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---
title: Creați o vizualizare Kanban pentru proiecte
description: Urmăriți proiectele prin etape folosind un tablou vizual.
---
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
Utilizați o vizualizare Kanban pentru a afișa proiectele (sau orice obiect cu etape) ca carduri care se deplasează între coloane.
<VimeoEmbed videoId="927888627" title="Demonstrație video" />
## Cerințe
Obiectul are nevoie de un **câmp Select** pentru a fi folosit ca coloane (de ex., Stare, Etapă, Fază).
Dacă nu aveți unul:
1. Accesați **Setări → Model de date**
2. Selectați obiectul
3. Adăugați un câmp Select cu opțiunile pentru etape
## Pași
1. Navigați la obiectul dvs. (de ex., Proiecte, Sarcini)
2. Faceți clic pe meniul derulant al vizualizării → **+ Adaugă vizualizare**
3. Denumiți vizualizarea (de ex., "Tablou proiect")
4. Faceți clic pe **Creare**
5. Faceți clic pe **Opțiuni** și selectați **Kanban** ca tip de afișare
6. Vizualizarea utilizează automat câmpul dvs. Select pentru coloane
7. Faceți clic pe **Salvare**
## Configurați tabloul
### Afișați câmpurile cheie pe carduri
1. Faceți clic pe **Opțiuni → Câmpuri**
2. Găsiți câmpurile în secțiunea "Câmpuri ascunse"
3. Faceți clic pe **pictograma ochi** pentru a le afișa pe carduri
4. Trageți pentru a reordona
<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}} />
### Activează vizualizarea compactă
Pentru o vedere de ansamblu:
1. Faceți clic pe **Opțiuni**
2. Activați comutatorul pentru **Vizualizare compactă**
Cardurile afișează doar numele înregistrării.
<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}} />
### Adăugați agregări
Afișați numărul de elemente sau totalurile în partea de sus a fiecărei coloane:
1. Faceți clic pe numărul de lângă numele unei coloane
2. Selectați o agregare (Număr, Sumă etc.)
3. Alegeți un câmp, dacă este necesar
## Mutarea cardurilor
Trageți și plasați cardurile între coloane pentru a le actualiza starea.
<VimeoEmbed videoId="927888627" title="Demonstrație video" />
## Exemplu: Panou de sarcini
| Coloană (Stare) | Carduri |
| --------------- | ----------------------- |
| **De făcut** | Sarcini noi |
| **În progres** | Sarcini active |
| **Revizuire** | În așteptarea aprobării |
| **Finalizat** | Completat |
## Conexe
* [Vizualizări Kanban](/l/ro/user-guide/views-pipelines/capabilities/kanban-views) — agregări, vizualizare compactă, etape
* [Cum să configurați un pipeline de vânzări](/l/ro/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline) — Kanban pentru oportunități