Kanban View is an extension with which you can easily create dynamic “cards” to visualize your workflow. Each module, e.g. Opportunities, Tickets, Tasks, Projects can be configured to have different sets of fields on the card as well as the “grouping/primary field“. Kanban view is mostly used to collaborate with team and manage sales opportunities, tickets, projects, tasks or any other list of records.
How to Change Tile Colors
- For switching to Kanban View in Opportunities click on the Blue Button on the upper right corner of the screen..
- Click on the “Edit” icon on the tile.
- Select the new color.
- The color is changed.
For further help, contact us on [email protected]. We’ll be glad to be of service.