Switching between Kanban and List views allows you to customize how your data is displayed, making it easier to manage and track your workflow. This option is available across different sections of ClearCRM, including Deals, Tasks, and Projects.
Switching Views:
Locate the View Icons – At the top of the page, next to the New Deal (or relevant section) button, you will see one of these icons depending on which layout you're using:
Switch to Kanban
Switch to List
Switch to Kanban – Click this icon to display items in a Kanban-style workflow with categorized columns.
Switch to List View – Click this icon to see data in a structured list format with rows and columns.
By toggling between these views, you can choose the display format that best suits your workflow.