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Add "Kanban" View Type
I’m really interested in a "kanban" interface, like the Projects tab in a Github repository or a Trello page, where you can drag an object from say a "backlog" swimlane, to "work in progress" to "closed", changing its state automatically when you drop it.

This is useful for many scenarios, and in fact is quite a popular UI pattern these days. The table records would be the "cards" you see on a typical kanban like Trello, and the "swim lanes" would usually be record / workflow statuses: backlog, WIP, closed, cancelled or the like.

Like calendar views, if the kanban card could have a certain "richness" to it, or, the ability to display a color or showing a checkbox or a derived string like a formula text column, that would be really great.

If the kanban could have Grouping and Sorting like other view types that would be great too. For example, if it could show multiple kanbans grouped by clients etc in an "ask the user" section, it could be used to show tasks by client / user group / dept etc.

What are the chances of getting such a view added to Teamdesk/dbFLEX, so that we can just create a "kanban" view as easily as we can create a table, timeline or calendar view?
ID
1305
Category
User Experience
Author

Rick Cogley
Date Created
9/18/2019 1:09:25 AM
Date Updated
5/18/2020 10:10:39 AM
Status
Implemented
Score
120
Promoted By
ProgrammerBernhard SchulzIvan Papish
Nacho Alvarez de Toledocalvin petersRafael Muñiz
Michael TillPatricio BustosNick Ashcroft
baseninePhilipp Matuschka (MMB)Rick Cogley
Comments
basenine 9/18/2019 2:16:05 AM
I love the idea of drag'n'drop records onto different status views.

Drag'n'drop records in a Calendar View would be welcome as well.
😀

Rick Cogley 9/18/2019 3:05:04 AM
Indeed, being able to move say, due dates or deadlines by drag/dropping on a calendar is good too.

In the kanban's I've seen, usually when you click a card, you get a modal popup to edit something about the card in. That's a little different from the typical way things are done in Teamdesk though, since the "edit page" is a full page view.

A well-designed product built around a kanban UI is the Planview LeanKit product: https://leankit.com/product/ It has a collapsible UI where, you can see the Backlog is kind of collapsed at the left, and when you're in the main dev area, groupings under primary dev process areas Design / Dev / Review, and then, sub areas under Dev: Expedite, Active Projects, Maintenance/Support. The card UI is pretty rich too, with a progress bar on the card, for subtasks inside the card.

I made a mockup:

https://esolia-doc-assets.s3.amazonaws.com/prdn/2019/eSolia-Teamdesk-Kanban-Concept-ecee5486da3047a4be468971db978e24-w1206px.png

calvin peters 12/12/2019 10:23:07 AM
Perhaps this sort of Drag-and-Drop could lend itself to uploading files for jpegs for instance. Drag jpegs into a record from an external source and/or drag to reshuffle jpeg order in a record.

Currently to re-order images we have to click to download 2 images, then open the record for editing and upload the same images back in a different order. Something "like" this allowing click-drag-reshuffle in one simple action would be useful.
Programmer 4/15/2020 3:10:22 PM
This would be essential for project management and sales pipelines. Please highly consider
Kirill Bondar  Staff  5/15/2020 5:44:20 AM
calvin peters 5/15/2020 7:14:50 AM
Awesome!
Thanks Kirill!

This is a game changer for calendar views

Robert Gustavsson 5/15/2020 11:01:35 AM
Looks interesting, but what if I want to drag a record off the Kanban View completely (set status to null/empty) ?
Admin Account 5/15/2020 11:29:25 AM
This is fantastic. Thank you! I have a couple of questions...
- When reordering the records under a status, they go back to the default sort order when the page is reloaded. Is there a way for a user to order them and have them stay in that order?
- Is there a way to not display any detail columns?
- Drag and drop is currently not working when using the view within a record, is this planned?

Admin Account 5/15/2020 11:32:30 AM
*Actually I see that they cannot be reordered at this time. Only moved from status to status. My mistake.
Robert Gustavsson 5/15/2020 11:37:27 AM
Actually a kanban view with 2 dimensions/status columns could be useful too, but I suppose I would need to buy a 4K screen first.
basenine 5/15/2020 6:52:26 PM
Great work guys.
Not sure if there’s a solution for this but I noticed when using on iPhone that scrolling is shelved in place of drag n drop. Ie I wanted to scroll but the drag n drop took preference
I had to get my delicate fingers right to the edge of screen to scroll 😉
basenine 5/15/2020 6:54:32 PM
It’s a very welcome addition by the way. It will solve many work arounds.
Thanks for implementing 👍👍
Rick Cogley 5/15/2020 7:10:07 PM
This is great, and will be really helpful for us! Thank you for implementing it!

Also in the blog post, these are important too:

* Calendar views enable drag-and-drop, given the calendar is based on Date column and record and date column are updateable.
* There is a new flag in a dashboard section to control the appearance of Print/Edit/Send buttons.
* You can now use reference columns in Delete workflow action.

The drag-n-drop ability in calendar is quite cool.
basenine 5/15/2020 9:21:57 PM
2 finger touch on iOS device overrides drag n drop
Problem solved 👍😬
Kirill Bondar  Staff  5/16/2020 5:06:47 PM
@Admin Account

1. Reordering -- cards follow the order specified in a Sort By property of the view or a default record sort order for the table.

We discussed the possibility of reorder while developing the view but did not found simple solution. For example -- we use numeric column to maintain the order of columns in view settings. Let's say we have cards with order: A(1), B(2), C(3), D(4), E(5). and D moves right after A. We should end up with A(1), D(2), B(3), C(4) -- that is we should update the record we have dragged and all the records between its old and new position. Not a big problem until you have workflow change triggers associated with records, normally all of them should run and that may result to a lot of operations including child record creations, email sending etc. The more the distance, the higher the costs of drag and drop.

2. No detail columns -- Hmm, indeed. No easy workaround.

3. No drag and drop when displayed as detail view -- we'll address it on Monday.
basenine 5/16/2020 5:32:17 PM
I feel we’re close (one step away) to a daily calendar view with time allocations.
I feel it. I really feel it 👍

Robert Gustavsson 5/18/2020 10:10:39 AM
What will the future of the "Tile View" be? It looks simular to Kanban but with visible buttons and no action when clicking on the tile.
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