Kanban board

How it works

1
A single field — status, stage, pipeline — decides the columns.
2
Every item becomes a card in the column its value names.
3
Dragging a card writes the new value back.

Best for

Anything that moves through stages: leads, orders, applications.

Not the right choice for

Data with no natural stages — you get one very long column.

Who uses this page

Recruiting team

Answers candidates properly, screens the basics, and keeps every pipeline visible.

Creator or influencer

Answers your audience and filters brand enquiries, so the DMs stop being a job.

Job seeker

Keeps every application, contact and follow-up straight — and answers recruiters for you.

Podcaster

Answers listeners from your back catalogue, and filters the guest and sponsor pitches.

Questions

What data does the Kanban board page use?

It reads card records the agent has collected. Any board of cards. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a kanban board the wrong choice?

Data with no natural stages — you get one very long column. It is best for: anything that moves through stages: leads, orders, applications.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.