---
schema_version: "1"
id: 22abfe85a31360bbd18f5fc429502ff9423b5b9ac6ee9add65db091abd0a8445
title: Use Kanban to Work with Graphical Views of Your Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/kanban.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.kanban.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c085b5caeafe95d855423b664f340b5515b807e1689a43939a66f54905773ab7
description: Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Use Kanban to Work with Graphical Views of Your Records

Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks.

- **[Set Up a Kanban View](https://help.salesforce.com/s/articleView?id=xcloud.kanban_configuration.htm&release=264.0.0&type=5)**  
    Arrange a kanban view to show a graphical view of records in a list view. Each kanban view is based on a list view, and kanban view settings are applied separately for each list view.
- **[Work in a Kanban View](https://help.salesforce.com/s/articleView?id=xcloud.kanban_use.htm&release=264.0.0&type=5)**  
    Narrow the records you want to focus on by searching and filtering a kanban view, and view records by record type. Update records by dragging, or edit a card without leaving the kanban view. If your Salesforce admin has set up key fields and guidance, you see them in the details panel. If you’re viewing opportunities, alerts help you move deals ahead.
- **[Considerations for Using Kanban Views](https://help.salesforce.com/s/articleView?id=xcloud.kanban_considerations.htm&release=264.0.0&type=5)**  
    If you use kanban views, review considerations for using them with certain objects and other features.
- **[Considerations and Guidelines for Administering Kanban](https://help.salesforce.com/s/articleView?id=xcloud.kanban_considerations_admin.htm&release=264.0.0&type=5)**  
    If your users work with kanban views, review considerations and guidelines for setup and customization.

#### See Also

- [Set Up a Kanban View](https://help.salesforce.com/s/articleView?id=xcloud.kanban_configuration.htm&release=264.0.0&type=5 "Arrange a kanban view to show a graphical view of records in a list view. Each kanban view is based on a list view, and kanban view settings are applied separately for each list view.")
- [Considerations for Using Kanban Views](https://help.salesforce.com/s/articleView?id=xcloud.kanban_considerations.htm&release=264.0.0&type=5 "If you use kanban views, review considerations for using them with certain objects and other features.")