Airtable

How to create a Kanban board view in Airtable?

Discover a simple way to build a Kanban board view in Airtable, perfect for organizing tasks and enhancing efficiency. This guide provides an accessible approach to manage your tasks better. Boost productivity effortlessly!

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Overview

Putting together a Kanban board view in Airtable allows you to see your tasks and projects clearly, laid out in a neat column-based format. This setup helps in keeping track of progress, managing workflows, and boosting teamwork. To set up the Kanban board, you'll need to define your tables, configure fields, and tailor columns to match various stages of your process. Whether you're tackling a big project or taking care of everyday tasks, a Kanban board in Airtable can simplify your workflow. Making it a lot easier to stay organized and on top of things.

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How to create a Kanban board view in Airtable?

Step 1: Open or Create a Base in Airtable

  • Head over to the Airtable website and log in to your account.
  • Open an existing base where you want to add the Kanban view or create a new one.

Step 2: Add a Table

  • If you don't already have a table, click on the "Add table" button at the bottom of your base to create one.

Step 3: Customize Fields for Your Table

  • Make sure your table has a field to categorize your tasks, like "Status" or "Phase".
  • To add a field, click the "+" button next to your existing fields and pick the right field type (single select is great for status/phase).

Step 4: Add Kanban View

  • Click on the “+ View” button on the left sidebar.
  • Choose "Kanban" from the list of available views.

Step 5: Configure Your Kanban View

  • You'll be asked to pick a field to group by; select the one that categorizes your tasks (like "Status").
  • Click “Create new view” once you've selected the field.

Step 6: Set Up Columns

  • Airtable will automatically create columns based on the values in the chosen field (e.g., To Do, In Progress, Done if using a "Status" field).
  • Adjust the names or add new options by editing the field properties.

Step 7: Customize Each Card

  • By default, each card shows key fields. Click on “Customize cards” to pick which fields are shown on the cards.
  • You can add extra fields like due date, assignee, or related notes to make your Kanban cards more informative.

Step 8: Populate Your Kanban Board

  • Start adding records to your table if you haven't already.
  • Fill in the details for each record, including selecting the right value for the field you're grouping by (e.g., "Status").

Step 9: Drag and Drop to Rearrange

  • Drag and drop cards between columns to update their status or phase.
  • The changes will be reflected in real-time, keeping all collaborators up-to-date.

Step 10: Save and Share Your View

  • Save the Kanban view for future use by naming it appropriately.
  • Share the view with your team by clicking on the “Share” button and providing the necessary permissions.

Now, your Kanban board view is all set up in Airtable, ready for project management and task tracking.

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