How to Use Kanban Board View

How to Use Kanban Board View

The Kanban view displays your records as cards organized into columns, where each column represents a stage or status. It is the fastest way to see where everything stands and to move items between stages.

Switching to Kanban View

1. Navigate to any entity list (e.g., Opportunities, Tasks, or Leads)
2. Click the View switcher in the toolbar
3. Select Kanban

The list transforms into a board with columns based on the entity’s stage or status field.

Understanding the Board

• Columns — Each column is a stage (e.g., Qualification, Proposal, Negotiation, Won)
• Cards — Each card is a record showing key details (name, value, owner, due date)
• Column counts — The header of each column shows how many records are in that stage
• Column totals — For deals, the header also shows the total value in that stage

Moving Records Between Stages

1. Click and hold a card
2. Drag it to the target column
3. Drop it — the record’s stage field is updated instantly

If the new stage has required fields, a prompt will appear asking you to fill them in before the move completes.

Filtering the Board

The same filters available in list view work in Kanban view:

1. Click Filter in the toolbar
2. Add filter conditions (e.g., Owner = me, Close date = this month)
3. The board updates to show only matching records

Customizing Card Content

You can control which fields appear on each card:

1. Click the Settings icon on the Kanban view
2. Choose the fields to display on cards (e.g., value, owner, close date, priority)
3. Click Apply

Keep cards concise — three to four fields is usually enough to make decisions without opening the record.

Saving a Kanban View

1. Set up your filters and card display preferences
2. Click Save View
3. Give it a name (e.g., “My active deals - Kanban”)
4. Optionally share it with your team

Next Steps

• What Is a Kanban Board?
• Build a Sales Pipeline
• Create a Saved View