Kanban Board

Kanban Board is a tool which will give you a descriptive layout of your data in ActiveBooks based on status and a virtual board.

• This board shall consist of cards which represent the various Documents listed in a particular Document Type aligned as per the stage of operation of the transactions represented by Status Columns.

• The card status can be changed easily by dragging and dropping the cards across the board.

• A Kanban Board helps to visualize, control and optimize work-flow while collaborating with the entire team on a real-time basis.

Creating a new Kanban Board

Adding new Card/Document

• To add Cards on Kanban Board click Add Tasks.

• You can Edit card details by click on the card and it will take you to the Task Doctype where you can further add and edit card details.

Update Cards/Document Status

• Based on the Task status you can drag and drop the cards in the respective column.

• For example, if the task is work in progress you can move the card for the task from the status Open to Working.

Manage Columns

• To add more columns in the Kanban board click on Add columns.

• You can also assign colors to columns.

• You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in the drop-down menu on the card.

• Once archived you can restore the column from the list of the archived columns in the Kanban board.

Filters

• You can create multiple Kanban Boards based on different filters.

• To save filters for a Kanban Board, click on Menu and then "Save filters".