Moving Cards on a Kanban
To move a card on a kanban simply click and drag it to a new column. It will automatically update the field on that card. If you update the field from within a card it will automatically move on the kanban to the new column.
If your field is a multiple choice field, the card can sit in multiple columns.
Resizing Cards on a Kanban
Click on this button in the top right to re-size cards.
Removing, Editing & Exporting Cards on a Kanban
Tick to select one or multiple cards to remove from kanban, change fields, or export your cards.
Please note: removing a card from a kanban, will delete any field values and result in that field being blank on the card.
Filtering a kanban helps you sort a list by one field.....and then also by another.
For example, show me all my potential cast sorted into ratings…..but only show me the ones from NSW.
Press the filter icon in the top right and make your selections, you can filter by card categories or multiple fields.
If you'd like to, you can save this filter by clicking the button with the three dots on the far right and select save Filter. You can give it a name and choose whether the whole team can use this filter or only you.
Please note: a Kanban will stay filtered by the latest filter you used.