How to Use WPS Kanban View on Windows

Use WPS Kanban View through 2 how-to topics, including creating a Kanban view and setting its grouping field; 2 are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Create a Kanban View

Entry: Data table → "+" icon → "Kanban View"

1. Open the target smart table.
2. Click the "+" icon on the right side of the data table.
3. Select "Kanban View".
4. Click "Card Management" and set the card cover and cover effect as needed.

Success Criteria

• Interface result: A new Kanban view appears in the current smart table, and records are displayed as card columns.
• Next action available: You can continue reviewing cards, switching grouping methods, or adjusting card display settings.

Tips While Using

• Common mistake: If you do not use the add-view entry on the right side of the data table, you may not enter the Kanban View creation flow.
• Environment note: If the smart table is online, keep the network connection stable.

2. Set the Grouping Field for a Kanban View

Entry: Kanban View → "Group by"

1. Open any Kanban view.
2. Click "Group by" at the top.
3. Select an existing field as the grouping field, or add a new field and use it for grouping.
4. Check whether the cards are automatically rearranged into columns based on the selected field values.

Success Criteria

• Interface result: Card columns in the Kanban view are regrouped according to the selected field.
• Next action available: You can switch to another field and compare different grouping results.

Tips While Using

• Common mistake: If some records have empty values in the selected field, those cards may appear in an ungrouped or default column.
• Environment note: Grouping results depend on whether the related field values have been filled in.