You can add a Board Screen over any of the Tables in your Project. This Screen type is useful for when you would like to get an at-a-glance view of your Records, by grouping them into columns and rows. Some examples include:
To Do List
Group your tasks into columns for To Do, In Progress & Done
Show the progress of each of your sales opportunities, grouping by their status and dividing the groupings by sales region
Group features to develop by delivery phase and delivery team
For more ideas and examples, see our Board Tutorials.
You can create as many Boards as you like in your Project, and you can create multiple Boards for the same Table to allow you to get different views of the same data.
Board Screens are created using the Screen Editor. Start by selecting Edit This Screen in the bottom left hand corner, then select Add New Screen.
Select Board (Kanban) and give the Screen a name, then click Add.
You will then be guided through the process of of creating a Board.
Firstly, select the Table that you Board should show Records from. Then click the Next button.
The next step is to choose how these Records should be grouped into columns.
The Records in the Table can be grouped by a Field of one of the following types:
|List||The value in a list field||Group opportunities by the status field|
|User||The value in a user field||Group contacts by the owner field|
|Group||The Group of the value in a user field||Group orders by the group that the owner belongs to|
|Parents||The parent of the record||Group contacts by their parent company|
Select the appropriate Field from the list and click Next.
The Board preview in the background will update as you choose the configuration options. You can look at this in more detail by clicking Minimise Settings.
Finally, choose the information that should show about each Record by specifying the Fields that should be shown on a Board card.
Drag the fields from the Available Fields column into the Card Fields column, then click Next.
You can save your new Board screen by clicking the Save button.
To take a look at your Board in action, click Back to Project.
Once you have created a Board Screen for a Table, you may wish to hide the standard Table screen. Simply click the eye icon in the left hand navigation menu to toggle the Screen visibility.
To customize your Board further, take a look at the additional settings available in the Optional Steps section of the Board configuration.
You can choose an icon to show on each of the Board cards. This can be an Icon Field from the Table, or alternatively you can show the initials of any User Field from the Table.
It may be useful to see the total value of records in a column. For example, if you have a Board of sales opportunities, you can show the total value of opportunities in each of the stages.
Select a number or money field in the Column Total section.
If you have also divided your Board into rows, a total will be shown for each column and row combination.
When your Users are using the Board, they can search for records and filter the Board. Use the Search Fields section to specify which Fields a User can filter by.
Drag the Fields from the Available Fields section to the Search Form section.
The Board cards can be color coded to help your users understand the data at a glance.
Select a List, User or Group Field to control the color which is applied to each card.
A Board can be divided into rows as well as columns. You can specify which Field to group the Records by in the Row Settings section.
The Records can be grouped by a List Field, a User Field, a Group Field, or by Parent.
Board Screens can be amended at any time using the Screen Editor. Simply select the Screen to amend and make any changes that are needed. Click the Save button once you are happy with the changes. These will take effect immediately for your users.
If you need to make quick changes to a Board whilst you are using it, provided the Board has been grouped by a List Field, you can:
Also, if the board has been color coded by the List Item, you can choose a new color for a list item using the color square in the column header.
To change the name of one of your Boards, click Edit This Screen after selecting the Board from the left hand navigation menu.
Click on the Board name at the top of the settings panel. Make any changes you need and then click Confirm. Click Save to publish the changes.
To delete a Board Screen, select the Board that you would like to delete from the left hand navigation bar and click Edit This Screen.
Click the Delete button in the settings panel. Confirm the action by clicking Delete again.
Deleting a Board cannot be undone.