Kanban Interface

Updated April 28, 2026
Build Your System

Transform lists into visual workflows. Kanban boards show records as cards organized in columns, typically representing stages in a process.

Structure & Behavior

Each record becomes a card displaying key information. Columns represent states, stages, or categories. Drag cards between columns to update their status instantly.

Cards adapt to your data's story. A sales pipeline might surface customer name prominently with deal size and closing date below. Project workflows could lead with task titles, then show assignee avatars and color-coded priorities. Each card becomes a snapshot of what matters most—you control which fields appear, their order, and visual emphasis to create information hierarchies that match how your team thinks.

When to Use

  • Project Management - Track tasks through completion stages

  • Sales Pipelines - Visualize deals moving toward close

  • Support Tickets - Monitor issue resolution flow

  • Content Calendar - Manage content through editorial stages

Configuration Options

Each Kanban lane can be customized. Click on the three-dot menu (⋮) to access these options:

Edit - Fine-tune how cards behave within this lane:

  • Sort By: Choose which column sorts cards within the lane (Due Date, Priority, Created Date, or any field from your dataset)

  • Preview Tab: Customize which fields appear on the card face—keep it minimal for quick scanning

  • Detail Tab: Configure expanded view fields shown when cards are clicked—include all relevant information here

  • Apply Preview Settings to All Lanes: Sync your preview configuration across every lane for consistency

  • Apply Detail View Settings to All Lanes: Ensure detailed views match across the entire board

Delete Lane - Permanently remove this status/stage from your workflow. Cards in deleted lanes need reassignment to remaining lanes.

Hide Lane - Temporarily collapse lanes you're not actively working with. Hidden lanes preserve their cards and settings, reducing visual clutter without losing data.

Create Your First Interface

Time to first interface: 3 minutes

This example creates a Kanban board for project management. 

Step 1: Access Interface Creation

  • Open your tasks dataset

  • Click the "+" button

  • Select "Kanban Board"

  • Name it "Project Tracker"

Step 2: Configure Columns

  • Columns appear: To Do, In Progress, Review, Done

  • Drag to reorder columns if needed

Step 3: Design Cards

  • Click "Configure Cards"

  • Add fields: Task Name, Assignee, Due Date, Priority, Status

  • Enable color coding by Priority

Step 4: Set Permissions

  • Team: Can edit (drag cards)

  • Stakeholders: View only

  • Save configuration