Kanban view displays records as cards and groups them into columns by field value. Use it for task status, sales stages, content workflows, recruiting pipelines, and other stage-based work.
Use Cases
| Scenario | Good for |
|---|
| Project tasks | Track tasks by Not started, In progress, Done |
| Sales pipeline | Manage customers by Lead, Opportunity, Negotiation, Closed |
| Content workflow | Track content by Idea, Writing, Review, Published |
| Hiring pipeline | Manage candidates by Screening, Interview, Offer, Hired |
Create a Kanban View
Create a view
Click + next to the view tabs.
Choose Kanban view
Select Kanban view from the view types.
Choose a stacking field
Choose the field used to create stacks, such as status, stage, owner, or date.
Stack Settings
Kanban view can stack records by most fields. Attachment and Button fields are not available as stacking fields.
| Action | Description |
|---|
| Change stacking field | Click Stacked by [field] in the toolbar and choose another stacking field |
| Hide empty stacks | Turn on Hide empty stack in stacking field settings |
| Collapse stacks | Choose Collapse stack from the stack menu to show the stack as a vertical bar |
| Sort stacks | When stacked by a Single Select field, drag stacks to reorder them |
Manage Stacks
When the stacking field is a Single Select field, you can manage options directly from the board:
- Click Add stack to create a new option.
- Choose Rename stack from the stack menu to rename an option.
- Choose Delete stack from the stack menu to delete an option.
These actions change the options in the corresponding Single Select field. Confirm the impact before changing stacks used by other views or workflows.
Click Customize cards in the toolbar to control what appears on each card.
| Setting | Description |
|---|
| Visible fields | Choose which fields appear on cards |
| Field order | Adjust the order of fields on cards |
| Cover | Choose an attachment field as the card cover |
| Hide field name | Show only field values to reduce card density |
Move and Edit Cards
- Drag a card to change its order or move it to another stack.
- Click
+ at the bottom of a stack to open the create-record dialog. Set the stacking field value if you want the new record to appear in that stack.
- Right-click a card to insert a card above or below, expand the card, or delete it.
- Click a card, or choose Expand card, to open the record details.
Notes
- When you drag a card to another stack, Teable updates the value of the stacking field.
- Create, edit, delete, and drag actions depend on your view, record, and field permissions; cards also cannot be dragged between stacks when the stacking field is computed or read-only.
- For team workflows, consider locking important views so grouping and card settings are not changed by accident.
Last modified on May 26, 2026
