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Visualize your workflows with Kanban reports in Quickbase

adding color cool stuff formulas how to intermediate reports Jul 16, 2018
Visualize your workflows with Kanban reports in Quickbase

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They're here! Kanban boards are now in Quickbase. Kanban is a way of visualizing the progression of work through a system. Visual systems draw focus on what's important, help drive action, and increase engagement. If you've found Kanban cards useful in tools like Trello or Jira, get ready to take them to the next level with the power and flexibility of Quickbase!

Are you tracking any of these processes with your Quickbase?

  • Programs or projects from Not Started to Completed
  • Sales leads from Inquiry to Conversion
  • Recruitment from Awareness to Hire
  • Manufacturing from Raw Materials to Finished Product
  • Software development from Ideation to Shippable Code
  • Tech support tickets from Open to Closed
  • The list goes on...

If you are, you could benefit by adding Kanban reports to your Quickbase!

 

This brief tutorial will walk you through creating a Kanban report, adding color to the Kanban cards, and adding the Kanban report to a form. To get started there are three key steps.

  1. Create the Kanban report
  2. Select the 'phase' field
  3. Choose the fields, filters, color, etc.

Let's start harnessing the power of visualization through Kanban reports!

RESOURCES

App used: Complete Project Manager from the Quickbase App Exchange

Color-code cards formula used in the tutorial:

Case([Status],
"Not Started","gray",
"In-Progress","green",
"Issue","red",
"Completed","blue",
"Canceled","orange")

 

 

 

 

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