The Kanban View displays records based on the current status of the record. You can switch to Kanban View from List View by clicking the List icon on the top bar. The Kanban View is available only in the Tasks and Deals modules.
Every record in the Kanban View displays the name, due date, priority, and status of the record. This view is a vertical categorization and display of records.
In the Kanban View, you can:
- Swap between statuses by scrolling the status bar horizontally.
- Add a record by clicking the + icon on the bottom of the screen.
- Edit, Delete, or Reopen a record by swiping on it to the left or the right.
- Customize your Kanban View using filters. Click the Filter icon to apply filters to picklist fields.
- Toggle between List View and Calendar View.
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