kanban offers an alternate means to visualising data within the servicely platform through configurable or data driven cards kanbans are a powerful way to show the status of work in progress, and provide a granular, card centric means of managing work kanbans are populated via a kanban /#kanban datasources , a visual editor for filtering records to display via kanban kanbans natively support drag and drop, card previews, and role based access control making them a dynamic and adjustable means to visualising kanban datasources kanban datasources are the means to create reusable filters for data to be rendered via kanban kanban datasource configuration field label field type purpose name string the name of the datasource table reference (table) the table the data source is pointing to column fields what field should make up the columns of the kanban typically this is current status or priority swimlane fields (optional) what fields should be used to split the columns into swimlanes typically this is assignee or assignment group title fields what field from the record should be used for the card title typically short description summary fields (optional) what field should be used for the card summary assignee fields what field is used to denote the assignee of the record typcially assignee due date fields (optional) due date to indicate records that are due soon attachments fields (optional) attachments field to show attachments at the card level query filter configurable filter to restrict card results board related list auto configured list of boards this kanban datasource is assocaited to kanban configuration field label field type purpose name string end user visible name for the kanban board datasource reference link to the appropriate kanban /#kanban datasources allow drag and drop boolean if enabled, ui events and client validation scripts might not perform as expected in kanban as they would in a detail form columns related list each of the columns available to the kanban admins related list (users) users who have configuration access to the kanban board members related list (users) users who can access the kanban board creating a new kanban log into your servicely instance type "kanban" to filter down the results to show kanban fields click on new kanban configuration provide a name for the board click on new in the datasource reference to create a new datasource populate the mandatory fields once finished, hit create to save the datasource determine if the drag & drop should be enabled finally, hit complete to create the record upon creation, the board columns will be automatically created and the kanban is accessible via the button at the bottom of the screen