Articles on: OneHash CRM | Using OneHash CRM

Get a descriptive layout of your data using the Kanban Board

Kanban Board

Kanban Board is a tool that provides a descriptive layout of your data in OneHash based on status and a virtual board.

This board shall consist of cards that represent various Documents listed in a particular Document Type aligned as per the stage of operation of the transactions represented by Status Columns. The card status can be changed easily by dragging and dropping the cards across the board.

A Kanban Board helps to visualize, control and optimize workflow while collaborating with the entire team on a real-time basis.

Creating a new Kanban Board

To create a Kanban board in OneHash click the Kanban dropdown on the sidebar, and select New Kanban Board.

Adding new Card/Document

To add Cards on Kanban Board click Add Tasks. You can Edit card details by clicking on the card and it will take you to the Task Doctype where you can further add and edit card details.

Update Cards/Document Status

Based on the Task status you can drag and drop the cards in the respective column.

For example, if the task is a work in progress you can move the card for the task from the status ‘Open to Working’.

Manage Columns

To add more columns in the Kanban board click on Add columns.

You can move the columns as per your priority.

You can also assign colors to columns.

You can also Archive and Restore the columns added in a Kanban board.

To do so click Archive in the drop-down menu on the card. Once archived you can restore the column from the list of the archived columns in the Kanban board.


You can create multiple Kanban Boards based on different filters. To save filters for a Kanban Board, click on Menu and then "Save filters".

Updated on: 27/03/2023

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