Kanban & Custom Views: Enhance Your Workflow with Flexible Display Options

In Origami.ms, users are provided with multiple ways to visualize and manage data. One of the most powerful features for enhancing your workspace is the ability to create custom views and leverage various display formats, such as Kanban, Table, Gantt, Map, Calendar, and Gallery views. Here’s how these features can help streamline your workflow and maximize productivity:

Custom Views: Tailored to Your Needs

Origami.ms allows administrators to create multiple views for each entity. This means you can tailor how data is presented for different tasks and workflows. For example, you could have a Kanban view for tracking the progress of tasks, and a Calendar view for scheduling meetings or deadlines, all within the same entity. Users can easily switch between views, allowing for a more flexible, personalized experience. The ability to create custom views makes it easy to manage data according to specific needs, such as sorting by date, status, or project.

Key Features of Each View:

• Kanban:
  • The Kanban view helps manage tasks using columns based on a selected status field. Admins can define which field will act as the Kanban column (e.g., “To Do,” “In Progress,” “Completed”). Additional fields can be used as filters to further refine the displayed tasks.
  • This view provides a visual board for organizing tasks according to their workflow stages.

• Table:
  • The Kanban view helps manage tasks using columns based on a selected status field. Admins can define which field will act as the Kanban column (e.g., “To Do,” “In Progress,” “Completed”). Additional fields can be used as filters to further refine the displayed tasks.
  • This view provides a visual board for organizing tasks according to their workflow stages.

• • The Table view is ideal for managing detailed data and offers the flexibility to choose which fields will appear as columns. Admins can select fields to serve as filters and can make certain fields editable directly within the table.
  • You can even configure the table to show repeatable groups as collapsible sections, adding more depth to your data presentation.
• Gantt:
  • Perfect for project management, the Gantt view requires the definition of a project field, start and end dates, and optionally, a dependency field. You can also track progress by configuring a field to display percentage completion, providing a visual progress bar.
  • The Gantt chart helps visualize project timelines, tasks, and their dependencies.
• Map:
  • The Map view integrates with Google Maps, allowing you to plot data points on the map based on address fields. This can be particularly useful for businesses with a geographical presence, helping you visualize locations and customer distribution.

• Calendar:
  
  • The Calendar view enables the scheduling and display of events based on date fields. Events can be filtered by resource and can include user calendar events, providing a complete view of time-bound tasks and appointments.
  • This view allows for better organization of time-sensitive tasks or meetings.
• Gallery:
  The Gallery view is designed to display records visually using a file field that renders images or documents. This view is especially useful for visual-centric information, such as images or product catalogs.

Customizing Views: Empowering Administrators and Users

Only administrators can create and configure new views, while users can switch between the available views. Each custom view is associated with specific display settings, which means administrators can define how data is shown across different types of views (e.g., a Kanban board or Gantt chart).

Filtering and Personalization

• Users have the option to create saved filters to personalize their experience and streamline their workflows. Filters can be applied on data fields, such as by status or project, and saved for future use. For instance, a user might save a filter that shows only active tasks or projects updated in the past 7 days.The filters can be presented in two formats:
  1. Sidebar filters: These stay visible on the side of the screen for quick access and can be minimized when not in use.
  Tab-based filters: These appear as tabs at the top of the screen, and users can click to reveal or hide the filter options.

Limitations and Flexibility​

• Each view in Origami.ms has its own set of requirements:
  • The Map view requires an address field.
  • The Kanban view needs a selection field to define columns.
  • The Gantt view necessitates fields for dates and project details.
  • The Calendar view needs date-related fields to show events properly.
  • The Gallery view relies on file fields to display images or documents.
  These field requirements ensure that each view functions optimally and displays data in a way that aligns with its purpose.

Conclusion

Origami.ms offers a highly customizable and flexible platform that allows businesses to organize and visualize data according to their unique needs. With the ability to create custom views for different workflows, users can tailor their interface for optimal productivity, all while maintaining clear visibility into important project and task details. The ability to create saved filters and adjust the presentation of data ensures that everyone in the organization can work the way that suits them best.