Syntech Kanban View for Creatio
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Syntech Kanban View for Creatio is a visual element that streamlines record management by displaying items as cards organized into columns by stage. Features swimlanes, owner avatars, stage totals, progress bars, WIP limits, filters and DCM support.
Overview
Product overview
Product description
This solution offers a user-friendly Kanban-style interface designed to simplify the way business processes are visualized and managed. It allows users to monitor workflow stages and interact with records directly on the board, eliminating the need to work through traditional list formats.
Key Features
Universal Kanban board
Configure a Kanban board for any section or page in the system, using any lookup field to define the stages. Effortlessly interact with records by moving them between columns via drag-and-drop.
Real-time updates & seamless navigation
The board stays in sync with your system. Any changes made by you or your team are reflected instantly without the need to refresh the page.
Supports both vertical and horizontal scrolling, ensuring a user-friendly experience even with large volumes of data or multiple stages.
DCM (Dynamic Case Management) support
The component seamlessly integrates with Creatio's Dynamic Case Management framework, automatically detecting and displaying DCM stages with their configured colors and hierarchical relationships.
Avatars & Stage Aggregation
See who's responsible at a glance. Photos load directly from Creatio sections, displayed in the card's corner with tooltip.
Show totals in stage headers: sum, average, or count. Perfect for sales pipelines — see deal value per stage with currency formatting ($, €, etc.).
Overdue Highlighting & Card Grouping
Cards with passed due dates highlighted in red. Configurable warning period shows upcoming deadlines in yellow.
Group cards within stages by category, priority, or custom field. Collapsible groups for cleaner boards.
Swimlanes, WIP Limits & Progress Bars
Group cards by owner, department, or any lookup field. Drag cards between swimlanes — the system updates both stage and assignment automatically.
Set maximum cards per stage. Visual warning when limit exceeded — prevent bottlenecks before they happen.
Visualize completion percentage on each card. Color-coded from red to green based on progress value.
Filters & Collapsible UI
Full integration with Creatio filters — folders, quick filters, and custom filter panels work seamlessly. Place Kanban on detail pages with automatic parent record filtering. Filters update the board in real-time.
Collapse stages and swimlanes to focus on what matters. State persists during session.
Pricing
Monthly
Annual
Standard
$
83.25 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic”, “Business” and “Premium“ packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Resources
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.
Versions
Versions history
Version
Compatibility
Release date
3.0.0
8.3.0 and up
Release summary
- Swimlane Grouping — organize by owner/department with automatic updates on drag
- Owner Avatars — photos from Creatio contacts on cards
- Stage Aggregation — totals in headers with currency support
- Progress Visualization — color-coded completion bars
- WIP Limits — prevent bottlenecks with stage limits
- Overdue Tracking — red/yellow highlighting for deadlines
- Collapsible Interface — focus on what matters
1.0.6
8.3.0 and up
1.0.5
8.3.0 and up
Release summary
Added:
- new flag "disableDragAndDrop";
- Add button on board;
Fixed problem with lookup columns display value.
- new flag "disableDragAndDrop";
- Add button on board;
Fixed problem with lookup columns display value.
1.0.4
8.3.0 and up
1.0.3
8.3.0 and up
1.0.2
8.1.5 and up
1.0.1
8.1.5 and up
Release summary
Added any section filters support.
Minor fix.
1.0.0
8.1.5 and up
Release summary
Initial release.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.