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 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.
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.
To add more columns in the Kanban board click Add columns.
To move columns based on the priority drag and drop the columns as per requirement.
To set Colors to a Card click drop down menu on the card and assign color to it.
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.
You can create multiple Kanban Boards based on different filters. To save filters for a Kanban Board, click on Menu and then "Save filters"