Kanban: A Visual Project Management Tool
Kanban elements provide a captivating way to manage projects. Similar to the kanban view in a base, these elements offer agile project management capabilities, allowing you to visualize data from your Airtable base effortlessly. In this article, we’ll explore the basic setup process for Kanban elements and learn how to customize the displayed kanban cards to suit your needs.
Introduction
Plan Availability: Suitable for all plan types and levels.
Permissions: Please refer to this support article for a detailed breakdown of Interface Designer permissions. To create interfaces as described in this article, you’ll need “Owner” or “Creator” permissions.
Platform(s): Compatible with Web/Browser, Mac app, and Windows app.
Related Reading: For a general overview of the Interface Designer feature, check out “Interface Designer Overview.” To learn about adding and removing elements in interfaces, read “Adding and Removing Elements in Interfaces.” For a more comprehensive understanding of interface elements, explore “Configuring Elements in Interfaces.”
Adding Kanban Elements
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If you’re new to adding elements to an interface, I recommend consulting the relevant help article first.
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To find the Kanban element, click on “+ Add element” located in the lower left corner of the interface editor.
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Place the element anywhere within the layout of your interface page. Don’t worry about the positioning for now; you can always adjust it later.
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Next, proceed to configure the data and appearance of the Kanban element.
Configuring Kanban Elements
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After placing a Kanban element, you’ll notice the configuration panel appearing on the right side of the editor.
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Choose a data source for the Kanban by selecting a table from the underlying base.
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Determine the permissions as either “View-only” or “Editable.” The “Editable” setting allows interface users to add, edit, or delete records within the view element. For more information on permissions, refer to the provided link.
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Use the record details toggle to configure how expanded Kanban records will appear to interface collaborators. Think of it as an additional interface page hidden from view unless a user presses the space bar to open a record. This functionality resembles expanded records in a base.
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Set the filters for the Kanban element. If you already have a view in the underlying base with the desired filters, choose the “Copy settings from a view” option. Alternatively, select from the other three filter options. By default, the “All records” option keeps the Kanban element unfiltered. The “Viewer’s records only” option displays records related to the interface viewer if their name or group is added to a user field in the underlying base. For this option, you can only set one user field. Finally, you can set “Specific records” by condition(s) or condition group(s) to filter the underlying records and Kanban cards.
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In the “Options” section, you can choose which fields are visible, the sorting behavior of records in the Kanban element, and which field to use for stacking the Kanban cards/records. Refer to the image below for a visual reference:
- Finally, click on the “Appearance” tab to configure additional options. Here, you can set the “Image field” by selecting a specific attachment field from your base that contains images. If you include an image field, a toggle will appear, allowing you to fit the image on each Kanban card. Additionally, you can “Color records” based on a single/multi-select field or conditions. Lastly, toggle the visibility of the Kanban element’s name/label. See the image below for a visual reference:
Get Started with Kanban Elements Today!
Discover the power of Kanban elements in Airtable’s Interface Designer and streamline your project management with ease. Start visualizing your data and customizing your kanban cards to create a dynamic and efficient workflow. To learn more about Airtable’s features and take advantage of their intuitive interface, visit Zenith City News.
