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” 
   
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 arrive on the Kanban Settings 
   
6. Select how you want to summarize by       
   
7. Select filter you want to group by               
   
1. Hereunder, the Kanban has been summarized by the annual revenue (a) and grouped by the account owner (b)
   
8. You can edit your Kanban by adding filters
   
9. Or edit by going to the settings 
   
1. There,
   
10. you may be able to edit the list filters
    
11. Select the fields to display 
12. Delete it 
    
13. Edit the Kanban settings (summarize by & group by)
    
14. Only 3 filters will be displayed, to see more click on  
    

• Related Articles

• How to Contact Thynk Support

  Learning Objectives At the end of this lesson you will know…. What options exist to get help Support What information you need to gather from your users before contacting Thynk Support How to contact the Thynk Support team and what information needs ...

• Navigation and Tabs in Salesforce

  Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page. If you are looking for a specific record (account, or contact etc), you can search using the 'quick find box' - see above. Looking for some help? Feel ...

• User Locale Settings / Language & Time Zone

  Learning Objectives Understand what Locale Settings are Update your personal Locale settings What Are Locale Settings? The Salesforce locale settings determine the display formats for date and time, user names, addresses, and commas and periods in ...

• Overview of Thynk Direct & Thynk Lead

  Thynk Direct Thynk Direct is a branded booking engine implemented on your website, with real-time rooms and spaces availability. Fully integrated with Thynk Meetings & Events, it allows you to generate meetings, events, and group bookings ...

• How to add Help Texts

  Learning Objectives At the end of this lesson you will know …. Why you would use help texts How to add help texts into Setup Adding Help Text If a field has help text, you will see an ‘i’ next to the field, and when you hover over it with your mouse, ...