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81 lines
2.6 KiB
Plaintext
81 lines
2.6 KiB
Plaintext
---
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title: Crie uma visualização Kanban para projetos
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description: Acompanhe projetos por etapas usando um quadro visual.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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Use uma visualização Kanban para visualizar os seus projetos (ou qualquer objeto com etapas) como cartões que se movem pelas colunas.
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<VimeoEmbed videoId="927888627" title="Demonstração em vídeo" />
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## Pré-requisitos
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O seu objeto precisa de um **campo Select** para usar como colunas (por exemplo, Estado, Etapa, Fase).
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Se não tiver um:
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1. Vá a **Definições → Modelo de Dados**
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2. Selecione o seu objeto
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3. Adicione um campo Select com as suas opções de etapas
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## Etapas
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1. Aceda ao seu objeto (por exemplo, Projetos, Tarefas)
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2. Clique no menu suspenso de visualizações → **+ Adicionar visualização**
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3. Nomeie a sua visualização (por exemplo, "Quadro de projetos")
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4. Clique em **Criar**
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5. Clique em **Opções** e selecione **Kanban** como o layout
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6. A visualização usa automaticamente o seu campo Select para as colunas
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7. Clique em **Salvar**
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## Configure o seu quadro
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### Mostrar campos principais nos cartões
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1. Clique em **Opções → Campos**
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2. Procure campos na secção "Campos Ocultos"
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3. Clique no **ícone de olho** para os mostrar nos cartões
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4. Arraste para reordenar
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<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}} />
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### Ativar visualização compacta
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Para uma visão geral de alto nível:
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1. Clique em **Opções**
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2. Ative a opção **Visualização compacta**
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Os cartões mostram apenas o nome do registo.
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<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}} />
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### Adicionar agregações
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Mostre contagens ou totais no topo de cada coluna:
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1. Clique no número ao lado do nome de uma coluna
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2. Selecione uma agregação (Contagem, Soma, etc.)
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3. Escolha um campo, se necessário
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## Mover cartões
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Arraste e solte os cartões entre colunas para atualizar o seu estado.
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<VimeoEmbed videoId="927888627" title="Demonstração em vídeo" />
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## Exemplo: Quadro de tarefas
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| Coluna (Estado) | Cartões |
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| ---------------- | -------------------- |
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| **A Fazer** | Novas tarefas |
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| **Em andamento** | Trabalho ativo |
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| **Revisão** | A aguardar aprovação |
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| **Concluído** | Concluído |
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## Relacionados
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* [Visualizações Kanban](/l/pt/user-guide/views-pipelines/capabilities/kanban-views) — agregações, visualização compacta, etapas
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* [Como configurar um pipeline de vendas](/l/pt/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline) — Kanban para oportunidades
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