Visualize your workflows with Kanban reports in Quickbase скачать в хорошем качестве

Visualize your workflows with Kanban reports in Quickbase

🙌 Get 10 Kanban Report Hacks https://quickbasejunkie.com/blog/how-... They're here! Kanban boards are now in Quickbase. Kanban is a way of visualizing the progression of work through a system. Visual systems daw focus to what's important, help drive action, and increase engagement. If you've found Kanban cards useful in tools like Trello or Jira, get ready to take them to the next level with the power and flexibility of Quickbase! Are you tracking any of these processes with your Quickbase? ✓ Programs or projects from Not Started to Completed ✓ Sales leads from Inquiry to Conversion ✓ Recruitment from Awareness to Hire ✓ Manufacturing from Raw Materials to Finished Product ✓ Software development from Ideation to Shippable Code ✓ Tech support tickets from Open to Closed ✓ The list goes on... If you are, you could benefit by adding Kanban reports to your Quickbase! This brief video will walk you through creating a Kanban report, adding color to the Kanban cards, and adding the Kanban report to a form. To get started there are three key steps. 1. Create the Kanban report 2. Select the 'phase' field 3. Choose the fields, filters, color, etc. Let's start harnessing the power of visualization through Kanban reports! 🎦📚😃 Get more training from Quick Base Junkie https://quickbasejunkie.com/training Video Sections: 0:28 Overview of steps 0:47 Quickbase App Exchange App - Complete Project Manager 1:00 How to create a Kanban Report 1:10 How to choose what field the Kanban is based on 1:41 How to choose what fields show on the Kanban cards 2:02 Kanban Report example with basic settings (drag & drop demo) 2:12 How to add color coding to the Kanban cards 2:31 How to write a color coding formula 3:21 Kanban Report example with color coding based on status 3:33 How to display a Kanban report on a form 3:58 Selecting the Report Link field in the form settings & choosing the Kanban report 4:37 Demo of a Kanban report embedded on a form 👍 If you find this helpful, please like & subscribe! ★VIDEO RESOURCES★ App used: Complete Project Manager from the Quickbase App Exchange Color-code cards formula used in the video: Case([Status], "Not Started","gray", "In-Progress","green", "Issue","red", "Completed","blue", "Canceled","orange") #QuickBase #QuickBaseJunkie #QuickBaseReports #Kanban #ProjectManagement #Database #NoCode #LowCode 🔥🔥🔥FREE GUIDEBOOK🔥🔥🔥 Get The Ultimate Grid Edit Guidebook – Using Grid Edit will never be the same! https://quickbasejunkie.com/gridedit FROM THE VIDEO: "...For this video, I'm using a Quickbase from the Quickbase App Exchange called the Complete Project Manager. Now to show you how Kanbans work, I'm going to use our task table. The new Kanban feature is actually a type of report. So, I'm going to open reports and create a new report using the Kanban. For this report, we'll need to choose a field that is a multiple choice type field. In this case, there are only three options. I'm going to use the 'Project Phase.' Now, these are the various phases of the project which lends well to the Kanban format. You can use up to ten different phases. In this case, there are fewer than ten, but I don't want the blank phase to show. Anything with no phase selected. So, I'm just going to choose each of the phases that are not blank. And then, I can include up to three different fields to include on the Kanban card itself. So, I'm going to go ahead and change this and choose some custom fields. Alright, I'm going to go ahead and start there and display this and see how it looks..." Feeling like a Junkie? Subscribe Now! https://www.quickbasejunkie.com/sign-up LET S CONNECT! LinkedIn ➤   / quickbasejunkie   Instagram ➤   / quickbasejunkie   Facebook ➤ https://fb.me/quickbasejunkie Pinterest ➤   / quickbasejunkie   Quick Base Junkie ➤ https://quickbasejunkie.com Learn More About QuickBase @ https://quickbase.com © Quick Base Junkie COPYRIGHT NOTICE: The content, title, description, and specific ways in which the information in this video is organized, documented, and presented are the creative property of Quick Base Junkie. For use in any medium attribution is required, for questions or use permission, contact me @ https:/quickbasejunkie.com/contact. Quick Base Junkie is unofficial and not affiliated with Quickbase Inc.