Kanban View

A board view where records appear as cards grouped into columns by a Single Select or Dropdown field. Drag cards between columns to update the field value.

Configuration

Setting	Description
Stack by	Which Single Select or Dropdown field to group by
Visible fields	Which fields appear on each card
Uncategorized stack	Column for records without a value in the grouping field

How it works

Choose a Single Select or Dropdown field to stack by (e.g., "Status")
Each option becomes a column (e.g., "To Do", "In Progress", "Done")
Records appear as cards in their respective column
Drag a card to a different column; the field value updates automatically

Common uses

Stack by field	Use case
Status (To Do / In Progress / Done)	Task management
Stage (Lead / Qualified / Proposal / Closed)	Sales pipeline
Priority (Low / Medium / High / Critical)	Issue tracking
Assignee (team member names)	Workload distribution
Category (Bug / Feature / Improvement)	Product backlog

Card configuration

Click the view settings to choose which fields appear on each card:

Show 2-4 key fields for at-a-glance info
Hide internal/technical fields
Show the record title prominently

Tip

Kanban works best with 3-7 columns. More than 7 becomes hard to read horizontally. If you have many options, consider grouping them or using a different view.

View-specific settings

Each view has its own independent filter, sort, group, and hidden field settings. Changing settings in one view doesn't affect other views.

Creating a new view

Click the + button next to the view tabs
Select the view type
Configure the view-specific settings
Name the view (e.g., "My Tasks", "This Week", "Pipeline")

You can create multiple views of the same type. For example, three different Kanban views stacked by different fields.

Views can be shared individually:

Share link: send a link to a specific view
Embed: embed a specific view on a website
Permissions: control who can see/edit each view