Standard Salesforce Kanban View for Projects

    A benefit of Inspire Planner being an app that is native to Salesforce is that you can still leverage native Salesforce features and functionality.


    One example is that you can choose to display your Inspire Planner Projects in a Kanban view which is a Standard Salesforce feature.


    How to Switch to Kanban View


    To switch your display to Kanban view, click on the Display icon and select Kanban.



    Next, you will need to specify how you would like the Projects to be grouped by. The grouping options available are based on any picklist fields you have on the Project. This means that if you added any custom picklist fields on the Project object, they also appear as a grouping option in Kanban view. 


    Once you've selected a grouping option, click on Save


    In this example, we chose to group Projects by the Project Status so now, the Project Status options display as columns within the Kanban board and Projects display as cards according to their status. If you added any custom values in the Project Status picklist, they will also display in the Kanban view.



    How to Define Fields Displayed in Kanban Cards

    The cards within the Kanban board only display 4 rows (fields). It automatically takes the first 4 columns of your table view. This means that if you would like to define which fields are displayed in the Kanban cards, you need to go to the table view and make sure that the first 4 columns are the fields you want to see within the cards in Kanban view.



    To specify the column order, click on the Settings icon at the top right corner and go to Select Fields to Display.


    From here, you can specify which fields to include as columns in your list. Use the up and down arrows to re-order the fields. Click on Save when you are finished.



    How to Adjust Kanban Settings


    If you would like to change the grouping option for your Kanban view or change how the records are summarized, click on the Settings icon while you are in Kanban view. Then, click on Kanban Settings.



    From here, you can change the grouping option or choose how to summarize the projects.



    In this example, we opted to group the Projects by the Project Status and opted to summarize the Budgeted Cost. Now the Kanban board displays Projects by Status and provides you a sum of the budgeted cost for all Projects under each Status.











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