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Dashboards: Kanban Widget
Kanban now works as a widget on any SmartSuite dashboard. Service desks rendering a ticket board inside a wider operations dashboard, PMOs visualizing sprint work next to their burndown chart, and GRC programs tracking control status alongside KPI tiles can all drop a Kanban directly onto the canvas, no separate view required.
Key Highlights
- Kanban as a Widget: Place a configurable Kanban widget on any dashboard, with columns driven by a Status, Single Select, or single-value field on the source records.
- Swimlane Grouping: Group cards into rows using another single-value field, including Lookups that target single-value Linked Records, for a two-dimensional view.
- Drag-and-Drop Editing: Drag cards between columns to update the underlying record live, with permissions controlled by record-level access rather than dashboard permissions.
- Performance-First Defaults: Show All button appears on any column with more than six cards, hide empty columns and rows for cleaner boards, collapse all swimlanes for high-density views, and a 3,000-card cap keeps the widget fast.
- Full View Controls: Sort, Filter, Find, Group By, Spotlight, Card Size, and Fields to Display all work in-widget just like they do on a regular Kanban view.
How It Works
- Open a dashboard you can edit and add a new widget; select Kanban View from the widget library under Views.
- Pick the Solution and Application the widget should pull records from; configure View Controls (sort, filter, group by, fields to display) and decide whether users can drag cards.
- Choose a column field (Status, Single Select, or any single-value field) and optionally a swimlane field for two-dimensional grouping.
- End users see the Kanban inline with the rest of the dashboard, can drag cards between columns if their record permissions allow it, and can click any card to open the record.
- Use Hide Empty Columns, Hide Empty Rows, and Collapse All to control density on busy boards; the Show All button surfaces when a column has more than six cards.
Use this when you want a visual board view alongside other dashboard widgets instead of jumping between a Kanban view and the rest of your reports.