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81 lines
3.3 KiB
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81 lines
3.3 KiB
Plaintext
---
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title: إنشاء عرض كانبان للمشاريع
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description: تتبّع المشاريع عبر المراحل باستخدام لوحة مرئية.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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استخدم عرض كانبان لتمثيل مشاريعك بصريًا (أو أي كائن ذي مراحل) كبطاقات تتحرك عبر الأعمدة.
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<VimeoEmbed videoId="927888627" title="عرض توضيحي بالفيديو" />
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## المتطلبات الأساسية
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يحتاج الكائن الخاص بك إلى **حقل Select** لاستخدامه كأعمدة (مثل: الحالة، المرحلة، الطور).
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إذا لم يكن لديك واحد:
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1. اذهب إلى **الإعدادات → نموذج البيانات**
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2. اختر الكائن الخاص بك
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3. أضف حقل Select مع خيارات المراحل لديك
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## الخطوات
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1. انتقل إلى الكائن الخاص بك (مثل: المشاريع، المهام)
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2. انقر على القائمة المنسدلة لطريقة العرض → **+ إضافة طريقة عرض**
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3. قم بتسمية العرض (مثال: "لوحة المشروع")
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4. انقر على **إنشاء**
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5. انقر على **الخيارات** واختر **كانبان** كتخطيط
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6. يستخدم العرض حقل Select الخاص بك للأعمدة تلقائيًا
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7. انقر على **حفظ**
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## تهيئة لوحتك
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### إظهار الحقول الرئيسية على البطاقات
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1. انقر على **الخيارات → الحقول**
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2. ابحث عن الحقول في قسم "الحقول المخفية"
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3. انقر على **أيقونة العين** لعرضها على البطاقات
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4. اسحب لإعادة الترتيب
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<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}} />
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### تمكين العرض المدمج
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للحصول على نظرة عامة عالية المستوى:
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1. انقر على **الخيارات**
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2. فعِّل **العرض المضغوط**
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تعرض البطاقات اسم السجل فقط.
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<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}} />
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### إضافة عمليات التجميع
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اعرض الأعداد أو الإجماليات أعلى كل عمود:
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1. انقر على الرقم بجوار اسم العمود
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2. حدّد عملية التجميع (Count، Sum، إلخ)
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3. اختر حقلاً إذا لزم الأمر
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## نقل البطاقات
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اسحب وأفلِت البطاقات بين الأعمدة لتحديث حالتها.
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<VimeoEmbed videoId="927888627" title="عرض توضيحي بالفيديو" />
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## مثال: لوحة المهام
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| العمود (الحالة) | البطاقات |
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| --------------- | ------------------ |
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| **للتنفيذ** | مهام جديدة |
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| **قيد التقدم** | عمل نشط |
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| **مراجعة** | في انتظار الموافقة |
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| **تم** | مكتمل |
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## ذات صلة
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* [عروض كانبان](/l/ar/user-guide/views-pipelines/capabilities/kanban-views) — عمليات التجميع، العرض المضغوط، المراحل
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* [كيفية إعداد مسار مبيعات](/l/ar/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline) — كانبان للفرص
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