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Kanban views display your records as cards organized in columns, perfect for visualizing workflows, pipelines, and processes.

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Understanding Kanban Views

Kanban views organize records visually:
  • Columns - Stages or statuses in your workflow
  • Cards - Individual records
  • Drag & Drop - Move cards between stages
  • Swim lanes - Group cards within columns (coming soon)
Kanban is ideal for:
  • Sales pipelines (stages of a deal)
  • Project workflows (task statuses)
  • Recruitment (candidate stages)
  • Support tickets (resolution progress)

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Creating a Kanban View

1

Navigate to your object

Click the object in the sidebar that has a status or stage field.
2

Open view picker

Click the current view name in the top bar.
3

Create new view

Select + New View from the dropdown.
4

Choose Kanban as view type

Select Kanban from the view type options.
5

Select the stage field

Choose which select field defines your columns:Example for Opportunities:
Stage field: Deal Stage
Columns will be: Qualification, Proposal, Negotiation, Closed Won
6

Name your view

Give it a descriptive name:
Sales Pipeline
Project Status Board
Hiring Pipeline
7

Save the view

Click Create View. Your kanban board appears with columns for each option.
Kanban views require a Select field to define columns. Each option becomes a column.

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Kanban Board Layout

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Columns

Each column represents a status option: 
[🔵 Qualification] [\ud83d\udfe1 Proposal] [🟠 Negotiation] [🟢 Closed Won]
    Card 1              Card 4            Card 7           Card 9
    Card 2              Card 5            Card 8          Card 10
    Card 3              Card 6
Column header shows:
  • Column name and color
  • Number of cards
  • Aggregate values (total value, count, etc.)

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Cards

Each card displays:
  • Title - The record’s label identifier
  • Key fields - Important information (customizable)
  • Tags - Multi-select field values
  • Assignee - User avatar
  • Due date - With overdue indicator

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Working with Cards

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Moving Cards

Drag and drop to change stages:
1

Click and hold a card

Cursor changes to indicate dragging.
2

Drag to new column

Move the card left or right to the desired stage.
3

Drop in position

Release to drop. The card’s stage field updates automatically.
Drop cards between existing cards to set the order within a column.

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Multi-Card Move

Move multiple cards at once:
  1. Hold Cmd/Ctrl and click cards to select
  2. Drag one selected card
  3. All selected cards move together
  4. Drop in target column

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Opening Cards

Access full record details:
  • Click the card - Opens record in side panel
  • Click title - Opens record in full page
  • Middle-click - Opens in new tab

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Card Quick Actions

Hover over a card to see actions:
  • Edit (✏️) - Quick edit key fields
  • More (•••) - Additional actions
    • Duplicate card
    • Delete card
    • Convert to another object
    • Add to favorites

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Creating Cards

Add new records directly to the board:

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From a Column

  1. Click + Add card at the bottom of any column
  2. Enter the card title
  3. Press Enter to create
  4. Card appears in that column with the stage pre-set

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Quick Create

  1. Press Cmd/Ctrl+N anywhere on the board
  2. Enter title and basic info
  3. Choose which column/stage
  4. Save to create

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Configuring Card Display

Customize what appears on cards:
1

Open view settings

Click the settings icon in the view header.
2

Go to Card Fields

Select which fields to show on cards.
3

Choose fields

Toggle fields on/off:
  • ✅ Show most important fields (2-4 fields)
  • ❌ Don’t overcrowd cards
4

Set field order

Drag to reorder how fields appear on cards.

Identifier

Main title/name (always shown)

Owner/Assignee

Who’s responsible (shown as avatar)

Due Date

Deadline or target date

Value/Amount

For opportunities, show deal size

Priority

Importance indicator

Tags

Categories or attributes
Showing too many fields makes cards hard to scan. Keep it to 3-5 key fields.

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Column Configuration

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Reordering Columns

Change the order of stages:
  1. Click and hold the column header
  2. Drag left or right
  3. Drop in new position
Order reflects your workflow stages (e.g., Prospecting → Qualified → Proposal → Closed).

