Salesforce – Visual Summaries with Kanban View

The Kanban view is available for almost any object from a list view.  One of the objects not available is the Task object.  Kanban view gives you a great look at records, grouped together in pipeline like view.

To switch to Kanban view from a List view, click the View toggle button (#7 below) and choose List or Kanban.

Here is an overview of the Kanban View for Opportunities.

1. The name of the object you are viewing
2. Button to toggle from regular list view and the Kanban view.
3. Button to filter records being viewed
4. Search for records in the current view
5. Records separated by Record Type
6. Records are grouped into columns base on stage, status, etc.
7. Button to adjust settings for the Kanban view such as columns and summaries
8. Click and drag records to different columns to easily organize the list
9. Yellow Alert icon will be different for each object. In this example it is telling the user the Opportunity has not been ‘touched’ or does not have a pending task.

Some Considerations for Kanban Views are:

• The Kanban view displays a maximum of 200 cards.
• Kanban cards display a maximum of four fields.
• Summaries can be created only for numeric and currency fields that aren’t roll-up summary or formula fields.
• If a record has a null value for the Group By field, it doesn’t appear in the Kanban view.