Use Kanban View with 3 how-to topics: create a Kanban view, set the grouping field, and manage card display, all directly inside a multidimensional table.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Kanban View | Free |
| 2 | 2. Set the Grouping Field for a Kanban View | Free |
| 3 | 3. Manage Card Covers and Cover Effects | Free |
How-to Guide
1. Create a Kanban View
Entry: Data table → “+” icon → Kanban View
- Open the target multidimensional table.
- Click the “+” icon on the right side of the data table.
- Select Kanban View.
- After the new view is created, open the board and review the card columns.
Success Criteria
- Interface result: A new Kanban view tab appears in the data table.
- What you can do next: You can continue to set the grouping field or manage card display.
Tips While Using
- Common mistake: If you choose another view type, the interface will not display card columns.
- Environment note: You need an editable multidimensional table first.
2. Set the Grouping Field for a Kanban View
Entry: Kanban View → Group By
- Open any existing Kanban view.
- Click Group By in the top area.
- Select an existing field as the grouping field, or add a new grouping field.
- Check whether the cards are rearranged into columns based on the new field values.
Success Criteria
- Interface result: The board columns are rearranged by the selected field.
- What you can do next: You can continue checking how cards are distributed across columns.
Tips While Using
- Common mistake: Records without a value in the selected field will not appear in the expected column.
- Environment note: Records without a grouping value appear in the Ungrouped column.
3. Manage Card Covers and Cover Effects
Entry: Kanban View → Card Management
- Open the target Kanban view.
- Click Card Management.
- Set the card cover.
- Adjust the cover effect as needed, then return to the board to review the result.
Success Criteria
- Interface result: The card cover or cover effect changes.
- What you can do next: You can continue browsing or adjusting other card display settings.
Tips While Using
- Common mistake: If you are not in a Kanban view, you may not see the Card Management entry directly.
- Environment note: Card display results depend on the content currently shown in the view.