Kanban Views

by Helfertech

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.

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Introduction

Introduction

Would you like to manage or streamline your process within SuiteCRM? Kanban is a great tool to have a clearer picture of how things are going in general. Users can configure what stages they want to have on the Kanban board and what stages are final for the process.

Kanban Views

Kanban is a visual system for managing work as it moves through a process. Kanban visualizes both the process (the workflow) and the actual work passing through that process.

The Kanban View has the following advantages:

  • Kanban is a great tool to have a clearer picture of how things are going in general.
  • Users can configure what stages they want to have on the Kanban board.
  • An Administrator can create Kanban boards for all users. Users, themselves, can modify these Kanban boards for their personal use and can add private Kanban Boards.
  • Drag-and-drop is a core feature in any Kanban tool. When a user moves a card from one column to another the status updates automatically. With the drag-and-drop feature, moving to the next stage of the business process is as easy as a single mouse move.

Getting started

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  • Supported Versions
  • 7.0.0 to 8.6.1
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