How to Create a Kanban Board in Coda

Quick summary

A Kanban board in Coda lets you visualize project tasks as cards grouped by status columns, turning any existing table into a fully interactive board view. You can add status columns, customize card display settings, move tasks between stages, and apply filters to keep your workflow organized.

Steps

1. Open the Coda document where you want to create your Kanban board.
2. Locate the table or list you want to transform; if none exists, create a new table.
3. Click the view menu (the three-dot icon) on the table to access display options.
4. From the dropdown menu, select 'Board' to switch the table into a Kanban-style view.
5. Click 'Add status column' to add new columns representing different project phases.
6. Fine-tune your column properties by renaming them, choosing colors, or adjusting card display settings.
7. Review your Kanban board, which now displays cards grouped by status, each column representing a workflow stage.
8. Move tasks between columns by dragging cards to update their status.
9. Use filters to focus on specific priorities, team members, or upcoming deadlines.
10. Your Kanban board in Coda is now fully set up and ready to use.