Mastering Kanban Views in Pronnel

Creating Kanban Views

Pronnel makes it easy to set up your personalized Kanban layout:

• Step 1:Open any board in Pronnel.

• 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.

  

• 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.

  

• 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!