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72 lines
2.1 KiB
Plaintext
72 lines
2.1 KiB
Plaintext
---
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title: Create a Kanban View for Projects
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description: Track projects through stages using a visual board.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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Use a Kanban view to visualize your projects (or any object with stages) as cards moving through columns.
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<VimeoEmbed videoId="927888627" title="Video demonstration" />
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## Prerequisites
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Your object needs a **Select field** to use as columns (e.g., Status, Stage, Phase).
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If you don't have one:
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1. Go to **Settings → Data Model**
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2. Select your object
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3. Add a Select field with your stage options
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## Steps
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1. Navigate to your object (e.g., Projects, Tasks)
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2. Click the view dropdown → **+ Add view**
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3. Name your view (e.g., "Project Board")
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4. Click **Create**
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5. Click **Options** and select **Kanban** as the layout
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6. The view uses your Select field for columns automatically
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7. Click **Save**
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## Configure Your Board
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### Show Key Fields on Cards
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1. Click **Options → Fields**
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2. Find fields in the "Hidden Fields" section
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3. Click the **eye icon** to display them on cards
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4. Drag to reorder
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<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}}/>
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### Enable compact view
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For a high-level overview:
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1. Click **Options**
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2. Turn on **Compact view**
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Cards show only the record name.
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<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
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### Add Aggregations
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Show counts or totals at the top of each column:
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1. Click the number next to a column name
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2. Select an aggregation (Count, Sum, etc.)
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3. Choose a field if needed
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## Moving Cards
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Drag and drop cards between columns to update their status.
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<VimeoEmbed videoId="927888627" title="Video demonstration" />
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## Example: Task Board
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| Column (Status) | Cards |
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|-----------------|-------|
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| **To Do** | New tasks |
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| **In Progress** | Active work |
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| **Review** | Awaiting approval |
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| **Done** | Completed |
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## Related
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- [Kanban Views](/user-guide/views-pipelines/capabilities/kanban-views) — aggregations, compact view, stages
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- [How to Set Up a Sales Pipeline](/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline) — Kanban for Opportunities
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