How to use kanban view (board)?

Board mode shows records as cards in columns by a chosen field value (status, category). Dragging cards between columns updates the field when you have edit permission.

When you need this

Tasks or requests by status — a board is easier than a grid.
You need quick stage changes by drag-and-drop.
The group field has a limited set of values (list, checkbox, association).

Key terms

Table / Board — toggle in the records toolbar.
Board columns — field that defines columns (Choose a field for columns).
No value — column for empty values (“No value” column).
Dragging is disabled — no permission or view-only field.
Too many values — This field has more than {limit} values — choose another one.

Before you start

The table has a field with few distinct values (status, category).
The field is not View only in table if you need drag-and-drop.

Step-by-step

Open the records table.
Click Board in the view toggle.
If the board is not configured — pick Board columns (grouping field).
Review cards in columns; Expand column / Collapse column as needed.
Drag a card to another column — the grouping field updates.
Add card — new row with the column’s preset value.
Save the board setup — Save view with Display mode and Board settings.

What happens next

Records show as cards; column change = grouping field change. Table shows the same data in a grid.

How to verify

Each column matches a field value.
After drag, the value persists (check in Table).
A saved view restores Board and the column field.