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The Kanban view organizes Table records as cards grouped by stage. It uses a Select column as the source of the board columns: each option becomes a stage, and each table row becomes a card. Table and Kanban are two views of the same data. Switching views does not copy records, and moving a card updates the value in the corresponding Select column.

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Before You Start

Create at least:
  • one Select column whose options represent the stages;
  • one String column that can be used as the card title.
For example, in a sales CRM, create a Stage column with New lead, Qualified, Proposal, and Won options.
You can create multiple Select columns in the same table — for example, Stage, Priority, and Owner — and choose which one groups the board.

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Configure the Board

1

Open the Kanban view

Open the table and switch from Table to Kanban above the records.
2

Open the settings

Click Board. If the table has not been configured yet, click Configure board in the empty state.
3

Choose the grouping

Under Group by, select the Select column whose options should become stages.
4

Define the card content

Under Card title, choose a String column. Then select up to four Card fields to display supporting information.
The board configuration is stored with the table and shared across the workspace. Each person can switch between Table and Kanban without changing the records.

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Work with Cards

  • Move between stages: drag a card to another column. The Select value is updated automatically.
  • Reorder within a stage: drag the card to a different position in the same column.
  • Edit a record: click a card to open the side panel with every field in the row.
  • Create in a specific stage: click Add at the bottom of a column. The form opens with that stage already selected.
  • Create from the global button: click Add item. The record starts in the first configured stage.
  • Remove the stage: move the card to No value or clear the corresponding cell in the Table view.
  • Search: use the search field above the board to filter cards by values in any column, including Select option labels.
Cards also display their creation and update dates. Hover over a date to see the complete timestamp.

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Reorder and Edit Stages

Board columns follow the option order in the Select column. Owners and Managers can reorder them in two ways:
  • drag a stage header directly on the Kanban board;
  • edit the Select column and use the arrows next to each option.
Renaming an option or changing its color updates both the Table cells and the Kanban board.
Deleting an option does not delete records. Associated cards move to No value and need a new stage.

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Use It as a Reusable CRM

The Kanban board does not enforce a fixed CRM model. Define the columns, stages, and card content for your process: Combine the Select field with Datagrid insertion and update tools so agents can create cards and change stages during a conversation. The agent can provide an option label without knowing its internal identifier; values that do not match an existing option are rejected.

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Permissions