Kanban View

Key steps

Follow the Kanban Video Guide to configure a board, from its data source and stages to card layouts, filtering, and board actions. The walkthrough covers configuration natively in Freedom UI without code, using settings tabs and a live card preview.

1. Open settings and configure the basic board information

1. Open Kanban settings by clicking the gear icon in the top right corner of the board. Use the tabs to work through the configuration step by step, starting with the basic settings before moving on to stages and card presentation.
2. In Basic, choose the board's data source, such as the projects object used as an example in the walkthrough. Use Auto Configure from Schema to pull in the standard fields automatically, giving you those fields without adding each one individually.
3. Choose which field becomes the card title and which fields appear on the card itself. Search by name to add the columns you need, then set the page size and board height. These settings establish the information shown on cards and the board's dimensions.

2. Define stages and column presentation

1. In the stages settings, select the field that drives each card's status. Then choose the lookup that supplies the stages themselves. These selections define the status information used by the board and the stages through which its cards are organized.
2. Set a limit on how many cards fit in a stage. Use this setting to define the stage's card limit rather than treating every stage as having the same unrestricted capacity. The walkthrough presents this alongside the other stage configuration options.
3. Choose the stage colors and their sort order to arrange how the stages appear on the board. Decide whether empty columns should remain visible or be hidden. This lets you choose whether the board displays stages even when they contain no cards.

3. Set card behavior and build the card layout

1. Open the Cards tab and choose a classic or modern card style. Set the sort order within each column and configure grouping, such as grouping by owner. These options shape both the appearance of cards and their organization inside a column.
2. Select the due date field that the cards should use. Configure how overdue time is calculated, choosing minutes or hours and a warning threshold. These choices establish the field, time unit, and threshold used for the card's overdue information.
3. Move to the Layout tab to arrange the contents of the cards. Drag fields into the order you want, including title, priority, category, assignee, progress, and due date. Use the arrangement to put those details in the sequence you want to see on the board.
4. Include custom record fields, description, or the comment feed in the layout as needed. Watch the live preview while you build and reorder the card. The preview shows how the card will look on the board, so you can review the arrangement as you configure it.

4. Organize swimlanes and configure people information

1. Use swimlanes to split the board horizontally. Choose a grouping such as project type, the example given in the walkthrough. This creates a horizontal organization for the cards alongside the board's stage-based columns.
2. Add date grouping if you need it on top of the swimlane organization. The walkthrough describes this as an additional way to group cards rather than a replacement for the horizontal split. Use it when your chosen board organization also calls for grouping by date.
3. Open the People tab and choose the field that supplies the card's owner, along with the source of the owner's photo. Configure the corresponding sources for the record's author as well. This specifies where the board gets the owner and author information rather than leaving those sources undefined.

5. Filter board data and configure column summaries

1. Open Data to configure filtering for the board. Tie the board to a specific record when that is the context you want, and add extra filter conditions as needed. These settings define the record context and conditions for the data shown.
2. Choose a field for a sum or another aggregation at the top of each column. For example, the walkthrough describes showing the total project budget within a status. Use this setting when you want a column-level summary based on a selected field, alongside the individual cards.
3. Turn on auto refresh in the Data settings if you want the board to refresh automatically. Choose the refresh interval there as well. This lets you specify the timing of automatic refresh as part of the board's data configuration.

6. Choose board features and reuse the configuration

1. In Features, enable compact mode when you want cards to show only their titles. This provides a title-only presentation instead of displaying the fuller set of card details. Choose it according to how much information you want visible on each card.
2. Configure bulk actions when you want to act on multiple cards at once. Enable drag and drop between swimlanes when you want to move cards across the horizontal groups. These options support working with multiple cards and moving them between swimlanes directly on the board.
3. Use business process buttons on the board for common actions. The walkthrough describes these buttons as allowing common actions to run in a single click. Configure this feature when those actions should be available from the board itself.
4. Toggle between the friendly form view and raw JSON when you need to copy or move the configuration. The entire board setup is available as text that you can copy, save, or paste into another board. Use that text representation to reuse the setup rather than recreating its settings individually.