Kanban boards
Track records as cards across columns with the Kanban board display.
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 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
The 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".
See Sort & limit for the full breakdown of these options.
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 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.
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