TeamBoard for Salesforce

Kanban View


The Kanban View is a powerful tool in digital project management that helps you visualize tasks, limit ongoing work, and enhance productivity and workflow.

Creating Kanban View

Creating new Kanban: + View and then select Kanban Tab, you can type your desired Kanban’s name here


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Hit “Create”



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Kanban Column Setup


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Each column has a different color

Currently, the supported column type is based on “Task Status”, which allows you to track the progress of tasks effectively.

I. Creating a new Kanban Task on each Column


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Hover over the Kanban Column and click
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  • New work item form shows up and you can type down new work item name

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  • You can select the right “Assignee icon” to be able to assign this work item to a member / team


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  • If you wish to remove “Assignee”, click on the “X” icon


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  • To modify the “Start Date” and “Due Date” of this work item, click on the calendar icon in the down-left corner

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Hit “Save” or press “Enter” to create this new work item
  • This is what it looks like after creating 3 work items

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II. Moving work item between columns

  • Using your mouse to grab a work item and move to the column

  • Moving using task menu by selecting three dots ( … ) on the task

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  • You can choose to move this to top / bottom in the current column or “Move to another column” and also there’s a “Delete” work item option in the menu

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  • And the result:

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III. Update Work Item

  • As easy as clicking on the task and then this “Update Work Item” modal pops up

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There’re various fields of Work Item that you can modify


  • After finishing modifying those, hit image-20240229-095721.png and you’re done


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