Kanban

Kanban


Thanks to the Kanban view, discover a visual summary for a selection of records.It will help you to work efficiently and keep your deals moving forward.





What is a Kanban?

A Kanban is a visual system managing your work in the course, gathering your workflow processes and the resulting work. You will get a dynamic real time overview of your work to adapt yourself in accordance, be more efficient and profitable. 



How to make a Kanban?


First create a list view, you can refer you to the “List view” article.

  1. Click on the settings 
  2. Select “New” Printscreen create kanban
    1. When your list view is created, you can start to make a Kanban view:

  3. Click on the tab button  
  4. Select “Kanban”
  5. Then you will directly see the Kanban Settings printscreen kanban settings1printscreen kanban settings2
  6. Select how you want to summarize by, it means that the information will be gathered according to the category you have selected  here:                                                                                                                                                                                  printscreen kanban summarize-by 
  7. Select how you want to group by, to see the information you have filtered according to what you have summarized by                     printscreen kanban group-by
    1. Hereunder, the Kanban has been summarized by the annual revenue (a) and grouped by the account owner (b)printscreen kanban example
  8. You can edit your Kanban by adding filters
  9. Or edit by going to the settings 
    1. There, you can:
     (10) Be able to edit the list filters
    (11)  Select the fields to display
    (12) Delete the list view                                                                                                                                                                      
              (13) Edit the Kanban settings (summarize by & group by) 
            (14) Only 3 filters will be displayed, to see more click on  

printscreen kanban filters



                                                          Need some more help? Watch our support video!

                                                      


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