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<p>Low-code designer &gt; <a href="360006963072.html">App</a> / Kanban board</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Kanban board</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In BRIX, the <span style="font-weight: bold;">Kanban board</span> view helps you monitor the progress of a business process. For example, you can see how many orders are currently being processed, check their processing stages, and see whether there are overdue tasks associated with them.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">How to use a Kanban board</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">First, create a <a href="360009921131.html" class="topiclink">business process</a> that will describe the app<span style="font-family: Inter;"></span>s behavior. For example, the process associated with the <span style="font-weight: bold;">Order</span> app will include all operations employees need to perform, from processing the order to delivering the product to the customer. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Next, set up order <a href="360009920611.html" class="topiclink">statuses</a> and add them to the process. Statuses of an order may be <span style="font-weight: bold;">Pending</span>, <span style="font-weight: bold;">Awaiting Shipment</span>, <span style="font-weight: bold;">Shipped</span>, <span style="font-weight: bold;">Delivered</span><span style="font-family: Inter;">,</span> and <span style="font-weight: bold;">Canceled</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="8.PNG" title="8.PNG" width="496" height="570" style="margin:0;width:496px;height:570px;border:none" src="360025814991-8.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">As the process is being executed, the status of the order changes automatically, and the order item moves to the next column of the Kanban board from left to right. The colored indicators next to app items<span style="font-family: Inter;"> names help you make sure that tasks associated with them are completed on time. A gray dot means that there are tasks associated with the item, but they arent overdue. A yellow dot means that the deadline for a task is within less than a day. Finally, a red dot marks items with overdue tasks.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="kanban-board-2" width="922" height="227" style="margin:0;width:922px;height:227px;border:none" src="kanban-board-2.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter;">The task itself, the responsible user, and the current status of the item are indicated on the item page, in the sidebar.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="kanban-board-3" width="699" height="319" style="margin:0;width:699px;height:319px;border:none" src="kanban-board-3.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set up the Kanban board view</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Open the app page. In the top right corner, select the Kanban board view.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="kanban 3" width="560" height="142" style="margin:0;width:560px;height:142px;border:none" src="hmfile_hash_019ef023.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Each column represents a certain app status. Columns representing final statuses have a different background color. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="kanban 4" width="616" height="293" style="margin:0;width:616px;height:293px;border:none" src="hmfile_hash_bf8bc33a.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">As the business process is being executed, the app item status changes, and the item moves accordingly on the Kanban board.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can expand an item on the Kanban board to see detailed information.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you click a column name, a page with a table listing all app items in this status will open. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If manual status change is enabled, users can drag items from one column to another, and their statuses will change accordingly. However, we recommend that you avoid using this option, as automatic change of statuses offers better control and transparency.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users with <a href="360007527512.html" class="topiclink">permission to edit</a> app items in the app can drag and drop items on the Kanban board.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="kanban_view" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Board settings</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To manage the settings of the Kanban board, click the gear icon in the top right corner of the app page and select <span style="font-weight: bold;">Board Settings</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="kanban 5" width="916" height="284" style="margin:0;width:916px;height:284px;border:none" src="hmfile_hash_b718544c.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">In the opened window, you can customize both the board itself and the item pages. Board settings are divided into two types:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Global</span>. The <span style="color: #0000ff;"><a href="360006871932.html#administrators" class="topiclink">system administrator</a></span> defines the settings that apply by default to all employees and are exported with the app.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Personal</span>. Any user can set the parameters for themself. You can always return to the global settings by clicking the <span style="font-weight: bold;">Default</span> button.</li></ul>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">The administrator can switch between global and personal settings at the top of the settings window.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="kanban 6" width="489" height="561" style="margin:0;width:489px;height:561px;border:none" src="hmfile_hash_72ea318c.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">To change the Kanban board settings, fill in the fields:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">List width</span>.<span style="font-weight: bold;"> </span>Select the width of the board columns.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Sort</span>. Determine by which parameter the items in the columns will be sorted. App system fields such as <span style="font-weight: bold;">Index</span> and <span style="font-weight: bold;">Created</span> are available, as well as properties for which the <a href="360006871932.html#administrators" class="topiclink">system administrator</a> has enabled the <a href="360007235031.html#search_sort" class="topiclink">Search and sort by field</a> option. By default, items are sorted by the date they were created. Next, choose if the items need to be sorted in ascending or descending order.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Additional sorting</span>. Select a field for secondary sorting of app items. For example, if app items are sorted by the <span style="font-weight: bold;">Name</span> field and some of them have identical names, you can set additional sorting by creation date. System fields are available for selection, as well as properties with the <span style="font-weight: bold;">Search and sort by field option</span> enabled.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Field total</span>.<span style="font-weight: bold;"> </span>Here you can select any field of the <a href="360009707032.html#money" class="topiclink">Money</a> or <a href="360009707032.html#number" class="topiclink">Number</a> type, for example, <span style="font-weight: bold;">Contract amount</span>. The total amount<span style="font-family: Inter;"> calculated for</span> all items in a certain status will be displayed under the name of the corresponding Kanban board column. Users will only be able to see the total amount for the items they have the permission to view.</li></ul>
<p style="line-height: 1.20; margin: 0 0 0 34px;"><img alt="kanban 7" width="734" height="329" style="margin:0;width:734px;height:329px;border:none" src="hmfile_hash_f9c26e75.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; page-break-inside: avoid; page-break-after: avoid;"><span style="font-weight: bold;">Auto-refresh item list</span>. Enable the option to have the list updated when new items are added and when changes are made to existing items.</li><li style="line-height: 1.20; page-break-inside: avoid; page-break-after: avoid;"><span style="font-weight: bold;">Show system information</span>. Check this box if you want items to feature information about the author and the date they were created.</li><li style="line-height: 1.20; page-break-inside: avoid; page-break-after: avoid;"><span style="font-weight: bold;">Show tasks</span>.<span style="font-weight: bold;"> </span>Select this option if you want active business process tasks to be displayed on the board item.</li><li style="line-height: 1.20; page-break-inside: avoid; page-break-after: avoid;"><span style="font-weight: bold;">Expand item</span>. By default, items on the Kanban board are collapsed. If you want all the fields you specify in the settings to always be shown, check this box.</li><li style="line-height: 1.20; page-break-inside: avoid; page-break-after: avoid;"><span style="font-weight: bold;">Item fields</span>.<span style="font-weight: bold;"> </span>Select the fields that will be shown in an item on the Kanban board. Two fields are added by default. You can change their values by selecting other fields from the drop-down list. If you need to add more fields, click <span style="font-weight: bold;">+Field</span> and select the property you need. Please note that these fields will be the same for all the items of the current app.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="kanban 8" width="627" height="194" style="margin:0;width:627px;height:194px;border:none" src="hmfile_hash_b8e83e5a.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To delete a field, click the minus icon to the right of its name.</p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Display features for App (Many) fields on a board</a></p>
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<td style="vertical-align:top; padding:0; border:none"><p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">You can add a field of the <a href="360009707032.html#app" class="topiclink">App (Many)</a> type to the table. In this case, each item in the current app will show links to associated items from another app. If there are many associated items, links to the first 10 items and the total number will be displayed.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">However, data for all related items of the selected apps is still loaded, which may increase system load. To speed up display and reduce load, the system administrator can <a href="360009923311.html#eager-load" class="topiclink">enable enable eager data loading</a>. In this case, only data for the first 10 items is loaded, and the total count is not displayed.</span></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After you finish setting up the fields, click <span style="font-weight: bold;">Save</span>.</p>
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