Kanban Boards are now available on all Dashboards! This is a great way to visualize and move your companies through an ordered funnel. We have found it to be useful for open innovation competitions and tracking relationship statuses.
To get started, click the Add Widget button at the top of any dashboard. A few tips:
- Kanban Boards work with any dropdown or radio field type in your group. The column order will mirror the field's settings.
- Moving a company from one column to another will update the value for that field everywhere.
To learn more, visit the Kanban Board help site article or reach out.