How to create a custom Kanban/Card View
1. View more options using this dropdown.
2. Create a customised Kanban view to tailor job tracking to your needs
3. Choose a field to organise your Kanban board
4. Categorise your Kanban view by property type to view Jobs by Property type
6. Select who to share this Kanban view with
7. Add the key fields you want to display at a glance on your Kanban cards
8. Highlight when jobs were added by showing the Created Time field
9. Add the Stage field to visualise each job’s progress through the workflow
10. Review/re-order the Selected fields to ensure you’re displaying relevant job details
