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January 20, 2024
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How to create Kanban view

The Retable kanban view provides a more visually optimized way to update and display records in your table. It is used for a project or task management process. Especially if project management is part of your job, you need a kanban view. Briefly, kanban boards provide a visual data management system for your workflows and data.

Kanban boards that are made up of cards categorize the tasks, and these tasks are organized in columns to show the status of the tasks in the project flow. You can move cards between columns as the status of your tasks changes. Thus, you can easily manage all the progress of a task through a single dashboard.

To create a Retable kanban view;

  • Open the view sidebar  
  • Click the "+Add New"  
  • Select the "Kanban View" option.  

* You should have a collaborator or select column type to create a kanban view.

  • After selecting the Kanban View option, choose your select or collaborator column.  
  • If you select the "Collaborator" column type, Retable will automatically generate a kanban board based on your collaborator column data. It means your kanban cards will classify your collaborators.
  • If you select the select column type, Retable will automatically generate a kanban board based on your select column data. It means your kanban cards will classify your select options.

What's more about the kanban view? 👇🏻

  • By clicking "Customize List", you can hide any data on your cards.
  • You can drag & drop your cards on the kanban board.
  • You can also sort & filter your data in the kanban view.
  • Also, you can create a public view for your kanban view like the other views.
  • If you click any data in the kanban board the row detail area will be open and you can change your row details from this area.
  • You also can add a new row by clicking the "+" icon at the bottom of the kanban cards.
  • You also can collapse the kanban cards by clicking the collapse button directly at the bottom of the kanban cards.
  • If you click the add new column icon at the top right of the kanban cards you can add a new column to your table which means you can add a new column to your kanban.