The Kanban view organizes a set of records into columns to track your work at a glance. To update a record’s status, drag it into a different column.

• Visualize your work at each stage or status
• Move records between columns using drag-and-drop functionality
• Configure columns and summary fields on the fly
• Edit or delete records to keep them up to date
• Quickly create filters to slice your data how you want
• Get alerts to notify you when action is needed

1. Records are based on the selected list view
2. Toggle between the list view grid view and the Kanban view
3. Filter your records to view a particular subset
4. Search for records within the current view
5. Select which record type to view
6. Columns are created based on the grouping field
7. Change how columns are organized using setting
8. Quickly move a record to a different column by dragging the card
9. Alerts help keep the work on track, for example, create a task or event