Inspire Planner's portable Kanban allows you to add the Kanban to a Lighting record page for any object.
For example, imagine that you are developing a solution for a specific Account. You can choose to add the portable Kanban to your Account Lightning record page so that you are able to see and manage Tasks in a Kanban board, directly on the Account record. The portable Kanban Lightning Component can be added to the Record Detail or you can also choose to add it to a Tab. Below is an example of having the portable Kanban displayed on the Record Detail page.
This help article will show you how to add the portable Kanban Lightning component to a Lightning record page for any object in Salesforce.
Please note the following:
The first step is to create a look-up between the object and the Inspire Planner Project.
For the purpose of this help article, we are going to go over how to add the portable Kanban to an Account Lightning record page but the same steps apply when adding the portable Kanban to any other object in Salesforce.
After you've created the Inspire Project look-up field on the object, you will then need to add the portable Kanban Lightning component to your Lightning record page.
Once the above configurations are complete, when you populate the Inspire Project lookup on the record, it then displays the Project Kanban.
Once the Inspire Project look-up field is populated with a Project, then the Project Kanban displays on the record. In the example below, we added the Portable Kanban in it's own Tab on the Account Lightning Record page but it can be added to the Record Detail page as well.
Example of portable Kanban in its own Tab:
Example of portable Kanban in the Record Detail: