Kanban Board

Kanban is a Japanese manufacturing system in which the supply of components is regulated through the use of an instruction card sent along the production line.

In ERPNext Kanban board can be an alternative for the list views. It helps you in visualizing various documents (like Task, Projects, Quotatio etc.) based on some status on a virtual board. Also, you can easily update card status by dragging and dropping to required status column. Kanban Board helps to visualize, control and optimize workflow and collaborate in real-time with the entire team.

Create new Kanban Board

To create a Kanban board in ERPNext click the Kanban dropdown on the sidebar, and select New Kanban Board.

Add New Kanban Board

Add new Card/Document

To add Cards on Kanban Board click Add Tasks. You can Edit a card details by click on the card and it will take you to the Task Doctype where you can further add and edit card details.

Add card in Kanban Board

Update Cards/Document Status

Based on the Task status you can drag and drop the Cards in the respective column. For example if the task is work in progress you can move the card for the task from the status Open to Working.

Move Cards on Kanban Board

Manage Columns

To add more columns in the Kanban board click Add columns.

Add New column in Kanban Board

To move columns based on the priority drag and drop the columns as per requirement.

Move columns in Kanban Board

To set Colors to a Card click drop down menu on the card and assign color to it.

Add color to cards in Kanban Board

You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in drop down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board.

Archive and Restore in Kanban Board

Filters

You can create multiple Kanban Boards based on different filters. To save filters for a Kanban Board, click on Menu and then "Save filters"

Save filters in Kanban Board