Abdul Rahman
85 lines
3.2 KiB
Plaintext
85 lines
3.2 KiB
Plaintext
---
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title: Kanban Views
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info: "Learn how to customize and navigate Kanban Views."
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image: /images/user-guide/kanban-views/kanban.png
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sectionInfo: Discover how to use standard and custom objects in your workspace.
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---
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<Frame>
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<img src="/images/user-guide/kanban-views/kanban.png" alt="Header" />
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</Frame>
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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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<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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src="https://player.vimeo.com/video/927888627?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
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frameBorder="0"
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allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
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style={{
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position:'absolute',
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top:0,
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left:0,
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width:'100%',
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height:'100%',
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borderRadius: '16px',
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border:'2px solid black'
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}}
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title="Export data"
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></iframe>
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</div>
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<script src="https://player.vimeo.com/api/player.js"></script>
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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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<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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src="https://player.vimeo.com/video/927890428?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
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frameBorder="0"
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allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
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style={{
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position:'absolute',
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top:0,
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left:0,
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width:'100%',
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height:'100%',
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borderRadius: '16px',
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border:'2px solid black'
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}}
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title="Export data"
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></iframe>
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</div>
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<script src="https://player.vimeo.com/api/player.js"></script>
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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 <b>Delete</b> next to the relevant stage.
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<img src="/images/user-guide/kanban-views/edit-stage.png" style={{width:'100%'}}/>
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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 <b>Options</b> on the top right, then on <b>Fields</b> to bring up the list of options. Hover the field you want to hide to bring up the `-` button. Click on it to hide 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 also hide all the fields and get an overview of all the opportunities at a glance. To do so, click on <b>Options</b> on the top right and turn on the toggle for <b>Compact view</b> after selecting layout in Kanban view.
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<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
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