![kanban view](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTEZGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--2d43165917749a84a56194673fee9f1c6b3c6a55/kanban+view.png?cw_image_width=2880px) \ **Kanban view** is a powerful visual workflow that helps teams easily structure their work into a board with task cards. While it's widely used in agile project management, its benefits extend beyond agile teams, making it a useful tool for anyone looking to enhance organization and workflow. --- ## **Kanban Pre-Setup** Before activating **Kanban** view, you need to create a **single select field**. This field will help you organize different aspects of your project, such as phases, task statuses, or risk priorities. ## **How to Create a Single Select Field:** 1. **Add a new column** and set its type to **Single Select**. 2. **Name the column** based on what you want to track (e.g., Task Status, Project Phase, Risk Level). 3. **Define the choices** that will categorize your tasks. For example, if tracking task progress, your options could be: * **🟢 Done** * **🟡 In Progress** * **🔵 Planned** * **🔴 Blocked** 4. **Save the changes** to apply your selections. 5. **Assign each task** to the appropriate category or status. --- ## **Creating a Kanban View** The Kanban view allows you to organize tasks as cards on a board, helping you visualize data at a glance and prioritize tasks as they move through different workflow stages. ## To add a Kanban view: ![Add New Kanban](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTFZGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--46009e11da0cf8633390bf883a0ebea6861960dc/create+kanban.gif?cw_image_width=1800px) 1. Within the table, click on the "**+**" sign above the search bar. 2. From the drop-down menu, select **Kanban view**. 3. A box will appear to **enter a name** for the view—choose a descriptive name that reflects its content. 4. Select **who can edit**: * **Collaborative** for team access and editing. * **Personal** for individual use. 5. Click "Add". 6. Choose the **field** to **stack** your cards by, After Creating the Kanban view an options of "**single select**" fields within the table will appear. --- ## **Filtering Kanban View** **kanban** views can be **filtered** to quickly find tasks that match multiple criteria. Select two or more **filters** from the available list to refine your results. For example, you can **filter** by tasks with budget higher than 2000*.* ## Applying Custom Filters To **filter** a **kanban** view: \ ![Kanban Filters](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTFJGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--05aed4e0e8d568a2c94b6a7c29fe1c9e3bd50107/create+filter.gif?cw_image_width=1800px) 1. Within the view, click on the **funnel icon** in the view bar. 2. A box will appear; click on **"Add filter."** 3. Three fields will be displayed: * **Choose a Column** * **Choose a Condition** * **Choose a Value to Filter by** The filter will be applied directly to the view, updating the displayed data based on the selected criteria. --- ## **Reordering Cards** **Kanban** stacks are based on a **single select field**, meaning each stack represents an option within that field. You can modify how tasks are arranged by: 1. **Dragging** and **dropping** cards between stacks to update their status. The value in the single select field will automatically adjust based on the new stack. 2. If a card does not have a value for the selected **single select field**, it will appear in the **Uncategorized** stack. Moving a card to this stack will clear its field value. you can also Manually Sort Cards Order By draging and dropping them inside of the Stack **Changing the order of the cards will affect the original table values** --- # Reordering Fields To change the order of Fields on **Kanban** cards: \ ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTFpGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--eb7e051906b5166bc3a54b7a24aac3c21cb744eb/reorder+columns.gif?cw_image_width=1800px) 1. Click on any card 2. Click and drag the **handles** next to **column** **names**. 3. Arrange the fields in the desired order within the arrangement pane. This allows you to prioritize the most important data for easy viewing. --- # Kanban Settings ## Stack By **Kanban** stacks are based on a **single select field**, meaning each stack represents an option within that field. You can modify how tasks are arranged by: ![Stack By ](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTE5GeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--a5105edeeca5863cebd067b9bf60cc84a888fd40/Stack+By.gif?cw_image_width=1800px) 1. from the gear icon Choose **Stack by** 2. Select different **single select field** or create new one and start categorize the cards on it. ## **Show/Hide Stacks** ![Show/Hide Stacks](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTEpGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--e07041a86b5a183e88bcace273b95b6ab5c2a4a3/show+stack.gif?cw_image_width=1800px) \ To manage the Stacked displayed: 1. from the gear icon Choose **Show Stacks** 2. Use the **toggle** next to each stack to show or hide it. 3. Use the **Hide all** or **Show all** buttons for bulk changes. ## **Customizing Cards** The **Customize cards** option lets you control what information appears on each task card. Once your **Kanban** view is created, you can: * **Choose** which fields to display * **Search** for specific fields * **Rearrange** fields within the card layout ### Cover Field The cover field is a designated file field (such as an image) that appears at the top of the kanban card. To set a cover field: * Ensure your table has at least one **file field.