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            Work in a Kanban View

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create kanban views:

            Read on the type of record included in the view

            AND

            Create and Customize List Views
            To create, edit, or delete public list views: Manage Public List Views
            1. In a list view, click List View and select Kanban (the kanban icon).
              Toggle between a kanban view and the corresponding list view any time.
            2. Zero in on the records you want to track.
              1. If your records are assigned to two or more record types, click to view each type.
              2. To narrow the view by keyword, search the list.
              3. To narrow the view by field or record owner, click Filter and set the filters you want.
                Kanban view of all opportunities, with a column for each opportunity stage and several cards (for records) in each column. There are tabs for three record types (a), the search box (b), and the filter icon (c)
            3. Move a record to the next column by dragging the card.
              A kanban view of all opportunities with a card in mid-drag between the Proposal and Negotiation stages
            4. Show or hide the details panel by clicking Show or hide the details panel. You can edit key fields inline, without leaving the kanban view. If your Salesforce admin has configured key fields and guidance for the step, the panel includes that information.
              A kanban view of all opportunities with a card in the Qualification column selected, and the details panel open

            In a kanban view of opportunities, hover over an alert for a tip on moving the deal ahead, such as creating a task.

            A kanban view of all opportunities, with an alert opened. The alert says No Open Activities and includes links for creating a task or event.

            See Also

             
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