Create a Kanban View for Projects

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Use a Kanban view to visualize your projects (or any object with stages) as cards moving through columns. <VimeoEmbed videoId="927888627" title="Video demonstration" />

Prerequisites

Your object needs a Select field to use as columns (e.g., Status, Stage, Phase).

If you don't have one:

1. Go to Settings → Data Model
2. Select your object
3. Add a Select field with your stage options

Steps

1. Navigate to your object (e.g., Projects, Tasks)
2. Click the view dropdown → + Add view
3. Name your view (e.g., "Project Board")
4. Click Create
5. Click Options and select Kanban as the layout
6. The view uses your Select field for columns automatically
7. Click Save

Configure Your Board

Show Key Fields on Cards

1. Click Options → Fields
2. Find fields in the "Hidden Fields" section
3. Click the eye icon to display them on cards
4. Drag to reorder

Enable Compact View

For a high-level overview:

1. Click Options
2. Turn on Compact view

Cards show only the record name.

Add Aggregations

Show counts or totals at the top of each column:

1. Click the number next to a column name
2. Select an aggregation (Count, Sum, etc.)
3. Choose a field if needed

Moving Cards

Drag and drop cards between columns to update their status.

<VimeoEmbed videoId="927888627" title="Video demonstration" />

Example: Task Board

Column (Status)	Cards
To Do	New tasks
In Progress	Active work
Review	Awaiting approval
Done	Completed

Related

• Kanban Views — aggregations, compact view, stages
• How to Set Up a Sales Pipeline — Kanban for Opportunities