Kanban
A Kanban board shows entries as cards in columns. Cards can be moved via drag and drop — which changes the underlying field value.
The interface describes it as An overview of your workflows.
Suited for: workflows with clear stages — applications, tickets, tasks, sales opportunities, approval processes.
Requirement: a Single Select column
No board without Single Select
To see a Kanban board, your Grid needs a column of type Single Select. Each option represents one column of the Kanban board.
If such a column is missing, ApptiveGrid offers Create field to add it directly.
Every option of the Single Select becomes a column of the board. A status field with New, In progress, Done results in three columns.
Options are the columns — in that order
The order of the columns follows the order of the options in the field. To reorder the columns, change the option order in the Grid's field settings.
Note: this affects every view and form using this field.
Create a board
- Under the Grid, choose Create view.
- Choose Kanban.
- Set the grouping field via Grouped by.
The picker dialog is called Choose a grouping field, with the note Each option represents one column of the Kanban board.
Moving cards
Drag a card into another column — the value of the grouping field changes immediately.
This changes real data
A moved card is a changed row in the Grid. If a flow with the Entry was changed trigger is attached to this field, it starts when you do this.
That's usually intentional — for example, a notification when something switches to Done. But when cleaning up a board, it can lead to unwanted mass triggers.
Ungrouped cards
Entries with no value in the grouping field belong to no column. They collect under UNGROUPED.
Use Show ungrouped cards and Hide ungrouped cards to control their display.
The board's inbox
Entries coming in via a form often have no status yet and land under UNGROUPED. That works well as an inbox — everything sitting there hasn't been sorted yet.
Alternatively, set a default value in the form via Prefilled, so new entries appear directly in the first column.
Settings
Under Settings:
| Setting | Effect |
|---|---|
| Show card count | Shows the number of cards per column |
| Visible columns | Hides individual columns — with All and None as shortcuts |
If there are no options, No columns available appears.
Hiding what's finished
On long-lived boards, the Done column grows without bound. Hide it via Visible columns — the entries are retained, and the board stays manageable.
Alternatively, filter the view to the last few weeks.
What's shown on a card
Which fields appear on a card is configured per view. Almost every column type has its own card representation — text, select, multiple select, checkmark, links, user, files, signature, weblink, internal link.
Entries without a title appear as Untitled entry.
Less is more
The advantage of a board is quick scannability. Three to four fields per card is usually enough: title, assignee, due date, maybe a priority. You'll see everything else when you open the entry.
Filter, sort, group
Filters work as in any view: filtered-out entries don't appear on the board.
One board per team
Instead of one overloaded board, multiple views with different filters pay off — "My board" with Assignee is logged-in user, "This week" with a date filter. All draw on the same data.
→ Filtering, Sorting, Grouping