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2.5 KiB
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81 lines
2.5 KiB
Plaintext
---
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title: Vytvořte kanbanové zobrazení pro projekty
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description: Sledujte projekty napříč fázemi pomocí vizuální nástěnky.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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Použijte kanbanové zobrazení k vizualizaci svých projektů (nebo jakéhokoli objektu s fázemi) jako karet, které se přesouvají mezi sloupci.
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<VimeoEmbed videoId="927888627" title="Ukázka videa" />
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## Předpoklady
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Váš objekt potřebuje **pole Výběr**, které se použije jako sloupce (např. Stav, Fáze, Etapa).
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Pokud jej nemáte:
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1. Přejděte do **Nastavení → Datový model**
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2. Vyberte objekt
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3. Přidejte pole typu Výběr s možnostmi fází
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## Postup
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1. Přejděte na svůj objekt (např. Projekty, Úkoly)
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2. Klikněte na rozbalovací nabídku zobrazení → **+ Přidat zobrazení**
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3. Pojmenujte své zobrazení (např. "Projektová nástěnka")
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4. Klikněte na **Vytvořit**
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5. Klikněte na **Možnosti** a jako rozvržení vyberte **Kanban**
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6. Zobrazení automaticky použije vaše pole Výběr pro sloupce
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7. Klikněte na **Uložit**
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## Nakonfigurujte svou nástěnku
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### Zobrazte klíčová pole na kartách
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1. Klikněte na **Možnosti → Pole**
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2. Vyhledejte pole v sekci "Skrytá pole"
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3. Kliknutím na **ikonu oka** je zobrazíte na kartách
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4. Přetažením změňte pořadí
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<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}} />
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### Povolit kompaktní zobrazení
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Pro souhrnný přehled:
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1. Klikněte na **Možnosti**
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2. Zapněte **Kompaktní zobrazení**
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Karty zobrazují pouze název záznamu.
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<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}} />
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### Přidejte agregace
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Zobrazte počty nebo součty v horní části každého sloupce:
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1. Klikněte na číslo vedle názvu sloupce
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2. Vyberte typ agregace (Počet, Součet atd.)
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3. V případě potřeby vyberte pole
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## Přesouvání karet
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Přetažením karet mezi sloupci aktualizujte jejich stav.
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<VimeoEmbed videoId="927888627" title="Ukázka videa" />
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## Příklad: Nástěnka úkolů
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| Sloupec (Stav) | Karty |
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| ---------------- | ----------------- |
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| **K vyřízení** | Nové úkoly |
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| **Rozpracováno** | Aktivní práce |
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| **Ke kontrole** | Čeká na schválení |
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| **Hotovo** | Dokončeno |
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## Související
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* [Kanban zobrazení](/l/cs/user-guide/views-pipelines/capabilities/kanban-views) — agregace, kompaktní zobrazení, fáze
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* [Jak nastavit prodejní pipeline](/l/cs/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline) — Kanban pro příležitosti
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