--- title: Kanban slug: v111/kanban icon: {"faIcon":"fa-solid fa-person-swimming"} createdAt: 2025-06-10T04:10:41.587Z --- 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. ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/b2aiNxlqipAyHZNLNG8a1_cleanshot-2025-06-30-at-144846-2x.png) Kanbans are populated via a [Kanban Datasource](docId\:tdFClvRHgIa69JXD51QJX), 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 ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/5zizWBZjHz8AJyp5-KoFx_cleanshot-2025-06-30-at-144701-2x.png) ### 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 Datasource](docId\:tdFClvRHgIa69JXD51QJX) | | 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 ### ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/j8TlEHP8pbSRPJncazkM1_ab-capture-image.png) ::::WorkflowBlock :::WorkflowBlockItem ### Log into your Servicely Instance ::: :::WorkflowBlockItem ### Type "kanban" to filter down the results to show Kanban fields ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/OEEoyh8aj9gKlxyQr4ue5_ab-capture-image.png) ::: :::WorkflowBlockItem ### Click on New Kanban Configuration ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/5WOFjqnCL-y_aUxftMJPI_ab-capture-image.png) ::: :::WorkflowBlockItem ### Provide a name for the Board ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/uNzPcAnaLlTKRed_JJTEJ_ab-capture-image.png) ::: :::WorkflowBlockItem ### Click on [New ](https://demo-sam.servicely.ai/#/KanbanConfiguration/_create)in the Datasource reference to create a new Datasource ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/3zITuSuqNIHW84lIoOyj0_ab-capture-image.png) ::: :::WorkflowBlockItem ### Populate the Mandatory Fields ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/UuIdbsJ4-UfwzkEjxGABM_ab-capture-image.png) ::: :::WorkflowBlockItem ### ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/Sd4uaeFYV4W1pB706xfTM_ab-capture-image.png) ::: :::WorkflowBlockItem ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/HoYLMilPmnG7Y6IGz7uad_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/S7xllzPdWFWfvJaS1Yy22_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/DkWBw8O5BXQeKk4oLBwAr_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/zKEcewCCgZLyLozcZRpTe_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/BFgt4lSafRe9XG71MBzUW_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/re3YkSMirdiiSqeM5jyFA_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/4Xy0Raa6G_qm-kTt9gpCT_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/e-S6gljoMx7f3zbvNg-8M_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/N1_VgSvilDfih359f3K8f_ab-capture-image.png) ::: :::WorkflowBlockItem ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/XucGPYiomYyygEHd7U_RG_ab-capture-image.png) ::: :::WorkflowBlockItem ### Once finished, hit Create to save the Datasource ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/q3kvu-CGOT6QUgvS_qqXB_ab-capture-image.png) ::: :::WorkflowBlockItem ### Determine if the Drag & Drop should be enabled ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/xjquG3iQXU0TsREcfY4uj_ab-capture-image.png) ::: :::WorkflowBlockItem ### Finally, hit Complete to create the record ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/ahSNr7iWeGig3gUHc49kI_ab-capture-image.png) ::: :::WorkflowBlockItem ### Upon creation, the Board Columns will be automatically created and the Kanban is accessible via the button at the bottom of the screen. ![](https://api.archbee.com/api/optimize/RDSPJwtKQ5B5sE-oMCN16/tDY7myMVx0PRskAfxK1Fj_ab-capture-image.png) ::: ::::