Kanban Boards

Kanban views display your records as cards organized into columns, making it easy to visualize workflows, track progress, and manage pipelines.

Creating a Kanban View

1. Open a table and click + Add View in the view sidebar
2. Select Kanban as the view type
3. Name your view (e.g., "Sales Pipeline", "Task Board")
4. Choose a Single Select field to group records into columns

Each option in the selected Single Select field becomes a column. Records are placed in the column that matches their field value.

Choosing the Right Grouping Field

The grouping field determines your column structure. Common patterns:

Tip: Order the options in your Single Select field to match your workflow flow (left to right). The Kanban columns follow the option order.

Working with Cards

Moving Cards

Drag a card from one column to another to update its grouping field value. For example, dragging a task card from "In Progress" to "Done" automatically sets its Status field to "Done".

Card Display

By default, cards show the record's primary field value. You can customize what appears on each card:

1. Click the Fields button in the toolbar
2. Toggle fields on/off to show or hide them on card faces
3. Reorder fields to control their display order

Common fields to show on cards:

• Assignee or owner
• Due date
• Priority (as a colored badge)
• Tags or categories

Cover Images

If your table has an Attachment field with images, you can display the first image as a card cover:

1. Open the Kanban view settings
2. Enable Cover Image
3. Select the Attachment field to use

This is useful for product catalogs, design reviews, or any visual content.

Opening Records

Click any card to open the full record detail view in a side panel. You can edit all fields from there without leaving the Kanban view.

Uncategorized Column

Records that have no value for the grouping field appear in an Uncategorized column on the far left. To clear this column:

• Drag cards to the appropriate column, or
• Open records and set the grouping field value

You can hide the uncategorized column in the view settings if you prefer not to see it.

Filtering and Sorting

Kanban views support the same filtering and sorting as Grid views:

Filtering

Click the Filter button to show only records matching specific criteria. For example, filter by assignee to see only your tasks, or filter by due date to see items due this week.

Sorting

Click the Sort button to order cards within each column. For example, sort by due date (ascending) to see the most urgent items at the top of each column.

Column Management

Adding New Columns

To add a new column, add a new option to the grouping Single Select field:

1. Click the + button at the right end of the columns
2. Enter the new option name
3. The new column appears immediately

Reordering Columns

Reorder columns by reordering the options in the Single Select field configuration. The Kanban columns always follow the option order.

Hiding Columns

You can hide specific columns from the Kanban view without deleting the underlying option:

1. Open view settings
2. In the Columns section, toggle off columns you want to hide

Hidden columns still exist -- records with those values are just not displayed in this view.

Creating Records

You can create new records directly from the Kanban view:

• Click the + button at the bottom of any column
• The new record is automatically assigned the grouping field value for that column
• Fill in the remaining fields in the record detail panel

Kanban vs Grid

Common Patterns

Personal Task Board

Table: Tasks Grouping: Status (To Do / In Progress / Done) Card fields: Title, Due Date, Priority Filters: Assignee = current user Sort: Due Date ascending

Sales Pipeline

Table: Deals Grouping: Stage (Lead / Qualified / Proposal / Negotiation / Closed Won / Closed Lost) Card fields: Company, Amount, Close Date, Owner Sort: Amount descending (biggest deals at top)

Content Calendar

Table: Articles Grouping: Status (Idea / Draft / Review / Approved / Published) Card fields: Title, Author, Publish Date, Category Cover image: Featured Image attachment field

Tips

1. Keep columns lean -- if a column has too many cards, consider adding sub-statuses or using filters to narrow the view
2. Use colors -- assign distinct colors to your Single Select options for visual clarity
3. Combine with automations -- trigger actions when a card moves to a specific column (e.g., send a notification when Status changes to "Done")
4. Multiple Kanban views -- create several Kanban views for the same table with different grouping fields (e.g., one grouped by Status, another by Priority)
5. Row coloring -- apply conditional color rules to highlight specific cards (e.g., overdue items in red)