Using the Kanban view

How Kanban works

The Kanban view groups your records into swimlane columns based on a categorical column - typically a Status, Stage, or Category field. Each unique value in that column becomes a column on the board.

Which column is used?

SheetForge automatically detects the best column to use for grouping - usually the column with the fewest unique values that looks like a status field (e.g., "Status", "Stage", "Priority", "Phase").

Filtering Kanban

The filter bar above the board applies to the Kanban view too. Use it to focus on a subset of records.

Tips for best results

• Keep your status column values short (under 20 characters)
• Use consistent capitalisation (e.g. always "In Progress", not a mix)
• Limit unique status values to 8 or fewer for readable columns