A kanban board is a tool that helps visualize the workflow to bring clarity to the work process. For kanban boards, you can:

• establish the work-in-progress limits (WIP limits). They are applied to limit the maximum number of tasks in each step of the workflow.
• set up paired states and track the time the cards are in a specific state.
• use the service classes to determine which workflow is applied to solve the issues.

In SimpleOne the kanban board consists of the Columns, Swimlanes, Areas, and Cards.

You can also configure badges for cards to make them more visual and display important information on tasks.

Create a kanban board

 You first need to create a kanban board record. To do so, complete the following steps:

1. Navigate to Kanban Boards → New.
2. Fill in the fields. 
3. Click Save or Save and exit to apply the changes.

Kanban board form fields

After the kanban board record is saved, four UI actions are available in the Board Configuration section:

• Generate columns
• Create column
• Create swimlane
• Create area
• Create badge

Create a column

The columns represent specific steps in a workflow. They can combine many states that are similar in meaning.

You can create columns in two ways:

• automatically using the Generate Columns action. This will create all available columns of the state options for the board, organized in order. The state options and their number depend on the values specified in the Tables field of the board record.
• manually by creating a record for each individual column.

The Generate Columns and Create Column buttons are not displayed on the form when columns for all possible state options are created.

To create a column for a board, complete the following steps:

1. Click Create column on the kanban board record. The modal window appears. 
2. Fill in the fields.
3. Click Save to apply the changes.

All related columns are available in the Kanban Columns related list.

Create a swimlane

Swinlanes are horizontal lines that divide a kanban board into sections. They are commonly used to visually separate different types of work on the same board and organize similar tasks together.

To create a swimlane for a board, complete the following steps:

1. Сlick Create swimlane on the kanban board record. The modal window appears. 
2. Fill in the fields.
3. Click Save to apply the changes.

All related swimlanes are available in the Kanban Swimlanes related list.

Create an area

An area can combine several columns and set a common WIP limit for them.

To create a column for a board, complete the following steps:

1. Click Create area on the kanban board record. The modal window appears. 
2. Fill in the fields.
3. Click Save to apply the changes.

All related areas are available in the Kanban Areas related list.

Create a badge

To create a badge for cards, complete the following steps:

1. Click Create badge on the kanban board record. The modal window appears. 
2. Fill in the fields.
3. Click Save to apply the changes.

All related badges are available in the Kanban Badges related list.

Kanban board view

The board is only displayed to users that match the Access criteria and when the Public checkbox is selected

To view a kanban board, click Open board on the record form. An example of a configured kanban board is shown in the screenshot below:

Available UI actions:

• – add to Favorites
• Fix column width. When reopening the board, the column width is fixed until the checkbox is cleared.
• – configure the kanban board

To open the record preview, click the card. To go to the record form, click .