Configuration for Personal View

In a similar way, Kanban Board can be configured for Personal Views created by the users. To add Kanban Control on Personal View follow the steps given below:

  • Go to Advanced Find --> Select the personal view to which Kanban Control is to be added.

  • Click on ‘Edit Columns’.

  • Click on ‘Custom Controls’.

  • Click on ‘Add Control’.

  • Select ‘Kanban Board’ --> Click on ‘Add’.

  • Now configure the Kanban Board as per your requirement --> Click on ‘Ok’.

  • Again click on ‘Ok’ --> Then click on ‘Save’ to add the control to the personal view.

  • Now the personal view will be displayed in Kanban View.

For further queries, reach out to us at crm@inogic.com

Last updated