Kanban View
on 01-27-2026 12:00 AM by SnapApp by BlueVector AI
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Kanban View
A Kanban View organizes tasks visually using cards on a board. This layout allows users to track progress through different stages, prioritize work, and improve workflow efficiency within a project management system.
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Table of Contents
- How to create a Kanban View
- Different features of Kanban View Builder
- Kanban-Specific Settings
- Advanced Customization & Logic
- Managing Your View
How to create a Kanban View
For users new to project management in SnapApp, the Kanban View is the best way to visualize a workflow.
- Navigate to the View Builder within your application settings.
- Select Kanban View as your View Type.
- Choose the Application ID and the Object (such as “Tasks” or “Projects”) you want to display.
- Provide a View Name and a Slug for the URL path.
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Note: After setting the general settings, you must Publish the view before continuing with additional configuration.
Different features of Kanban View Builder
The builder allows you to customize the look of the cards and the data they contain:
| Feature Category | Description |
|---|---|
| General Settings | Defines core identity (Name, Slug) and Card Type, which can be Fixed Size Grid, Masonry Style, or Lightbox. |
| View Configuration | Controls card content, including Title, Subtitle, Summary, and Thumbnail. You can also toggle Field Labels and Filter Bars. |
| Visual Style | Configure Image Style (Circle, Cover, Fill) and Embed Style (Normal or Carousel) for your cards. |
| Security Settings | Sets the visibility of the board to either Public or Private. |
Kanban-Specific Settings
The most critical setting for this view type is the Kanban Grouping Field:
- Kanban Grouping Field: This field determines the vertical columns on your board. Typically, you would select a “Status” or “Stage” field so that cards are grouped by their progress (e.g., To Do, In Progress, Complete).
Advanced Customization & Logic
- Drilldown Options: Define which view (such as a Detail View or Form View) opens when a user clicks on a card.
- Filter Settings: Use Conditions to limit which records appear on the board (e.g., only show tasks assigned to the current user).
- Custom Buttons: Add Custom Buttons or labels to cards to trigger specific workflows, like “Quick Approve” or “Archive”.
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Managing Your View
Once your Kanban board is configured, use these standard lifecycle actions:
- Preview: Test the board’s columns and card layouts to ensure the workflow is intuitive.
- Publish: Deploy the view so it is live for your team.
- Edit/Delete: Return to the builder at any time to add new fields to cards or change the grouping field.
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Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.
For support, email us at snapapp@bluevector.ai
