Mastering Kanban Views in Pronnel
Welcome to this comprehensive guide on making the most of Kanban views in Pronnel. Known for its simplicity and effectiveness, Kanban is a favorite among project managers and productivity experts. At Pronnel, we’ve made Kanban our primary view, designed to help you visualize, manage, and act on your data effortlessly. In this tutorial, you’ll learn how to create and customize Kanban views, manage tasks with advanced filters and sorting, collaborate with your team, and more.
Creating Kanban Views
Pronnel makes it easy to set up your personalized Kanban layout:
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Step 1:Open any board in Pronnel.
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Step 2: Click on the “+ View” button at the top. A popup will appear—select “Data View” from the options. This opens another popup where you can choose from various view types such as Kanban, Gantt, Grid, Split, and Calendar. For this tutorial, we’ll proceed with creating a Kanban view.
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Step 3: Click on the three-dot menu next to the view name to access various options such as renaming, duplicating, deleting, or adjusting visibility settings. Use these options to customize the view according to your needs.
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Step 4:You can create multiple Kanban views, each tailored to specific requirements.
Applying Filters and Sorting
Creating multiple Kanban views is a valuable feature in Pronnel, as you can apply filters and sorting options to each view. When you return to the board later, your Kanban view will display the data per your previously applied filters and sorting preferences.
Sharing Kanban Views
You can easily share your Kanban views with your team by using the "Share with Board Users" option. This allows others on the board to access the same view with all the applied filters and sorting, promoting better collaboration and transparency across your projects.
Customizing Buckets in Your Workflow
Buckets in Pronnel represent the stages or categories of your workflow and appear across view like Kanban . You can fully customize these Buckets from the Process section under Settings.
In the Process settings, you’ll see a complete list of all Buckets configured for your board. Click the three-dot menu next to any Bucket to access options like Edit, Delete, or Make Default. When you choose Edit, you can rename the Bucket, add a description, change its color, and even mark it as the final stage by enabling the Final checkbox.
Rearranging Buckets in Your Workflow
If you want to reorder your Buckets, go to the Process section under Settings. There, you'll find a list of all Buckets configured for your board. Simply click and hold the six-dot icon next to a Bucket name, then drag it vertically to your desired position. Once dropped, the new order will be automatically saved and reflected across all views, including Kanban and List.
Using Column Options
In the Kanban view, you can use the column options to choose which attributes are displayed directly on the item cards. This makes it easy to view key information at a glance without needing to open each card individually. You can also adjust which attributes appear, allowing you to tailor the view based on what matters most to you.
Moving Items Between Groups
In the Kanban view, items are organized into Groups based on a selected field—such as Bucket, Priority, Assignee, or any other item attribute. To move an item between groups, simply click and hold the item card, drag it to the desired group, and release it. This action will automatically update the underlying field value. Alternatively, you can open the item card and manually update the field that the view is grouped by.
Creating New Items
To create a new recruiter in a Kanban bucket, simply click the + icon within the desired bucket—this will open a quick popup to enter the title. Alternatively, you can use the Add Recruiter button available at the top of the view, next to the filter, group, and sort options. If the + icon is not visible in a bucket, it means recruiter creation is disabled for that bucket. Note: In this view, the terminology is set to “Recruiter.” By default, this option appears as “Add Item” if the terminology hasn't been customized.
Grouping Items
Pronnel allows you to view your data in different formats, such as by priority, assignee, or custom fields with dropdown options, using the Group by feature. This provides a holistic 360-degree view of your data. You can also control the order in which groups appear—selecting ascending will display values from lowest to highest (e.g., grouping by Priority in ascending order will show items from Low to Urgent), while descending will show them from highest to lowest.
Conclusion:
Now that you're familiar with the features and capabilities of Kanban views in Pronnel, it's time to put them into action. Kanban remains one of the most intuitive and effective methods for managing tasks, and Pronnel enhances its potential with flexible customization and powerful tools. Explore different view setups, tailor your boards to your workflow, and boost team collaboration with transparency and efficiency. Happy organizing with Pronnel!
FAQs -
What is Kanban, and why is it the primary view in Pronnel?
Kanban is a visual project management methodology focused on clarity, simplicity, and task flow. Pronnel uses Kanban as the primary view because it provides a clear, actionable interface for managing work efficiently across teams.
How can I create a Kanban view in Pronnel?
To create a Kanban view, open a board, click the + icon to open the view selection popup, choose "Data View", and then select "Kanban" from the available view types. You can name and customize the view as needed.
Can I apply filters and sorting in Kanban views?
Yes, Kanban views support filters and multi-level sorting. Once applied, your preferences are saved and retained when you revisit the board.
How do I share a Kanban view with my team members in Pronnel?
Admins can use the "Share with Board Users" option (previously known as public view) to make the Kanban view accessible to other users on the board with all filters and sorting preserved.
What are Kanban columns called in Pronnel, and can I rename them?
In Pronnel, Kanban columns are referred to as "Buckets." You can rename them from the Attributes section to better reflect your team's workflow, such as "Stages," "Status," or any custom terminology.
Can I rearrange Kanban buckets in Pronnel?
The bucket order is managed via the Process inside settings. Navigate to Settings > Process, then reorder the buckets by dragging the six dots vertically to your preferred arrangement. Changes are saved automatically.
What is the benefit of using column options in Kanban views?
Column options let you customize which attributes are displayed on Kanban cards. This allows you to view key information at a glance without opening each card, improving efficiency and visibility.
How do I move items between Kanban buckets in Pronnel?
You can simply drag and drop an item card from one bucket to another. Alternatively, you can open the card and change the bucket field manually to update its status.
How can I create new items in a Kanban view in Pronnel?
To add a new item, click the + icon on top of a Kanban bucket, or use the "Add Recruiter" button located in the top bar next to filters, sort, and group controls. The label may vary based on your terminology settings ("Add Recruiter" is the updated label in this view).
What if mandatory fields exist for a new item in the Kanban view?
If mandatory fields are required, clicking "Add" will open a full popup form to enter all necessary information before saving the new item.
Can I view my data in formats other than Kanban columns?
Yes, with the "Group by" feature, you can organize data by priority, assignee, or any dropdown-type custom field. You can also sort these groups in ascending or descending order, such as viewing items from low to high priority.
How can I make the most of Kanban views in Pronnel for my projects?
Use multiple Kanban views for different workflows, apply filters and sorting to organize data clearly, and utilize sharing, grouping, and column customization to keep your team aligned and efficient.