Félix Malfait
5d438bb70c
## Summary - **New Getting Started section** with quickstart guide and restructured navigation - **Halftone-style illustrations** for User Guide and Developer introduction cards using a Canvas 2D filter script - **Removed hero images** (`image:` frontmatter + `<Frame><img>` blocks) from all user-guide article pages - **Cleaned up translations** (13 languages): removed hero images and updated introduction cards to use halftone style - **Cleaned up twenty-ui pages**: removed outdated hero images from component docs - **Deleted orphaned images**: `table.png`, `kanban.png` - **Developer page**: fixed duplicate icon, switched to 3-column layout ## Test plan - [ ] Verify docs site builds without errors - [ ] Check User Guide introduction page renders halftone card images in both light and dark mode - [ ] Check Developer introduction page renders 3-column layout with distinct icons - [ ] Confirm article pages no longer show hero images at the top - [ ] Spot-check a few translated pages to ensure hero images are removed 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: github-actions <github-actions@twenty.com>
94 lines
3.5 KiB
Plaintext
94 lines
3.5 KiB
Plaintext
---
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title: Kanban Board Views
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description: Learn how to use Kanban views to visualize and manage your workflows.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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## About Kanban Views
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Kanban views visually map out process flows, where each column stands for a distinct stage and each card represents a record.
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## Move Cards between Stages
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You can move each card between stages as it goes through your workflow by dragging and dropping. To proceed, hold your click on a card and move it to the next stage.
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<VimeoEmbed videoId="927888627" title="Video demonstration" />
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## Add and Delete Stages
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You can tailor your workflow to suit your needs using stages, which represent a value in a Select Field:
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### Add Stages
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To add a stage, access the Select field settings by navigating to Settings > Data Model, selecting your object, and then the field your Kanban board depends on.
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<VimeoEmbed videoId="927890428" title="Video demonstration" />
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### Remove Stages
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To remove a stage, hover the stage name or the `⋮` icon, click `Edit from settings` in the Select field settings, and then click **Delete** next to the relevant stage.
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## Display Fields
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You can configure your Kanban board to display some fields and hide others. To hide a field, click on **Options** on the top right, then on **Fields** to bring up the list of options. Look for the field needed in the Hidden Fields section and click on the eye button to display the field.
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You can also rearrange the order of fields by holding down the field name and dragging it to where you want it.
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<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}}/>
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## Compact View
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You can hide all the fields and get an overview of all records at a glance. To enable:
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1. Click **Options** on the top right
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2. Turn on the toggle for **Compact view**
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<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
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## Column Aggregations
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Each column in a Kanban view can display aggregated values at the top, helping you understand your data at a glance.
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### Available Aggregations
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| Aggregation | Description |
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|-------------|-------------|
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| **Count** | Number of records in the column |
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| **Sum** | Total of a numeric field (e.g., deal amounts) |
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| **Average** | Average value of a numeric field |
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| **Min** | Lowest value |
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| **Max** | Highest value |
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### Configuring Aggregations
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1. Click on the number displayed next to the Stage value, at the top of a column
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2. Select the aggregation type
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3. Choose the field to aggregate
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**Example:** Show total deal value per stage by aggregating the Amount field with Sum.
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## When to Use Kanban Views
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Kanban views are ideal for:
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- **Sales pipelines**: Track deals through stages from lead to close
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- **Project management**: Monitor tasks through workflow states
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- **Recruitment**: Track candidates through hiring stages
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- **Any staged process**: Visualize any workflow with defined stages
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## Best Practices
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### Organize Your Stages
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- **Limit stages**: 5-7 stages is ideal for visibility
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- **Clear naming**: Use descriptive stage names
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- **Logical order**: Arrange stages in process order
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### Optimize Card Display
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- **Show key fields**: Display only the most important information
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- **Use compact view**: For high-level overviews
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- **Color coding**: Use stage colors to quickly identify status
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### Maintain Data Quality
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- **Update regularly**: Keep cards moving through stages
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- **Archive completed**: Move closed items out of active view
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- **Review stale cards**: Follow up on cards stuck in stages
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