Use Kanban to Work with Graphical Views of Your Records

Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks.

• Set Up a Kanban View
  Arrange a kanban view to show a graphical view of records in a list view. Each kanban view is based on a list view, and kanban view settings are applied separately for each list view.
• Work in a Kanban View
  Narrow the records you want to focus on by searching and filtering a kanban view, and view records by record type. Update records by dragging, or edit a card without leaving the kanban view. If your Salesforce admin has set up key fields and guidance, you see them in the details panel. If you’re viewing opportunities, alerts help you move deals ahead.
• Considerations for Using Kanban Views
  If you use kanban views, review considerations for using them with certain objects and other features.
• Considerations and Guidelines for Administering Kanban
  If your users work with kanban views, review considerations and guidelines for setup and customization.