---
schema_version: "1"
id: a01be5c07992f2ed746db687cb8618dd764cb6f476ad145cb07a899d76caaff0
title: Create a Kanban View
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_create_a_kanban_view.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_a_kanban_view.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d5ae93fe34f08bb77b89e105d71a840933ca33f5bca27d3be9eddde9e2272613
description: A Kanban list view is a helpful visual summary of records. It's a great way to visualize items in progress and allows you to monitor work more effectively. Update a record's status by dragging and dropping records from one column to another.
products:
  - Nonprofit
release: "264"
---
# Create a Kanban View

A Kanban list view is a helpful visual summary of records. It's a great way to visualize items in progress and allows you to monitor work more effectively. Update a record's status by dragging and dropping records from one column to another.

Aileen at the Six Sides Fund notices their current list of active Funding Requests is a bit disorganized in the standard list view. She asks Michon if there is a more organized way to view all active Funding Requests, so Michon creates a Kanban list view.

Now, the Six Sides Fund has a Kanban view of all active Funding Requests sorted by status. Aileen sees there are a few in the Submitted column that need attention. When she starts to review one, she easily moves the Funding Request from the Submitted column to the In Review column. This immediately changes the Funding Request's status.

1. From the App Launcher, find and select **Funding Requests**.
2. Click **Settings** (![Settings](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/settings.png)), then select **New.**
    
    ![Create a new list view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/kanban_1.png)
3. Enter a List Name. For example, Active Funding Requests.
4. Press tab to autofill the List API Name.
5. Select who sees the list view. For example, select **All users can see this list view** to allow everyone to see it.
6. Click **Add Filter** to narrow the list of records. For example, select **Status** as the Field, **Equals** as the Operator, and select all active status values.
7. Click **Done**, then **Save**.
8. Click **Settings**, then select **Select Fields to Display**.
9. Select the fields to display in the Kanban view. Reorder as needed.
10. Click **Save**.
    
    ![Select fields to display](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/kanban_2.png)
11. Click the **table icon** and select **Kanban** to change the view from a table to a Kanban board.
    
    ![Change to Kanban view](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/kanban_3.png)
12. Click **Settings**, then select **Kanban Settings**.
13. Two display options appear. In this example, Michon wants the Kanban view to show records by status, so he selects **Status** from Group By and leaves Summarize By to the default value of None.
14. Click **Save**.

![Funding Request Kanban board](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/kanban_4.png)