1. To start, navigate to records.
2. Now, let's proceed with People.
3. Then, click the name of your current view at the top.
4. Following that, click on Create new view.
5. After that, choose Kanban.
6. Once that's done, enter the Title and Status attributes.
7. Now, click on "Create view".
8. Woohoo... You have successfully set up Kanban View in Attio.
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FAQs
What is a Kanban view in Attio?
A Kanban view in Attio is a visual board that organizes records into columns based on their status, making it easy to track progress and manage workflows in a clear, intuitive way.
How do I create a new Kanban view in Attio?
To create a new Kanban view, navigate to the records section, select the collection like People, click your current view name, choose "Create new view," pick Kanban, then set the Title and Status attributes before clicking "Create view."
Can I customize the columns in my Kanban view?
Yes, the columns in Kanban view correspond to the Status attribute values you assign in your records. By updating Status options, you can customize and organize your workflow stages on the Kanban board.
Is it possible to edit or rename a Kanban view once created?
Absolutely. You can edit or rename your Kanban view anytime by clicking the view name, selecting the view settings, and updating the details as needed to better fit your workflow.
What data types work best for the Status attribute in Kanban views?
The Status attribute should typically be a single-select or enumeration type that defines different stages or categories, such as "To Do," "In Progress," or "Done," to enable effective column grouping on the Kanban board.
Can Kanban views be used across different collections in Attio?
Yes, Kanban views are available for different collections like People, Companies, Deals, or any records collection you have, as long as you configure the appropriate attributes for grouping.
How does dragging and dropping work in Kanban views?
You can easily update a record's status by dragging and dropping its card across different columns. This action changes the associated Status attribute, updating its progress instantly.
Are Kanban views in Attio collaborative?
Yes, Kanban views are collaborative by nature. Teams can work together in real-time to track and update record statuses, ensuring everyone stays aligned on workflows and progress.
Do Kanban views support filters and sorting?
Kanban views support filtering to display specific records based on criteria you set, helping focus on relevant tasks. Sorting within columns is generally based on record attributes but may depend on your view configuration.
Can I delete a Kanban view if I no longer need it?
Yes, you can delete any Kanban view by accessing the view settings and selecting the delete option. This action will remove the view without affecting the underlying records in your collection.