How to Use WPS Kanban View on iOS

Use WPS Kanban View through 4 how-to topics; all 4 are available without membership, and you can jump to each topic from the index below.

How-to Index

How-to Guide

1. Create a kanban view

Entry path: Data table screen → View list → “+”

1. Open a smart table.
2. Tap View List in the lower-left corner.
3. In the view list, switch to an existing table view or tap + to create a new view.
4. Select Kanban View.
5. The system displays records as card columns based on the default grouping field.

Success Criteria

• Interface result: Multiple grouped columns appear, and each record is shown as a card.
• What you can do next: You can continue adding records or review cards in different groups.

Tips While Using

• It is helpful to use a field with a clear category meaning as the grouping basis.

2. Switch to or review an existing view

Entry path: Data table screen → View list

1. Open a smart table.
2. Tap View List in the lower-left corner.
3. Select an existing kanban view or table view from the list.
4. Review how records are distributed in the current view.

Success Criteria

• Interface result: The data table switches to the selected view.
• What you can do next: You can continue browsing cards, adding records, or returning to another view.

Tips While Using

• Kanban view and table view display the same dataset, so switching views does not create duplicate records.

3. Add a record in kanban view

Entry path: Kanban view → Add Record

1. Open the kanban view.
2. Tap Add Record.
3. Enter the record content you need.
4. Save the record and check which grouped column it appears in.

Success Criteria

• Interface result: The new record appears as a card in the corresponding grouped column.
• What you can do next: You can edit that record or add more records.

Tips While Using

• The column where a new record appears depends on the value of the current grouping field.

4. Drag cards or review records with filters

Entry path: Kanban card area / Filter

1. Find the target card in kanban view.
2. Drag the card to another grouped column to adjust its grouped status.
3. If you want to narrow the visible range, use filters to show only matching records.
4. Check whether the card appears in the new grouped column or filtered result.

Success Criteria

• Interface result: The card position changes, or only matching records remain visible.
• What you can do next: You can continue dragging other cards or clear the filter to restore the full view.

Tips While Using

• Kanban view works well for status-based or category-based task flows.
• Before dragging a card, confirm the meaning of the current grouped columns to avoid changing a record status by mistake.