---
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id: 6b39d806e59e4b39fa4e80c593faedf6963e2325ceae3f92dfe10457d1d02280
title: Visualize and Track Record Progress with Kanban Boards in Screen Flows (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_automate_flow_builder_screen_kanban_board.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_screen_kanban_board.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: daabc7009e4fd68acd9f1f594684d46a183b1f84373a1506d180fff8fcb2b98f
description: Use the new Kanban Board component to show records as cards in columns that represent workflow stages, without custom Lightning implementations. Your users gain instant visibility into record progress and record details without leaving the flow. The Kanban Board is read-only, so users can’t drag cards between stages at run time.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Visualize and Track Record Progress with Kanban Boards in Screen Flows (Beta)

Use the new Kanban Board component to show records as cards in columns that represent workflow stages, without custom Lightning implementations. Your users gain instant visibility into record progress and record details without leaving the flow. The Kanban Board is read-only, so users can’t drag cards between stages at run time.

**Where:** This change applies to Lightning Experience and Salesforce Classic in Essentials, Pro Suite, Professional, Enterprise, Performance, Unlimited, and Developer editions.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/images/icon_note.png)

Note The Kanban Board screen component is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). Use of this pilot or beta service is at the Customer's sole discretion.

**How:** Add the Kanban Board component to a screen and select a record collection whose records you want to show on the board. Then select a picklist field from Source Collection for column headers. You can select only picklist fields for column headers. The field order in the object metadata dictates the display order of columns. Finally, add the fields to show on record cards.

In this example, we used a Get Records element to fetch all Opportunity records, and set its output as the source collection (1). We selected the StageName picklist for the board’s column headers (2).

![The Kanban Board design time configuration with the Source Collection Field and Column Source Fields selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/automate/rn_automate_flow_build_kanban_collection_column.png)

We added the Opportunity Type, Closed Date, Description, Has Overview Task, and Amount fields to the card content (3).

![The Kanban Board design time configuration with Opportunity Type, Closed Date, Description, Has Overdue Task, and Amount fields selected for the card content.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/automate/rn_automate_flow_build_kanban_card_content_dt.png)

We then grouped the records by Opportunity Type (4) and selected the Summary Field (5) to show aggregates for the columns and groups.

![The Kanban Board design time configuration with the Type field selected for Group Column Cards by field. The Show Summary field is selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/automate/rn_automate_flow_build_kanban_group_summary.png)

Here’s the run-time view of the Kanban Board.

![The Kanban Board at run time.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-salesforce_release_notes-260-0-0-production-enus/ba62a63b-6cd1-440e-8d24-e867afab0363/salesforce_release_notes/images/automate/rn_automate_flow_build_kanban_runtime_rt.png)

#### See Also

- [_Salesforce Help_: Flow Screen Input Component: Kanban Board](https://help.salesforce.com/s/articleView?id=platform.automate_flow_ref_elements_screencmp_kanban_board.htm&type=5&language=en_US)
- [_Salesforce Help_: Flow Example: Build a Dynamic Sales Pipeline View in a Screen Flow](https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_screen_kanban_board.htm&type=5&language=en_US)