How to configure the Kanban Board?

Enable the Kanban Board Module

To enable the Kanban Board Module in a certain entity, Go to Settings > Entity Configuration > Entity Configuration. In the entity manager (Link) choose an entity and Click on the Edit-Icon.

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Click on the Kanban Board Card to activate the Kanban Board Module for this entity and Click on Save.

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Configure the Kanban Board

After you enabled the Kanban Board for the specific entity, you can now start with the Kanban Board configuration. To configure the Kanban Board for a certain entity, go to Settings > Entity Configuration > Entity Configuration. Then choose an entity and click on the Kanban Board icon.

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From the Kanban Board Configuration you can make changes to configure your default Kanban Board view:

  • Set the Kanban Board label to configure how it is represented in the menu. (1)
  • Set the default criteria for X-Axis as well for the Y-Axis of your Kanban Board. In order to do this, you have to create a new field within the entity via the field configuration, that has the following values: Field Type: List Field, Field Renderer: Dropdown, Rating Criteria (2)
  • Define the color criteria of your Kanban Board. The available criteria are based on the entity specific rating configuration (Link) (3)
  • Enable Rating criteria as filter options for the Kanban Board. The available criteria are based on the entity specific rating configuration. (4)
  • Enable the aggregation of KPI’s you capture in the Element and set default criteria. (5)

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TIP: Learn more about How to work with the Kanban Board here.

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