Kanban Board

The Kanban Board in ERPNext is a graphical project and workflow management tool that allows an interactive, real-time view of your data by status. It lists documents as cards, placed into columns which signify various steps of a process (e.g., Open, In Progress, Completed).

Each card represents a document in a specific DocType, like Task, Lead, or Sales Order, and can be transferred from one column to another by simply dragging and dropping—changing its status immediately.

The Kanban view supports teams in the following ways:

• Visualize workflows in an easy-to-understand, stage-based structure.
• Tracing progress through various tasks or transactions.
• Collaborate in real time with other users.
• Pinpoint bottlenecks and distribute workloads in an efficient manner.

Creating a New Kanban Board

You can make a Kanban board for any document type with a Select field (like Status) to show various stages.

To make one:

1. Open the DocType list view, for example: Task List.
2. Under the view options choose Kanban.
3. Select what needs to group the cards (e.g., Status).
4. Give your Kanban Board a name and click Save.

You may have several Kanban boards for the same DocType, each showing a different subset of records (e.g., by project, priority, or owner).

Adding New Card / Document

To add new cards from the Kanban Board directly:

• Click Add Task (or the DocType's equivalent).
• Enter basic information in the popup form.
• Click Save—the card will be added under the corresponding status column.

To edit a card, tap on it. This is the full document form (i.e., Task Doctype), where you can make further updates, assign people, set deadlines, or add notes.

Updating Card / Document Status

Updating a document's status is simply dragging and dropping its card to a different column. For instance:

• Move from Open → In Progress once work starts.
• When complete change In Progress to Completed.

This update is automatically reflected in the database, devoid of manual overhauls, which keeps all of the group members updated.

Column Handling

Columns are different steps of your workflow. You can:

• Add columns: Click Add Column, give it a name, and optionally allocate a color for easy identification.

• Reorder columns: Drag columns left or right to rearrange the workflow sequence.
• Archive columns: Suppress stages you no longer require. Archived columns can be restored from the archived list if required.

Applying Multiple Kanban Boards Using Filters

Multiple customized boards for the same document type can be created by applying filters. For instance:

• A Project-Specific board displaying tasks only for Project Alpha.
• Priority View of only High Priority tasks.

Once filters were applied:

1. Click Menu Save Filters.
2. Name your board so that you have it at hand later.

Removing a Kanban Board

In a situation where a Kanban Board is not anymore required:

• Open the board.
• Click on the Delete under the Menu.
• Confirm the action.

This removes only the board configuration—it does not delete the underlying documents.

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