๐ Kanban View
The Kanban view shows your account plans as cards in columns. Each column represents a plan status. You can drag and drop cards to change status quickly.
Opening Kanban Viewโ
- Go to Account Planning.
- Click Kanban View.
Understanding the Columnsโ
| Column | Status |
|---|---|
| Draft | Plans not yet started |
| In Progress | Active plans being worked on |
| Review | Plans under review |
| Completed | Finished plans |
| Archived | Archived plans |
How to Use Kanbanโ
Viewing Plansโ
- Each card shows key info (subject, client, maybe date or status).
- Scroll within a column to see more cards.
- Scroll horizontally to see all columns.
Changing Status (Drag and Drop)โ
- Click and hold a card.
- Drag it to another column.
- Release.
- The plan's status will update automatically.
Note: You need Edit permission to drag and drop.
When to Use Kanbanโ
- Visual overview โ See how many plans are in each stage
- Quick status updates โ Move plans without opening them
- Team standups โ Discuss plan distribution at a glance
Switching Back to Table Viewโ
Click Account Planning in the sidebar again, or use the back/list view button. The main list view is the default table.