---
schema_version: "1"
id: c750818226d1ba3aa3373a5a41497f2895f9312a89da022e88a2bce8c1640dd6
title: Set Up a Kanban View
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/kanban_configuration.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.kanban_configuration.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dc405d307473103321da4c9e23b30114159981e34be405c37bc0eefa0bc6b10d
description: 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.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Set Up a Kanban View

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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer </strong>Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d36071e80">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36071e80 ">To create list views:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36071e80 ">Read on the type of record included in the list AND Create and
              Customize List Views</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36071e80 ">To create, edit, or delete public list views:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36071e80 ">Manage Public List Views</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36071e80 ">To edit Kanban settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36071e80 ">Edit on the associated list view</td>

          </tr>
        </tbody>
      </table>

1. In a kanban view, click ![List View Controls](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-basics-264-0-0-production-enus/d8bf6981-f8ef-4f16-bfbd-c42ed32044eb/basics/images/list_view_controls_menu.png), and then select **Kanban Settings**.
    
    Kanban settings control the amount or number total in each column heading (1) and the column groupings (2).![Kanban settings, showing the Summarize By dropdown (1) with Amount selected, and the Group By dropdown (2) with Stage selected](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-basics-264-0-0-production-enus/d8bf6981-f8ef-4f16-bfbd-c42ed32044eb/basics/images/kanban_settings.png)
2. Summarize each column by a key number or amount, such as opportunity amount or expected revenue.
    
    In Summarize By, select a numeric or currency field, or omit column summaries by selecting **None**.
3. Group your records into columns representing the progress you want to track.
    
    In Group By, select a field such as Stage or Opportunity Owner.
    
    Kanban views don’t show records without a value in the selected Group By field.
4. Click **Save**.

#### 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.")
- [Create a Custom List View in Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.customviews_lex.htm&release=264.0.0&type=5 "To see an infinitely scrollable list of records that meet your filter criteria, create a custom list view. You can start from scratch or you can clone an existing list view and then customize it with filters.")