承認待ち |
|
||
| **完了** | 完了 |
|
||
|
||
## 関連
|
||
|
||
* [カンバンビュー](/l/ja/user-guide/views-pipelines/capabilities/kanban-views) — 集計、コンパクトビュー、ステージ
|
||
* [セールスパイプラインの設定方法](/l/ja/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline) — 商談向けのカンバン
|