On the Candidates, Resources, CRM, Opportunities and Positionings modules, you can edit the view type and go from a list view to a board view called, like the well-known method: Kanban.
Kanban view: general explanation
To activate the Kanban view, to the right of your search page, click on "View: List" to switch to "View: Kanban".
The Kanban view allows you to:
- Have a visual on the total of cards in each stage
- Change a card's stage with the Drag and Drop feature
- Sort out your cards by different criteria
Good to know:
To change the stage of multiple cards at the same time, you can use the tool bar.
How cards work
Each card gives you information on:
- the card's creation date
- how new the data is with the herringbone patterns. You can see what type of action report was last saved and what's the next incoming action.
Good to know:
These patterns give chronological info. Meaning:
- Last action created less the 1 week ago (past
/ incoming
)
- Last action created between 2 weeks ago and 3 months ago (past
/ incoming
)
- Last action created over 3 months ago (past
/ incoming
)
- There are no actions done
or incoming
.
- Last action created less the 1 week ago (past
- The number of active positionings (for Candidates/Resources cards)
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