Kanban View – Drag & Drop Records in Vtiger CRM

Access and interface

Accessibility and Interface of Kanban View

After successfully installing the Kanban View extension, you can go to the settings via:

• Menu, Settings, CRM Settings, Other Settings, Kanban View 4 You

After clicking on Kanban View 4 You, you will see an extension interface where you can create Kanban View for CRM modules.

• All standard and custom modules are supported as long as they contain picklists with values.

Module setup

How to set up Kanban View for modules

Setup of Kanban is easy and requires only a few steps:

1. In Kanban View interface, click on Add new Kanban View.
2. Select the module you want.
3. Select the picklist for the module you want to update.
4. Assign values to the picklist.
5. Click on Save button.

Now the Kanban View is allowed for your module.

Picklist colors

Undercoloring of Picklist Values

Picklist values can be undercolored and the selected colors are shown directly in Kanban View.

1. Go to the Module Picklist Values settings.
2. Select Module and Picklist.
3. Change color by hovering on the value and clicking on the edit icon.
4. The selected colors for values are also shown in Kanban View.

Card fields

Adding new fields into Kanban View

There is also an option to set, which fields will be presented on movable cards in Kanban View.

• This can be done via feature in Vtiger CRM called Module Layouts & Fields.
• If you mark field as Header, the field column is visible in the list view and also in Kanban View.

In order to perform this:

1. Navigate to Menu, Settings, CRM Settings, Module Management, Module Layouts & Fields.
2. Select Module you require.
3. Find a field and click on Mass Edit and Header.
4. The field will now appear in Kanban View cards.

You can also rearrange the fields position by moving the header fields to a higher or lower position in the settings.

Quick filters

Quick Filters to filter records

Another great feature is filtering the records assigned to a user or group.

• Selecting a given user or group will only display the records associated with them.
• The selection of users or groups is displayed dynamically after clicking on the selected user or group.
• This feature can make your work easier if you need to change values of specific users and groups.

If there are no users or groups selected in the Quick Filter, then all records are presented.

Custom views

Select Custom View for a module in Kanban

This feature was added on 15.04.2025 with version 4.13 of Kanban View.

• Option to set picklist values individually for each list view.
• When displaying the Kanban View, only the selected picklist values will be shown.

Users can select different list view perspectives in the Kanban View settings. For example, in the Invoice module, they can choose the Paid Invoices view and then assign the desired picklist values.

They can define this for each existing list view and simply switch between them in the Kanban View.