How is Kanban view different from the Kanban Board extension?

How is Kanban view different from the Kanban Board extension?

Kanban view is a built-in option to customize the way records are displayed in a module. It is available for all editions of Zoho CRM.

Kanban Board is an extension developed by Zoho Corporation that is available in Zoho Marketplace. It allows you to create boards for data obtained from third-party applications. Read more about the extension here.
This extension can be downloaded by going to Setup > Marketplace > All and searching for"Kanban Board".

    • Related Articles

    • What are the benefits of Kanban view?

      The Kanban view is a card-based view that displays records in different categories. The user can choose the criteria for the categories. For example, customers can be segregated based on the industry they belong to or the type of product they want to ...

    • Kanban Board

      When a business project becomes big or your team grows, there will be a lot of things for you to manage as a team lead or a manager. Kanban Board for Zoho CRM provides an organized way to keep track of all the required activities and data. It ...

    • How do I segregate leads using the Kanban view and how can I customize the view?

      Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...

    • What do the Categorize by and Aggregate by mean in the Kanban view settings?

      I. The Categorize option allows you to segregate records into different groups for easy understanding. For example, categorizing deals by their stage or leads by their industry. II. The Aggregate by option allows you to select any number field to ...

    • What does the Unaccounted column in the Kanban view mean?

      The records that don't have a value in the picklist field that is selected to categorize the Kanban view will be listed in the Unaccounted column. This can also happen if the picklist value for a record is changed to "None". For example: If the value ...