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Kanban views

Kanban views are perfect for visualizing and moving your entries through the stages of your workflow.

A typical kanban view in Attio, used here to track sales leads as they progress through the pipeline

Create a kanban view

There are two ways to create a kanban view:

  • When creating a new collection, select Kanban beneath Start from scratch with a view
  • Within an existing collection, select + Create a View in the view dropdown and select Kanban

View settings

Adapt your kanban to fit any part of your process or workflow. Add filters, change how things look, and narrow down your pipeline to focus on what's important.

Display attributes

Attribute values can be viewed and edited directly on kanban cards. You can configure your kanban views to display certain attributes and hide others.

  • Open View settings on the top right of your kanban view
  • Click + Add an attribute
  • Select the attributes you would like to see
  • Reorder your attributes from View settings any time
  • Toggle attribute labels on or off with Show attribute label

Learn more about the different types of attributes you can create, and how to manage them.

Hide kanban stages

You can hide certain stages from your kanban view to narrow down your pipeline.

  • Open the View Settings menu in the top right of your kanban view
  • Select Visible Columns to open a list of your stages
  • Toggle off any stages you would like hidden from your view

Change kanban grouping

You can group your kanban view around any of the status type attributes in your collection.

  • Open the View Settings menu on the top right of your kanban view
  • Select Grouped by to see a list of your status type attributes
  • Select a status attribute

Filter a kanban view

Filter down your entries to focus on what's important for the task at hand.

  • Select Add Filter, then select the attribute you would like to filter by
  • Choose a condition to apply to your filter (contains, is equal to, etc)
  • Choose a value

Sort a kanban view

Change how your entries are sorted in your kanban view.

  • Select Sorted by
  • Select an attribute
  • Choose either ↑Ascending or ↓Descending

Custom stale settings

You can also set custom 'stale' periods for each column in your kanban view by clicking on the stage name. Once a card has exceeded the stale period (for example, a sales lead spends 7 days 'In Trial'), the card's 'time in status' text will turn red, prompting you to take action.

Show time in status must be toggled on in View settings for this to take effect.

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