# 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

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

## Step-by-step

1. Open the records table.
2. Click **Board** in the view toggle.
3. If the board is not configured — pick **Board columns** (grouping field).
4. Review cards in columns; **Expand column** / **Collapse column** as needed.
5. Drag a card to another column — the grouping field updates.
6. **Add card** — new row with the column’s preset value.
7. 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.

## Related guides

- [Use saved views](./use-saved-views.md)
- [View table records](./view-model-records.md)
- [Configure field type](./configure-field-type.md)