Kanban views are perfect for visualizing and moving your entries through the stages of your workflow.
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
- Add multiple filters at a time
- Toggle between and/or conditions
- Remove filters by clicking the x to the right
- Learn more about advanced filtering
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.
