A Kanban board is a workflow visualization tool designed to help you optimize and monitor the flow of work. The AppX Kanban board, as shown below, uses card-style items arranged in columns to communicate status, progress, and issues. (Kanban is a Japanese word meaning “visual signal” or “card.”)

Follow the steps below to create a Kanban view:

1. Click the  button.
2. Select Create New Kanban View.

3. On the Create New Kanban View screen, enter the view name and description.

4. Select a field from Group by field to group your records into columns.

5. Add fields from the Field List: Drag fields from the Field List into the selection area. You may choose as many fields as you like. The selected fields will appear in the Selected Fields column.

6. Click Save.

7. You can update the status of a record by dragging and dropping it from one column to another.