Overview

Kanban layout displays records as cards organized into columns or stacks based on a selected field. It provides a visual way to track work, monitor progress, and move records through different stages of a workflow.

Each card represents a single record and displays key information, such as the task name, assignee, and other configured fields. You can drag cards between the stacks to update their status, edit records directly from the board, and quickly identify work that requires attention.

This article explains how to create a Kanban layout by using a sample Tasks table.

Use cases #

Use the Kanban layout to:

• Track work items through stages such as Backlog, To Do, In Progress, Review, and Done.
• Monitor task ownership by displaying the assignee on each card.
• Visualize the distribution of work across different workflow stages.
• Drag and drop tasks between the stacks to update their status.
• Identify bottlenecks and prioritize pending work.
• Manage software development tasks, project activities, support tickets, approval workflows, or any process that progresses through defined stages.

Prerequisites#

Before you create a Kanban layout, ensure that your table includes the following mandatory fields:

• Task ID: Uniquely identifies each Kanban card. Configure this field as the primary key.
• Task Name: Contains the name or title displayed on each Kanban card.
• Stack By: Contains the values used to group Kanban cards into columns, such as To Do, In Progress, and Completed.
• Ensure that all fields used in the Kanban layout have the appropriate data types configured in the table.

You can also include additional fields, such as Assignee, Priority, or Due Date, to display more information on the Kanban cards.

Create the Kanban layout #

This section explains how to create the Kanban layout to organize records into stacks based on a selected field. In this example, you create a Kanban board for a Tasks table, where tasks are grouped by their workflow stage.

The sample Tasks table contains the following fields: Task ID, Title, Stage, Priority, Assignee, Sprint, Due Date, Story Points, Category, Description, and Progress.

1. In the PowerTable tab, go to Layout > Kanban. The Board Layout Configuration opens.

2. Configure the following properties:
   • Task ID: Select the column that uniquely identifies each task. In this example, select Task ID.
   • Task Name: Select the column to display as the primary label on each Kanban card. In this example, select Title.
   • Stack by: Select the column used to group tasks into Kanban stacks. In this example, select Stage.
   • Assignee (optional): Select the column that displays the task owner on each card. In this example, select Assignee.
   • Progress (optional): Select a column that represents the progress of each task.

3. Select Save.

The Kanban view is created. PowerTable groups tasks into stacks based on their stage, such as Backlog, To Do, In Progress, Review, and Done. Each task card has the task name, progress bar, and assignee.