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How to customise Kanban columns

Learn how to customize Kanban columns in Active Workflow to align with your team’s unique processes and improve job management.

Updated over a week ago

Overview: Kanban columns are a way of organising and viewing the jobs that exist within the firm. To keep the board at a manageable level, each view needs to be structured in a way that the board does not consist of too many jobs. The firm should limit the number of columns available to users.


Managing Kanban Columns

A Kanban column view looks like this.

Default Columns

The system comes with six in-built Kanban columns:

  • Not Started

  • On Hold

  • In Progress

  • Awaiting Review

  • Out to Client

  • Complete

And, each one is attached to a default Job Status and may have it's own background colour. A Kanban column could have a number of Job Statuses attached to the one column to keep the system manageable.

Once a column has been completed, you can go to Job Status to edit the Statuses attached to the Kanban column.

Creating a New Kanban Column

Changing the Colour on a Kanban Column

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