Kanban Boards

Opening the Kanban view

Kanban is one of the three mode tabs at the bottom of the screen on mobile, and a button on the top bar on desktop, next to Calendar and Tasks. Tap or click Kanban to switch.

The view shows one active board at a time. Filter chips for selected persons still apply — only activities involving the people you have selected appear on cards.

Switching boards

On mobile, tap the drop-up picker on the left of the command row (it shows the current board name) to pick a different board. On desktop, the board picker sits in the same place; on the inline board strip at the top of the Kanban view; or use the keyboard left/right arrows when the view has focus.

The activity drawer's “Move” menu (the colored column strip at the top of the drawer) also surfaces the full list of columns on the active board, so you can move a card without dragging — useful on touch.

How columns map to ERP

Each board column is a combination of an activity type (e.g. Lead, Proposal, Won) and an activity state (Active, OK'd, etc.) in the ERP. Cards in that column are exactly the ERP activities matching that combination.

• Columns are read from the ERP's WebView definitions via the pipeline sync — no manual list to maintain.
• Moving a card to another column writes the new type + state back to the ERP record (with a confirmation toast on failure).
• Closed / OK'd activities are filtered out by default; the board only shows what's actively in play.

Working with cards

Each card shows the activity title, customer, person assignments, and any badges (number of comments, attachments). The card is colored by its activity class or by an admin-set per-column color.

• Drag a card to a different column to change state in the ERP.
• Click / tap a card to open the activity drawer (comments, attachments, watch, edit).
• Cards are date-filtered by a configurable lookback / lookahead window (default 12 months each way) — admins can change this under Admin → Pipeline.

The activity drawer

Clicking a card opens the activity drawer — the same drawer used everywhere else in the app (notifications, tasks list, kanban). It's a side panel that loads the full ERP activity with real-time data, no extra page navigation.

• Column strip at the top in the column's color — tap to move the activity to a different column.
• Comments — full thread, with new-comment input. Watchers of the activity get a push notification when you post.
• Attachments — list + add. Photos work on mobile via the camera or photo library.
• Watch toggle (bell icon) — opt in to push notifications for future comments / files / edits. Auto-enabled when you're assigned to an activity.
• Main + CC persons — edit the people on the activity (and they'll be auto-watched + notified that they were added).
• Edit / Delete — opens the full form (or removes the activity, with confirmation).
• Mark done — for activities flagged as tasks (TodoFlag).
• Inline date edit — click the date in the meta block to reschedule without opening the full form.

Admin setup

Boards are defined in the ERP using WebView definitions — a standard ERP feature for grouping records by type + state. herbe.calendar syncs those definitions and renders them as Kanban boards.

1. In the ERP, create or edit a WebView that defines the columns you want — pick the register (typically ActVc), set activity-type and state filters per column.
2. In herbe.calendar admin, go to Admin → Pipeline (Kanban) and click Sync from ERP.
3. The synced boards immediately become available to all users in the Kanban view.

See the Admin Configuration guide for the full Pipeline section.