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Column Aggregation

Show summary statistics in column headers:
Number of cards in the column.
Proposal (8)
To configure:
  1. Click the column menu (•••)
  2. Select Aggregate
  3. Choose field and operation

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Column Limits

Set WIP (Work in Progress) limits:
WIP limits are coming soon. You’ll be able to set max cards per column to manage workload.

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Filtering Kanban Views

Filter which cards appear on the board:
1

Click filter icon

Open the filter panel in the view header.
2

Add conditions

Create filters:
Show only:
- Owner = Me
- Priority = High
- Created > Last 30 days
3

Apply filters

Cards matching filters appear on the board.
Filtered cards can still move between visible columns.

Advanced Filtering

Learn about complex filter conditions →

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Sorting Within Columns

Control the order of cards within each column: Available sort options:
  • Manual (drag to reorder)
  • Created date
  • Updated date
  • Due date
  • Priority
  • Alphabetical
  • Custom number field
To set:
  1. Open view settings
  2. Select Sort by
  3. Choose field and direction
Manual sorting lets you prioritize cards by dragging them up or down within a column.

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Example Kanban Setups

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Sales Pipeline

Object: Opportunities Stage Field: Deal Stage 
Columns:
  - Prospecting
  - Qualification  
  - Proposal
  - Negotiation
  - Closed Won
  - Closed Lost
Card Fields:
  • Company name
  • Deal value
  • Close date
  • Account owner
Aggregation: Sum of deal values per column

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Project Task Board

Object: Tasks Stage Field: Status 
Columns:
  - To Do
  - In Progress
  - In Review
  - Done
Card Fields:
  • Task name
  • Assignee
  • Due date
  • Priority
Aggregation: Count of tasks

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Recruitment Pipeline

Object: Candidates Stage Field: Interview Stage 
Columns:
  - Applied
  - Phone Screen
  - Technical Interview
  - Final Interview
  - Offer
  - Hired
  - Rejected
Card Fields:
  • Candidate name
  • Position
  • Interview date
  • Recruiter

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Kanban Best Practices

Define clear stages before creating the board:
  1. List all stages in your process
  2. Put them in order
  3. Define what qualifies for each stage
  4. Set up your select field with these options
  5. Create the kanban view
Ideal number of columns: 4-7✅ Good:
  • New → In Progress → Review → Done
❌ Too many:
  • New → Assigned → In Progress → Blocked → Review → Testing → Approval → Deployed → Done
Too many stages make the board hard to use.
Include fields that help with decisions:
  • Who’s responsible
  • When it’s due
  • How valuable/important
  • Current status indicators
Avoid:
  • Long text fields
  • Too many fields (3-5 max)
  • Fields that rarely change
Column colors should convey meaning:
  • 🔵 Blue - Early stages
  • 🟡 Yellow - In progress
  • 🟢 Green - Complete/success
  • 🔴 Red - Issues/rejected
Keep the board current:
  • Move cards promptly when stages change
  • Archive or close completed cards
  • Review stuck cards weekly
  • Update card details as needed
Align on practices:
  • When to move cards
  • Who can move what
  • How to handle blocked items
  • When to add comments vs. update fields

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Keyboard Shortcuts

ShortcutAction
↑ ↓Navigate between cards in column
← →Navigate between columns
EnterOpen focused card
Cmd/Ctrl+NCreate new card
Cmd/Ctrl+DDuplicate selected card
DeleteDelete selected card

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Performance Tips

For boards with many cards:
  • Use filters to show subsets (e.g., “My cards only”)
  • Archive old cards regularly
  • Limit card fields to reduce rendering time
  • Split large pipelines into multiple views (e.g., by quarter)

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Next Steps

Table Views

Work with the same data in table format

Filters and Sorting

Advanced filtering for kanban views

Workflow Automation

Automate actions when cards move

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