YetiForce Kanban Board
The Kanban board is a tool used mainly for project management, but in YetiForce CRM this view is available in all user modules where data is stored. Kanban helps to visualize data by grouping them in various ways, effectively define the amount of work in progress and increase efficiency
Boards in the Kanban view use cards and columns that can be easily configured in the panel according to the needs of your company. Moreover, in the YetiForce CRM system, you can create multiple tables for one module that will present the data grouped in various ways.
Benefits of using the Kanban board:
- The use of this solution will help to improve communication between all team members and departments of the company, which will increase the efficiency and productivity of the team.
- Workflow visualization will influence the optimization of the company's business processes and will help find potentially problematic areas, such as bottlenecks.
- Boards works for any user module that contains data
- Data presentation method can be customized for each board
- Supported field types: Picklists, Assigned to
- Option to display summary of numerical and currency fields
- Supports colors and icons for value fields
- Supports quick edition
Everything you need to know about YetiForce Kanban Board
The Kanban view is available in standard YetiForce user modules, i.e. modules that contain a standard list of records.
The addon might not work in modules made by companies that are not authorized YetiForce partners.