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Add team instructions and other info to each kanban workflow step?

  • February 28, 2024
  • 2 replies
  • 38 views

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Yeah, we can turn a single-select status-like field into kanban view workflows for teams. Got it.

But how to add more info for each of these kanban workflow steps? To document the workflow, to give team member easy access to "what should I do at this step?" Links to related assets, templates, full docs, Loom videos etc?

Yeah, you can do a 2 table approach, where you have a more robust "Steps" table instead of a single-select "status" type field. But then you lose the ability to have a "steps as kanban columns" view.

How do you all build card-moving kanban views that also act as helpful process deocumentation for each of those steps?

thanks!

2 replies

TheTimeSavingCo
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You could make an automation to update a record when it's a certain step with specific information / enforce the requirements of the previous step?


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  • New Participant
  • May 21, 2025

I just want to second this need. A proper kanban board has column policies, definitions of done, WIP limits, etc. We really need a way to store and display this info at the top of each kanban column. I recognized that others use kanban in a very basic way so maybe this is an opportunity for an extension?