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Kanban view for Creatio

Kanban view for any Creatio section with drag & drop capability
    Description
    Product description

    Kanban view is a useful and intuitive visualization tool that allows users to turn their lists of opportunities, cases, leads, projects, etc. into interactive pipelines, group them by stages and change stages with a simple drag & drop action.

    Use cases:

    For companies whose employees are more comfortable working with visual structuring of section records in the kanban view, to change the stages / status of records and analyze the "pipeline".

    Key features:

    • display records list in form of a Kanban board for any section with at least one dynamic case set up;
    • use dynamic case as a sorting option in sections with two or more dynamic cases set up;
    • change opportunity, lead, case, etc. stage by drag & drop on a visual board;
    • group records and visualize total counts for all the stages in the pipeline;
    • apply filters, dynamic folders, custom columns setup for any section displayed in a Kanban view mode.
    Languages
    Price
    Free

    Terms & Conditions

    Support is not available for this application.
    Support conditions

    Thank you for choosing our Marketplace app! We appreciate your interest in our free tool.
    While we strive to provide a high-quality user experience, we currently do not offer dedicated customer support for this free app. The app is provided in its current form, with no guarantees or warranties. However, we encourage you to consult our comprehensive documentation and engage with our GitHub community for assistance.
    This approach allows us to focus our resources on ongoing development and improvements, ensuring that the app remains valuable to you and our community. Thank you for your understanding and for choosing our app.

    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.10.3 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Framework
    Deployment options
    Cloud
    On-site
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    1. Select Creatio section. Go to section that contains stage setting (for example, opportunities, cases, leads, projects, etc.)

    2. Select section view. Go to "Kanban" view.

    3. Change stage. Change opportunity, lead, case, etc. stage by drag & drop.

    4. Setup filters. Apply filters, dynamic folders, custom columns setup as you do in the list view.

    What's new?
    Version 1.7

    Improve security defense. Disable CDN support for application modules.

    Version 1.6

    Support Freedom UI for 8.x version Creatio platform

    Version 1.5
    • Hiding of the ‘Load more’ button if all records are loaded;
    • Adding error message when moving a record between stages if mandatory steps are not completed.
    Developed by
    Compatibility