Kanban View
The
Kanban view in Odoo is a visual representation of records, displayed in columns and cards, making it easier to manage workflows such as tasks, sales pipelines,
inventory, and support tickets. This view provides an intuitive drag-and-drop interface, allowing users to move records between different stages effortlessly. It is especially helpful for companies that require an engaging, organized, and transparent method of managing their operations.
What are the Key Features of Kanban View
The Kanban view in Odoo offers several features that enhance workflow management:
* Column-Based Workflow: Records are displayed in columns, with each column representing a different stage of the process. For example, in a
task management system, columns may include "To Do," "In Progress," and "Done."
* Drag-and-Drop Functionality: Users can easily move records between stages, updating their progress with a simple drag-and-drop action.
* Card-Based Display: Each record appears as a card, displaying important details such as tags, deadlines, and assigned users.
* Mobile Optimization: If a Kanban view exists, it becomes the default display mode on mobile devices, making navigation easier than the traditional List view.
* Quick Create Feature: Users can create new records directly within the Kanban view using a minimalistic form, allowing for faster data entry.
* Restricting Creation: Administrators can disable the "Can Create" option to prevent users from adding new records if needed.
* Default Grouping: Records can be automatically grouped by a specific field using the Default Group By setting, making it easier to organize and filter records based on key criteria.
What are the Common Uses of Kanban in Odoo
The Kanban view is widely used across various
Odoo applications to streamline operations:
* Project Management: Helps teams track tasks, assign responsibilities, and collaborate efficiently.
* Inventory & Manufacturing: Organizes stock movements, production processes, and warehouse operations for better control over inventory.
* Helpdesk & Support: Facilitates
ticket management by allowing customer service teams to handle and resolve customer requests more efficiently.
Why Use Kanban in Odoo?
The Kanban view in Odoo enhances productivity by providing a structured, interactive, and user-friendly interface for managing records. Whether tracking project tasks, organizing sales leads, or
managing stock, this view simplifies workflow management and helps teams stay organized and efficient.