How to Organize your Processes with a Kanban View in Airtable

I really fell in love with data when I began to explore all of the things Excel was capable of. So then, it should come as no surprise that I am very comfortable with the “Grid View” in Airtable. This is the view that looks most similar to a standard spreadsheet – with rows, columns, and their inevitable intersection.

Yes, grid views are great, but having worked in Airtable with many clients, I don’t think it’s my favorite. I think that title has to go to the Kanban View.

If you’re not accustomed to a Kanban Board, it is a unique way to view your data. This approach is quite popular today, especially with project management tools like Asana and Trello, both of which offer a Kanban Board as the default setting.

In Airtable, the Kanban View is a vital way to share grouped data. First though, let’s discuss some high level definitions.

Card: These are how records are shown in a Kanban View. In the Grid View, records are represented by a row of a spreadsheet, but in the Kanban View, they appear as cards.

Stack: This is how data is grouped, into columns, based on a single select or collaborator field.

The main idea behind this view is that all data appears in columns (stacks) – exactly which stack is determined by the status of a single select or collaborator field. Check out this week’s video for some examples.

The main reason I have grown so fond of this view is that it really helps when managing data in a workflow. Additionally, I find that by presenting data in this way is more appealing to my clients – they consistently rave about the ease of understanding they gain with this view. Have you tried it yet for your business workflows?

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