The Kanban Board is a feature that provides a visual representation of your data in BizCentric, organized by status on a virtual board.

It comprises cards representing different documents within a specific Document Type, arranged according to the stage of their operations as represented by the Status Columns. You can easily update the status of cards by dragging and dropping them across the board.

The Kanban Board facilitates visualizing, managing, and improving workflow, fostering real-time collaboration among team members.

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”.