Using the Kanban Pipeline

Last updated: December 5, 2025 Author: ArtistHub Team

What is Kanban View?

The Kanban view is a visual board that displays your leads as cards organized in columns. Each column represents a lead stage, and you can drag and drop leads between columns to update their status.

Accessing Kanban View

1. Navigate to the Leads module
2. The Kanban view is the default view
3. If you're in Table view, click the "Kanban" button to switch

Understanding the Board

Columns (Stages)

• Each column represents a lead stage
• Columns are ordered from left to right (earliest to latest stages)
• Column headers show the stage name and count of leads

Cards (Leads)

• Each card represents a single lead
• Cards show key information at a glance
• Color coding may indicate priority or status

Card Information

Each lead card typically displays:

• Lead Name or Client Name
• Orchestra/Venue
• Next Action (if set)
• Priority indicator
• AI Score (if enabled)
• Quick actions (view, edit, etc.)

Basic Operations

Viewing a Lead

1. Click on a card to open the lead details
2. View full information, history, and related items
3. Close the details view to return to the board

Moving a Lead Between Stages

Method 1: Drag and Drop

1. Click and hold on a lead card
2. Drag it to the desired stage column
3. Release to drop the lead in the new stage
4. The stage is automatically updated

Method 2: Quick Actions

1. Click the menu icon (three dots) on a card
2. Select "Change Stage"
3. Choose the new stage from the dropdown
4. Confirm the change

Adding a New Lead

1. Click "+ Add Lead" button (usually top-right)
2. Fill in the lead form
3. The new lead appears in the selected stage column

Advanced Features

Filtering in Kanban View

You can filter leads while in Kanban view:

1. Click the Filter button
2. Select filter criteria:

- Client - Show leads for specific clients

- Stage - Show specific stages only

- Next Action - Filter by action type

- Priority - Filter by priority level

- Date Range - Show leads created/updated in a date range

1. The board updates to show only matching leads

Searching

1. Use the Search box at the top
2. Type lead name, client name, or orchestra
3. Results filter in real-time
4. Clear search to see all leads again

Sorting

Cards within each column can be sorted by:

• Priority (High to Low)
• Date Created (Newest first)
• Next Action Date (Upcoming first)
• AI Score (Highest first)

Customizing the View

Collapsing Columns

• Click the collapse icon on a column header
• Hide columns you're not currently working with
• Expand again when needed

Column Width

• Some columns may be wider if they have more leads
• The board automatically adjusts
• Scroll horizontally if needed

Card Display Options

You can customize what information shows on cards:

• Compact view - Minimal information
• Detailed view - More information visible
• Custom fields - Show specific custom fields

Best Practices

1. Regular Updates

• Move leads through stages as progress happens
• Don't let leads sit in the same stage too long
• Update stages during or immediately after interactions

2. Visual Organization

• Use the board to identify bottlenecks
• Look for columns with too many leads
• Identify stages where leads get stuck

3. Quick Actions

• Use drag-and-drop for fast stage updates
• Right-click or use menu for additional options
• Keep the board clean and organized

4. Focus Areas

• Collapse columns you're not working on
• Filter to focus on specific clients or stages
• Use search to quickly find specific leads

Workflow Tips

Daily Review

1. Open Kanban view each morning
2. Review leads in "New" and "Contacted" stages
3. Check "Next Action" dates for today
4. Move leads forward as appropriate

Weekly Planning

1. Review all stages
2. Identify leads that need attention
3. Plan follow-up actions
4. Update stages based on progress

Monthly Analysis

1. Review stage distribution
2. Identify conversion bottlenecks
3. Adjust workflow if needed
4. Clean up old or inactive leads

Keyboard Shortcuts

• Arrow Keys - Navigate between cards
• Enter - Open selected lead
• Esc - Close details view
• Ctrl/Cmd + F - Focus search box

Troubleshooting

Issue: Can't Drag and Drop

Solutions:

• Make sure JavaScript is enabled
• Refresh the page
• Check browser compatibility
• Try a different browser

Issue: Cards Not Updating

Solutions:

• Refresh the page
• Clear browser cache
• Check your internet connection
• Contact support if issue persists

Issue: Too Many Cards in One Column

Solutions:

• Use filters to narrow down
• Consider splitting into sub-stages
• Review if leads should be moved forward
• Use table view for detailed analysis

Switching Between Views

Kanban to Table

1. Click "Table View" button
2. See all leads in a sortable list
3. More detailed information visible

Table to Kanban

1. Click "Kanban View" button
2. Return to visual board
3. Drag and drop functionality restored

Related Articles

• Understanding Lead Stages
• Filtering and Searching Leads
• Managing Lead Information

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Need help? Contact support or check our other documentation articles.