> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saleslyt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Kanban View for Projects

> Track projects through stages using a visual board.

Use a Kanban view to visualize your projects (or any object with stages) as cards moving through columns.

[Video demonstration](https://player.vimeo.com/video/927888627?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

## Prerequisites

Your object needs a **Select field** to use as columns (e.g., Status, Stage, Phase).

If you don't have one:

1. Go to **Settings → Data Model**
2. Select your object
3. Add a Select field with your stage options

## Steps

1. Navigate to your object (e.g., Projects, Tasks)
2. Click the view dropdown → **+ Add view**
3. Name your view (e.g., "Project Board")
4. Click **Create**
5. Click **Options** and select **Kanban** as the layout
6. The view uses your Select field for columns automatically
7. Click **Save**

## Configure Your Board

### Show Key Fields on Cards

1. Click **Options → Fields**
2. Find fields in the "Hidden Fields" section
3. Click the **eye icon** to display them on cards
4. Drag to reorder

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/kanban-views/filter.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=337a73f4dff7413a16f60139d797463b)

### Enable Compact View

For a high-level overview:

1. Click **Options**
2. Turn on **Compact view**

Cards show only the record name.

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/kanban-views/compact-view.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=08b5516026ebde5301daf747167eb223)

### Add Aggregations

Show counts or totals at the top of each column:

1. Click the number next to a column name
2. Select an aggregation (Count, Sum, etc.)
3. Choose a field if needed

## Moving Cards

Drag and drop cards between columns to update their status.

[Video demonstration](https://player.vimeo.com/video/927888627?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

## Example: Task Board

| Column (Status) | Cards |
| - | - |
| **To Do** | New tasks |
| **In Progress** | Active work |
| **Review** | Awaiting approval |
| **Done** | Completed |

## Related

* [Kanban Views](https://docs.saleslyt.com/user-guide/views-pipelines/capabilities/kanban-views.md) — aggregations, compact view, stages
* [How to Set Up a Sales Pipeline](https://docs.saleslyt.com/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline.md) — Kanban for Opportunities


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