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Kanban View

Distributor steps for using Kanban View on any Encompass table: pick the category field, drag cards between categories to update records, adjust Kanban Settings and add subtables to cards. Requires v20.06+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 20.06

Steps

How to use Kanban View
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1. On the desired table, select the View icon button and click Kanban View.
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2. Select the category field and categories to display.
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3. The Kanban view changes table view items into cards that can be moved and manipulated.
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  • Dragging a card from one category to the next will change that field.
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  • Settings can also be changed by clicking Kanban Settings to add or change additional categories displayed in the view.
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  • Subtables can also be added from the top menu that will be displayed on the Kanban card.


4. Selecting a link from the card will direct the user to the reference's table or field within Encompass and selecting the arrow on the bottom of the card will show an expanded view of the category.
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  • Additional columns that are added will appear in this expanded view on the Kanban card.
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5. Selecting View from the top of the menu allows a different table view option to be used with existing subtables and filters.

Best Practices

  • Kanban view is best used when the data has a workflow with multiple levels (new, assigned, in progress, resolved, etc.)

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