Kanban Board

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Overview

Kanban Board – Business Overview

The Kanban Board in Dafater is a visual work management tool used to track tasks, activities, or records as they move through different stages of a business process. It helps teams clearly see what work is pending, in progress, or completed, making daily operations more transparent and easier to manage.

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What the Kanban Board Is Used For

The Kanban Board is used to: - Visually organize work items by status or stage
- Monitor progress at a glance without reviewing detailed reports
- Improve team coordination and accountability
- Identify bottlenecks and delays in business processes

It is especially useful for managing workflows where work moves step-by-step, such as approvals, service requests, sales activities, or internal tasks.

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Prerequisites and Setup Requirements

Before using the Kanban Board, the following should be in place: - A business process that has clear stages (for example: New, In Progress, Pending Approval, Completed) - Records or transactions that represent work items (such as tasks, requests, or follow-ups) - Defined responsibility within the team for moving items from one stage to another

Once these basics are defined, the Kanban Board can be set up to reflect how work flows in your organization.

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Typical Workflow and Business Usage

A common workflow using the Kanban Board looks like this: 1. Work items are created and appear in the first stage on the board
2. Team members move items across stages as work progresses
3. Managers review the board to monitor workload, priorities, and delays
4. Completed items are moved to the final stage, providing a clear record of finished work

This visual approach supports daily stand-ups, team reviews, and management oversight without requiring detailed system navigation.

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Key Business Scenarios Where the Kanban Board Is Essential

The Kanban Board is particularly valuable in scenarios such as: - Task and activity management across departments
- Sales or follow-up tracking to ensure no opportunity is missed
- Service or support request monitoring
- Approval-driven processes where visibility of status is critical
- Team-based work where coordination and transparency are essential

In these situations, the Kanban Board acts as a shared control panel for the entire team.

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Important Considerations for Users

When using the Kanban Board, users should keep in mind: - Stages should clearly represent real business steps, not vague labels
- Team members must regularly update item status to keep the board accurate
- Overloading stages with too many items may indicate process issues
- The board is most effective when reviewed frequently, not occasionally

Used correctly, the Kanban Board becomes a powerful business tool that improves visibility, efficiency, and team collaboration across Dafater.

Basic Information

• Module: Desk
• Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
kanbanboardname	Kanban Board Name	Data	✓	-	Name identifying this Kanban board in Dafater.
reference_doctype	Reference Document Type	Link	✓	DocType	Document type whose records appear on this Kanban board.
field_name	Field Name	Select	✓	-	Document field used to group records into Kanban columns.
private	Private	Check		-	Restricts board visibility to owner and permitted Dafater users.
show_labels	Show Labels	Check		-	Displays field labels on Kanban cards for better context.
columns	Columns	Table		Kanban Board Column	Defines workflow stages displayed as columns on the Kanban board.
filters	Filters	Code		JSON	JSON conditions to limit which records appear on the board.
fields	Fields	Code		JSON	JSON list of record fields shown on each Kanban card.

Child Tables

Columns (Kanban Board Column)

Field Name	Label	Type	Required	Options	Description
column_name	Column Name	Data		-	Name identifying the kanban column for workflow tracking
status	Status	Select		Active, Archived	Defines whether the column is active or archived
indicator	Indicator	Select		Blue, Cyan, Gray, Green, Light Blue, Orange, Pi...	Color indicator used to visually distinguish the column
order	Order	Code		-	Defines display sequence of the column on the kanban board

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
Desk User	✓	✓	✓	✓
System Manager	✓	✓	✓	✓
Desk User	✓