Kanban boards can be extremely powerful. A common use case is the weekly sales meeting, but there are more workflows where it adds value. Yes, you can! Customize your Kanban board to make it fit your personal needs. It's the right thing to do. We'll show you how.
1) Decide on the content
Select a view
Pick a record type
Select a view you would like to use
Define the card properties
You can display up to 8 fields per card
Simply add or remove fields by clicking the "Card Properties" button
Hide or add columns
Don't need all these columns?
Just remove the ones you don't want via the "Columns" button
Filter your records
Use the "Quick filters" or "Custom filters" to narrow down the number of records displayed in the Kanban board
2) Decide how to display the content
Change the grouping
You can group your cards differently
Typical use cases are by Stage, Owner, Industry or Source
Change the calculation
Want to adjust the currency calculation?
No problem, hit the calculator icon to change the calculation based on any currency field - this includes custom fields as well!