** * Select a file field as the kanban cover image after creating the kanban view. If multiple file fields are present, you can change the cover field by selecting a different option from the cover field dropdown. You can also choose to have no cover field. When a kanban view is shared publicly, its cover image will remain visible. #### Adding Cover Field ![Adding Cover Field](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTHhGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--7f46408fe7bf6a46e870617ee194f93f59edfcd6/add+cover+field+.gif?cw_image_width=1800px) 1. Click **Gear icon** to view kanban settings. 2. Click **Customize Cards**. 3. Click on the **Cover field** drop-down list. 4. Choose the **File Column** from the List. #### Removing Cover Field ![Removing Cover Field ](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTDFGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--c0ea4223db6170b9b8dd85d7a05437be37b6f871/remove+cover.gif?cw_image_width=1800px) 1. Click **Gear icon** view kanban settings. 2. Click **Customize Cards.** 3. Click on the **Cover field** drop-down list. 4. Choose **No Cover**. ### **Showing/Hiding Fields** To manage the fields displayed on cards: ![Showing/Hiding Fields](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTDVGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--af3afefcec6498c58fa131d9c8b7cba4f9ae2d70/show+hide+fields.gif?cw_image_width=1800px) 1. Click gear icon to view kanban settings 2. Click **Customize cards** in the top-right of the view. 3. Use the **toggle** next to each field to show or hide it. 4. Use the **Hide all** or **Show all** buttons for bulk changes. You can also rearrange fields by dragging and dropping them in the preferred order. Clicking on a card will expand it, allowing you to adjust visible fields. ## Show on Expand ![Show on Row Expand](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTDlGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--5474ba295fa62dee51f3cdd14889424fb664dce5/expand.gif?cw_image_width=1800px) \ to control appearing fields when expanding a card: 1. Click **Gear icon** to view kanban settings 2. Click **Show on Expand** from the drop-down list. 3. Use the **toggle** next to each field to **show** or **hide** it. 4. Use the **Hide all** or **Show all** buttons for bulk changes. --- ## **Sharing the Kanban View** You can share a Kanban view via a **shareable link**. When sharing, you can control what others see by applying **filters** or **hiding specific fields**. --- # **Managing Cards** ## **Creating a New Card** Adding a new card creates a new row in the table: ![Create Card](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTGRGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--c624c8ceb911f00ec927ab69ec9e5218498925ae/Screen+Shot+2025-02-04+at+10_23_45+AM.png?cw_image_width=2880px) 1. Click the **ellipsis (•••)** beside the Stack. 2. Select **Add new card**, fill in the details, and click **Add**. OR Click **Add New** under Each Stack ## Duplicating an Existing Card duplicating an existing card duplicate an existing row in the table: ![Duplicate Card](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTGhGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--765f0190ab0597dfa9a1cd4552e4785aa1ee2982/Screen+Shot+2025-02-04+at+11_33_57+AM.png?cw_image_width=2880px) 1. Click the **ellipsis (•••)** under the **Card**. 2. Select **Duplicate card**. ## Deleting a Card Deleting a card delete an existing row in the table: ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTHBGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--82d394e2105be7af976defe2f00da050c209e31d/Screen+Shot+2025-02-04+at+11_34_25+AM.png?cw_image_width=2880px) 1. Click the **ellipsis (•••)** under the **Card**. 2. Select **Delete card**. --- # **Managing Stacks** ## **Editing a Stack** To rename a stack or change its color scheme: 1. Click the **ellipsis (•••)** beside the stack. 2. Select **Edit stack** and modify the settings. 3. Click **Change** to apply updates. ## **Shrinking/Unshrinking a Stack** To shrink a stack: ![Shrinking a Stack](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTHRGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--cd3c68e96b94478d30ec65a1de709e58c2fad8bc/shrink.gif?cw_image_width=1800px) \ Click the arrow icon beside the Stack. **Reverse** to un-shrink the stack. ## **Deleting a Stack** ![Deleting a Stack](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTGxGeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--ab528a4f631e841a93b091bb7f41828171bc1cd3/Delete+Stack.gif?cw_image_width=600px) \ Deleting a stack will remove the associated **single select field option**, which could result in data loss. To delete: 1. Click the **ellipsis (•••)** beside the stack. 2. Choose **Delete stack** and confirm. 3. Click Delete to Confirm Deleting the Stack. **If a stack is deleted, the corresponding rows in the table is also removed, so always double-check before deleting.** --- To delete a card, **right-click** on it and select **Delete**. Be cautious when deleting, as it removes the associated data from the table permanently.