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Kanban Boards for Any Object

Swifty Team Aug 5, 2025 2 min read

Lists are great for volume. When you have 200 invoices to manage, a filterable table is the right tool. But when you're managing 15 deals in a pipeline, or 20 tasks moving through a workflow, a visual board often tells a clearer story.

Kanban boards are now available for any object type in Swifty.

How It Works

Any object type with a select field — a status, a stage, a category — can be viewed as a kanban board. Each distinct value in that field becomes a column. Records appear as cards in their corresponding column.

Drag a card from one column to another and the field value updates instantly. Move "Proposal Sent" to "Contract Review" and the record's stage is updated without opening the record.

Cards That Show What Matters

Cards on the board aren't just a title. You configure which fields appear on each card — key dates, assigned users, priority indicators, related record links. The information most relevant to the board view is visible without opening the record.

Status badges and color indicators from your field definitions carry over to the board, so the visual encoding you've set up in other views works here too.

One Object, Multiple Views

Switching between list and board is a single click — no separate configuration, no duplicated setup. The same object type, the same data, the same filters — just a different presentation.

Your team chooses the view that makes sense for what they're doing. Processing a high volume of support tickets? List view with sorting. Running a weekly pipeline review? Board view with drag-to-update.

Not Just for Projects

Most teams use kanban boards for project management. But the same view works just as well for:

  • Sales pipelines (leads moving through stages)
  • Hiring pipelines (candidates through interview rounds)
  • Support queues (tickets by status)
  • Content calendars (articles by publication stage)

Any process with distinct stages benefits from a visual board. Any object with a status field can have one.

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