Kanban Board

Kanban Board is a tool which will give you a descriptive layout of your data in Simpel ERP based on status and a virtual board.

This board shall consist of cards which represent the various Documents listed in a particular Document Type aligned as per the stage of operation of the transactions represented by Status Columns. The card status can be changed easily by dragging and dropping the cards across the board.

A Kanban Board helps to visualize, control and optimize work-flow while collaborating with the entire team on a real-time basis.

Creating a new Kanban Board 

To create a Kanban board in Simpel ERP click the Kanban dropdown on the sidebar, and select New Kanban Board.

Add New Kanban Board

Adding new Card/Document 

To add Cards on Kanban Board click Add Tasks. You can Edit card details by click on the card and it will take you to the Task Doctype where you can further add and edit card details.

Add card in Kanban Board

Update Cards/Document Status 

Based on the Task status you can drag and drop the cards in the respective column. For example, if the task is work in progress you can move the card for the task from the status Open to Working.

Move Cards on Kanban Board

Manage Columns 

To add more columns in the Kanban board click on Add columns.

Add New column in Kanban Board

You can move the columns as per your priority.

Add New column in Kanban Board

You can also assign colors to columns.

Add color to cards in Kanban Board

You can also Archive and Restore the columns added in a Kanban board. To do so click Archive in the drop-down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board.

Archive and Restore in Kanban Board

Filters 

You can create multiple Kanban Boards based on different filters. To save filters for a Kanban Board, click on Menu and then “Save filters”.

Save filters in Kanban Board

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