Kanban Board
Install Kanban Board extension
- Go to Setup > Marketplace > All.
All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM. - Click All Extensions, browse and click Kanban Board.
The details about the extension will be available. - Click Install Now.
- Choose one of the following and click Confirm.
- Install for admin only - The extension will be installed in CRM for only the users with the administrator profile.
- Install for all users - The extension will be installed in CRM for all the users. Users need to have an Kanban Board account to use this feature.
- Choose profiles - The extension will be installed in CRM for all the users. You need to choose this option, click Continue and then select the profile
The extension will be installed automatically for the specified users.
Create a new Kanban Board
- Create a record - You can create a record for the same module based on which the board is created.
- Move records to another column - This means you can just drag and drop a record and update the field value. The record gets updated based on the column you move it to.
- Delete a record - By clicking on this icon (
) the record will be deleted.
- View a record's details - Access the full details of a record by clicking on it.
- Click the Kanban Board module.
- Select the drop-down list and click Create Kanban Board.
- In the pop-up box, do the following:
- Enter a Board Name.
- From the drop-down list, select the Module for which you need to create a board.
Custom modules will also be listed here. - Select a pick list fields from the Group By drop-down list.
All the pick list fields from the selected module will be listed. - Select the corresponding checkbox if you want to Make Kanban Board visible to everyone.
- Under Filter By, choose Records or List View. Based on your selection, records will be displayed in the Kanban Board.
- Select the Card Title, Card Name, and Card Tags. These are the values displayed in the record's summary in the Kanban Board.
- Click Save.
Edit or Delete a Kanban Board
- Click the Kanban Board module.
- Select a board from the drop-down list.
- In the pop-up box, make the necessary changes and click Save.
- Click the Delete link.
Uninstall the extension
- Go to Setup > Marketplace > All.
All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM. - Browse for Kanban Board and click the corresponding Uninstall link.
- Click Ok to confirm.
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