Database Design Documentation
Database Design Documentation
The Kanban Board helps you track and manage tasks, as well as update task statuses in real-time. For example, it can be used for project task management, event progress tracking, order processing updates, and more.
Note: The sheet must include Selection or Linked fields (e.g., Selection, Select User, Select From Other Sheet, etc.) to use the Kanban Board.
After creating the Kanban Board, the following page will appear.
The settings for the Kanban Board are explained below:
At the top row, select the Category field and choose the fields you want to display.
Category: Data will be displayed according to the selected field. Only fields that support Selection or Linked fields (e.g., Selection, Select User, Select From Other Sheet, etc.) can be chosen as categories.
Display: Select which fields to show in the report. You can choose up to three fields and adjust their display order.
In the second row, you can configure the Field Sorting Criteria. Choose one of the fields selected in the Display settings to sort the data in either "ascending" or "descending" order.
Hover over the upper right corner of a category and click the X to remove it.
You can find removed categories under Categories Shown at the top section. Click the category you want to show, and it will reappear in the report.
The source sheet for the report must grant Access Rights to the user group to allow users to update task progress.
Access Rights can be set to Survey Users, Bulletin Users, or Admin based on your needs. Since Viewers cannot modify records, users with Viewers access should not use this report for updating progress.
After saving the report, users can utilize the Kanban Board to update their tasks and project progress in real time.
In the report, users can directly change the Category field of a record by dragging and dropping items. For example, when a project task is completed, you can change the task's "Status" from "In Progress" to "Completed" directly on the Kanban Board.
The corresponding category field in the source sheet will automatically update to the new value, and this change will be reflected in the history.
Based on the Access Rights granted in the source sheet, users will have different visibility and modification capabilities:
Survey Users: Can only view and modify items they have created or been assigned to.
Bulletin Users: Can view all items but can only modify items they have created or been assigned to. If they attempt to drag and drop items they do not have access rights to modify, a notification will appear.
Admin: Can view and modify all items in the sheet.
If checked, categories with no data will not be displayed in the report.
If you frequently use this type of report, you can save it for easy access later. Additionally, you can export the report as a PDF file or print it.
When your sheet has Shared Views or the Fixed Filter applied, you can filter the report based on those views.
You can embed the report into your website or share a link with others.
You can adjust the report’s style settings, including font, font size, boundaries, etc.
