Kanban view for Creatio

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.