# Kanban boards {% embed url="" %} Kanban boards are a great fit for any workflow where records move through a fixed set of stages — task management, applicant tracking, sales pipelines, support tickets, content production. Records render as cards inside columns, and users drag a card from one column to the next to update its grouping field.
## Setting up a Kanban board The Kanban Editor sidebar is split into a **Setup** section for layout-specific options and a **Grouping** section that drives the columns. See [Grouping records](/views/display/grouping-records.md) for the shared grouping controls. ### Grouping field (required) A Kanban board is defined by the field used to group records into columns — typically a Single Option field like **Status** or **Stage**. Pick the field in the Grouping section. Tick or untick options to control which columns appear. ### Card title A new **Title** selector in Setup lets you pick any field whose value should be shown as the card's title — without needing to hide that field's label or restyle it manually. The Title field is optional; if you leave it empty, no dedicated title appears and the card just shows the selected fields. ### Label icons Toggle **Label icons** to show or hide the small field-type icons next to each field label on the card. Hide them for a denser look, show them when users benefit from the visual cue. ### Board summary Add a board-level summary that appears under each column's title — for example, the sum of an Amount field per pipeline stage, or a count of records per status. * Pick a **Board summary** field (e.g. Amount, Hours, Score). * Once a field is selected, a **Summary type** sub-selector appears so you can choose how to aggregate it (sum, average, count, etc.). By default, no Board summary is configured.
### Record limit and pagination The Setup section also controls how many records load per column and how users navigate beyond that limit. Pick a **Loading more records** option: * **On scroll** — auto-loads more records as the user scrolls within a column. * **Load button** — shows a "Load more" button at the bottom of the column with a loading state. * **Pagination** — paginates the column, with either **Arrows** (left/right chevrons in the column header) or **Numbered** pages. The action bar above the board reflects the chosen style and shows a record count (e.g. "Showing 25 of 240"). When filters are applied, the count adapts to "results". {% hint style="info" %} **Heads up:** the new Loading more records selector is shipping incrementally. If you don't yet see all three options in your view, your project may still be on the previous limit behaviour. The defaults remain safe. {% endhint %} ### Grouping style (Colored vs Neutral) In the Grouping section, the **Style** selector controls whether column headers pick up the option's badge colour: * **Colored** (default) — background, text and count badge match the badge colour of each option. * **Neutral** — neutral background and text on every header, only the count badge picks up the colour. See [Grouping records → Group Style](/views/display/grouping-records.md#group-style-colored-vs-neutral) for the full rules. ## Using a Kanban board ### Collapse and expand columns Click a column's header or the chevron icon to collapse or expand it. Collapsing is useful for archived or "Done" columns when users want to focus on active work. ### Scrolling * **Horizontal scroll** across columns to reach those off-screen. * **Vertical scroll** inside a column to walk through its records. * A thin shadow appears under the column header on scroll so it's clear the header is sticky. ### Drag and drop Drag a card from one column to another to update its grouping value. Drag within a column to reorder. Drag and drop respects field visibility — users only see columns whose options they're permitted to see. ### Inline editing Hovering a card surfaces inline-editable fields. If a specific field is configured as inline-editable, hovering it overrides the card's general hover state so the user can edit in place. ## Empty and special states * **No value in the grouping field** — records appear in a neutral group, separate from the named columns. * **Empty column** — when **Show empty groups** is on, an empty column shows a single "No items" card * **No matching records** — when filters return nothing, the whole board shows a general empty-state message.

An empty group shows a "No items" card.

When filters return no records, the board shows a general empty-state message.

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