Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.

Highlevel Overview

The Kanban Views add-on developed by Helfertech visualizes both the process (the workflow) and the actual work passing through that process.

Kanban Views Add-on Detail View

Kanban Views Add-on Boards

Kanban Views Advantages

  • Get a clearer overview of how the workflow is going
  • Configure various work stages on the Kanban board
  • Admins can create Kanban boards for all users
  • Users can modify boards for their own use plus add private boards
  • Users can drag-and-drop cards to different columns and the status will automatically update

Kanban Lists

Lists keep cards organized in their various stages of progress. They can be used to create a workflow where cards are moved across lists from start to finish, or simply act as a place to keep track of ideas and information. You can arrange them however you like.

Kanban Cards

Cards can be customized to hold a wide variety of useful information. By clicking on them, it displays more information about the description. Drag-and-drop cards across lists to show progress.

To learn more about this solution, go to Kanban Views or search for "Kanban."

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