top_en
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Log In

Bitrix24Care

Configure fields in kanban view

Rating:

You can configure fields displayed in kanban view and fields displayed in the quick create form.

Customize quick create form fields

Quick create form allows creating new leads or deals straight in the kanban.

By default, when using a quick create form you can specify name, amount and currency, contact and company.

You can customize the quick create form by clicking Select field > Customize quick create form fields.

For example, let's add the Responsible person field.

Now we can select the responsible person when creating a quick deal.

Customize view form fields

You can also configure the quick view form.

Open the quick create form > click Select field > Customize view form fields.

For example, let's add the Comment field.

Now you can view the Comment field straight in the kanban.

The selected field won't be displayed if it's empty.
This helped Thanks :) This didn't help Sorry :(
Could you please tell us why:
It's not what I'm looking for
It's too complicated

Did not find an answer to your question?

Send your question to the Bitrix24Care team
Access to technical support specialists requires commercial plan subscription and is not available to free account users. Free accounts are limited to self-support resources such as product manuals, helpdesk articles, video tutorials, and free webinars. Technical assistance, training, setup, customization and other value added services can also be purchased directly from local Bitrix24 partners