Kanban Board Quick Actions

Updated 2 months ago by Copado Solutions

There are different actions you can perform once you have created a Kanban board. We will describe them in more detail below:

  1. You can toggle the Kanban cards by clicking on the double up arrow button at the top of the page. This will hide the body of the cards.
  2. You can refresh the Kanban cards by clicking on the refresh button at the top of the page.
  3. When clicking on the Edit button, all the configuration will be prepopulated.

Before clicking on Apply, you have to click on Create Query and Validate to adjust the query.
  1. You can create a new Kanban view based on the main object.

Before clicking on Save as New, you have to click on Create Query and Validate to validate the query.
  1. You can switch between views by changing the view from the drop-down list. Default is the main view of your Kanban board.

  1. You can drag & drop Kanban cards to update the records. The Drag & Drop option can drag the cards only from the header of the Kanban card.


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