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Kanban View

Introduction

The Kanban view in the undb platform provides an intuitive way to visualize records in a table by organizing them into columns based on a select field. Each option in the select field represents a different column in the Kanban view, making it ideal for managing workflows.

Kanban View

Configuration Steps

  1. Select a Table: Open a table that contains a select field. Make sure this select field is configured as a single-select type, as the Kanban view does not support multi-select fields for column distinction.

  2. Create a Kanban View:

    • Click on the “Add View” tbutton at the top of the page.
    • In the pop-up window, select “Kanban View” as the view type.
    • Name the view and click “Create.”

  3. Select a Grouping Field:

    • In the Kanban view settings, choose the single-select field you want to use to group records. Each option in this field will correspond to a different column (lane) in the Kanban board.
    • For example, if your select field is named “Status” and contains options like “To Do,” “In Progress,” and “Done,” the Kanban view will show three columns for each of these statuses.

  4. Drag and Update Records:

    • In the Kanban view, you can drag record cards between different columns to update the value of the select field. After you move a record to a new column, the value of its select field will automatically update to match the column.
    • For instance, moving a record from the “To Do” column to the “Done” column will update the select field of that record to “Done.”

  5. Customize the View:

    • You can further customize the Kanban view by adjusting the fields displayed on the record cards, sorting the records, and applying filters.

Limitations

  • The Kanban view currently only supports single-select fields for column grouping. Multi-select fields cannot be used to define Kanban columns.
  • If the select field has no options defined, the Kanban view cannot be created.

Use Cases

  • Task Management: Use the Kanban view to manage tasks by status (e.g., “To Do,” “In Progress,” “Done”) for project tracking.
  • Ticket Categorization: Customer support teams can categorize and manage tickets based on priority, status, or assignee.

The Kanban view in undb provides a visual way to manage workflows, making it easier for teams or individuals to stay organized and track progress across different stages.