# Kanban view

> A kanban view shows records as cards in columns, one column per stage. Drag a card to move a record forward. Learn how to set up a board.

A kanban view shows one card per record, arranged in columns. Each column is one value of a field, usually a stage such as "To do", "In progress", and "Done". Dragging a card to another column changes that field on the record.

Use a kanban view when work moves through stages and people need to see at a glance what is waiting where: jobs for a dispatcher, deals in a pipeline, orders being packed.

> **Note:** Kanban views are being rolled out to organizations step by step. If **Kanban View** isn't offered as a view type, it isn't enabled for your organization yet.

## Choose the column field

The board's columns come from a **Status field**, which can be a Status, Single Select, or Text column.

- Use a [Status column](/docs/columns/status) when the stages have meaning, such as not started, in progress, done, and cancelled, and when [business rules](/docs/business-rules) or reports should react to them. A Status column can also limit which moves are allowed.
- Use a [Single Select column](/docs/columns/single-select) when the columns are only categories.

## Create a kanban view

1. In the sidebar, hover over a folder and click **+**, then choose **New view**.
2. Enter a **Name** and pick **Kanban View** as the **View Type**.
3. Under **Status field**, pick the column whose values become the board's columns.
4. Optionally pick a **Swimlane** field to split the board into rows.
5. Under **Parent Data View**, pick the [access filter](/docs/base-views) the board reads from.
6. Click **Create**.

## Swimlanes

A swimlane splits the board into horizontal rows by a second field, so each row shows its own set of columns. Use it to split work by technician, branch, or customer. A swimlane can be a Status, Single Select, Text, Person, or Relation column. Choose **No swimlanes** for a single row.

## Set up the cards

Open **Settings** and choose **Card Layout**. A preview shows the card as you change it.

- **Title Field** is the main line on each card.
- **Subtitle Field** is an optional second line.
- **Fields** adds more values to the card, up to twenty. Click **Add field** to add one, and turn **Show name** on or off to show the field's name next to its value.

The same page holds the board settings: **Status field**, **Swimlane**, **Show empty columns**, and **Show empty swimlanes**.

## Work on the board

- **Move a record.** Drag its card to another column, or to another swimlane.
- **Add a record.** Click **New** in a column. The new record starts in that column.
- **Collapse a column** you don't need right now with **Collapse column**, and open it again with **Expand column**.
- **Open a record.** Click a card to open its [record page](/docs/views/record-page).
- **Load more.** Long columns load in batches. Click **Load more** to see the rest.

Records with no value in the column field appear in an **Unassigned** column.

> **Warning:** Moving a card is a normal update. [Validations](/docs/business-rules/validation), [guards](/docs/business-rules/guard), and allowed status transitions all still apply. If a move isn't allowed, the record isn't changed and you see the reason. If the move takes the record out of the view's filter, you see **This card is no longer in this view.**

## Plan a good board

Write down the column field and what each value means for the business. Pick a title field people recognize at a glance, like the customer or job number. Add a swimlane when the board is shared by several people, teams, or sites.

  - [Status column](/docs/columns/status): Stages with a lifecycle and allowed transitions.
  - [Views](/docs/views): All view types and how permissions apply.
  - [Record page](/docs/views/record-page): What opens when someone clicks a card.

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Source: https://community.sapugo.app/docs/views/kanban