On the Candidates, Resources, CRM, Opportunities, and Positionings modules, it is now possible to modify the display to switch from Lists to the card view called: Kanban view, inspired by the famous methodology.
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Kanban View: Global Explanation
To activate the Kanban view, on the right side of the results, you need to click on the list display to switch it to Kanban.
The Kanban view allows you to:
View the total per State of your Pipeline
Change the state of a card using Drag and Drop
Sort your cards according to different criteria
Good to know:
To change the state of several cards, you will need to use the "Do" Bar.
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Explanation of Card Functionality
Each card provides information about:
The creation date of the card
The freshness of the data thanks to the chevrons. You can thus visualize the typology of the last action performed and the upcoming action.
Good to know:
The chevrons provide a time indication. Thus:
Action (past
/ upcoming
) less than 1 week
Action (past
/ upcoming
) between 2 weeks and 3 months
Action (past
/ upcoming
) more than 3 months
No action has been taken
or is to be done
A data freshness indicator thanks to the chevrons. You can thus visualize the types of past and upcoming actions.
3. The number of active positionings (for Candidate/Resource cards)