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Set Up a Kanban View

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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.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create list views: Read on the type of record included in the list AND Create and Customize List Views
To create, edit, or delete public list views: Manage Public List Views
To edit Kanban settings: Edit on the associated list view
  1. In a kanban view, click List View Controls, and then select Kanban Settings.
    Kanban settings control the amount or number total in each column heading (1) and the column groupings (2).Kanban settings, showing the Summarize By dropdown (1) with Amount selected, and the Group By dropdown (2) with Stage selected
  2. Summarize each column by a key number or amount, such as opportunity amount or expected revenue.
    In Summarize By, select a numeric or currency field, or omit column summaries by selecting None.
  3. Group your records into columns representing the progress you want to track.
    In Group By, select a field such as Stage or Opportunity Owner.
    Kanban views don’t show records without a value in the selected Group By field.
  4. Click Save.

See Also

 
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