Introduction to Boards

Boards are special reports that can be used to visualise records as 'cards' in a kanban style.  Cards are represented visually on a kanban board, allowing team members to see the state of every piece of work at any time.

Another advantage of the kanban board is that data can be updated  with 'drag and drop'.  For example, your kanban board might have three columns representing three status types: planning; in progress and completed.  As you drag a card from one column to the next, the status field on each record will be updated.

To learn more about a board's basic capabilities, click here .