Feature Overview
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      How to Use the Kanban Layout on the Projects Page

      The Kanban layout is a powerful new way to visualize and manage your projects. This guide walks you through using the Kanban view step by step.

       

      🧭 Accessing the Kanban View

      1. Go to your Projects page.

      2. At the top right, you’ll now see two toggle buttons:

        • The list view (default).

        • The Kanban view (new 🟦 grid icon).

      3. Click the Kanban toggle to open your projects in a Kanban-style layout.

      🔍 Filtering Projects

      1. Use the familiar filter bar at the top to narrow down what you see.

      2. Filter by user – By default, this shows your projects only. To see projects across your company:

        • Click the user filter.

        • Type and select “Company” to see all projects, regardless of owner.

      3. Filter by subgroup (optional):

        • You can add a second grouping layer by choosing a subgroup field, such as Account Manager. - Please note that for Group, there's only one option to select: "Sales Status"

        • The Kanban will now display swim lanes for each subgroup under the main statuses.

      🗂 Navigating the Kanban View

      • Projects are grouped by Sales Status (e.g., New Lead, Active Bid, Contract).

      • If you’ve added a subgroup, each status column will be split by that subgroup (e.g., Account Manager).

      • You can scroll horizontally to see more statuses.

      🔄 Moving Projects

      • To move a project:

        1. Drag and drop the project card to a different status or different swim lane.

        2. The project will update automatically based on its new position.

      📉 Collapsing Columns

      • To reduce clutter, you can collapse columns you don’t want to view.

      • A count will show how many projects are hidden in each collapsed section.

      • Click to expand any collapsed column again.

      💾 Saved Preferences

      • Any filters or layouts you apply will be remembered automatically.

      • When you navigate away (e.g., to the Calendar), your preferences will still be there when you return.

      • To change your default view back to the list:

        1. Click the list view toggle.

        2. This becomes your new default.

      ➕ Adding a Project in Kanban

      1. Hover under the column (Sales Status) where you want to add a new project.

      2. Click “Add Project”.

      3. A new project form opens, pre-filled with:

        • The selected sales status.

        • The correct subgroup (if a subgroup like Account Manager is active).

      This makes data entry faster and reduces errors.

      ⏬ Loading More Projects

      • Each column loads up to 100 projects by default.

      • If there are more, click “Load More Projects” to see the next batch (up to 100 at a time).

      • This helps improve performance while still giving you access to all your data.

      • You can keep clicking “Load More” until all projects are visible.

      🛠 Coming Up Next

      In the next guide, we’ll cover the Customize feature to tailor your Kanban board even further.

       

      🎛 How to Customize Your Kanban View

       

      The Customize button on the Kanban board allows you to personalize the look and functionality of your project cards and columns. Here’s a breakdown of what you can do in the Layout Options panel.

      ⚙️ Accessing the Customize Panel

      • Click the Customize button at the top of the Kanban board.

      • A panel will slide out from the right-hand side titled Layout Options.

      🧾 Adjusting Card Size

      • Choose between Small, Medium, or Large card sizes.

      • Smaller cards allow for a more compact board view, while larger ones make content easier to read at a glance.

      💬 Enabling/Disabling Project Comments

      • Toggle the Project Comment switch to show or hide the 💬 Comment icon on project cards.

      • When enabled:

        • Click the comment icon on any card to view or add comments directly from the Kanban board.

        • A panel opens showing recent comments.

        • Add a new comment and click Save.

      • If disabled, the icon will be hidden from all cards.

      ↕️ Sorting Your Projects

      • Set how your projects are sorted on the board:

        • Recent Activity

        • Project Name

        • Date Created

      • Choose between Ascending or Descending order for any selected sort type.

      🧩 Choosing Fields to Show on Cards

      • Decide which fields are visible on each project card.

      • Project ID is always shown (it’s locked).

      • Toggle on/off additional fields like:

        • Project Name

        • Address

        • City, State, Zip

        • Company, Contact, and User icons

      • Reorder fields by dragging them into the preferred sequence.

      👁 Visual Icons for Quick Info

      • Enable small icons to display at the bottom of each card:

        • 👤 Assigned Users

        • 🏢 Company

        • 📇 Contact

      • This gives you a quick visual snapshot of who's involved in each project without opening the full record.

      🪜 Customizing Column Layout (Sales Statuses)

      • Scroll down to the Board Layout section.

      • Drag to reorder sales status columns.

      • Use checkboxes to hide any statuses you don’t want shown on your Kanban board.

      • This helps declutter your view and focus only on the stages relevant to your workflow.

      💾 Saving Your Customizations

      • Once all changes are made, scroll to the bottom of the panel and click Save.

      • The page will refresh with your updated layout applied.

      • Changes include any card field updates, sorting changes, or column visibility.

      ✅ Viewing Your Updated Board

      • Your project cards will now reflect the selected field layout (e.g., Address now visible).

      • You can click anywhere on a card to open the full project — no need to click just the Project ID.