Kanban Board
When a business project becomes big or your team grows, there will be a lot of things for you to manage as a team lead or a manager. Kanban Board for Zoho CRM provides an organized way to keep track of all the required activities and data. It provides you the big picture so that your time and effort is not spent in tracking where each deal is in the pipeline or how many tasks are pending by your team.
Kanban Board lets you create multiple boards based on a module's list view or ownership of records. Based on any one of the pick list fields, it segregates the data into columns for an easy view. Kanban Board can be created not only for the standard modules but for custom modules also. Additionally, when you are using extensions such as that for Zendesk, SurveyMonkey, etc., you can create a board for the data from the third party software too.
Install Kanban Board extension
You can either go to the Zoho Marketplace and install the Kanban Board extension or log in to your Zoho CRM account and install the extension. On installing, the extension will be available for all the users in the Zoho CRM's organization account. All the users can access the Kanban Board tab and create boards.
To install 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. - 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
You can create a Kanban Board for any module and group the columns by pick list fields. For example, a board for all the leads that were gathered in a trade show and the follow-up status of the leads. The brief information about each record that is displayed in the Board can also be customized and selected as per your requirement.
From a board, you can do the following:
- 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.
To create a Kanban board
- 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
From the list of Kanban Boards, you can select one to view and edit it too.
To 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
When you wish to uninstall Kanban Board extension, please note that all the boards will be deleted along with the Kanban Board Tab.
To 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.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Quick Links
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Creating Kanban Views
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information ...Module Views - An Overview
Module views give you ways to sort, categorize, and view your records. they help you prioritize your tasks by viewing only those records that you need the most. In Zoho CRM, you can choose to view the records in three different ways: List view, ...Trello
Trello is a task management application that helps you visualize, organize, prioritize, and plan your projects better. It lets you create boards, lists, and cards for your activities or projects and invite your coworkers to work on it together. These ...Best CRM tools for your business to thrive remotely
The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...Troubleshooting Sales Pipelines
1. I created a pipeline and now I cannot update the Stage field in a record. Creating a pipeline does not affect updating stages in the layout. If a map dependency, blueprint, layout rule, or validation rule has been created based on the Stage field, ...