Kanban View
Kanban View is perfect for visualizing a workflow through the different stages, tracking progress, and assigning tasks in a manner that removes bottlenecks.
Visualize Your Work And Eliminate Bottlenecks
Keep Workflows
Flowing
Kanban is a Japanese term and lean method that originated from processes used by Toyota in the 1940s. Aiming to remove bottlenecks, Kanban helps a full team visualize the general workflow, reduce overall work in progress, and focus on a squeaky clean flow of work. Work is pulled when capacity presents itself, keeping everyone happy and engaged.
Group Cards
Automatically
Group your columns by any data variable - Status or Stage, Assigned To, or Priority. If you're tracking it, SmartSuite can group it. And it’s a lot easier than moving a bunch of Post-It notes around.
Create Row
Swimlanes
Dive on in, the water’s great! Automatically group cards into process swimlanes (rows) to add an extra dimension to your report. Drag and drop between rows to update values and keep your work flowing. 🏊
Advance Your Workflows
With Drag & Drop
Shifting cards between your overall workflow is a key component of Kanban principles.
Dragging cards to different columns or swimlanes will automatically update the field values so it's easy to switch items from your Backlog to In Process and beyond.
One Click to
See the Details
Clicking on any card quickly opens the record to see the details, make adjustments, and then close to jump back to the board.
How Customers Use Kanban View
Explore real-world applications of Kanban View and consider how it can be a powerful tool for your team members.
Report Toolbar Controls for Kanban View
Advance your workflows with powerful (yet simple) controls.
Columns / Swimlane Grouping
Group Cards by values, organized by Column and Swimlane (rows).
Fields to Display
Select just the right combination of fields to bring attention to important data. Customize to each project and process.
Sort
Sort your data in the way it makes sense for you, whether that's alphabetical, by a numeric value, by date, or something cool completely unique to you.
Filter
Filter your data by any other field, returning just the items you're looking for.
Grouping
Group your data by the value of other fields, helping you organize and understand complex information easily.
Card Size
Automatically shift between S, M or L card sizes in a click.
Spotlight
Give special visual attention to important information by creating rules that match and highlight conditions or values you specify.
Full Screen Kanban
Maximize your SmartSuite real-estate by flipping to full screen mode for any view type.
Print / Export Reports
Print in a couple clicks, or export to PDF, CSV, Excel or Google Sheets.
Frequently Asked Questions
What is the Kanban View in SmartSuite?
SmartSuite's Kanban View offers a visual representation of workflows, allowing teams to track the progress of tasks through various stages and manage workloads efficiently. It's designed to identify and remove bottlenecks, ensuring a smooth workflow.
How does Kanban View help manage workflows?
Kanban View, inspired by the lean method developed by Toyota in the 1940s, helps teams visualize their workflow, limit work in progress, and promote an efficient flow of work. It enables work to be pulled as capacity allows, aiming to keep the workflow continuous and balanced.
Can I automatically group cards in Kanban View?
Yes, in Kanban View, you can automatically group cards by any data variable such as Status, Stage, Assigned To, or Priority. This functionality makes it easier to organize tasks and manage projects effectively.
What are row swimlanes in Kanban View?
Row swimlanes add an additional dimension to your Kanban board, allowing you to group cards into rows based on specific processes. This feature enhances the visibility of work stages and simplifies the task of moving tasks across different project phases.
How does the drag & drop feature work in Kanban View?
The drag & drop feature is fundamental to advancing workflows in Kanban View. Moving cards between columns or swimlanes automatically updates field values, facilitating an easy transition of items from one stage to another, such as from Backlog to In Process.
How can I view more details about a task in Kanban View?
By clicking on any card in Kanban View, you can quickly access detailed information about the task, make necessary adjustments, and then return to the board view. This feature ensures that detailed task management is seamlessly integrated into the visual workflow.
Which SmartSuite plan types have access to the Kanban View feature?
The Kanban View feature is available for all SmartSuite plan types, including Free, Team, Professional, Enterprise, and Signature. This ensures that teams of any size and budget can leverage the visual and organizational benefits of Kanban View to manage their workflows efficiently.
More reliable than your wall of sticky notes.
Visualize your workflow across stages - tracking assignments and progress.