StephanieJoly4
183d034716
Reorganizing by Feature sections Capabilities folders to give an overview of each feature How-Tos folders to give guidance for advanced customizations Reorganized the Developers section as well, moving the API sub section there added some new visuals and videos to illustrate the How-Tos articles checked the typos, the links and added a section at the end of the doc.json file to redirect existing links to the new ones (SEO purpose + continuity of the user experience) What I have not updated is the "l" folder that, per my understanding, contains the translation of the User Guide - that I only edited in English <!-- CURSOR_SUMMARY --> --- > [!NOTE] > <sup>[Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) is generating a summary for commit 5301502a32856e5b45d7ef30253fa7db6dc55233. Configure [here](https://cursor.com/dashboard?tab=bugbot).</sup> <!-- /CURSOR_SUMMARY --> --------- Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com> Co-authored-by: github-actions <github-actions@twenty.com> Co-authored-by: Abdul Rahman <ar5438376@gmail.com> Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
95 lines
3.5 KiB
Plaintext
95 lines
3.5 KiB
Plaintext
---
|
|
title: Kanban Board Views
|
|
description: Learn how to use Kanban views to visualize and manage your workflows.
|
|
image: /images/user-guide/kanban-views/kanban.png
|
|
---
|
|
|
|
import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
|
|
|
|
## About Kanban Views
|
|
|
|
Kanban views visually map out process flows, where each column stands for a distinct stage and each card represents a record.
|
|
|
|
## Move Cards between Stages
|
|
|
|
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.
|
|
|
|
<VimeoEmbed videoId="927888627" title="Video demonstration" />
|
|
|
|
## Add and Delete Stages
|
|
|
|
You can tailor your workflow to suit your needs using stages, which represent a value in a Select Field:
|
|
|
|
### Add Stages
|
|
|
|
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.
|
|
|
|
<VimeoEmbed videoId="927890428" title="Video demonstration" />
|
|
|
|
### Remove Stages
|
|
|
|
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.
|
|
|
|
## Display Fields
|
|
|
|
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.
|
|
|
|
You can also rearrange the order of fields by holding down the field name and dragging it to where you want it.
|
|
|
|
<img src="/images/user-guide/kanban-views/filter.png" style={{width:'100%'}}/>
|
|
|
|
## Compact View
|
|
|
|
You can hide all the fields and get an overview of all records at a glance. To enable:
|
|
1. Click **Options** on the top right
|
|
2. Turn on the toggle for **Compact view**
|
|
|
|
<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
|
|
|
|
## Column Aggregations
|
|
|
|
Each column in a Kanban view can display aggregated values at the top, helping you understand your data at a glance.
|
|
|
|
### Available Aggregations
|
|
|
|
| Aggregation | Description |
|
|
|-------------|-------------|
|
|
| **Count** | Number of records in the column |
|
|
| **Sum** | Total of a numeric field (e.g., deal amounts) |
|
|
| **Average** | Average value of a numeric field |
|
|
| **Min** | Lowest value |
|
|
| **Max** | Highest value |
|
|
|
|
### Configuring Aggregations
|
|
|
|
1. Click on the number displayed next to the Stage value, at the top of a column
|
|
2. Select the aggregation type
|
|
3. Choose the field to aggregate
|
|
|
|
**Example:** Show total deal value per stage by aggregating the Amount field with Sum.
|
|
|
|
## When to Use Kanban Views
|
|
|
|
Kanban views are ideal for:
|
|
- **Sales pipelines**: Track deals through stages from lead to close
|
|
- **Project management**: Monitor tasks through workflow states
|
|
- **Recruitment**: Track candidates through hiring stages
|
|
- **Any staged process**: Visualize any workflow with defined stages
|
|
|
|
## Best Practices
|
|
|
|
### Organize Your Stages
|
|
- **Limit stages**: 5-7 stages is ideal for visibility
|
|
- **Clear naming**: Use descriptive stage names
|
|
- **Logical order**: Arrange stages in process order
|
|
|
|
### Optimize Card Display
|
|
- **Show key fields**: Display only the most important information
|
|
- **Use compact view**: For high-level overviews
|
|
- **Color coding**: Use stage colors to quickly identify status
|
|
|
|
### Maintain Data Quality
|
|
- **Update regularly**: Keep cards moving through stages
|
|
- **Archive completed**: Move closed items out of active view
|
|
- **Review stale cards**: Follow up on cards stuck in stages
|