Skip to main content

Kanban View

The Kanban view transforms your board data into a visual card-based layout organized into columns. Each column represents a value from a grouping field --- typically a Status or Dropdown column --- and each card represents a row in your table. Drag cards between columns to update their field value instantly, making the Kanban view ideal for tracking workflows, managing pipelines, and visualizing progress at a glance.

Setting Up a Kanban View​

When you create a Kanban view, you are asked to configure:

  1. Grouping column --- The Status, Dropdown, or Users column whose values define the Kanban columns. Each unique value becomes its own column.
  2. Visible columns --- Choose which fields appear on each card. The title is always shown; additional fields appear as secondary details below the title.
  3. Access --- Set the view to Everyone or Private.

After saving, the Kanban board populates automatically based on your data.

Kanban Columns​

Each Kanban column corresponds to one option in your grouping field. If you are grouping by a Status column with options like "To Do", "In Progress", "In Review", and "Done", you will see four columns plus an optional "Empty" column for items that have no status assigned.

  • Column order follows the order defined in the column options configuration.
  • Column colors match the colors assigned to each option, giving you a quick visual indicator.
  • Empty column appears automatically when items exist without a value for the grouping field.

Drag and Drop​

The core interaction in Kanban view is drag and drop:

  • Move between columns --- Drag a card from one column and drop it into another to update the grouping field value. For example, dragging a card from "In Progress" to "Done" sets the item's status to "Done".
  • Reorder within a column --- Drag a card up or down within the same column to change its position. The new order is preserved.

The drop position is calculated in real time, with a visual indicator showing exactly where the card will land.

Card Appearance​

Each card displays:

  • Title --- The primary identifier of the row, always visible.
  • Visible field values --- Additional columns you chose during view setup, such as assignee avatars, due dates, labels, or priority indicators.
  • Color indicator --- If the grouping column has colors, the card inherits a subtle color accent.

Adding Items​

Click the + New Row button at the bottom of any column to create a new item directly in that column. The new item is automatically assigned the column's grouping value, saving you an extra step.

Sorting and Filtering​

The standard toolbar controls apply to Kanban view as well:

  • Sort --- Define one or more sort rules to control the order of cards within each column. For example, sort by due date so the most urgent items appear at the top.
  • Filter --- Narrow down which cards are visible. Filtered-out items are hidden from all columns.
  • Search --- Type keywords to highlight matching cards and hide non-matching ones.

Groupable Column Types​

Not every column type can serve as a Kanban grouping field. The supported types are:

  • Status --- The most common choice for workflow tracking.
  • Dropdown --- Useful for categories, priorities, or any custom list.
  • Users --- Group items by assignee to see each person's workload.

Columns marked with a Kanban icon in the view creation dialog indicate that they can be used for grouping.

Tips​

  • Use Status columns with meaningful option names and colors to make the Kanban board self-explanatory.
  • Combine Kanban with filters to create focused views --- for example, filter by assignee to see only your own tasks.
  • Sort by priority or due date within columns to surface the most important items first.
  • Create multiple Kanban views grouped by different columns to get different perspectives on the same data --- for example, one view grouped by Status and another grouped by Priority.