Types of visualizations
In projects, you have the ability to switch your project data between three visualizations:
Based on your needs, you can transform your data into another visualization with a single click. Projects let you view your items based on steps, assignees, or custom user fields on a Kanban board, filter your items on a list, or summarize and analyze your project data using a matrix.
This is the default view in Kissflow projects. It is a very flexible, visual, and board-based way to organize your items. It is usually the primary view for agile teams, but every user can utilize the convenience offered by Kanban.It lets you manage items being worked on side by side in columns and thereby helps visualize progress, as items move from one column to another towards completion. You have the flexibility to arrange columns based on steps, assignees, or dropdown user fields. When you do this, items will be grouped in different steps based on their default step names, assignee names, or your dropdown values. All uncategorized items will be pooled under a column named Uncategorized.
If you are in the habit of using spreadsheets to manage your projects, then the List view is meant for you. In this advanced style of visualization, you will see your project items in a list.
It offers a flexible view of grouping, sorting, and filtering items where items are stacked one below the other.
Apart from a default group, you can categorize items in your project list by steps, assignees, or custom user fields like dropdowns. It will create horizontal sections under the table heading, within which your items will be stacked. You can also reorganize the item list order by using the drag and drop feature.
When you group items by assignees, items are clubbed under their relevant assignee names. All items that are uncategorized will be pooled under the Uncategorized section. List visualization additionally offers the ability to perform bulk actions on your items. You can move items to a new step/state, update field values, change assignees and due dates, and delete items.
Matrix is like Kanban with an additional option of having a secondary categorization through rows. In a matrix view, you can plot your project items on a dynamic grid and choose fields for both horizontal and vertical pivots. This item visualization is best suited for performing slice and dice of the project data and for performing resource balancing and reallocation. Similar to Kanban and List, you can choose to group your columns or rows based on assignees, steps, or custom user fields. All uncategorized items will be pooled together under a column or row called Uncategorized.