Kanban View — See Work Move Through Every Stage
Organize Records into visual board columns that mirror your workflow stages—dragging cards to update status, spotting bottlenecks at a glance, and balancing workload across the team.
- Kanban View is available on every plan.
- Columns group records by a Single Select, Status, Assign To or Rating field, and optional swimlanes add a second dimension.
- A cover image from a Files and Images field shows at the top of each card, and cards come in small, medium and large.
- Dragging a card between columns or swimlanes updates the record.
- Kanban groups only by single-user Assign To and Single Select fields; when grouping by Assign To, all users appear, including those with no records.
What Is Kanban View?
Kanban View is a SmartSuite View type that organizes Records into sequential board columns representing workflow stages, grouped by a Status, Single Select, Assigned To, or Rating Field. It helps GRC, IT, project, and business operations teams manage tasks and processes visually—identifying bottlenecks, balancing workload, and updating status with a drag. Kanban View is available on every current SmartSuite plan as part of the Views system.
Board Structure
Group Records Into Kanban Columns by Status, Select, Assignee, or Rating
Pick a grouping Field and every distinct value becomes a column—workflow stages for a Status Field, pipeline steps for a Single Select, owners for an Assigned To Field, or scores for a Rating. Records appear as cards under the column matching their current value, so the board always reflects the truth in the Table.
Add new stage values directly from a column header's "+" button, and collapse columns you don't need in focus.
Two-Dimensional Boards
Add Swimlanes to Cross-Reference a Second Dimension
Swimlanes add a row-level grouping on top of your columns—columns by sales stage, rows by opportunity type; columns by ticket status, rows by assignment team. One board answers two questions at once: where work stands, and how it distributes across the dimension you care about.
Swimlanes collapse and expand independently, keeping large boards navigable.
Card Design
Customize Kanban Cards with Cover Images and Chosen Fields
Decide exactly what each card shows: pull a cover image from a Files and Images Field, select and reorder the Fields on the card face, and size cards Small, Medium, or Large. A hiring board can lead with candidate and stage date; a creative pipeline can lead with the artwork itself.
Every card configuration saves automatically to the View, so the whole team sees the same board.
Status by Drag
Drag Cards to Update Records—No Form, No Detour
Moving a card between columns or swimlanes writes the new value straight back to the Record's grouping Field—drag a ticket to "In Progress" and its Status changes, permission-checked and visible to everyone in real time. Clicking a card opens the full Record without leaving the board.
The full Report Toolbar applies too: sort, filter, spotlight color-coding, full-screen mode, and export to PDF, CSV, Excel, or Google Sheets.
Kanban View
Kanban View turns governed Tables into working boards—findings, policies, and vendor reviews stay visible as they move through stages, and every card move is a permission-checked Record update.
Move audit findings through Identified, In Remediation, Evidence Review, and Closed columns. Swimlanes by business unit show which teams carry the heaviest remediation load.
Track policies through drafting, legal review, approval, and attestation stages. Cover images and card Fields surface owner and due date so nothing stalls unnoticed.
Move third parties through due diligence, risk assessment, approval, and active monitoring columns. Column counts expose bottlenecks in the assessment stage before contracts are waiting on it.
Work regulatory changes through Identified, Impact Assessment, Implementation, and Closed columns with swimlanes by jurisdiction—dragging a card updates the Record's Status for every stakeholder instantly.
Pair Kanban View with Automations—when a finding is dragged to a new stage, trigger notifications, assign owners, or set due dates so the board drives the workflow, not just displays it.
Kanban View is a visual board that organizes a Table's Records into columns representing workflow stages. Records display as cards, and dragging a card to another column updates the underlying Field value automatically.
Columns can be grouped by a Status, Single Select, Assign To (single-user), or Rating Field. Each distinct value in the chosen Field becomes its own column on the board.
Yes. Swimlanes add a second, row-level grouping dimension—for example, columns by sales stage and rows by opportunity type—so you can read the board across two dimensions at once.
The Record's grouping Field is updated to the new column's value—moving a card to "Done" sets its Status to Done. The change is permission-checked, saved instantly, and visible to the whole team in real time.
Yes. Choose which Fields display on the card face, reorder them, add a cover image from a Files and Images Field, and pick a Small, Medium, or Large card size. All changes save automatically to the View.
Yes. Kanban View is included on every current SmartSuite plan. Note that reordering columns by dragging headers is supported on desktop browsers, not on mobile.
Kanban View organizes cards by workflow stage to track progress and expose bottlenecks; Card View is a gallery-style layout built for highlighting visual content like images and documents. Same Records, different lens.
Put Your Workflow on the Board
Group any Table into stages, drag work forward, and watch bottlenecks surface before they become delays.