In ELMA365 a Kanban board helps you monitor the progress of a business process. For example, you can see how many orders are being processed and check the stage of each order at the current moment.
Using Kanban board
First, create a business process that will describe the app's behavior. For example, the process for the Order app may include all the steps that the employees make from processing the order to delivering it to the customer.
Next, set up statuses and add them to the process. Possible statuses of an order are "Pending", "Awaiting Shipment", "Shipped", "Delivered" and "Cancelled".
While the process is being executed, the status of the order changes automatically and the order item moves to the next column of the Kanban board from left to right.
If a task in a business process has a deadline that has not been met, the red dot appears on the board item and the task name becomes highlighted in red. Thus, you can immediately see how many tasks are overdue
The task itself, the responsible user and the current status of the item are indicated in its card on the right panel.
Setting up Kanban board
Open the app page. In the top right corner select the Kanban Board layout.
Each column represents a certain app status. The columns representing final statuses have a different background color.
While the business process is being executed, the app item's status changes and the item moves accordingly on the Kanban board.
You can expand the item to see full information.
If the manual change of statuses is enabled, users can drag and drop the items from one column to another, and their statuses will change accordingly. However, we recommend avoiding such settings for better control and transparency.
Only the users with permissions to edit app items can drag and drop the items on the board.
To manage settings of the board, click the gear icon in the top right corner of the app page and select Board settings.
In the settings window, you can set up the board and the items.
- List width. Select the width of the board's columns.
- Sort. Select if the items will be sorted by name, zip code, the date they were created, author, the date they were changed, change author, the date they were deleted or status. By default, the items are sorted by the date they were created. Next, choose if the items must be sorted in ascending or descending order.
- Field total. Here you can select a numeric field of the app, for example, "Total amount". Then the total amount of all items currently belonging to a kanban board's column will be displayed next to the column's name.
- Check the Show system information box if you want the items to feature additional information about the author and the date the item was created.
- Show tasks. Select this option if you want the current tasks of the business process to be displayed on the board item. Note that this option is only available if you have configured a business process that uses the current app.
- By default, the items are collapsed. If you want them to be expanded, check the Expand item box.
- Item fields. Select the fields that will be shown when an item is expanded. In the drop-down list, select what information should be displayed. If you need to add more fields, click +Field and then select the property that it will contain. Please note that these fields will be applied to all the items of the current app.
To delete a field, click the minus sign to the right of its name.
After you have set up all the fields, click Save.
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