Creating Kanban boards

Jo Grant -

Updated for Synergist 12.5

You will have at least one Kanban board set up for you by default, but more can be added.

Editing, deleting and adding Kanban boards can be done via the cog in the top right, File maintenance, Kanban boards.


Clicking 'New' will present you with the Kanban board input form:


As well as a relevant name, you can select which companies your board is available in (blank will be all) and then the columns that you wish to appear need to be selected:


Continue adding columns until you have added all the stages you require for this board giving each a column order to ensure they display as you require.


Note: You should be aware that only activities that are allocated to statuses present in the Kanban board will appear on the board. So if you haven't selected all available statuses, activities at the excluded statuses will not appear on your board.

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