This guide walks you through configureing kanban view in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best results.
how to Configure Kanban View in odoo Prerequisites
- 1Project app installed
how to Configure Kanban View in odoo Steps
Access Kanban Settings
Access Kanban Settings is an important step in configureing kanban view. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Configure Columns
Configure Columns is an important step in configureing kanban view. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Add Filters
Add Filters is an important step in configureing kanban view. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Set WIP Limits
Set WIP Limits is an important step in configureing kanban view. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Enable Drag-Drop
Enable Drag-Drop is an important step in configureing kanban view. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Need Professional Implementation?
Our certified partners can handle the setup and configuration for you.
how to Configure Kanban View in odoo Best Practices
- ✓Test changes in a development environment first
- ✓Document your configuration for future reference
- ✓Train users on new features before going live
- ✓Keep regular backups before major changes
how to Configure Kanban View in odoo Common Mistakes
- ✗Skipping prerequisite configuration
- ✗Not testing before going live
- ✗Ignoring validation errors
- ✗Not documenting changes
how to Configure Kanban View in odoo Conclusion
You've now learned how to configure kanban view in Odoo. Apply these steps to streamline your operations and improve efficiency.
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