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Configure Kanban and calendar views

Editorial illustration of a kanban column beside an empty calendar grid.

Use a Kanban Board to group records into columns. Use a Calendar when the important question is when records start, are due, or reach another date field.

Who this is for

Section titled “Who this is for”

Agency team members who build visual work queues or date-based dashboards. Requires View Layouts and Edit Layouts.

Before you begin

Section titled “Before you begin”
  • Create a view and add a section. See Create a view.
  • For Kanban, choose the record source and field whose values should become columns.
  • For calendar, identify at least one record date field to display.

Add a Kanban board

Section titled “Add a Kanban board”

  1. Open the view in the builder from Settings, then Views ( /settings/views (opens in new tab) ).

  2. Drag Kanban Board from Data into a section.

  3. Select the board and expand General.

  4. Enter a title.

  5. Choose Data Source.

  6. When using process data, choose Process Definition.

  7. Choose Column Field. Each value of this field becomes a Kanban column.

    Kanban Board properties with Processes as the data source, a Process Definition selector, and Current Stage as the column field
    View full size

Configure Kanban cards and behavior

Section titled “Configure Kanban cards and behavior”
  • Under Cards, choose a title field and optional subtitle field. Turn on badges when cards should show priority or status.
  • Under Behavior, configure Enable drag & drop, Enable search, and optional swimlanes.
  • Under Filters, narrow the board by supported process status, client, or assignee conditions. Stage selection is controlled by Column Field.
  • Under Appearance, adjust how the board is displayed.
  • Under Date Filtering, choose a date field when the board should follow the view-level date picker.

Select Save Draft after the configuration is complete.

Add a calendar

Section titled “Add a calendar”

  1. Drag Calendar from Data into a section.

  2. Select the calendar.

  3. Under General, enter Calendar Title.

  4. Choose Month, Week, or Day as the default view.

  5. Set Events per day before overflow.

  6. Under Data, choose one or more Data Sources.

  7. Select Add Dates and choose the date fields that should create events.

  8. Select Save Draft.

    Calendar properties with Month, Week, and Day defaults, event overflow setting, Data Sources selector, and Add Dates control
    View full size

The calendar preview includes search, Month, Week, Day, and Today controls. It remains empty until at least one date field is selected.

Choose between Kanban and calendar

Section titled “Choose between Kanban and calendar”
QuestionBetter block
Which stage or status is each task in?Kanban Board
What work is due this week?Calendar
Which owner, client, or status should I focus on?Kanban Board with filters
Which dates from several record types should I see together?Calendar with multiple data sources and date fields

Expected result

Section titled “Expected result”
  • The Kanban board groups matching records by the selected column field and shows the configured card details.
  • The calendar opens in the selected default period and plots each configured date field.
  • Blocks configured for date filtering respond to the view-level date picker.

Troubleshooting

Section titled “Troubleshooting”
SymptomLikely causeWhat to do
Kanban preview shows placeholdersProcess definition or grouping field is incompleteChoose the process definition and Column Field
Expected Kanban column is missingIts value is absent from the selected field or excluded by filtersReview the grouping field and filters
Cards lack useful contextTitle, subtitle, or badges are not configuredOpen Cards and choose the display fields
Calendar is emptyNo date field is selectedSelect Add Dates and choose at least one field
Calendar shows the wrong period firstDefault view does not match the intended useChoose Month, Week, or Day under General
Too many events hide behind overflowPer-day limit is too lowIncrease Events per day before overflow

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