Kanban View

Drag-and-drop with automatically updated status

1. User can drag-and-drop a card from column to column. It changes card status
2. User can drag-and-drop a card from column pop-up area. It completes process for a card.

Color indication for planned activity

1. Red color means «alarm» - user missed some planned activities.
2. Yellow color means «warning» - user does not have any planned activities. It is not good because if card is in a process then user always should have planned activity.
3. Green color means everything is fine with a card: there is something planned to do with card and there is no missed activities.

Context menu

1. report with planned activities on pop-up form
2. report with done issues
3. access to detail view of the page
4. schedule new call or meeting and add new tasks

Mouse clicks

1. Click on card open edit view of a card
2. Double click on column header create new card. The card is created with status according to the clicked column

Kanban view configuration

Please see installation guide for the details.

Saved search

Go to the module you make Kanban view to (i.e. Contacts), click on filter botton:

Choose the parameter you want cards to be sorted by:

Name your filter and click on botton "SAVE". Go back to the Kanban module. Open Kanban board settings and choose the filter.

Click "SAVE". Now only filter satisfing cards are displayed.

Summarize by

For module Opportunities, for example, it is usefull to know total amount. Set the field you want summarize by and you will get total amount.