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 Turn on Kanban View

• For switching to Kanban View in Opportunities click on the Blue Button on the upper right corner of the screen.

• You can Drag and Drop Opportunities from one stage to another.

• To Configure Kanban View Click on the the button on the upper left corner of the screen.

• Here you can Add new columns and Tile Fields.

For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.