> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rovax.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Kanban and CRM with Tables

> Turn a Table into a reusable Kanban board by using a Select column to represent stages.

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.

| In the Table        | On the Kanban board      |
| ------------------- | ------------------------ |
| `Select` column     | Board grouping criterion |
| Column option       | Board stage              |
| Row                 | Card                     |
| Selected cell value | Current card stage       |
| Empty cell          | **No value** column      |

## 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.

<Tip>
  You can create multiple Select columns in the same table — for example, `Stage`, `Priority`, and `Owner` — and choose which one groups the board.
</Tip>

## Configure the Board

<Steps>
  <Step title="Open the Kanban view">
    Open the table and switch from **Table** to **Kanban** above the records.
  </Step>

  <Step title="Open the settings">
    Click **Board**. If the table has not been configured yet, click **Configure board** in the empty state.
  </Step>

  <Step title="Choose the grouping">
    Under **Group by**, select the Select column whose options should become stages.
  </Step>

  <Step title="Define the card content">
    Under **Card title**, choose a String column. Then select up to four **Card fields** to display supporting information.
  </Step>
</Steps>

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.

## 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.

## 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.

<Warning>
  Deleting an option does not delete records. Associated cards move to **No value** and need a new stage.
</Warning>

## 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:

| Process    | Grouping column | Example options                                   |
| ---------- | --------------- | ------------------------------------------------- |
| Sales      | Sales stage     | New lead, Qualified, Proposal, Won                |
| Support    | Status          | Open, In progress, Waiting for customer, Resolved |
| Recruiting | Phase           | Application, Screening, Interview, Offer, Hired   |
| Projects   | Progress        | Backlog, In progress, Review, Done                |

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.

## Permissions

| Action                                                | Allowed roles                  |
| ----------------------------------------------------- | ------------------------------ |
| Configure the board, edit options, and reorder stages | Owner and Manager              |
| Create, edit, reorder, and move cards                 | Owner, Manager, and Attendant  |
| View and search records                               | Roles with access to the table |