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  
    

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