Kanban

The Kanban block shows records from a data source as cards in columns, like a Kanban board. Each column is one value of a field, such as a status.

This page uses a table in Softr Databases. Connecting the data source, inline filters, and search work like they do in the List block. So this page covers the settings that are specific to the Kanban block.

Prepare your data

To show how the block works, we’ll use a Tasks table in a Softr Databases database. It has five fields:

• Task (Short Text)
• Details (Long Text)
• Status (Select) with the options To do, In progress, In review, and Done
• Priority (Select) with the options High, Medium, and Low
• Assignee email (Email)

Learn more about the available field types.

Connect the block to your table

1. Add a Kanban block to your page.
2. Open the Source tab of the block settings.
3. Select Softr Databases as the account.
4. Select the database, then select the table.

Group by

Open the Content tab. Under Group by, select the field that sets the columns. In our example, we select Status.

The board gets one column for each option of the field: To do, In progress, In review, and Done. Each card sits in the column that matches its value.

By default, Show all available options is on, so every option of the field becomes a column. Turn it off to choose the columns yourself.

Choose what shows on each card

Under Item fields, map the fields that appear on the cards. In our example, Task is the heading, Details is the text, and Priority is a tag.

The footer shows two short fields side by side, such as a tag or a date.

Under Column options, choose the style of the board (Standard, Minimal, or Joined), the column width, and the height. You can also show the card count and hide overflowing columns.

Show each user only their tasks

Kanban’s conditional filters work like those of the List block. They are in the Source tab, under Record filters.

For our example, each logged-in user should see only their own tasks. To do that, add a condition: Assignee email is the logged-in user’s email.

1. Under Record filters, click Add condition.
2. Select the Assignee email field.
3. Select Is.
4. Select the logged-in user’s email as the value.

Here is what maria@acme.com sees after logging in and opening the board.

Move cards between columns

If the Drag and drop toggle is on under Actions, logged-in users can drag cards between columns. You can also let only specific user groups move cards, through the visibility settings of the toggle.

When a user moves a card to another column, the value of the card changes in the table too. In our example, we move Design onboarding checklist from In progress to In review. In Softr Databases, its Status changes to In review.