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Proma.ai Documentation

Kanban View

The Kanban view transforms your data into a visual board with draggable cards organized into columns, perfect for process and workflow management.

Key Features

Visual Workflow

Transform your data into card-based visual workflows with drag-and-drop functionality.

Dynamic Columns

Automatically create columns based on your Options column values with custom ordering.

Card Customization

Configure what information appears on cards and how it’s displayed.

Work Limits

Set column limits to manage work in progress and maintain flow efficiency.

Setting Up Kanban View

  1. Create Kanban View

    • Click ”+” in views menu
    • Select “Kanban View”
    • Choose the Options column for lane organization

  2. Configure Columns

    • Arrange column order
    • Set work-in-progress limits
    • Configure column colors
    • Set up column policies

  3. Customize Cards

    • Select visible fields
    • Configure card layout
    • Set up card colors
    • Add card badges

  4. Set Up Filters

    • Define card filtering rules
    • Set up swimlanes (optional)
    • Configure card sorting

Card Configuration

Configure what appears on cards:

  • Primary field (title)
  • Secondary fields
  • Tags and labels
  • Due dates

Column Management

Column Settings

  1. Basic Configuration

    • Column name
    • Column order
    • Column width
    • Background color

  2. Work Limits

    • Maximum cards
    • Warning thresholds
    • Limit enforcement
    • Overflow handling

  3. Policies

    • Entry criteria
    • Exit criteria
    • Required fields
    • Automation triggers

Advanced Features

Swimlanes

Swimlane Options

  1. Organization

    • Group by any field
    • Multiple levels
    • Collapsible lanes
    • Custom ordering

  2. Visualization

    • Lane headers
    • Lane metrics
    • Color coding
    • Work limits per lane

Card Filters

Filter Settings

  1. Filter Types

    • By assignee
    • By date range
    • By tags/labels
    • By custom fields

  2. Filter Display

    • Quick filters
    • Saved filters
    • Filter combinations
    • Clear options

Best Practices

Board Organization

  • Keep column count manageable - Use clear column names - Set appropriate WIP limits - Maintain card cleanliness

Workflow Management

  • Define clear processes - Use swimlanes effectively - Monitor work limits - Regular board cleanup

Common Use Cases

Project Management

Project Board Setup

  1. Columns

    • Backlog
    • Planning
    • In Progress
    • Review
    • Done

  2. Card Details

    • Project name
    • Owner
    • Deadline
    • Priority

  3. Swimlanes

    • By project type
    • By department

Sales Pipeline

Sales Board Setup

  1. Columns

    • Lead
    • Contact Made
    • Proposal
    • Negotiation
    • Closed Won/Lost

  2. Card Details

    • Company name
    • Deal value
    • Next action
    • Last contact

  3. Swimlanes

    • By sales rep -By region

Tips and Tricks

Power User Tips

  1. Efficient Navigation

    • Use keyboard shortcuts
    • Quick-add cards
    • Bulk card moves
    • Filter combinations

  2. Visual Management

    • Color code by priority
    • Use clear labels
    • Keep cards concise
    • Regular board cleanup

  3. Process Optimization

    • Monitor WIP limits
    • Track cycle time
    • Identify bottlenecks
    • Regular process review
Options Columns Learn about configuring Options columns for Kanban boards
Workflow Automation Automate your Kanban workflows
Process Management Best practices for managing workflows
Team Collaboration Set up team access and permissions