Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
#1668 - Projects module examples
I am considering how useful this Addon might be for my production team. They have been struggling with the UI in the out of the box Sugar CRM. We have tried to build in several production cycle statuses that have drop downs menus currently that track the progress or next steps needed for a project as it progresses through the cycle. Creating the correct view of projects and then trying to update each of these is cumbersome and the UI is very limited. This product may be a good solution for us but I need to understand a couple of things.
Do you have a demo video of this Add-on in action on some real data?
How much information (how many fields) can be included on the Kanban card itself?
Can you sort/select your Project list before opening the kanban view?
How many elements/columns can be used for the dropdown?
Do the columns have to be yes/no or checkbox based?
Is moving a card from one column to another the only functional update available? For example can you move it to a column and update any other information on the kanban card from this view?
Thanks for the information!
Other add-ons of interest
Sugar Project Manager
Easily plan and manage projects as part of your sales, marketing and internal planning and execution process. Our flexible project management solution for Sugar will help your whole team stay organized and focused on execution while bringing transparency and visibility into the whole process.