A Kanban view shows records as cards in columns, one column per value of a field such as Status. Think of sticky notes on a whiteboard divided into stages. Moving a card to another column changes that value on the record.

Here is the test: does each record move through stages, and do people want to see the stage at a glance and change it by dragging? If yes, Kanban is the view. If the stages are dates, use Calendar View or Timeline View. If there are no stages, use Card View.

Example: a Vendor Management solution with a Findings table. The Security lead builds a public Kanban view called Findings board. The columns are the Status values New, Triage, Investigating and Resolved. The rows, called swimlanes, are the Severity values, so Critical findings sit in the top row. A Procurement member drags a finding from Triage to Investigating when work starts.

The Findings board: four Status columns with counts, Severity swimlanes down the left, and cards showing Vendor, Owner and Due Date.

The dialog asks for no field. The new board groups its columns by the first eligible field in the table. If that field is an Assigned To field, the board shows one column per member. Each header carries the member's name and a count, and a long column ends with a Show All link. The first toolbar button reads Column : followed by that field's name. Change the field there, as the next section explains.

The Create New Kanban View dialog with the name Findings board and Public selected.

The first button in the toolbar is Column : <field>. It is the Kanban view's own control and opens the settings panel. The panel has two parts, a Need help link and a Done button. Every change applies to the board at once; Done only closes the panel.

The helper line under the heading is "Your cards will be grouped into columns, based on the field you choose". Under it, a dropdown lists the table's Assigned To, Single Select and Status fields. Pick one and the board redraws with one column per value. For Findings board the field is Status.

Under the dropdown sits the checkbox Hide empty columns, off to start. Turn it on and a value with no records gets no column.

The helper line is "Your cards will be grouped into rows, based on the field you choose", and the dropdown lists the table's Single Select and Status fields. It reads No Selection to start. Pick one and the board gains a row per value, with the columns running across every row. For Findings board the field is Severity. Once a swimlane field is set the toolbar button reads Column : Status & Severity.

Two checkboxes sit under the dropdown, both off to start. Hide empty rows drops the rows with no records. Collapse all folds every row to its header.

The Column settings panel open, with Column Grouping set to Status, Hide empty columns, Swimlane Grouping set to Severity, Hide empty rows and Collapse all.

Select Fields to Display to choose what each card shows. The panel is the same two-column panel as in a Grid view. Available Fields has a Search box and Select All. Selected Fields has a drag handle and a Remove x per field, with Clear All and Done below. The primary field is always on the card. For Findings board the cards show Vendor, Owner and Due Date.

Select Card Size for a slider with three stops, S, M and L. S is the default. The cards resize at once.

Each column header shows the value in its own color and the count of cards in it. A collapse control at the header folds the column to a narrow bar. A three-dot Column menu offers two items: Add New Finding (the table's singular record name) and Collapse column. The new record starts with that column's value.

With swimlanes on, each row has a chevron, the value and the count, such as "Critical 2 records". Records with no value in the swimlane field sit in a row labeled Empty, with its own collapse control. A cell with no cards reads "No records", and every cell has an Add a record control with a plus sign.

One column header with its count, the collapse control and the Column menu open showing Add New Finding and Collapse column.

Left to right: Column, Fields to Display, Sort, Filter, Spotlight, Card Size, Find and Share View. There is no Group button; the columns and swimlanes are the grouping. There is no Row Size; Card Size takes its place.

Public and private views. Full Access members and Solution Managers create public views and save changes to them. Every member creates private views that only they see and edit. See View Panel: create, organize and lock views.

Autosave. The view menu holds an Autosave changes checkbox, checked to start. With it on, a change to the column field, swimlanes, fields, sort or filter is saved to the view for everyone as it is made. Build a public board on a duplicate first.

Locked views. A locked view keeps its settings fixed. A change made in it lasts only for the session of the member who made it. Records inside it stay editable by whoever has permission. See Locked Views.

Folders and sharing. Folders group public views in the View Panel, and a folder can be limited to selected members; see Folder Permissions. A shared link opens the view read-only for people outside the workspace; see Shared Views.

Work the board left to right. Drag a card from Triage to Investigating and the finding's Status changes. Select a card to open its record. To add a finding in a column, open the column's menu and select Add New Finding. In a swimlane cell, use the Add a record plus instead. The new record takes that column's and row's values. The New Finding button at the right of the view header adds one without a value.

Collapse the Resolved column during triage so the open work fills the screen. Turn on Hide empty rows when a Severity has no findings this week.

Print the view or export it from the three-dot menu; see Print or export a saved view. Share it read-only with Share View; see Shared Views.

Select the chevron next to the view name. The view menu lists Rename View, Add Description, Duplicate View, Change View Type, Public View, Delete View and the Autosave changes checkbox.

A card mid-drag from the Triage column to the Investigating column, with the Status value changing on the record.

Last verified 30 Oct 2026.