1. How to manage views: Kanban
Kanban tab
Kanban tab enables to visualize objects in another way than a simple list of records.
You can organize objects by column. You can also directly open objects by this view and create a new one.
Data displayed in Kanban tab
Contrary to Graph view, by default data displayed in Kanban views don’t depend on data from the Grid view.
To have the same data in Kanban than in Grid View, you have to check the option “Toggle filters on”.
Open an Object
Modify data displayed in the cards
To add a new field
To remove a field
To order fields displayed
Change Kanban columns organization
Select in the “Group by” field the field which defines the column. All list fields of the object are available in the “Group by” list even Workflow status.
You can Filter with the “Group by” value selected. Select values you want to keep in the “Stages” field.
Modify object Stage
By moving a card in another column, you will change the value corresponding of the field used to organize the Kanban column: click on the card and drag and drop to change of column.