How do I Customize the Kanban Layout in the Leads App?

In general, the word “Kanban” means “a card you can see”. The Kanban View in the Leads App is a feature, which gives you an overview of all the leads based on their sales cycles.

Now, this Kanban Layout can be customized according to your business requirements. You can choose and customize the fields, which you would like to view in the kanban card. Apptivo gives you a default kanban layout, which will be used initially. Also, you can create your own Kanban Layouts from the Settings. There are two options using which you can create the kanban layouts:

• Default Layout - This will show you the default layout, which is already provided. You can now customize it by adding or removing attributes.
• Blank Layout - Choosing this will display a blank page, which can be customized completely as per your requirement.

For instance: Consider a Sales Manager (Katie Dustin), who wants to view the “First Name”, “Last Name”,“Last Contacted” & “Lead Source” in the Default Kanban section and the fields “Phone”, “Email” & “Assigned To” in the Additional Field Detailed Kanban section.

Steps to Customize the Kanban Layout

1. Go to the Leads App.
2. Click on “More (...)” icon -> “Settings” -> “Customize App” -> “Kanban Layouts”.
3. In the Kanban Layouts dashboard, click on the “Create” -> “Blank Layout”.
   
4. The Create Kanban View popup will be displayed. Enter the layout name and click on “Next”.
   
5. Now, the Create Kanban Layout page will be displayed with the drag and drop editor. In the Default Kanban section, drag and drop the “First Name”, “Last Name”, “Lead Source” & “Last Contacted” attributes.
   
6. Similarly, in the Additional Field Detailed Kanban section, drag and drop the "Phone”, “Email” & “Assigned To” fields.
   
   Note: If there are multiple phone and email types for a lead record, the first phone or email type in the lead record will be fetched in the kanban layout.
   
   
7. Click on “Save”. The customized Kanban layout will be successfully created.
8. In the default drop down, select the above created Kanban layout.
   
9. Now, in the Kanban card view, the fields added in the layout can be seen as shown in the image below:
   

Note:

• The layout cannot be empty. Atleast one attribute should be present. You will be notified with a warning popup when trying to delete.
  
• Once the layout is created, the order of the attributes added can be changed accordingly by easy drop and drop method.
  
• A layout can be set as default, by selecting it from the “Default” drop down.
• You cannot delete the default layouts.
  
• The name and structure of the Kanban layout can be changed anytime you prefer, by clicking on the “Edit” icon. Besides editing, you can also delete a layout.

Related Links

• Kanban View in the Leads App
• Customize Label Visibility of the Kanban View in the Opportunities App
• Customize Kanban Card Width
• View Opportunities in the Kanban View based on the Sales Cycles